Christopher Allora is a Managing Director and Private Wealth Advisor on the Private Executive Services Team at Merrill Private Wealth Management in New York City. He oversees the Portfolio Strategy team that supports all clients on the team and works closely with Relationship Managers to address clients' comprehensive wealth management needs. His focus includes markets and portfolio strategy. Chris has spent his entire 20-plus year career with Merrill, joining in 1998. The Private Executive Services Team primarily serves ultra-high net worth families, particularly C-suite and senior executives of public and private companies. The team develops tailored asset allocation models and constructs portfolios with strategies spanning equity, fixed income, and alternative investments, maintaining a focus on market trends and rigorous evaluation of asset managers and products. Chris holds the Certified Investment Management Analyst designation and Personal Investment Advisor credential. He graduated from Lafayette College with a bachelor's degree and earned a master's degree from New York University. Christopher and his wife reside in Shrewsbury, New Jersey, with their three children. He serves on the boards of several organizations, including the Foundation for Shrewsbury Education and NJ Connect, both of which support community initiatives.

Lisa Sze is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, she serves as a power of attorney and executor for private fiduciary matters. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Samantha Casesa is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill and Bank of America in 2026, she has held roles across various businesses including restaurants, production companies, and tutoring services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Ashmi Dave is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 16 years of experience in providing financial guidance to high net worth individuals, professionals, small businesses, family offices, and institutions. She focuses on comprehensive wealth management strategies including family wealth advice, strategic tax minimization, retirement income planning, tax-smart legacy and estate planning, business exit strategies, and access to private banking and custom lending solutions. Ashmi helps clients move beyond wealth accumulation to optimizing and preserving their assets in a tax-efficient manner. Ashmi holds a Bachelor's Degree and an MBA from Mumbai University, specializing in Finance. She has earned the Chartered Retirement Planning Counselor (CRPC™) designation as well as the Personal Investment Advisor (PIA) credential. Her expertise covers areas such as college education planning, institutional and corporate benefit services, philanthropic planning, socially responsible and ESG investing, small business strategies, and international wealth management. Beyond her professional role, Ashmi is actively involved in community education through Junior Achievement, where she teaches financial literacy to children. She is multilingual, fluent in English, Gujarati, Hindi, and Marathi. Her personal interests include cooking, dancing, yoga, and spending time with her family.

Maxwell Solomon is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America, N.A. and Bank of America Merrill Lynch. Outside of finance, he has experience working at sports and recreational facilities early in his career. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm integrates strategic asset allocation and tax-aware options within its portfolio management approach.

Dinoe J. Wilson Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management, based at Merrill's Headquarters in downtown New York City. He is a CERTIFIED FINANCIAL PLANNER® professional and holds a Personal Investment Advisor designation. Since 2011, Dinoe has been working with individuals and families to develop customized financial strategies. His approach centers on creating cohesive and transparent wealth management plans that align with clients' long-term goals. Dinoe emphasizes educating clients to prepare them for both expected and unexpected financial decisions. His financial planning framework involves comprehensive portfolio reviews and cash flow analyses, addressing a wide range of needs including liability management, stock option analysis, concentrated stock management, retirement planning, wealth preservation, and philanthropic giving. He primarily serves corporate executives, business owners, physicians, attorneys, and retirees. Dinoe earned his Bachelor of Science in Finance with a minor in Philosophy from Boston College. He resides in Brooklyn, New York, with his wife and daughter. Outside of work, he enjoys activities such as travel, sports, hiking, snowboarding, basketball, biking, golfing, music, photography, racquetball, skiing, and spending time with his family. He is also involved with World of Money, a youth financial education organization.

Brett Mizzi is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he joined in 2021. He works as part of The John Mizzi Group alongside his father and sister, focusing on developing, presenting, and implementing tailored financial strategies for high-net worth individuals and families. Brett emphasizes building strong personal relationships with clients to understand their unique goals and objectives and to simplify their financial lives. Before joining Merrill Lynch, Brett was a private equity investor at Trilantic Capital Management, concentrating on investments in the Consumer and Business Services sectors. His career began in investment banking within the Mergers & Acquisitions Group at Jefferies. He earned a Bachelor of Business Administration with high distinction from the Stephen M. Ross School of Business at the University of Michigan. Brett holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English and French, is a member of the Sigma Alpha Epsilon Fraternity - Michigan Iota-Beta Chapter, and is involved with the nonprofit organization Apps for Autism 501(C)3. His personal interests include basketball, cooking, football, golfing, reading, spending time with family, tennis, and yoga.

Jesse Dunn is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, Jesse provides financial advisory services and supports clients in managing their investment portfolios. Jesse holds the designation of Personal Investment Advisor (PIA), reflecting expertise in personal investment strategies and client portfolio management. Jesse completed high school at Lighthouse Christian Academy and attended the Pennsylvania State University System without earning a degree. This professional background underscores Jesse's focus on delivering financial advice within Merrill Lynch Wealth Management.

Pieter Van Der Heide is a Wealth Management Advisor at Merrill Lynch Wealth Management and a founding partner of The BMV Group, a boutique banking and investment group. He has been providing wealth management and investment guidance since 1993, serving entrepreneurs, business owners, executives, and families. His work includes retirement planning, liability management, wealth transfer, philanthropy, estate planning, and managing corporate retirement plans such as 401(k)s, 403(b)s, and pension plans. He holds a Bachelor's degree in Economics from Trinity College in Hartford, Connecticut, and carries several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Pieter and The BMV Group have been recognized by Forbes on their "Best-in-State Wealth Advisors" and "Best-in-State Wealth Management Teams" lists from 2019 through 2026. Pieter serves on the Board of Trustees at Barry University in Miami Shores, Florida, and is involved with several charities, including Covenant House New York. He lives in Bergen County, New Jersey, with his wife and three daughters and enjoys traveling, playing golf, and spending time with family.

