Patrick Lively is a financial advisor with Merrill, holding a Series 66 designation and based in North Bethesda, MD. He has been with Merrill and Bank of America since 2025 and has prior experience working with Big Fish Restaurant Group and educational institutions including Boston College and Gonzaga College High School. 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 accounts.

Samuel Strasser is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management, specializing in creating personalized financial strategies. He focuses on aligning his advice with each client's unique goals and simplifying complex financial concepts to provide clear, actionable guidance. His approach emphasizes understanding clients' financial situations and goals to deliver tailored advice that supports informed decision-making. With expertise in long-term wealth management and financial planning, Samuel serves individuals, families, and businesses. His client focus areas include Corporate Executive Services, Divorce Transition Planning, Education Planning, Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Tax Minimization. He holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Samuel earned a Bachelor's Degree in Economics from the University of Maryland and is a member of the Alpha Sigma Phi fraternity. In his personal time, he enjoys boating, golfing, and spending time with his family.

Brandon Williamson is a financial advisor with Merrill in North Bethesda, MD, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2017 and concurrently with Bank of America since 2018. Outside of his advisory role, he is the sole owner of a rental property business in Laurel, Maryland. 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 plans, and charitable organizations, with portfolio implementation tailored to various strategic approaches.

Craig Dell is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in banking in 1996 and joined Merrill Lynch Wealth Management in 2009. Craig employs a consultative, goals-based approach to wealth management, focusing on aligning investment and wealth management strategies with each client's unique short- and long-term objectives. Craig's areas of expertise include education planning, executive and equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, socially responsible and ESG investing, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Craig earned a bachelor's degree from Shepherd University. He lives in Frederick, Maryland, and has one son. His personal interests include basketball, golfing, music, spending time with his family, and traveling.

James LoBocchiaro is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized financial advice and strategies to help clients pursue their short-, mid-, and long-term financial goals. His client focus includes areas such as divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Before entering financial services, James worked as a real estate broker in the DMV area, guiding institutional investors and local families through property transactions. He is a Navy Veteran and a graduate of the University of Maryland. James holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He works closely with clients to define goals and develop portfolio strategies aligned with their financial objectives, providing ongoing advice and adapting portfolios as clients' needs change. Outside of his professional responsibilities, James enjoys personal interests such as cooking, dancing, golfing, hiking, and playing tennis. He is involved in the community through his participation with Hero Academy.

John Seitz is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads The Seitz | Bosley Group. He began his career in the financial services industry in 1985 and has developed extensive experience navigating various market cycles. John focuses on helping clients understand how their investment and wealth management strategies align with their specific goals, emphasizing clear communication, team-wide client service, and ongoing professional education. John holds the Chartered Retirement Planning Counselor (CRPC™) and Personal Investment Advisor (PIA) designations. He is a qualified Portfolio Manager, capable of building and managing personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, with the option to manage these strategies on a discretionary basis through the firm’s Investment Advisory Program. John earned his bachelor's degree in economics from St. Lawrence University in Canton, New York, and his master's degree from Loyola College in Baltimore. He resides in Glenwood, Maryland, with his family.

Timothy Bishoff Jr. is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. He has been with Merrill since 2008 and has also worked at Bank of America, N.A. since 2023. 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, pension plans, corporations, and charitable organizations.

Supriyo Bose is a Financial Advisor with Merrill Lynch Wealth Management. He has over 18 years of experience in the financial industry and is committed to his clients' financial well-being by developing plans and strategies tailored to their individual goals. His expertise includes financial and retirement planning, investment management, risk management, planning major purchases, managing debts, and education and college planning. Mr. Bose employs a disciplined approach to assess his clients' financial needs, set and prioritize goals, and deliver customized financial strategies and recommendations. He holds a Master of Business Administration (MBA) degree from the University of Calcutta and has earned the Personal Investment Advisor (PIA) designation. He currently resides in Germantown, Maryland, with his spouse, son, and golden Labrador named Milo. Outside of his professional work, he is a sports and music enthusiast who enjoys following English and European soccer and playing the chromatic harmonica during his leisure time.

Anthony Spano is a Financial Advisor with Merrill Lynch Wealth Management. He provides guidance to individuals and families to help simplify complex financial decisions and create clear, structured plans tailored to their unique situations. Anthony's approach involves understanding clients' priorities and assisting them in maintaining organization and intentionality as their financial needs evolve. Anthony graduated magna cum laude from the University of South Carolina with degrees in Finance and International Business. He has also earned the Chartered Retirement Planning Counselor™ designation and holds the Maryland Life and Health Insurance License. He resides in Kentlands, Maryland. Outside of his professional work, Anthony enjoys traveling, playing pickleball and golf, and watching the Washington Capitals.

Robert Dunn Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Merrill since 1995 and with Bank of America, N.A. since 2011. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America’s banking and capital markets platforms.

Carson Knight is a financial advisor at Merrill Lynch Wealth Management. He serves the unique wealth management needs of executives, business owners, and entrepreneurs, focusing on helping clients navigate complex financial situations related to family wealth management, personal retirement planning, philanthropic planning, and tax minimization. Carson collaborates with attorneys, CPAs, and family stakeholders to develop and execute tailored strategies for clients experiencing significant liquidity events or transition planning. Carson began his advisory career at Morgan Stanley and has prior experience in investment banking. He graduated cum laude from the University of Maryland's Robert H. Smith School of Business with a Bachelor of Science in Finance. He holds professional designations including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Carson is affiliated with professional organizations such as the Alliance of Merger & Acquisition Advisors, Association for Corporate Growth, and the Exit Planning Institute. A Maryland native, Carson resides in Rockville with his wife, Maggie. He enjoys golfing, traveling, and spending time with family.

