David Huntington is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with individuals, families, and corporations to develop customized financial plans and provide tailored advice aimed at helping clients pursue their financial goals. He holds the Personal Investment Advisor (PIA) designation and has a Bachelor's Degree from Lafayette College. David's approach involves understanding clients' priorities to create strategies that address short-, mid-, and long-term objectives. He also offers access to specialists in banking, credit, home financing, and small business solutions through Bank of America. David provides ongoing guidance to clients as their financial needs evolve, covering areas such as general investing, retirement planning, and saving for unforeseen circumstances.

Jeffrey James is a financial advisor at Merrill with 52 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2006, concurrently working with Bank of America, N.A. since 2011. Merrill serves a broad client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm’s investment approach includes multiple program strategies and manager-constructed portfolios, supported by integration with Bank of America’s broader banking and capital markets platform.

Kenneth Nersesian is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services at Merrill in 1987 and has maintained a consistent focus on providing personalized wealth management strategies that adapt to clients’ evolving needs and market conditions. Kenneth works closely with clients to develop comprehensive approaches that consider their financial situations, family goals, and priorities. He integrates the investment insights of Merrill and the banking and lending solutions of Bank of America to address the full scope of clients’ financial lives. Kenneth holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor’s Degree from SUNY College of Environmental Science and Forestry. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, liquidity management, and retirement income planning, among others. Outside of his professional work, Kenneth serves as Vice President of the Seaford Wellness Council, a 501(c)(3) non-profit community wellness organization. His personal interests include boating, cooking, fishing, gardening, hunting, music, and spending time with his family. He has been married for 35 years and has two grown children and two grandchildren.

William Touma is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial planning and investment advisory services to clients, assisting them in managing their wealth and achieving their financial goals. No additional details about his experience, education, or areas of expertise have been provided.

Nicholas Ugarte is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on guiding professionals and their families toward financial freedom through tailored strategies and planning, assisting clients with retirement planning, education savings, risk management, long-term wealth building, and tax minimization strategies. Nicholas works closely with clients to develop personalized financial roadmaps aligned with their goals, values, and risk tolerance. Originally from New Jersey, Nicholas earned his Bachelor's Degree from Muhlenberg College, where he also played football. He holds the Personal Investment Advisor (PIA) designation. His approach emphasizes open communication and education to ensure clients feel informed and confident in their financial decisions. Nicholas integrates probabilistic modeling in his planning to account for various market outcomes, inflation, and life changes. Outside of his professional role, Nicholas is involved with community organizations including Be The Match and The Eye-Bank for Sight Restoration. In his free time, he enjoys activities such as baseball, basketball, boating, boxing, cooking, football, music, photography, tennis, and traveling.

Melissa Carty is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined the firm in 2019, bringing over 20 years of experience in the financial industry. Melissa specializes in creating customized financial strategies for high net worth individuals, families, and business owners, leveraging the combined strengths of Merrill Lynch Wealth Management's investment insights and Bank of America's lending and banking solutions. Throughout her career, Melissa has worked with top financial firms such as Credit Suisse, Morgan Stanley, Neuberger Berman, New York Life, and The Bank of New York. She holds the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) certification, which underpins her expertise in qualitative planning, trusts, investments, cash flow, budgeting, tax planning, business planning, estate planning, as well as employee and retirement benefits tailored for high-net-worth sports and entertainment clients. Melissa is also a Personal Investment Advisor (PIA) and earned her bachelor's degree from the Pennsylvania State University System. Melissa is committed to maintaining lifelong relationships with her clients, focusing on their individual goals and priorities. She actively participates in community service and volunteers with non-profit organizations such as PAL and Student Sponsorship. She is also involved in professional organizations including 100 Women in Finance, Ellevate Network, Financial Women's Network, Step Up, Women in Pensions, and Women on Boards. In her personal time, Melissa enjoys cooking, genealogy, music, painting, photography, reading, spending time with her family, traveling, watching movies, and practicing yoga.