John Curti is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with corporate and institutional clients to develop and implement customized retirement plans, executive compensation, and equity programs. John’s approach includes leveraging the full resources of Merrill Lynch Wealth Management to design tailored strategies that meet client needs, offering access to an open architecture investment platform and advisory services focused on risk mitigation and fiduciary responsibility. John’s expertise is centered on corporate retirement plans, high net worth individuals, and executive non-qualified compensation programs. He holds multiple professional designations, including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). John joined Merrill Lynch Wealth Management in 1997 after a career in commercial banking at Chase. He earned a Bachelor of Science in Business Administration from Saint John’s University. In addition to his professional work, John serves as a board member of Stars of Hope USA and volunteers with the New York Says Thank You Foundation. His personal interests include basketball, football, music, reading, softball, and tennis.

Benjamin Mack is a Financial Advisor at Merrill Lynch Wealth Management. He assists clients with planning for their future and staying on track by utilizing his extensive experience alongside Merrill's proprietary Personal Wealth Analysis (PWA) tool. His client focus areas include college education planning, legacy planning, managing new wealth, personal retirement planning, and tax minimization. Before joining Merrill, Ben worked as a Senior Investment Associate at J.P. Morgan Wealth Management for twelve years, managing day-to-day operations for a billion-dollar advisory team. He holds a Bachelor's Degree from Hunter College, has completed an Accredited Certificate Program at New York University, and earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Ben attended The Dalton School for high school. Ben lives in Cobble Hill, Brooklyn with his wife and two children. His personal interests include camping, chess, golfing, music, scuba diving, skiing, swimming, tennis, watching movies, and spending time with his family. He is involved in community activities such as 9/11 Day and TheaterworksUSA.

Mardy Ceesay is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he leads a New York City based team focused on managing the complex financial needs of corporate executives, business owners, and financial professionals. His role involves developing customized strategies to help high-net-worth and ultra-high-net-worth families build and preserve wealth. Since joining Merrill Lynch Wealth Management in 2010, after entering Bank of America Corporation in 2007, Mardy has taken a planning-based approach to wealth management, emphasizing detailed balance sheet and cash flow analysis to align strategies with clients' unique investment objectives and risk tolerance. His expertise covers financial planning and organization, trust and estate planning services, credit and lending, investment management, executive compensation, and risk management. Mardy also serves as a Portfolio Manager, managing discretionary Personalized or Defined Strategies that include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Mardy holds a Bachelor's degree from The Liverpool Law School in England and is admitted to the New York Bar as an Attorney and Counselor at Law, though he does not provide legal advice in his current role. He has earned the Certified Private Wealth Advisor® (CPWA®) designation and is a member of the Investments & Wealth Institute. Outside of his professional work, Mardy enjoys playing basketball, reading, and spending time with his family.

Leanne Myers is a Series 66-licensed financial advisor at Merrill with 24 years of industry experience. She has been with Merrill since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Deanna Di Pierro is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she works closely with individuals and families to offer tailored financial strategies. Her expertise encompasses investment management, tax planning, education planning, retirement planning, insurance, and estate planning services. She aims to understand her clients' long-term financial goals to make coordinated decisions that help achieve those objectives. Deanna began her career in Wealth Management in 2017 and previously spent four years at J.P. Morgan’s Private Bank working with high net worth and ultra-high net worth clients. She holds a Bachelor's degree in Economics from Boston College and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Additionally, she is licensed in securities and insurance products. Born and raised in Garden City, New York, Deanna divides her time between Long Island and Manhattan. She has interests in music, reading, running, yoga, and spending time with her family.

Drew Osborne is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the World Financial Center in New York City. He specializes in providing personalized wealth management strategies tailored to his clients' unique financial goals, leveraging his expertise in college education planning, corporate executive services, divorce transition planning, managing new wealth, personal retirement planning, as well as socially responsible and ESG investing. With a bachelor's degree in Economics and Classics from Bucknell University, Drew holds professional designations as a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). He is associated with several professional organizations, including the American Foundation for Suicide Prevention, the Horological Society of New York, and the Phi Kappa Psi Penn Gamma Chapter. His approach emphasizes competence, transparency, and professionalism, informed by years of mentorship and commitment to lifelong learning. Drew is actively involved in community initiatives such as ACEing Autism and values spending time with his family. Outside of work, his interests include bowling, chess, golfing, music, racquetball, skiing, table tennis, tennis, and watching movies.

Michael Paradise is a Managing Director and Private Wealth Advisor with Merrill Private Wealth Management. He has been with Merrill since 1994 and serves as a lead relationship manager for approximately 50 households, coordinating the financial strategy efforts for his team. He focuses on providing advice to high net worth families to help them achieve their financial objectives and personal goals. His client expertise areas include college education planning, family wealth management strategies, legacy planning, philanthropic planning, tax minimization, retirement income, and socially responsible investing. Michael earned a bachelor's degree in finance from Fairfield University, graduating in 1994. During his time at Fairfield, he was captain of the Division I Lacrosse team. He holds the designations of Personal Investment Advisor (PIA) and Sports & Entertainment (SE). He is a member of the Nassau County Women's Lacrosse Officials Association. Raised on Long Island, Michael resides in Centerport, New York, with his wife, Sonja, and their two daughters, Katherine and Anna. He is involved in the community as a board member of the Nassau County Police Activities League Youth Lacrosse program. His personal interests include fishing, Ironman distance triathlons, and officiating high school lacrosse.