Danielle Battista is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. She has been with Merrill and Bank of America since 2014. Outside of her advisory role, she has worked part-time as a background actor in various television productions, including shows such as Law & Order SVU and Blue Bloods. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Delamater is a financial advisor at Merrill with 24 years of industry experience. He has previously worked at Oppenheimer & Co. Inc and Capital One Investing, LLC. He serves as a board member of the Hasbrouck Family Association, which focuses on historic preservation and genealogical research. Merrill, along with its affiliate Managed Account Advisors LLC, 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, institutions, and charitable organizations.

Sanjay R. Patel serves as a Senior Resident Director and International Wealth Advisor at Merrill's New York International Office. In this dual role, he oversees 35 Financial Advisors who primarily focus on international regions. Before joining Merrill, Mr. Patel worked with the United States Agency for International Development (USAID) in Nairobi, Kenya, where he managed development projects in both the private and public sectors across Sub-Saharan Africa. Subsequently, he joined Merrill as a Financial Advisor and over the next 20 years established and led a global practice serving high-net-worth families and institutions internationally. His career progression includes roles such as Producing Sales Manager, Producing Resident Director, and Market Executive of the New York International complex. Mr. Patel holds a Bachelor's Degree from the University of Wisconsin System and an MBA from Duke University. He is a Personal Investment Advisor (PIA). His client focus areas include International Wealth Management, Legacy Planning, Liquidity Management, Managing New Wealth, and Tax Minimization. Outside of his professional work, he has interests in cooking, skiing, traveling, and woodworking.