Eric Raphael is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with a diverse clientele including corporate executives, entrepreneurs, business owners, multi-generational families, and family offices. His approach involves consulting across generations and collaborating with family attorneys, accountants, and other trusted advisors to clarify and prioritize clients’ financial goals. Beginning his career in 1994 with Bear Stearns, Eric developed a focus on bottoms-up analysis and active investment management strategies. He holds the Chartered Financial Analyst (CFA) designation, along with certifications as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Eric earned a Bachelor's Degree from Long Island University. He integrates his investment expertise with the global insights of Merrill Lynch Wealth Management and the banking and lending capabilities of Bank of America to support clients’ long-term success. His client focus areas include equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. Eric's personal interests include cooking, golfing, music, skiing, and tennis.

Jimmy Quan is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing nearly two decades of experience in the financial services industry. He works closely with successful families, corporate executives, small business owners, and medical and legal practitioners across the country, developing personalized wealth management strategies. His areas of expertise include comprehensive wealth planning, portfolio management, retirement income strategies, equity compensation planning, business transition and succession planning, and trust, estate, and wealth transfer strategies, often coordinating with clients' legal and tax professionals. A U.S. Marine Corps veteran with eight years of service during the Gulf War, Jimmy applies discipline, preparation, and a commitment to his clients in every engagement. He holds a bachelor's degree from Binghamton University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), Accredited Domestic Partnership Advisor™ (ADPA), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). He is also affiliated with professional organizations such as The American Legion and the U.S. Selective Service System. Outside of his professional role, Jimmy participates actively in his community, serving on the board of The American Legion. He enjoys cycling, golf, photography, and spending time with his family.

Justin Shimborske is an advisor at Merrill in New York, NY, holding Series 65 and Series 66 licenses with 12 years of industry experience. He has worked at Merrill Lynch Pierce Fenner & Smith since 2016 and at Bank of America, N.A. since 2020. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Taylor Hanex is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. She specializes in creating customized wealth management plans that address clients' lifetime and philanthropic goals, income needs, and investment risk management. Taylor's focus areas include family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income. Taylor began her career in the banking industry before joining Merrill Lynch Wealth Management. She holds an MBA from Fordham University as well as undergraduate and graduate degrees in classical piano from the Peabody Institute of Johns Hopkins University. She has received recognition on Forbes' America’s Top Women Wealth Advisors lists and Best-in-State Wealth Advisors lists multiple years. Taylor holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In addition to her financial advisory work, Taylor is involved in various organizations. She is a member of the Executive Committee of the John F. Kennedy Center's National Committee for the Performing Arts, Trustee Emeritus of Johns Hopkins University, member of the James Madison Council of the Library of Congress, and Chair Emerita of the Peabody Institute Advisory Board. She also serves as an ambassador for New Yorkers for Culture and Arts (NY4CA).

Anthony Luppino is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in the early 1980s, he has focused on understanding the diverse needs and challenges of multiple generations of clients and their families. Anthony employs a disciplined approach to help clients navigate market fluctuations by minimizing emotional reactions and encouraging decision-making based on well-defined financial goals. Anthony dedicates substantial time to communicating with clients, aiming to fully understand their objectives, concerns, and broader financial aspirations beyond investable assets. He implements comprehensive wealth management strategies that integrate various aspects of clients' financial lives, assisting in building, preserving, and transferring assets. With clients' consent, he collaborates with attorneys and accountants to address asset titling and tax considerations and leverages resources from Bank of America and Bank of America Private Bank for specialized banking, trust, and philanthropic services. He holds a bachelor's degree in business and finance from Saint Peter's College and has earned the Personal Investment Advisor (PIA) designation. Anthony resides in Cranford, New Jersey, with his wife and their four children.

Bert Halliday is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies that reflect each client's unique financial situation and goals. Bert provides clients with access to investment insights from Merrill and banking and lending solutions through Bank of America, helping them navigate today's changing market conditions. He holds the professional designation of Personal Investment Advisor (PIA) and earned a Doctorate from New York Law School as well as a Bachelor's Degree from Brooklyn College. Bert is committed to community involvement and spends time volunteering with local organizations, embodying the Merrill tradition of engaging with the communities served.