Simone Garçon is a Wealth Management Advisor at Merrill Lynch Wealth Management. She works with clients to help meet their unique financial goals by offering tailored strategies and portfolio management services. Simone specializes in assisting clients through major life transitions such as job changes, family growth, divorce, or loss, focusing on multi-generational relationship building and understanding clients’ risk tolerance in relation to their investment objectives. As a qualified Portfolio Manager, she manages personalized and defined investment strategies incorporating individual securities, Merrill model portfolios, and third-party strategies. Her responsibilities include business development, wealth planning, and portfolio management. Simone holds a Bachelor of Arts degree in Economics from Rutgers University and is a CERTIFIED FINANCIAL PLANNER® professional. She also holds professional designations such as Chartered SRI Counselor, Personal Investment Advisor, and Sports & Entertainment Accredited Wealth Management Advisor. Her previous experience includes serving as a Senior Registered Client Associate and working in real estate sales and fundraising roles prior to joining Merrill Lynch. Simone is actively involved in the community, serving as Co-Chair of Bank of America’s Black Professional Group in New York and as an advisory board member of the Financial Women's Association Financial Backpack Program. She resides in New York City with her husband. Her client focus areas include college education planning, executive compensation, family wealth management, legacy planning, LGBT wealth planning, personal retirement planning, small business strategies, women and wealth, and sports and entertainment. In her personal time, Simone enjoys activities such as dancing, football, golfing, music, scuba diving, skiing, skydiving, tennis, traveling, and yoga.

Nicholas Plate is a Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Senior Portfolio Advisor, Wealth Management Advisor, and Senior Vice President with the Shalhoup Group at Merrill Lynch Wealth Management. He primarily works with corporate executives from public companies, offering expertise in equity awards strategy, customized wealth management, long-term investing, behavioral finance, and estate planning services. Nick graduated from Bentley University with a major in finance and a minor in psychology. He began working with the Shalhoup Group in 2014 and obtained his Series 7 and Series 66 FINRA registrations before graduating college. Since joining full time in 2017, he has completed the CPWA program at the Yale School of Management in 2021. Nick has received Forbes "Next Gen Wealth Advisors Best In-State" recognition from 2022 to 2025 and "Best in-State Wealth Advisors" recognition in 2026. Outside of his professional responsibilities, Nicholas is involved with the organization Here to Serve, Inc. He enjoys activities such as fishing, golfing, boxing, reading about financial psychology, and watching the Philadelphia Eagles.

Anthony Shropshire is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving since 2011. He began his career in financial services in 2004, focusing on developing strategies for high net worth families, financial professionals, corporate executives, and business owners. As the single point of accountability for his clients' financial lives, Anthony emphasizes a total balance sheet approach to wealth management that is consultative and objective. He listens to and reviews client financial situations, preferences, and goals, making recommendations across asset allocation, diversification, risk management, banking, credit and lending, investments, retirement, estate planning services, and philanthropy. Anthony holds a Bachelor's Degree in English from Tufts University, where he was a varsity lacrosse player and currently serves on the board of athletics. He holds multiple professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional role, Anthony dedicates time to community involvement with organizations such as Tufts University Board of Athletics, ABetterChance.Org, and Ossining Children's Center. He coaches youth soccer and lacrosse and enjoys spending time with his wife Vanessa and their two children, engaging in activities like skiing, traveling, and enjoying the outdoors.

Russell Shapiro is a Financial Advisor currently working as a Merrill Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with clients to develop personalized investment strategies aimed at pursuing their financial goals. His services include investing advice as well as access to banking and lending products through Bank of America. Shapiro's areas of expertise encompass college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, international wealth management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing including ESG, as well as advising clients in sports and entertainment sectors. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Boston University. Outside of his professional pursuits, Shapiro has personal interests in baseball, cooking, football, music, pickleball, watching movies, and writing.

Brian Saroken is a Wealth Management Advisor at Merrill Lynch, where he is focused on helping individuals and families plan for retirement and manage their wealth. He is also actively involved in teaching retirement planning to graduate students in the Wealth Management program at Columbia University. Brian holds several professional designations including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Certified Private Wealth Advisor (CPWA). He earned a Bachelor's Degree from the University of Maryland and a Master's Degree from Columbia University. His expertise encompasses areas such as college education planning, family wealth management strategies, legacy planning, philanthropic planning, and portfolio management services. Outside of his professional work, Brian enjoys spending time with his family and engaging in activities such as baseball, golfing, racquetball, reading, running, skiing, and softball.

Michelle Hanson is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill Lynch in 2014 and works alongside her mother, Jill, who leads their team. Michelle helps clients by connecting all aspects of their financial life to prioritize and pursue their most important goals. She focuses on family wealth management strategies, legacy planning, socially responsible investing, and portfolio management services among other client focus areas. Michelle holds a Bachelor's degree from Cornell University and earned her Juris Doctorate from New York Law School, where she concentrated on estate planning and tax law. While she does not provide legal or tax advice in her role, she collaborates with clients' attorneys and CPAs to help align estate planning strategies. As a Portfolio Manager at Merrill Lynch, she manages discretionary personalized and defined strategies, utilizing individual securities and model portfolios. In addition to her advisory work, Michelle is engaged in financial education, speaking to women's groups and student audiences. She is involved in professional organizations including the Cornell University ILR School Alumni Association as a past board director. Michelle participates in community initiatives such as Better Money Habits, the Cornell University Annual Fund, Pen Parentis, and SAGE USA in New York City. She enjoys spending time with her family, boating, gardening, golfing, ice hockey, music, reading, singing, soccer, and traveling.

