Jeffrey Ogata is a financial advisor with Merrill based in Newport Beach, CA. He holds the Series 66 designation and has experience working at Bank of America, Merrill, Omnia Real Estate Services, Verus Capital, and the United States House of Representatives. 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 plans, corporations, and charitable organizations.

Loren Van Tilburg II is a financial advisor at Merrill in Newport Beach, CA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Bank of America and Primerica Advisors. 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, and institutions.

Seth Brewer is a financial advisor at Merrill with 14 years of experience, holding a Series 66 designation. He has worked at Merrill and Bank of America, N.A. since 2012. 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 individual, high-net-worth, and institutional clients.