Bruno Zinn is a Financial Advisor with Merrill Lynch Wealth Management and a member of The Rothman Adler Group. Since joining the group in 2014, he has focused on analyzing the risks and advantages of various investment opportunities, portfolio analysis, and trading. Bruno supports clients in legacy planning, personal retirement planning, and portfolio management services. Bruno holds a Bachelor of Science degree in Economics from The Ohio State University. He is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA), trained in personal wealth management, retirement planning, and estate planning strategies. Prior to his current role, Bruno worked with UBS beginning in 2007 and later joined Merrill Lynch Wealth Management in 2017. Fluent in English and Portuguese, Bruno lives in New Rochelle, NY with his wife, Christa, and their two children. His personal interests include baseball, soccer, traveling, and spending time with his family.

Paulo De Souza is an International Wealth Advisor with Merrill Lynch Wealth Management, bringing over two decades of experience in wealth management with a focus on serving international clients. Since joining Merrill Lynch in 2010, he has worked extensively with clients across Latin America and the United States, specializing in areas such as executive compensation, family wealth management strategies, employee financial health, international wealth management, LGBT wealth planning, managing new wealth, as well as sports and entertainment. Paulo began his career in 1999 at Banco do Brasil, followed by tenures at Citibank Private Bank and Israel Discount Bank. He holds both a Bachelor's degree in Social Sciences and a Master's degree in Sociology from Universidade Federal do Rio Grande do Sul. Paulo is a Personal Investment Advisor (PIA) and a Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™). He is fluent in English, Portuguese, and Spanish. Residing in Long Island City, Queens, Paulo shares his life with his wife, Linda Kwon, and their daughter. Outside of his professional responsibilities, he pursues interests such as photography, history, travel, foreign films, art, tennis, and soccer.

Danielle Schultz is a financial advisor at Merrill in New York, NY, holding a Series 66 designation with 18 years of industry experience. She has been with Merrill Lynch Pierce Fenner Smith, Inc. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sally Cai is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management. She has been serving affluent families and businesses in the financial services industry since 1997. Sally holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation. She also holds the Personal Investment Advisor (PIA) credential. Sally and her team take a comprehensive and systematic approach to wealth management, beginning with understanding each client's financial situation, values, and aspirations. They develop long-term financial goals and customize investment solutions based on factors such as risk tolerance, time horizon, liquidity needs, and costs. Their services aim to address the needs of affluent families and small to mid-sized companies with disciplined strategies across all market cycles. The team's access to Merrill Lynch's investment insights and Bank of America's banking services helps provide holistic financial solutions. Sally graduated summa cum laude from the Lubins School of Business with degrees in Finance and Management Information Systems. She is committed to community involvement, volunteering with local organizations, and balances her professional life with personal interests including biking, cooking, drawing, fishing, hiking, painting, running, sewing, spending time with her family, and traveling.

Waldemar Bento is an International Wealth Advisor at Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial markets. He joined Merrill in 2018 and has a background that includes working for several global financial institutions, serving clients worldwide. Prior to his current role, Waldemar held the position of client service manager at a top-tier private bank in New York. Waldemar's expertise spans areas such as college education planning, family wealth management strategies, international wealth management, managing new wealth, socially responsible and values-based investing, as well as advising clients in sports and entertainment and retirement income. He holds a Personal Investment Advisor (PIA) designation. He earned a master's degree from the People's Friendship University in Moscow and another master's degree in finance from Baruch's Zicklin School of Business in New York. Waldemar is fluent in Portuguese, French, Spanish, Russian, and English, reflecting his multicultural background and experience living in various locations around the world. His personal interests include biking, gardening, music, running, soccer, and traveling.

Sylvia Lanka Barone is a financial advisor with Merrill, holding Series 63 and Series 65 designations and over 41 years of industry experience. She has been with Merrill since 1984 and has also worked at Bank of America, N.A. since 2011. 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 individuals, high-net-worth clients, and institutions.

Steven Neal is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to the unique goals and financial situations of families. With over two decades of experience, Steven helps clients manage debt, plan for retirement and education, and navigate the complexities of the investment landscape. Steven holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from The University of Texas and a Master's Degree from Brooklyn College. Committed to community involvement, he follows Merrill's tradition of supporting local organizations through volunteer work.

