Michael Luparella is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he collaborates one-on-one with clients to develop personalized financial strategies. He focuses on building long-term relationships and providing clear, practical financial guidance to help clients make confident decisions aligned with their goals. With 15 years of experience in the financial services industry, Michael joined Merrill in 2011. His expertise includes corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. He serves clients in areas including corporate executive services, divorce transition planning, education planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, and small business strategies. Michael holds a Bachelor's Degree from Manhattan College and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. He is committed to community involvement and spends time volunteering with organizations in his community. In his personal time, he enjoys cooking, running, and spending time with his family.

Cary James is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. Since 2008, he has been advising families on a broad range of financial topics, including investment planning and asset management. In addition, Cary serves as a Sports & Entertainment Advisor, focusing on areas such as family wealth management, legacy planning, philanthropic planning, and socially responsible investing. He holds a Bachelor’s degree in International Relations with a specialization in international business and economics from Boston University. Cary earned the Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute™ and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning Institutes Corp. His expertise helps clients coordinate and prioritize their financial goals effectively. Cary is an active volunteer and fundraiser with Breakthrough T1D (formerly known as JDRF), supporting research for type 1 diabetes. He enjoys running, cycling, skiing, and sailing. Cary resides in Westchester with his wife and two daughters.

Robin Reich is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1985, where she focuses on financial planning and goals-based investing, taking into account a client's full financial picture. Robin specializes in providing tailored tax-sensitive investment guidance for high net worth individuals and their families across generations. Her expertise includes investment and asset management, life insurance, long-term care, and residential and commercial lending. She is committed to helping clients achieve financial wellbeing and preserve their wealth with simplicity and transparency. Robin holds the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning and the Personal Investment Advisor (PIA) designation. A graduate of Boston University with a Bachelor of Arts degree in Sociology, Robin is involved in the ML Women's Network. Her personal interests include cooking, reading, spending time with family, tennis, and traveling. She is passionate about women's literacy, leadership, and empowerment and participates in addressing various social issues.

Peter Wiener is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1981 and is part of a three-person team providing investment advice and guidance tailored to the financial goals of both individuals and businesses. Peter's professional identity is strongly linked to his deep client relationships and his commitment to aligning financial plans with clients' personal perspectives and priorities. Peter brings experience from his background in small- and medium-sized businesses, including his previous involvement in his family's printing company. He has developed expertise in areas such as real estate, liability management, and wealth management for high-net-worth individuals. His client focus includes college education planning, family wealth management strategies, retirement income, tax minimization, and services for defined benefit plans among others. Peter holds a Bachelor's Degree from Long Island University and is a Personal Investment Advisor (PIA). He resides in the Flat Iron District of Manhattan. Outside of his professional role, he enjoys activities such as biking, yoga, cooking, and exploring New York's culinary scene.

Jennifer Tso is a Financial Advisor at Merrill Lynch Wealth Management, providing comprehensive financial planning and wealth management services. She focuses on understanding the priorities and goals of her clients to develop tailored strategies that address short-, mid-, and long-term financial objectives. Jennifer offers expertise in areas including general investing, retirement planning, and managing unexpected financial needs, along with access to specialists in banking, credit, home financing, and small business solutions. Her client focus areas encompass Divorce Transition Planning, Education Planning, Executive and Equity Compensation Services, Family Wealth Management Strategies, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Small Business Strategies, and Women and Wealth. Jennifer holds a Bachelor's Degree from NYU Stern School of Business and holds the Personal Investment Advisor (PIA) designation. She is fluent in Mandarin and English. Outside of her professional role, Jennifer has interests in cooking, photography, and traveling.

Alexander Christopher is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. He leads a team of in-house specialists from Merrill Lynch Wealth Management and Bank of America Private Bank to develop solutions across Investment Management, Lending, Trust and Estate Planning Services, Alternative Investments, and Philanthropy. Alex works closely with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy planning. His client focus includes corporate executives, entrepreneurs, financial executives, real estate investors, and those with equity compensation strategies. Prior to entering financial services, Alexander worked as an Emergency Medical Technician in Darien, Connecticut. He holds a Bachelor of Science degree in Finance from the University of Connecticut and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He is affiliated with the professional organization Tau Kappa Epsilon and is involved with the Young Mortgage Bankers Association (YMBA). Alexander's personal interests include basketball, biking, golfing, hiking, music, reading, tennis, and traveling. He emphasizes understanding clients' life priorities to create personalized plans that empower clients to achieve their short and long-term goals.

