Richard Jones is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1989, also serving at Bank of America, N.A. since 2009. 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.

Darren Gray is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to the unique goals and aspirations of his clients. Darren's expertise includes retirement planning, philanthropic and values-based investing, portfolio management, and catering to the financial needs of women and socially responsible investors. He collaborates with clients to design and implement plans that address both present needs and future objectives, with an emphasis on sustainable, impact, and Environmental, Social, and Governance (ESG) investing. Darren holds a Bachelor's Degree from the University of Washington and a Master's Degree from the University of Chicago Booth School of Business. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has served as a Professional Management Development Coordinator at Merrill, and is actively involved with professional and community organizations such as the Alaska Wilderness League, Cascade Bicycle Club, College Club Seattle, USTA, UW Alumni Association, University of Chicago Alumni Association, and YouthCare. In addition to his professional work, Darren participates in community initiatives through volunteering and fundraising efforts with organizations like the Alaska Wilderness League, Summer Search, and YouthCare. His personal interests include biking, cooking, hiking, pickleball, running, swimming, tennis, traveling, and yoga, and he values spending time with his family.

Hassan Abedi is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has been with Merrill since 2010. 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, corporations, and charitable organizations.