Deeanne Olson is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1996. 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 a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alan Epperson is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He worked at Wells Fargo Bank for 29 years before joining Merrill in 2018. Outside of his advisory role, he serves as a co-trustee of the A. and R. E. Family Trust. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Gregory Hogan is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develop personalized strategies to pursue those objectives. His approach includes comprehensive wealth management services, incorporating investment insights, retirement planning, and access to banking and lending solutions through Bank of America. Gregory specializes in areas such as college education planning, family wealth management, legacy planning, liquidity management, personal retirement planning, tax minimization, and managing new wealth. He serves as a resource for clients seeking guidance on investing, retirement income, and financial planning, collaborating with Bank of America specialists as needed. He holds a Bachelor's Degree from Loyola Marymount University and an MBA from Pepperdine University. Gregory has earned the Personal Investment Advisor (PIA) designation and is registered with NMLS#1490569. Outside of his professional work, he enjoys activities including baseball, basketball, football, golfing, ice hockey, music, spending time with his family, tennis, and writing.

Isaac Morales is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has previously worked at Morgan Stanley and Golf Galaxy and studied at California State University, Fullerton. 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 individuals, high-net-worth clients, and institutional accounts.

Richard Meeks is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing a comprehensive approach to managing wealth, focusing on listening to clients’ needs and developing personalized financial strategies aligned with their long-term goals. Richard offers access to the investment insights of Merrill Lynch alongside the banking convenience and lending solutions of Bank of America to address various aspects of his clients’ financial lives. His areas of expertise include college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, liquidity management, retirement income and planning, portfolio management services, tax minimization, and managing new wealth. Richard holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the California State University System. Outside of his professional work, he is involved in community volunteering and enjoys activities such as basketball, biking, gardening, golfing, hiking, music, traveling, and watching movies.

Brandon Basal is a financial advisor at Merrill with Series 65 and Series 63 licenses and two years of industry experience. He has worked at several notable firms, including Bank of America, Wells Fargo, JPMorgan Chase, and UMB Financial. Basal is based in Newport Beach, California. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Peter Wernemar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on understanding clients' life priorities to build personalized financial plans that align with their family, goals, and aspirations. His approach emphasizes protecting what matters most and managing multi-generational wealth through goal-driven strategies. Peter began his career after earning a Bachelor's Degree in Finance from Elon University. He initially worked with John Hancock in insurance and financial planning, then moved to Morgan Stanley before joining Merrill Lynch. He holds the Personal Investment Advisor (PIA) designation and is fluent in Swedish and English. Peter and his family are active and enjoy sports and travel, which allows them to engage with diverse communities and cultures.

Han Mao is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her financial services career in 2003 and brings extensive experience in family wealth management, retirement planning, portfolio management, and socially responsible investing. Han works closely with clients to develop comprehensive wealth strategies tailored to their individual needs, focusing on connecting all aspects of their financial life to help prioritize and achieve their goals. Han holds a Bachelor's Degree from California State University and is a Personal Investment Advisor (PIA). Fluent in English and Vietnamese, she has worked with clients and their families for over 20 years and serves a diverse clientele including endowments, foundations, non-profits, and business owners. Outside of her professional role, Han is active in community volunteering and enjoys boating, cooking, reading, swimming, traveling, and yoga. She values family time with her husband and two children.

Mark Benson is a financial advisor with Merrill in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he is the owner of a family business in Newport Beach. 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.

Ramin Naghshineh is a Series 66 licensed financial advisor with Merrill, based in Newport Beach, CA, and has 11 years of industry experience. He has been with Bank of America and Merrill since 2015. 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.

Robert Peters Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he leads The Peters Group. Operating from offices in New York City and Newport Beach, California, his team serves clients across more than 35 states, providing personalized financial planning and strategic guidance tailored to complex income structures and timelines. His expertise includes executive compensation, family wealth management strategies, liquidity management, personal retirement planning, philanthropic planning, and wealth management specifically for women. Robert's approach focuses on addressing the unique financial needs of clients facing liquidity events, partnership milestones, business transitions, and multigenerational estate planning. The Peters Group also offers private banking and customized lending solutions through Merrill Lynch and Bank of America, along with seamless coordination with clients' other advisors. Robert holds a Bachelor's Degree from Hamilton College and professional designations including Chartered Alternative Investment Analyst (CAIA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He follows Merrill's tradition of community participation and volunteers with The Clamshell Foundation. In his personal time, he enjoys baseball, football, golfing, and surfing.

Esperanza Martinez is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 25 years of industry experience. Her career includes multiple tenures with Merrill, as well as positions at U.S. Bancorp Investments, U.S. Bank, Bank of America, and Wells Fargo. Outside of advising, she is involved with the Martinez Family Trust as a landlord managing rental properties. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caleb Crist is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to create personalized financial strategies aimed at achieving long-term success. Caleb emphasizes developing personal relationships, clear communication, tracking client goals, and providing actionable advice. He leverages Merrill's resources and a team of specialists along with his extensive knowledge to help clients simplify financial complexities and take intentional steps toward their envisioned future. His approach includes goals-based planning, tax-efficient strategies, structured portfolio allocation, and risk management. Caleb began his career at Deloitte, where he obtained his CPA license, bringing a foundation of technical knowledge to his client relationships. He holds a Bachelor's Degree from Point Loma Nazarene University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Caleb enjoys fishing, football, golfing, running, surfing, traveling, and spending time with his family.

Kimberly Flores is a financial advisor at Merrill with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 2009. Flores also has a longstanding affiliation with Bank of America, N.A., spanning more than two decades. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Taylor is a financial advisor with Merrill based in Newport Beach, CA, holding Series 63 and Series 65 credentials and has 34 years of industry experience. He has worked at Merrill since 2009 and also has been associated with Bank of America, N.A. since 2011. Outside of his advisory work, he is the sole owner of a trust involved in managing rental property. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Philip Hekimian is a financial advisor with Merrill based in Newport Beach, CA. He holds a Series 66 designation and has two years of industry experience. He previously worked at Bank of America, N.A. and has been with Merrill since 2016. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Barbara Harboldt is a financial advisor at Merrill with 13 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1997. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Shaner is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the Greater Los Angeles Area. In his role, he collaborates with clients to design and implement personalized financial strategies that address various aspects of their financial lives, including investments, risk management, tax minimization, and retirement planning. He focuses on building long-term relationships to guide clients through significant life milestones and help ensure their financial success. Prior to joining Merrill Lynch, Stephen began his career as a litigation associate at a national law firm, which provided him with an understanding of complex client needs and the importance of attentive listening. Stephen does not provide legal or tax advice in his current role. His areas of expertise include college and education planning, investment consulting for defined contribution plans, legacy planning, liquidity management, personal retirement planning, socially responsible and ESG investing, sports and entertainment, tax minimization, and retirement income. Stephen earned a Bachelor's degree in Applied Economics from Cornell University in 2008 and a Juris Doctorate degree from Loyola Law School in 2013. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). Outside of work, Stephen enjoys golfing, skiing, swimming, watching movies, and spending time with his family.

Giang Tran is a financial advisor with Merrill based in Newport Beach, CA, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions. The firm utilizes internal Chief Investment Office teams and third-party managers to implement portfolio strategies and provides support across trading, administration, and custody.

Jessyka Chapman is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.