Shannon Andrijowych is a financial advisor with Merrill in Newport Beach, CA, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. 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, pension plans, corporations, and charitable organizations.

Carlos Mladineo is a Financial Advisor at Merrill Lynch Wealth Management, specializing as a strategic advisor to business leaders, entrepreneurs, and high net worth families. He began his career in financial services in 2004, following his undergraduate studies at Stanford University. In 2011, after completing his MBA at UCLA Anderson School of Management, he joined Merrill Lynch Wealth Management. He earned the Chartered Financial Analyst® (CFA®) designation in 2013 and holds the Personal Investment Advisor (PIA) credential. Carlos is supported by a team of experienced specialists from Bank of America and Merrill Lynch who provide expertise in capital markets, trust and estate strategy, charitable giving, and lending services. Together, they deliver comprehensive wealth management guidance designed to address clients’ unique needs and aspirations. Carlos emphasizes a client-focused approach that involves actively listening to understand the passions, concerns, and goals that shape each client’s financial journey. Fluent in English and Spanish, Carlos balances his professional role with personal interests including boating, dancing, hiking, music, and traveling. He believes financial wellness encompasses meaningful life experiences, relationships, and legacy, and he is committed to supporting clients as they use their resources to positively impact their families and communities.