Scott Hollander is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 1989 and has since accumulated over three decades of experience in the financial services industry. Scott offers clients a comprehensive approach to managing their wealth, focusing on areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, and socially responsible investing. He emphasizes understanding each client's personal goals to tailor solutions effectively. Scott has lived in the Bethesda, Maryland area throughout his life and holds a High School Diploma/GED from the University of Maryland. He holds the Professional Investment Advisor (PIA) designation. Outside of his professional role, Scott enjoys fishing, gardening, and golfing. He also values spending time with family and friends and remains active in his community.

Michael Williams is a financial advisor with Merrill in North Bethesda, MD, holding a Series 66 designation and 14 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2012. Outside of his advisory role, he holds power of attorney for an entity based in Doylestown, Pennsylvania. 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.

Frank Alexander is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He provides comprehensive financial planning services, focusing on coordinating clients' entire financial picture, including investment management, tax minimization, estate planning services, and banking. Frank works with clients through difficult financial transitions and decisions, helping them maintain their goals and adjust their investment approach as life and market conditions change. He begins his process by understanding clients' families, financial situations, risk tolerance, time horizons, liquidity needs, goals, and priorities to design customized investment strategies. His areas of client focus include executive compensation, equity compensation services, legacy planning, personal retirement planning, portfolio management services, and tax minimization. Frank holds a Bachelor's Degree from The Catholic University of America, an Associate's Degree from Dutchess Community College, and a High School Diploma from John Jay Senior High School. He has earned professional designations including Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). When not working with clients, Frank enjoys spending time with his family, playing with his dog Nala, and attending Washington DC sporting events such as baseball, golfing, and ice hockey.

Andrew Hall is a Series 66-credentialed financial advisor with Merrill, based in North Bethesda, MD. He has four years of experience with Merrill and two years with Bank of America, N.A., and previously worked in corporate roles at Nestle Nespresso USA and Starbucks, Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth investors, and institutional accounts, utilizing model-based and discretionary investment strategies developed by internal and third-party managers.

Paul Tronilo is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He brings a focused approach to supporting clients in achieving their financial goals by providing personalized, goals-based advice tailored to individual needs. His areas of expertise include legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. A native of New York, Paul holds a Bachelor's Degree from Queens College and has earned the Personal Investment Advisor (PIA) designation. He communicates fluently in English and Spanish, allowing him to serve a diverse client base effectively. His professional experience is informed by his own family's financial challenges, motivating him to establish a caring and dedicated team to assist clients and their families. Outside of his professional work, Paul is involved in community organizations such as Handcrafting Justice Inc. and the Leukemia & Lymphoma Society. He enjoys a variety of personal interests including basketball, biking, billiards, cooking, football, music, spending time with his family, table tennis, traveling, and watching movies.

Jeffrey Adams is a financial advisor at Merrill with 35 years of industry experience, including 32 years with Merrill since 1994. He holds Series 63 and Series 65 credentials. Outside of his advisory role, Adams is a co-owner of Adams Audiology, a medical audiology practice he operates with his wife. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Bosley is a Wealth Management Advisor with a career in financial services that began in 2006 at Merrill Lynch Wealth Management. In this role, he focuses on helping clients simplify complex financial challenges and optimize their assets. Matthew takes a proactive approach by engaging closely with clients and coordinating retirement and wealth management strategies alongside their other trusted advisors when requested. Matthew’s areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, as well as women and wealth. He has earned multiple professional designations such as CERTIFIED FINANCIAL PLANNER® (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Chartered Retirement Plans Specialist™ (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a bachelor's degree from the University of Maryland. Matthew lives in Howard County, Maryland, with his wife Megan, their three daughters Blake, Taylor, and Morgan, and their dog Cooper. His personal interests include cooking, football, golfing, and spending time with family. He has been recognized by Forbes, having been named to the 2025 "Best-In-State Wealth Advisors" and "Best-In-State Wealth Management Teams" lists.

Bo Zhang is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient strategies, supported by integration with Bank of America affiliates and a broad capital-markets platform.