Laura Gorman is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1996, starting as a Client Associate and Wealth Management Specialist, and is now in her 26th year as a Senior Financial Advisor. In her role, she works with a diverse group of clients to help them meet their financial goals through a disciplined investment process. Laura follows a defined process to understand each client's specific situation, establish objectives, develop and recommend appropriate strategies, and review progress toward achieving those goals. Her areas of focus include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, tax minimization, and retirement income. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Laura earned a bachelor's degree in finance from The New York State University at Oneonta. She resides in East Northport, NY with her husband, son, and daughter. Her personal interests include hiking, music, and swimming.

Jaime Wright serves as the Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he focuses on guiding high-net-worth individuals, families, and business owners through complex financial landscapes, emphasizing tax efficiency, estate planning services, and legacy preservation. Jaime's approach is grounded in personalized service, professional responsibility, and innovative solutions aimed at achieving long-term financial security and confidence for his clients. Jaime holds the Certified Private Wealth Advisor (CPWA) certification and has additional designations as a Personal Investment Advisor (PIA) and in Sports & Entertainment (SE). He earned a bachelor's degree from Baruch College. His client focus includes equity compensation services, philanthropic planning, portfolio management, and services tailored for endowments, foundations, non-profits, and defined benefit and contribution plans. Outside of his professional endeavors, Jaime enjoys basketball, biking, chess, football, golfing, running marathons, and traveling. His personal philosophy centers on understanding client priorities to create personalized financial plans that reflect their goals and aspirations.

Joseph Falletta is a Financial Advisor at Merrill Lynch Wealth Management, where he began his role in 2024. He works with individuals and families to develop personalized financial strategies focused on their goals, including wealth building, retirement preparation, and navigating key financial decisions. His approach centers on understanding clients' priorities to provide straightforward and relationship-driven advice. Joseph holds a bachelor's degree in Economics with a minor in Data Science from the University of Wisconsin-Madison. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His expertise covers areas such as general investing, retirement planning, and saving for unexpected events. Outside of his professional work, Joseph enjoys exercising, traveling, and watching sports, including Badger football, the New York Giants, and the New York Yankees. He has completed two marathons, one in 2023 and another in 2026, and values spending quality time with friends and family.

Matthew Medeiros is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their individual financial goals and to develop strategies aimed at pursuing those goals across various time horizons. His role includes providing guidance on general investing, retirement planning, and saving for unexpected events, as well as offering access to specialists in banking, credit, home financing, and small business solutions. Matthew's expertise spans a range of client focus areas including divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from The College of New Jersey and is a member of the professional organization Alpha Kappa Psi. Outside of his professional work, Matthew is involved with the American Humane Society. His personal interests include antiquing, basketball, bowling, golfing, hiking, music, soccer, spending time with his family, traveling, and watching movies.

Carolyn Kretz is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has built her career since joining the firm in 1994. She works with affluent clients, including executives, business owners, professionals, and entrepreneurs, focusing on comprehensive wealth management strategies that address retirement income, cash flow, college planning, wealth transfer, credit and lending, healthcare, and insurance. Carolyn holds a Bachelor's Degree from Tulane University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also involved in professional and community organizations such as Merrill Lynch, the LearningSpring School, and the Tulane Alumni Board. Her approach centers on understanding clients' priorities and collaborating to achieve their financial goals through disciplined planning. Outside of her professional work, Carolyn enjoys cooking, photography, spending time with her family, and playing tennis.

Robert La Pietra is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes five years at Aegis Capital Corp and ongoing roles at Merrill and Bank of America, N.A. since 2017 and 2018, respectively. 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 and profit-sharing plans, corporations, and charitable organizations.