Marguerite Platt is an International Wealth Advisor with Merrill Lynch Wealth Management who began her career shortly after graduating from Georgetown University, where she studied Business and Spanish. She provides tailored wealth management services to individuals and multi-generational families, both in the United States and internationally, helping clients organize their financial assets and maintain disciplined strategies designed to grow and transfer wealth. She collaborates closely with business owners to optimize cash management and leverage opportunities, and counsels younger clients on money management complexities. Platt holds the Personal Investment Advisor (PIA) designation and a New York State Life and Health Insurance license. She draws on resources from BofA Global Research, Bank of America Private Bank, and Bank of America's corporate capabilities to support her clients. She has been actively involved with the Financial Women's Association and the City Gardens Club of New York City. Raised in New York City, Platt attended the Chapin School and currently serves on its Alumnae Board as a Class Secretary. In addition to her professional responsibilities, she has been the captain of a tennis league for over 15 years and has interests that include boating, cooking, dancing, golfing, reading, skiing, spending time with family, tennis, traveling, and watching movies.

James Moriarty is a Financial Advisor at Merrill Lynch Wealth Management with over 18 years of experience in the financial services industry. He specializes in working with corporate executives and families to develop strategic, personalized financial plans. His professional responsibilities include daily trading, operations, and client service needs, as well as assisting with financial analysis, investment, and retirement planning. James holds a Bachelor's degree in Economics and Communications from the University of Delaware, earned in 2008. He also holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Through his comprehensive approach, he focuses on investment management, retirement planning, and risk management tailored to clients' career trajectories and long-term goals. Currently, James resides in Westchester with his wife, Danielle.

Brett Klein is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, Brett emphasizes a comprehensive approach to wealth management that centers on understanding each client’s individual goals. He integrates investment insights from Merrill Lynch Wealth Management with the banking resources of Bank of America to address multiple dimensions of clients’ financial lives. Brett’s expertise lies in offering personalized advice and guidance based on clients’ objectives for themselves, their families, and their businesses. His approach involves asking thoughtful questions and closely listening to clients in order to provide tailored financial strategies. Brett holds several professional designations including Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his bachelor’s degree from Boston College.

Lorri Sieranski is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in creating personalized wealth management strategies tailored to clients' financial situations and priorities, helping them pursue long-term goals amid changing market conditions. Her approach encompasses areas such as college education planning, legacy planning, liquidity management, new wealth management, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, women and wealth, and tax minimization. She holds the Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designations. Lorri earned a Bachelor's Degree from the University of Nevada, Las Vegas (UNLV) and attended Arizona State University (ASU) without receiving a diploma. She has served in leadership roles with professional organizations including the Southern Nevada Association of Women Attorneys and the Southern Nevada Estate Planning Council. Lorri actively participates in community service consistent with Merrill’s tradition, holding past leadership and board roles with groups such as the UNLV Library Community Advisory Board, American Heart Association, Nevada CASA Board of Directors, Soroptimist International of Greater Las Vegas, and the Women's Research Institute of Nevada at UNLV. Her personal interests include biking, golfing, painting, photography, reading, and traveling.

David Castelli is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2016, including a concurrent role at Bank of America, N.A. since 2022. 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, offering model-based and discretionary strategies developed by internal teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

Alexander Marano is a Senior Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In his role, he manages discretionary custom investment strategies and selects from a wide range of Merrill Lynch model portfolios and third-party investment options. He offers services including portfolio management, wealth preservation and transfer, tax-minimization strategies, education funding, and lending capabilities through Bank of America. Marano works closely with partners and directors at top consulting firms, major law firm attorneys, senior-level executives, and their families to manage their financial well-being. He applies sophisticated Merrill retirement outcome probabilistic tools to address client concerns such as retirement timing, longevity of savings, and financial preparedness for future needs. His client focus areas include college education planning, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a Bachelor of Business Administration in Finance from Baruch College Zicklin School of Business and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Marano is fluent in English and Italian. Outside of work, he enjoys adventure sports, baseball, basketball, football, music, running, skiing, soccer, spending time with family, and watching movies.

Kristopher Judd is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Izzo, Arellano, Sliwinski & Associates team. He focuses on delivering customized financial strategies tailored to the specific needs and goals of clients, facilitating a clear path from their current financial situation to their desired future. His expertise includes investment management, retirement and legacy planning, estate services, education planning, and various lending and liquidity solutions. Kris began his career specializing in mortgage consultation for high net worth clients before joining Merrill Lynch Wealth Management in 2014. He graduated Cum Laude from the University of North Florida with a degree in Criminal Justice – Pre Law and holds the Chartered Retirement Planning Counselor (CRPC™) and Personal Investment Advisor (PIA) designations. His client focus areas include college education planning, divorce transition planning, executive compensation, family wealth management strategies, philanthropic planning, and tax minimization. Outside of his professional commitments, Kris is involved in community volunteering with the NYC Department of Parks and Recreation and the Jersey City Soccer Association. He enjoys outdoor activities such as marathons, triathlons, softball, biking, and snowboarding. Kris resides in Jersey City, NJ with his wife and daughter.

