Andrew Zeplin is a financial advisor with Merrill, holding a Series 66 designation and based in Omaha, NE. He has been with Merrill since 2023 and previously worked at Bank of America. Prior to entering the financial industry, his career included roles in advertising and media. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and offers a variety of manager-constructed investment strategies with an emphasis on managed accounts and tax-efficient implementation.

Joseph Smrdel is a financial advisor at Merrill with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, Bridges Investment Management, Guardian Life Insurance Company of America, and New York Life Insurance Company. Outside of his advisory role, he is involved with Bridges Trust Company as a Client Services Manager. 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.