Craig Rosenberg is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he engages directly with clients to understand their personal and financial goals, assisting them in prioritizing objectives across short, intermediate, and long-term horizons. He collaborates with Merrill investment specialists and Bank of America banking professionals to develop client-specific recommendations covering investments, credit and lending, insurance, and retirement planning services. Craig has been a Financial Advisor since 1997 and joined Merrill Lynch Wealth Management in 2007. His expertise includes asset and liability management, legacy planning, risk management, wealth transfer, trust and estate planning services, and retirement income strategies. He works closely with families, privately held business owners, corporate executives, and independent women to identify objectives and develop tailored financial plans. He is also involved in the Optimal Practice Model faculty, where he coaches fellow advisors on enhancing client experiences. He holds a bachelor's degree from the State University of New York system and an MBA from Hofstra University. Craig has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His community involvement includes participation with the Alzheimer's Association Connecticut Chapter and the McGivney Community Center. Outside of work, he enjoys boating, golfing, and traveling.

Jennifer Bonifas is a financial advisor with Merrill, holding a Series 66 designation and over 21 years of industry experience. She has been with Merrill since 2002 and with Bank of America since 2011. Outside of her advisory work, she is a part-time sales representative for Park Lane Jewelry, a direct sales company focusing on designer-inspired jewelry. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Thomas Cook is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Short Hills, NJ. With over 30 years of diverse experience in Capital Markets, Tom has held leadership roles that involved working with Investment Banking, Equities, Fixed Income, as well as Fundamental and Technical Analysis teams in the U.S., Singapore, and Hong Kong. He has been a member of the Merrill team for eight years, providing comprehensive wealth management services including managing new wealth, personal retirement planning, portfolio management, and retirement income. Tom's career includes serving as CEO and Owner of Parallax Direct Execution, with a 16-year membership at the New York Stock Exchange. He has also held positions as Head of Trading and Managing Director at Pali International in Singapore, and Head of Cash Equities and Managing Director at Oppenheimer Investments Asia in Hong Kong. He holds FINRA Series 7, 55, 63, and 66 registrations and the Personal Investment Advisor (PIA) designation. Tom earned a Bachelor of Arts degree in Finance from Baldwin Wallace University. In addition to his professional responsibilities, Tom serves on the St. Jude Children's Research Hospital Committee in New York City and advises the St. Jude Teen Warrior Team. He has also been a board member for organizations supporting handicapped children, cancer research hospitals, the Wounded Warrior Project, the Muscular Dystrophy Association, and victims of 9/11. He volunteers over 300 hours annually and is active in his local community in Morristown, where he resides with his two children.

Jon Barovick is a Private Wealth Advisor with Merrill Private Wealth Management. He provides comprehensive wealth management strategies tailored to clients’ individual needs, leveraging the investment insights of Merrill and banking services from Bank of America. His approach centers on understanding each client’s financial goals to develop flexible strategies that align with their priorities and changing market conditions. Jon’s expertise includes family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and socially responsible investing focused on values-based and ESG criteria. He holds a Personal Investment Advisor (PIA) designation and earned both a Bachelor’s and a Master’s degree from New York University. His prior role as a CO-OP Board Director reflects his involvement in professional and community organizations. Residing in New York City, Jon has raised three adult children on the Upper West Side. Outside of his professional work, he enjoys exercise, golf, music, and a variety of sports including baseball, basketball, biking, football, ice hockey, soccer, and yoga. He is committed to participating in community activities and volunteering, following Merrill’s tradition of community engagement.

David Desmon is a financial advisor with Merrill in Palm Beach Gardens, FL, holding Series 63 and Series 65 registrations and 56 years of industry experience. He has been with Merrill since 2007 and Bank of America, N.A. since 2011. Outside of his advisory role, he serves on the investment committee and board of the WNED Foundation, a charitable organization based in Buffalo, New York, and acts as co-trustee of a revocable 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. The firm delivers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, supported by internal CIO teams and third-party managers.

Douglas Walker is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1988, focusing on developing strategies and recommendations for high-net-worth individuals, their families, and their businesses to help meet their short- and long-term financial goals. With over 35 years of experience in the financial services industry, Douglas takes a consultative and objective approach to wealth management. He listens to and reviews client financial situations, preferences, and goals, then offers portfolio recommendations designed to align with each client's income and growth needs. His discussions also cover a wide range of opportunities, including investments, retirement, estate planning services, lending solutions from Bank of America, and philanthropy. Douglas holds a Bachelor's Degree from the University of Maryland and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He resides in Reston, Virginia with his wife, Jodi. His personal interests include baseball, golfing, and spending time with his family. Douglas is also involved with the Purcellville Cannons organization.