Alexander Van De Leur is a Senior Financial Advisor at Merrill Lynch Wealth Management. He integrates all aspects of his clients' financial lives into holistic strategies aimed at achieving their financial goals and increasing their financial confidence. With 29 years of experience, Mr. Van De Leur offers services including financial planning, portfolio management, and wealth strategies across various client types such as individuals, families, foundations, and non-profits. His focus areas include divorce transition planning, family wealth management, socially responsible investing, and tax minimization. He holds the professional designations of Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Mr. Van De Leur holds a Bachelor's degree from Georgetown University and a Master's degree from Columbia University. He speaks English, Dutch, and German.

Rishi Thakur is a Financial Advisor at Merrill Lynch Wealth Management. He has been working in finance since 2016 and holds a Personal Investment Advisor (PIA) designation. Rishi focuses on connecting clients to tailored financial plans that align with their unique ambitions and personal priorities. His areas of expertise include family wealth management strategies, institutional consulting, liquidity management, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Rishi works closely with clients to understand their goals and develop strategies to pursue them, offering advice ranging from general investing to retirement planning and saving for unexpected events. Rishi holds a Bachelor's Degree from Le Moyne College, a Master's Degree from IE Business School, and an MBA with a specialization in investments from Johns Hopkins University. Outside of his professional role, he enjoys golfing, hiking, pickleball, reading, soccer, and spending time with his family.

Alexander Fokides is a Wealth Management Advisor and partner of The Rothman Adler Group at Merrill Lynch Wealth Management. His practice serves high net worth families, foundations and endowments, and small to mid-size businesses. The group focuses on a planning-based approach, designing customized strategies aligned with each client's financial goals and risk tolerance. Their portfolio construction incorporates both active and passive strategies as well as alternative investments when appropriate. The team oversees approximately $2 billion in assets as of December 2023. Alexander brings 20 years of experience in the financial services industry. Prior to joining Merrill Lynch in 2017, he spent nine years at UBS as a Financial Advisor in Wealth Management and three years at Bernstein Global Wealth Management in the Private Client Group. His expertise encompasses personal wealth management, retirement planning, estate planning strategies, portfolio management, managing new wealth, tax minimization, and retirement income. He holds a Bachelor's degree from Franklin & Marshall College and an MBA from Baruch College Zicklin School of Business. Alexander is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor. He is involved with the Franklin & Marshall College Leadership Council and is a member of the Chi Phi Zeta Chapter. He resides in Westport, CT with his wife, Jessica, and their children, Theo and Vivienne.

Margot Michalski is a Wealth Management Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management, where she has worked since 1998. In her role, she provides personalized financial planning and investment strategies tailored to affluent clients’ broad financial needs. Margot focuses on areas including investments, stock concentration exposure, retirement planning, estate planning services, college planning, and asset and liability management. She also manages discretionary custom investment strategies by utilizing Merrill model portfolios and third-party investment options. Margot began her finance career in 1980 with a major money center bank's credit training program and spent over a decade as a Commercial Banker before transitioning to wealth management. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and maintains Series 7 and 66 FINRA registrations. Margot earned her bachelor's degree from the University of Maryland and holds the Personal Investment Advisor (PIA) designation. Beyond her professional responsibilities, Margot serves as a Board Member of Abilis, a nonprofit assisting individuals with special needs and their families in the Greenwich/Stamford/Darien area. She is also a member of The Economic Club of New York and Network 20/20. Her personal interests include advocacy for people with special needs, travel, art, theater, and outdoor sports. Margot is committed to community involvement, reflecting Merrill’s tradition of volunteerism.

Kevin Mc Laughlin is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 35 years of experience in investment management. He leads a team that advises ultra high net worth individuals, families, and institutions. Their focus includes wealth management strategies for asset accumulation, distribution, philanthropic, and estate planning services, with an emphasis on Socially Responsible and Impact Investment Strategies. Kevin's team also provides services to businesses such as 401(k) plans and commercial lending, including ESOPs, lines of credit, and equipment financing, along with real estate, art, marine, and aircraft financing, family office services, and other structured lending. Kevin holds a Bachelor of Science degree in Finance from Boston College and has completed the University of Pennsylvania Wharton School High Net Worth Investment Program. He has also fulfilled the requirements for a certificate in Sustainable Investing from Harvard Business School. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He serves on the Executive Committee of Boston College's Wall Street Council and is the immediate past President of the Boston College Alumni Association. Additionally, he is a past Trustee of Xavier High School, New York, where he chaired its Advancement and Development Committee. In September 2022, Kevin received the David Brady Community Service Award from Bank of America Corporation, recognizing his commitment to client service and community involvement. He volunteers with organizations in his community and balances his professional responsibilities with personal interests such as reading, spending time with his family, and traveling.