Natasha Mc Donald is a Financial Advisor at Merrill Lynch Wealth Management. With over 13 years of experience in the banking and finance industry, she focuses on helping clients develop and pursue their short-, mid-, and long-term financial goals. Natasha takes the time to understand what is important to each individual, serving as a resource for a range of financial matters including general investing, retirement planning, and saving for unexpected events. Her expertise includes corporate benefits, divorce transition planning, education planning, institutional investment consulting, liquidity management, personal retirement planning, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. She also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions, offering ongoing advice as clients' needs evolve. Natasha holds a Masters of Business Administration from Lincoln University and a Personal Investment Advisor (PIA) designation. She maintains her NMLS ID 1415421. Outside of her professional work, Natasha enjoys cooking, dancing, hiking, interior decorating, knitting and crocheting, music, reading, traveling, and watching movies.

Margaret Knight is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in assisting business owners and high-level executives with wealth building, preservation, and succession planning to establish multi-generational financial stability. Ms. Knight focuses on client needs such as education planning, executive compensation, legacy planning, liquidity management, managing new wealth, and tax minimization. She applies a process that addresses complex financial questions related to investing, taxation, and sustainable wealth to help clients achieve financial freedom and flexibility. Ms. Knight holds a Bachelor's Degree in Finance from the University of Maryland, Robert H. Smith School of Business, and an Associate's Degree from Frederick Community College. She also has a High School Diploma from Linganore High School. Her professional designations include Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Prior to her career in finance, she spent 17 years as a competitive Irish Dancer, competing at the worlds, national, and regional championships. Outside of her professional work, Ms. Knight lives in Arlington, VA with her fiancé, Carson. She enjoys golfing, pickleball, and running.

Marshall Kayda is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Bank of America N.A. and TechTronic Industries. 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 various institutional investors.

Sally Ann Pauw is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 2021 and has previously worked as an independent consultant and with AKLDP - USAID. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

Alvand Fakhari is a Financial Advisor at Merrill Lynch Wealth Management. He works with affluent families and business owners to help them achieve their financial goals by providing services such as wealth planning, investment management, retirement planning, tax-efficient strategies, estate and legacy planning, and customized lending and banking solutions through Bank of America. Utilizing Merrill's resources, he offers tailored financial solutions to his clients. With nearly five years of industry experience, Alvand specializes in serving small business owners, medical professionals, and high-net-worth families. He focuses on various client areas including International Wealth Management, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Women and Wealth. Alvand holds a Bachelor's Degree from Towson University and the Personal Investment Advisor (PIA) designation. He is multilingual, speaking Farsi, Spanish, and English. Outside of his professional work, he enjoys boating, camping, cooking, hiking, ice hockey, photography, skiing, spending time with his family, tennis, and traveling.

Brian Ewers serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1998 and joined Merrill Lynch in 2008. As a CERTIFIED FINANCIAL PLANNER® certificant and Chartered Retirement Planning Counselor™ (CRPC™), Brian specializes in goals-based wealth management and relationship management, focusing on areas such as liquidity management, personal retirement planning, tax minimization, and retirement income. Brian holds a Bachelor's degree in Business Marketing from Frostburg State University. He is a Maryland native and lives in Rockville, MD with his wife Michelle and their three sons. Through his work with The EGE Group, Brian supports clients by simplifying financial decisions and tailoring strategies that align with their unique needs, leveraging extensive industry experience and access to Bank of America Global Resources.

Eyasu Theodros is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing comprehensive financial strategies tailored to meet the unique needs of individuals, families, and businesses, with a focus on long-term wealth management and financial planning. Eyasu works closely with clients to define their goals and develop portfolio strategies designed to help achieve those objectives, offering ongoing advice and adapting plans as clients' situations change. Eyasu has a decade of experience in the financial industry, having held various roles at different financial institutions. He holds a Bachelor's Degree from George Mason University and a Master of Business Administration from the University of Maryland University College. He is currently pursuing a Certified Financial Planner (CFP) certification from the CFP Board. Additionally, he holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, Eyasu enjoys spending time with his wife and three children, including cooking with his children after work.

Natnael Bekele is a Financial Advisor with Merrill Lynch Wealth Management, where he serves as a Merrill Financial Solutions Advisor. In this role, he works one-on-one with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. Bekele provides ongoing advice and adjusts portfolio strategies as clients' situations evolve. His expertise includes assisting clients with managing various financial priorities, such as retirement planning, funding education, caring for elderly parents, and preparing for healthcare needs. Bekele holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from The Catholic University of America.

