Dana Brown is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2013. Outside of his advisory role, he is the sole owner of a rental property and serves as an executor for an estate. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Marcita Reese is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, Wells Fargo, Ameriprise, and Santander. In addition to her advisory role, she is the general partner and managing member of M.Bookkeeping LLC, which provides bookkeeping services to close friends and family businesses. Merrill, together with its affiliate Managed Account Advisors LLC, delivers 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.

Christopher Hensley is a financial advisor at Merrill with 18 years of industry experience. He has held his current position at Merrill since 2002. He holds Series 63 and Series 66 credentials. 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.

Eric Pirog is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2006. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Williams is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2011. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm provides investment management through multiple program strategies and emphasizes integration with Bank of America affiliates to support a wide range of financial and capital-markets activities.

Isaac Smith Walker is a Series 66 registered advisor with Merrill, based in Pennington, NJ, and has four years of industry experience. Prior to his current role, he worked at Bank of America, N.A. since 2022 and has held various positions outside the financial industry, including roles at Hand & Stone Massage and Facial Spa and Securitas Security Services USA. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Leigh Mayer is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2001. 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.

Chintan Vora is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2005 and Bank of America, N.A. since 2014. 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.

Jules Andrianantoandro is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill since 2008 and also works at Bank of America, N.A. since 2011. Outside of his advisory role, he represents a family-owned food facility on FDA matters related to import shipments. 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. The firm offers model-based and discretionary strategies for a variety of client types, including individuals, high-net-worth clients, and institutional investors.

Susan Cornford is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Merrill since 2019 and has held positions at Bank of America, N.A., Hyatt House, Macy's, Target, TD Bank, and Plymouth Rock Assurance. Outside of her advisory role, Susan is involved with Easter Seals, supporting funding for recreational activities for her disabled son. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Eric Mitchell Jr. is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked previously at Citizens Bank, Citizens Securities, Bank of America, and Linden Bulk Transportation. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Papa Macisse Diop is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. His prior roles include work with FC Cincinnati, T3 Trading Group LLC, Philadelphia Union, Sporting Kansas City, Rutgers, Menzies Aviation, and the United Nations Development Programme. He has been with Merrill Lynch since 2022. 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.

Iliana Nyktas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work history includes roles with the U.S. House of Representatives and the Mercer County Board of Elections. 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.

Tony Wilson is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Merrill since 2011. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Janecek is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2002. 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.

Casey Ortiz is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, following roles with private family offices and Joe Hand Promotions. 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.

Jennifer Holiday is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has worked at Merrill since 2006. Outside of her advisory role, she volunteers as a coach and team manager for Patriot FC, a civic league in Washington Crossing, Pennsylvania, and serves on the Youth Aid Panel of Bucks County, which reviews cases as an alternative to the juvenile justice system. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Ryan Adam is a financial advisor with Merrill, holding Series 63 and Series 65 designations and 13 years of industry experience. He worked at OppenheimerFunds Inc. for seven years before joining Merrill in 2020. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management teams.

Albert Krauza is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Bank of America and Merrill since 2011. He serves as a board member for Club 8744, a nonprofit providing meeting space for twelve-step groups in the Lower Bucks County, PA area. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors with a range of model-based and discretionary strategies.

Joseph Valeri is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 designations and possessing 12 years of industry experience. His prior work history includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and Bank of America. 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 strategies developed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.