Justin Azran is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch since 2005. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Brian Sliwinski is a Senior Financial Advisor at Merrill Lynch Wealth Management and a lead client relationship manager for Izzo, Arellano, Sliwinski & Associates. He works with a diverse client base, including corporate executives, financial professionals, and their families. Brian manages corporate advisory services, facilitating access to Merrill Lynch and Bank of America services such as corporate retirement plans, stock option and stock administration plans, and corporate cash management, business banking, and lending services. Brian began his financial services career with Merrill Lynch in 2008. He holds several professional designations, including the Chartered Retirement Planning Counselor™ (CRPC®), Certified Plan Fiduciary Advisor® (CPFA), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). As a qualified portfolio advisor, he provides advice and guidance to help clients pursue their investment objectives through Merrill Lynch or approved third-party investment managers' strategies, funds, or portfolios. A graduate of Lafayette College with a bachelor's degree in business and economics, Brian serves as a Board of Trustee Associate to Lafayette College and has held leadership roles within the Lafayette College Alumni community. He has been actively involved with the Greater New York chapter of the ALS Association, including serving as vice president of its Young Professionals Group. Brian grew up in Glen Ridge, New Jersey, and currently resides in Little Silver, New Jersey. His personal interests include golf, sailing, triathlons, fly fishing, biking, boating, fishing, running, swimming, and spending time with his family.

Billy You is a Senior Financial Advisor and Portfolio Advisor with the Mohindra Green Group at Merrill Lynch Wealth Management. He started working with the team full time in 2018 after graduating from Baruch College with a Bachelor of Business Administration in Finance. Billy holds the Series 7 and Series 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. He provides personalized financial strategies and portfolio management services primarily to corporate executives at public companies. Billy's areas of expertise include equity compensation strategies, retirement planning, estate planning services, college education planning, family wealth management strategies, tax minimization, and small business strategies. He is fluent in Mandarin, Cantonese, and English, and leverages his skills to assist clients in pursuing their long-term financial goals. He participates in the Michael J Fox Foundation for Parkinsons Disease and enjoys basketball, biking, cooking, fishing, football, music, swimming, table tennis, spending time with his family, and hosting social events.

Alfredo Garcia is an International Wealth Advisor at Merrill Lynch Wealth Management. In this role, he provides financial guidance and wealth management services to clients with global investment needs. He holds the professional designation of Personal Investment Advisor (PIA), which reflects his expertise in personal investment strategies. Alfredo earned a Bachelor's Degree from Baruch College, contributing to his academic foundation in finance and related disciplines.

Anthony Gaston is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to provide personalized advice and guidance aligned with their financial goals and priorities. Anthony focuses on building trust, clear communication, and attention to detail to develop tailored wealth management strategies designed around each client's unique circumstances, risk considerations, and long-term objectives. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Anthony earned his Bachelor's Degree from Saint Francis College. His expertise covers areas such as legacy planning, managing new wealth, personal retirement planning, and serving clients in sports and entertainment. Anthony’s approach emphasizes fostering lasting relationships and maintaining a deep understanding of clients' evolving needs. He utilizes Merrill's extensive resources and capabilities to provide access to investment insights and a broad range of wealth management solutions to help clients pursue their objectives.

Peter Svarre is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been recognized as one of Barron's Top 1,200 Financial Advisors consistently from 2009 through 2025, and has also been named to Forbes Best in State Wealth Advisors from 2019 through 2026. His role involves connecting various aspects of clients' financial lives to help prioritize and pursue their most important goals. Peter holds a Bachelor's Degree from Boston University's Questrom School of Business and carries the Personal Investment Advisor (PIA) designation. His career reflects significant experience in wealth management, working closely with clients to manage and grow their assets. He resides in Manhattan with his wife, Muriel, and their children.

Paul Marvin is a financial advisor with Merrill in New York, NY, holding a Series 63 designation and over 47 years of industry experience. His career includes long-term tenures at Merrill and Bank of America, N.A. Additionally, he serves as a limited partner in two commercial real estate LLCs involved in acquiring and managing properties in Illinois. 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.

Ashish Mathur is an International Wealth Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that align with clients’ individual priorities and goals. Ashish works to offer flexible financial plans that respond to changing market conditions, integrating investment insights from Merrill and banking and lending solutions from Bank of America. His areas of expertise include corporate executive services, executive compensation, family wealth management strategies, international wealth management, liquidity management, personal retirement planning, and small business strategies. Ashish holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Edison High School.