Jared Klancic is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2022, previously holding a position at Bank of America, N.A. from 2024 to present. Before his advisory roles, he has professional experience at Widener University, Primo Hoagies, and Roman Catholic. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal CIO teams and third-party managers.

Andrew Schnitzler is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Walters is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work history includes positions at Bank of America, N.A., and 303 Ocean LLC. Merrill serves a diverse client base, including individuals across wealth levels, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, and discretionary portfolio management. The firm emphasizes tax-efficient strategies and leverages its integration with Bank of America affiliates to support a broad range of financial services.

Jason Snyder is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has been with Merrill since 2017 and previously worked for SolarCity/Tesla from 2015 to 2017. 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.

Robert Jaouen Jr. is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Merrill and Bank of America since 2013. Outside of his advisory role, he is involved part-time with his family’s business, De Lorenzo's Tomato Pies, serving as a restaurant server. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party managers.

Brigitte Bendriss is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill Lynch in 2012, bringing over thirty years of experience in operational and accounting management as well as ownership within the auto and heavy truck dealership industry. Her extensive business background provides her with unique insight into the financial and estate management needs of business owners. Ms. Bendriss earned a Bachelor of Science degree in Industrial Management from Louisiana State University in 1980 and holds the Personal Investment Advisor (PIA) designation. She focuses on delivering customized financial strategies tailored to high-net-worth individuals and business owners, emphasizing understanding clients’ priorities to develop personalized wealth management, estate, and business financial plans. A lifelong resident of Lake Charles, Louisiana, Ms. Bendriss is actively involved in her community. She serves as a board member of the Chennault International Airport Authority and has been a Vestry member and Finance Committee member of the Episcopal Church of the Good Shepherd, where she has also held the office of Senior Warden. Outside of her professional and community roles, she pursues interests including big game hunting and spending time with her family.

Daniel Guss is a financial advisor at Merrill with 29 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, he assists with a family dog sitting business by helping with dog walks and boarding. 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 and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Andrew Weight is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he consults on general matters for a family-owned business in the mechanical sector. 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, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Alexander Proektor is a Series 66 licensed advisor with Merrill, based in Pennington, NJ. He has six years of industry experience and has been with Merrill since 2019. Prior to his financial advisory career, he held roles in retail and insurance sectors, including positions at La-Z-Boy Furniture Galleries and State Farm. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benjamin Chando is a financial advisor at Merrill with a Series 66 credential. He has one year of industry experience, having previously worked at Kura Sushi and Applebees. Benjamin studied full time at Rutgers University from 2021 to 2025. 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 and profit-sharing plans, corporations, and charitable organizations.

Ariana Karwowski is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2013. 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.

Reyne Harris is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ, and has 25 years of industry experience. He has worked at Merrill and its affiliates since 2000, with a brief tenure at BOFA Securities from 2019 to 2021. Outside of his advisory role, Harris is involved in fitness as an indoor cycling instructor and gym instructor and is a general partner managing financial and administrative duties for Recovery Restoration LLC. 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 variety of clients including individuals, high-net-worth clients, and institutional investors.

Catherine Gowen is a Series 66 licensed financial advisor with Merrill, based in Pennington, NJ. She has 19 years of industry experience and has been with Merrill 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Norman Bauman III is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill Lynch since 2005. 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.

Andrew Matthews is a financial advisor at Merrill with 19 years at the firm and two years of industry experience. He holds the Series 66 designation and is based in Pennington, NJ. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Bernath is a financial advisor at Merrill with 29 years of industry experience. He has been with Merrill since 2004 and holds a Series 63 designation. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wendy Warner is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2015. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Loren Dietrich is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2014. 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 institutional investors.

Cahrii Nettles is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, Nettles held roles at PricewaterhouseCoopers and worked at Shoe Show Inc. and Rider University. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Zachary Pirone is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America N.A. and The College of New Jersey. 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 individual and institutional clients.