Ellen Ryan is a financial advisor at Merrill with 30 years of industry experience. She has been with Merrill Lynch since 2001 and holds a Series 63 designation. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Sullivan is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Goldman, Sachs & Co. for 16 years before joining Merrill and Bank of America in 2020. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jesse Mann is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. In his role, he provides personalized wealth management strategies and access to a broad array of firm resources, including portfolio management, tax minimization strategies, wealth preservation and legacy planning, lending capabilities, insurance, and retirement planning. Jesse works closely with high-net-worth clients, particularly corporate executives at publicly traded companies. He assists them in navigating complex financial matters such as equity compensation, concentrated stock positions, and deferred compensation. His areas of focus also include major law firm attorneys and individuals in the sports and entertainment industries. He holds a Bachelor's degree from the Smeal College of Business at Pennsylvania State University and holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, Jesse enjoys golfing and supports the New York Knicks.

Sheri Kominsky is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial industry. She works closely with high-net-worth clients to understand their goals and develop personalized wealth management strategies. Sheri and her assistant use a consultative approach to establish long-term relationships and create asset allocations aligned with clients' risk and investment criteria. They regularly review and rebalance portfolios to manage risk and provide updates on portfolio progress. Sheri also assists clients with estate planning and long-term healthcare considerations. She holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Maryland, along with a High School Diploma from General Douglas MacArthur High School. Sheri follows the Merrill tradition of community involvement and volunteers with organizations such as JCC Mid Island Y. In her personal time, she enjoys cooking, gardening, and interior decorating.

Elisabeth Dewailly is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner in the Novick Dewailly Group. Since joining Merrill Lynch in 2018, she has focused on impact investing, developing tailored strategies to help a select group of high-net-worth individuals, families, and businesses pursue their short- and long-term financial goals. Her areas of expertise include socially responsible and values-based investing, executive compensation, retirement planning, and tax minimization. Elisabeth holds a Bachelor's degree from Harvard College, where she concentrated in Stem Cell Biology with a secondary in Computer Science. She holds several professional designations, including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), and Chartered SRI Counselor (CSRIC). Prior to her role at Merrill Lynch, Elisabeth worked in the financial analysis industry and conducted research in STEM fields. In addition to her professional responsibilities, Elisabeth is actively involved in community and professional organizations. She serves as co-chair of the Black Professional Group at Bank of America and is a board member of WINGS WorldQuest, a nonprofit supporting female scientists. She mentors diverse high school students in STEM and participates in panels for women-led and diverse nonprofit organizations. Elisabeth is fluent in French and English and holds dual citizenship in France and the United States. Outside of work, she enjoys cooking, hiking, music, reading, rock climbing, running, scuba diving, and singing.

Matthew Lacasse is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2011 and has been with Bank of America, N.A. since 2018. Merrill, in conjunction 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.

Kurt Kempkes is a Wealth Management Advisor specializing in advising wealthy families on optimizing their after-tax wealth through holistic planning. His focus areas include trusts and estates, investments, lending, and insurance. Kurt has extensive experience across all facets of wealth management, having served over eight years as a Managing Director and Investment Team Leader at J.P. Morgan Private Bank in New York, where he advised ultra-high-net-worth clients across various asset classes and investment styles. Prior to his current role, Kurt served as Managing Director and Head of Sales Innovation at BlackRock, the world's largest asset management firm. He has also worked as a strategy consultant to private equity firms at McKinsey & Company in New York and was part of the equity derivatives desk at Lehman Brothers. Kurt began his career as a U.S. Army Captain in the 82nd Airborne Division, leading a unit specializing in explosives and parachute operations. Kurt holds a bachelor's degree in civil engineering from the United States Military Academy and an MBA in finance from the Kellogg School at Northwestern University. He has earned the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations. Residing in Larchmont, New York, Kurt spends his time with his wife and two young children. He enjoys traveling and outdoor activities and serves as a Trustee for the French-American School of New York (FASNY).

Emily Roberts is a Series 66 licensed advisor at Merrill with two years of industry experience. Her prior work includes roles at Viva Vita Company LLC and the Rio Turvo Cachaca Distillery. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.