Cory Grant is a Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience in banking. He specializes in helping clients build wealth, secure their future, and achieve their financial goals through personalized financial strategies. Cory's expertise includes divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment financial planning, individual and corporate investment strategy, tax minimization, and retirement income. A proud Pittsburgh native, Cory earned his Bachelor's Degree in Business Marketing from Howard University. He holds the Personal Investment Advisor (PIA) designation, reflecting his commitment to client-focused financial solutions. Cory emphasizes working closely with clients to set realistic expectations and milestones to keep their financial plans on track. Outside of his professional work, Cory coaches little league baseball and enjoys basketball, biking, cooking, football, music, reading, spending time with his family, and watching movies.

Joan Giacomini is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at SmartBrief Inc. for 14 years. 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.

Adam Band is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2008 and joined Merrill Lynch in 2010. Adam works with affluent families, accomplished professionals, and business owners to provide goals-based wealth management. He focuses on simplifying clients' financial lives by acting as a central point of contact and integrating various elements of their wealth management needs. Adam holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a bachelor's degree in communication from the University of Arizona, where he is part of the alumni organization Capitol Cats. He is fluent in Spanish, Portuguese, and English. Outside of work, Adam enjoys coaching his two sons' sports teams, including baseball and swimming. He also volunteers locally at Children's National Medical Center in Washington, D.C. Adam and his wife Joanna live in Potomac, Maryland with their two sons.

Alexander Freed is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he focuses on helping high-net-worth clients pursue their professional and personal wealth management goals. He joined Merrill in 2017 and serves clients in the DC, Maryland, and Virginia area. His practice centers on developing in-depth relationships to understand clients' current situations and future aspirations, offering financial planning, tax minimization strategies, estate planning, customized lending solutions, and other services. Prior to joining Merrill, Freed earned a Bachelor's degree from the University of South Carolina's Darla Moore School of Business, studying Finance and Risk Management. He holds several professional certifications including Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC™), and Personal Investment Advisor (PIA). His expertise encompasses areas such as college education planning, corporate benefits, executive compensation, family wealth management, retirement income, and more. A native of the Greater Washington Region, Freed understands the unique financial needs of his community. He is involved with organizations such as the Knights of Columbus and enjoys spending time with his family and engaging in activities like biking, bowling, fishing, football, golfing, hiking, and reading.

Timothy Calabrese is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Merrill since 2008 and concurrently at Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional investors.

Brian Sharp is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been building his career since 2008. He and his team provide wealth management services that integrate various aspects of clients' finances, including retirement, education, travel funding, gifting, and legacy planning, to help clients focus on their priorities. He has expertise in investment management, including alternative investments such as private equity and private credit, which have been employed to assist clients in navigating different market conditions. Brian earned a bachelor's degree in finance and marketing from Villanova University and holds the Personal Investment Advisor (PIA) designation. He has been recognized multiple times by Forbes, including listings on the "America's Top Next-Generation Wealth Advisors" and "Best-In-State Wealth Advisors" lists. Brian has advanced through several roles at Merrill Lynch, attaining titles including Managing Director and Senior Vice President. He lives in Potomac, Maryland, with his wife and three children. Brian is active in his community, involved with Catholic Charities and Our Lady of Mercy, and participates in youth sports, coaching his children's teams. Outside of his professional and community commitments, he enjoys playing golf.

Eli Pridonoff is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He works with families, executives, and professionals to help them navigate financial complexity and make decisions grounded in clarity, discipline, and personal values. His practice focuses on wealth management strategies such as education planning, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and tax minimization. Eli collaborates closely with clients’ CPAs and estate attorneys to ensure a cohesive approach to managing their financial lives. Eli holds a Bachelor of Science in Accountancy from Miami University and an MBA from The George Washington University School of Business. He has pursued additional studies at Harvard University, Georgetown University, and the University of Cincinnati. His professional credentials include the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Originally from Cincinnati, Eli now lives in Silver Spring, Maryland, with his wife and three children. Outside of his professional role, he enjoys staying active through swimming and biking, having completed a half-Ironman triathlon. He also has an interest in baseball, music, reading, traveling, and is involved with Little League International.

Sheldon Foreman is a Financial Advisor with Merrill Lynch Wealth Management. He works with established professionals and their families to develop personalized wealth management strategies. His approach begins by identifying clients' financial goals and then building plans aligned with their priorities, addressing areas such as employee benefits planning, executive and equity compensation, family wealth management, legacy planning, and retirement income. Sheldon holds a Bachelor's Degree in Economics from Swarthmore College. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Throughout his career, he has assisted clients in managing concentrated stock situations, formulating broad investment strategies, and planning across multiple generations. Originally from Austin, Texas, Sheldon currently resides just outside Washington D.C. His personal interests include basketball, cooking, reading, spending time with family, and traveling.

Scott Mcgraw is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services at Merrill Lynch in 1993. Scott is committed to providing attentive and personalized service, developing strong relationships with clients through regular communications. His work focuses on helping clients pursue their long-term financial goals. Scott assists clients in funding their retirement, supporting their children's education, and facilitating the preservation and transfer of wealth. He holds a Bachelor's degree in Finance from the University of Maryland and is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Scott also holds the Personal Investment Advisor (PIA) designation. Scott and his wife, Jennifer, reside in Rockville, Maryland, where they raise their four children.