Grant Furnary is a Senior Financial Advisor at Merrill Lynch Wealth Management, operating out of the North Bethesda, MD office. He works with high net worth individuals and businesses to navigate wealth planning and investment management, focusing on multigenerational strategies built on strong relationships and trust. Grant and his team utilize insights from Merrill and Bank of America banking services to create personalized plans that support clients' desired lifestyles across present and future generations. Grant holds a Bachelor's Degree from Virginia Polytechnic Institute & State University and has earned the Personal Investment Advisor (PIA) designation. He specializes in areas including executive compensation, equity compensation services, family wealth management strategies, and retirement income planning. His approach emphasizes connecting all aspects of a client's financial life to prioritize and pursue meaningful goals. Outside of his professional role, Grant serves as the Chairman of the Board of Directors for the DC Catholic Farming Network, a nonprofit organization serving the Washington DC area. He lives in Washington DC with his wife, their two daughters, and their Golden Retriever. Grant enjoys hiking, biking, traveling, cooking, and spending time with his family.

Stacee Crittenden is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since 2009 and holds the title of Senior Vice President. She began her financial advisory career in 1999 at Legg Mason Wood Walker. Stacee specializes in retirement, estate planning, and investment strategies for individuals and businesses, helping clients integrate corporate benefit programs such as equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans into long-term financial plans. Stacee graduated cum laude from Spelman College in 1990 with a Bachelor of Arts in History and earned her Juris Doctorate from Georgetown University Law School in 1993. Prior to her career in financial services, she served as an Assistant State Attorney in Miami Dade County and as Executive Director of the Carver YMCA. She holds the Chartered Retirement Planning Counselor™ designation and is also a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is a member of several professional and community organizations, including Alpha Kappa Alpha Sorority Inc., the Florida Bar Association, the Potomac Chapter of Girl Friends Inc., the Washington DC Chapter of Carrousels, Inc., Jack and Jill of America (Montgomery County, MD chapter), and the Spelman College Alumnae Association. Stacee serves on the board of the Lady Von Scholarship Fund and has been active in leadership roles such as Co-Chair of the Greater Maryland Women's Exchange and member of the Black African American Council for Merrill Lynch. She is married with two children and enjoys skiing, traveling, and spending time with her family.

Jeffrey Byrnes is a Senior Financial Advisor at Merrill Lynch Wealth Management and a co-founder of The Byrnes, Hollander Group, a boutique-style multi-generational wealth management team. He specializes in helping clients navigate complex financial decisions with clarity and confidence, focusing on wealth accumulation, preservation, and legacy planning for future generations. His team's services encompass a range of areas including wealth planning, investment management, income and liquidity management, credit and lending, estate planning, social security maximization, wealth transfer, and philanthropy. Jeffrey holds a Bachelor's degree from Salisbury University, where he studied Finance and Information Systems and participated as a student-athlete on the men's soccer team. He carries professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Over his career, he has been recognized on Forbes' Best-in-State Wealth Advisors and Best-in-State Next Generation Wealth Advisors lists for multiple consecutive years, as well as on the Best-in-State Wealth Management Teams list as a member of The Byrnes, Hollander Group. In addition to his professional work, Jeffrey is involved in community service, including support for a dog shelter. He speaks both English and Spanish and is engaged in several professional organizations such as the Bloomberg Essentials Training Program, Financial Management Association, National Society of Leadership & Success, Salisbury University Men's Soccer Alumni, and the Student-Athlete Mentorship Program. He resides in Bethesda, MD, with his family and enjoys activities including traveling, golf, and supporting local sports teams.

Syed Rumin is a Financial Advisor affiliated with Merrill Lynch Wealth Management. With over 20 years of experience, he specializes in assisting executives, professionals, and business owners with coordinated financial decision-making. He focuses on areas such as equity compensation, retirement planning, tax considerations, estate planning, and major life or business transitions. Syed collaborates closely with clients' CPAs, attorneys, and other trusted advisors to ensure cohesive financial planning. He holds a Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from St Philomena's High School. Syed is multilingual, fluent in English, Hindi, Kannada, Urdu, Tamil, Telugu, and Punjabi. Outside his professional role, he participates in community organizations including the Beltway Cricket Club and Parkside Condominiums in Bethesda. Personal interests include billiards, boating, bowling, fishing, hunting, music, spending time with family, traveling, and watching movies.