Jamie Sopel is a Series 66-registered advisor with Merrill in New York, NY, and has 15 years of industry experience. He has been with Merrill Lynch since 2008. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Abelardo Riera is an International Wealth Advisor with more than 30 years of experience, including 28 years at Merrill Lynch Wealth Management. He serves individuals and business entities, focusing on aligning financial strategies with what holds meaning for clients and their families, who span four generations residing in the U.S. and overseas. Abelardo's approach includes integrated strategies encompassing risk-managed investing as well as estate and succession planning services. He regularly travels to spend quality time with clients, meet their families, and understand their lifestyles and legacy goals. Abelardo holds a Bachelor's degree from Universidad Catolica Andres Bello in Caracas, Venezuela, and a Master's degree from Hult International Business School (Boston College). He has earned the Certified Investment Management Analyst (CIMA) designation as well as the Personal Investment Advisor (PIA) credential. Abelardo is a member of professional organizations such as the Board of Horizons at Brunswick School and the Boston College parent leadership council. Residing in Greenwich, Connecticut, Abelardo lives with his wife and three children. Outside of his professional responsibilities, he supports community initiatives including the Arch Street teen center and Cycle for Survival. His personal interests include biking and skiing.

Mark Yoon is a Financial Advisor with Merrill Lynch Wealth Management based at Merrill's Fifth Avenue Financial Center in New York. He collaborates closely with individuals, families, and business owners to develop personalized wealth management strategies that align with their goals, values, and changing financial needs. His advisory approach centers on listening to and understanding client priorities, allowing him to provide tailored guidance across areas such as investment management, retirement planning, and wealth preservation. Mark focuses on simplifying complex financial decisions and bringing clarity and discipline to the financial planning process. He provides services in client focus areas including college education planning, personal retirement planning, and individual and corporate investment strategy. Mark holds the Personal Investment Advisor (PIA) designation, earned a Bachelor's Degree from Williams College, and completed an Accredited Certificate Program from Oxford University. Fluent in English and Korean, Mark emphasizes building trust and communication with clients, helping them navigate financial markets and life transitions with informed confidence and a long-term perspective.

Tomoe Odahara is a Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management. She integrates common sense, curiosity, discipline, and knowledge into her investment process, emphasizing a rational and realistic approach to investing. Tomoe is firmly opposed to market timing and believes that more money has been lost by investors trying to anticipate market corrections than in the corrections themselves. She recognizes the significant influence of emotions on investment decisions and works with clients to navigate these factors during periods of market euphoria or fear. Tomoe has been recognized by Forbes as one of "America's Top Women Wealth Advisors" in 2020 and 2021 and as one of "America's Top Women Wealth Advisors Best In State" from 2022 to 2026. She serves as a mentor for the Cherie Blair Foundation for Women and was a Fellow of the Advanced Leadership Initiative at Harvard University. Additionally, Tomoe has served on the Aspen Music Festival and School's National Council and on the Contemporary Arts Council at the Museum of Modern Art (MoMA). She supports underprivileged children and has personal interests in contemporary arts, classical music, and hiking. She holds a Master of Business Administration from the University of Chicago Booth School of Business and maintains professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Tomoe is fluent in English and Japanese and resides in Manhattan with her family.

Samuel Mooney is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to develop personalized financial strategies that align with their individual goals and priorities. His approach emphasizes understanding what matters most to each client and integrating all aspects of their financial life. His expertise includes corporate benefits, corporate executive services, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Samuel and his team focus on creating goal-oriented plans designed to help clients pursue their life aspirations. Samuel holds a Bachelor's Degree from Syracuse University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional activities, he enjoys baseball, basketball, boating, football, golfing, hiking, pickleball, reading, spending time with family, and traveling.

Sam Xiang is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1995 as a client associate at Merrill and worked in private banking for Deutsche Bank in Shanghai before rejoining Merrill Lynch in 2012. Sam is a founding member of The XK Group and is fluent in Mandarin Chinese. His client base includes individuals, families, corporate executives, and business owners, many of whom have emigrated from China. Sam focuses on wealth preservation, growth, and transfer to future generations. He provides strategic advice for business owners on issues such as business growth, sales, and maintaining family ownership, and values well-designed retirement plans for companies. Sam earned a Bachelor's degree in management and information systems from the New York University Stern School of Business and holds the Certified Plan Fiduciary Advisor (CPFA) designation. He is a member of the National Association of Plan Sponsors. Sam lives in Bergen County, New Jersey with his wife and daughter. His personal interests include playing golf and tennis.

Wanda Rodriguez is a financial advisor at Merrill with 26 years of industry experience. She has held her position at Merrill since 1997 and holds a Series 63 designation. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.