John Liston is a financial advisor with Merrill based in Pennington, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2007. 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.

Tyler Aportela is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2021. His prior work history includes roles at Monmouth University and Jenkinson's Boardwalk. 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 clients such as pension plans and charitable organizations.

Jason Schneiweiss is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ, and has 12 years of industry experience. He has been with Merrill since 2006. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Charissa Lockett is a financial advisor with Merrill and holds a Series 66 designation. She has eight years of industry experience and has been with Bank of America and 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 offers model-based and discretionary investment strategies for individual, high-net-worth, pension, corporate, and charitable clients.

Robert Fraser is a financial advisor at Merrill with 26 years of industry experience. He has been with Merrill since 2002 and holds Series 63 and Series 66 designations. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Soto is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2009, with a prior year at UBS Financial Services. 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.

Priyanka Kanth Singh is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at HSBC Bank Plc and HSBC Securities USA, Inc. Outside of her advisory role, Singh serves as a director for Friends of Prayas, a New Jersey-based nonprofit focused on welfare and social issues. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Justin Pope is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 credential and 18 years of industry experience. He has been with Merrill Lynch and Bank of America since 2017. Outside of his advisory work, Pope also works as a freelance voice talent. 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 both model-based and discretionary investment strategies for a range of individual and institutional clients.

David Leist is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Merrill since 2011, also working with Bank of America since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Arthur Vincent is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Alaburda is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner, and Smith 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Glenn Steinberg is a Series 66-licensed financial advisor with 21 years of industry experience, currently affiliated with Merrill. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009 and has worked at Bank of America, N.A. since 2011. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tara Mellody is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a variety of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ethan Li is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Enterprise and Pruco Securities LLC. Outside of finance, he has experience working at Dumplings 2 Go and served in various capacities at Stevens Institute of Technology and the West-Windsor Plainsboro School District. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Mulderig is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has been with Bank of America and Merrill since 2016. 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 managed by internal CIO teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Omar Ahmad is a Series 66 licensed financial advisor with Merrill, where he has worked since 2016. He has six years of industry experience and previously worked at Spherion Staffing Agency. 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.

Brian Bertolini is a financial advisor at Merrill with 17 years of experience at the firm and 8 years in the industry. He holds a 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Hodak is a financial advisor at Merrill with 21 years of industry experience. He has worked with Merrill since 2015. Outside of his advisory role, he works as an independent contractor consultant providing transportation services for Uber Technologies, Inc. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tina Depaola is a financial advisor at Merrill with 38 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Merrill in 2020, she worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2017 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Nicholas Turner is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has been with Merrill 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.