Alon Goldberg is a financial advisor at Merrill in New York, NY, holding a Series 66 designation with 22 years of industry experience. He has worked at Merrill since 2003 and has been with Bank of America, N.A. since 2015. 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 model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brandt Cybul is a Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management, where he is part of the Cybul-Chi Group. He specializes in working with corporate executives from public companies and business owners, providing tailored financial strategies that consider clients’ risk tolerance, time horizons, and liquidity needs. Brandt’s expertise includes liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, and retirement income. Brandt began his career in 2007 and joined Merrill Lynch Wealth Management in 2018. He holds a Bachelor's Degree from Tulane University and carries FINRA Series 7, 63, and 65 registrations, along with New York Life and Health insurance licenses. Additionally, he holds the Personal Investment Advisor (PIA) designation. Brandt is a member of Sigma Alpha Mu. He lives in Bergen County, New Jersey with his wife, Danielle. Outside of his professional work, Brandt enjoys boating, chess, cooking, fishing, golfing, and tennis.

Carli Weisberg is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with individuals and families to facilitate thoughtful financial planning and disciplined strategy, helping clients make clear financial decisions that support their broader life goals. Her expertise encompasses education planning, family wealth management strategies, liquidity management, personal retirement planning, small business strategies, women and wealth, and tax minimization. Carli developed her strategic foundation at the University of Virginia's McIntire School of Commerce, where she earned a Bachelor's Degree in Quantitative Finance and Information Technology. She holds several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional role, Carli enjoys boating, hiking, photography, running, skiing, tennis, traveling, and spending time with her family. She is also involved with professional organizations such as Girls Who Code and IfYou'reReadingThis.

Eric Fins is a financial advisor at Merrill in New York, NY, holding a Series 66 designation with 12 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014. Outside of his advisory role, he owns R's Collectibles, LLC, a business for selling comic books and baseball cards. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Naschek is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies that encompass college education planning, family wealth management, legacy planning, retirement income, and portfolio management services. Jeffrey works to connect all aspects of his clients' financial lives to prioritize and pursue their most important goals, providing access to investment insights and banking solutions as part of his advisory approach. Jeffrey holds a Bachelor of Science degree in Finance from The Wharton School at the University of Pennsylvania. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). With a focus on service and enriching the lives of others, Jeffrey is committed to helping families achieve their financial goals through tailored guidance and support. Outside of his professional work, Jeffrey is involved with the Crohn's & Colitis Foundation of America. He enjoys adventure sports, golfing, hiking, music, and tennis, and values building relationships with others who share similar interests.

Peter Ross is a Wealth Management Advisor based in Merrill Lynch Wealth Management's Fifth Avenue office since 2004. He focuses on advising wealthy families and their businesses and trusts. Prior to his current role, Peter worked as a financial advisor to individuals and corporations across various industries since 1987. His previous experience includes positions at JP Morgan and Dillon Read, serving clients in the real estate and hedge fund sectors. Peter began his career at Merrill Lynch Wealth Management in 1999, advising executives in the media industry. Peter holds a Bachelor of Arts in Economics from Columbia University, earned in 1987, and a Master of Business Administration in Finance with honors from Columbia Business School, completed in 1994. He has earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Financial Analyst® designation. Additionally, he holds the Personal Investment Advisor (PIA) designation. Peter is involved with All Angels Church. His professional focus includes college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, special needs planning strategies, and tax minimization.

Alexander Popowich is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2010 and Bank of America since 2014. Outside of his advisory role, he is the owner and founder of Preparatory Thread Company LLC, a small business that creates and sells button-down oxford shirts online. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Todd DiScala is an International Wealth Advisor with over 31 years of experience in the financial services industry. He currently co-leads Mellert, DiScala, and Associates at Merrill Lynch Wealth Management, working alongside his partner Doug Mellert. Together, they provide tailored wealth management solutions to individuals, affluent families, and institutional investors. Todd holds a Bachelor's degree in Economics from Boston College and a Master's degree from Hofstra University. He has earned several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise spans education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, retirement income, and tax minimization among others. Outside of his professional work, Todd enjoys fishing, golfing, music, tennis, traveling, and spending time with his family. He and his wife have been married for 25 years and reside in Laurel Hollow, New York. They are parents to two sons who are studying finance at Boston College.