Matthew Ryan is a Series 66-licensed financial advisor with Merrill, based in Philadelphia, PA, and has seven years of industry experience. He has worked at Merrill since 2018 and Bank of America since 2019. Outside of his advisory role, he serves as committee co-president and event co-chair for The American Association for Cancer Research Foundation, where he oversees event planning and manages social media activities. 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 investors, and institutional accounts.

Seyoung Strohmeier is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has worked at Merrill since 2005 and has been with Bank of America, N.A. since 2015. 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.

Paul Mazurski is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Convene. Outside of his advisory role, he owns a part-time handyman service that provides residential maintenance support to friends and family. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Byron Coleman is a Series 66-credentialed advisor with 11 years of industry experience, currently with Merrill in Philadelphia, where he has worked since 2005. Outside of his advisory role, he serves as president of Just4People, Inc., a nonprofit organization that supports distressed families by facilitating and organizing events. 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.

Brendan Rotondi is a Financial Advisor with Merrill Lynch Wealth Management in the Philadelphia office. He focuses on client areas including college education planning, divorce transition planning, education planning, family wealth management strategies, and personal retirement planning. Brendan works to understand each client's unique goals and creates personalized strategies to help achieve long-term success. Prior to becoming a financial advisor, Brendan gained experience as an Account Services and Middle Office Trade Support professional at Janney Montgomery Scott, where he supported advisory trading and account operations. Before that, he worked as a Retail Banker with M&T Bank. This background provided a foundation for his transition into financial advising and his focus on building long-term client relationships. Brendan holds a Bachelor of Science degree in Finance from The University of Alabama and has earned the Personal Investment Advisor (PIA) designation. Outside of work, his personal interests include camping, chess, cooking, fishing, football, music, and racquetball.

Laura Bongard is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 66 securities licenses. Her work history includes roles at Merrill since 2015 and Bank of America, N.A. since 2018. 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.

Nicholas Joesten is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he helps individuals and families make informed decisions about their wealth through personalized financial planning and clear guidance. Nicholas works closely with clients to develop actionable strategies that align with their financial goals. His expertise includes education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Nicholas's practice is centered on understanding each client's financial situation through meaningful conversations and delivering tailored strategies that focus on preservation and growth of assets. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Nicholas earned a Bachelor's Degree from The Catholic University of America. Outside of his professional work, his personal interests include cooking, running, soccer, traveling, and watching movies.

Mark Capocasale is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In his role, he works one-on-one with individuals and families to develop personalized financial plans tailored to their unique needs, risks, and long-term objectives. Mark's approach centers around attentive listening and purposeful planning, aiming to help clients pursue their financial goals through informed investment advice and guidance. He also offers expertise in areas including executive compensation, equity compensation services, family wealth management strategies, retirement planning, philanthropic planning, and portfolio management services. Mark holds a Bachelor's degree in Finance from Pennsylvania State University, where he was active in investment clubs and volunteer organizations. Prior to joining Merrill, he was a small business owner, an experience that enables him to provide valuable insights into managing both sides of a balance sheet. Mark works with a diverse clientele, including business owners, corporate executives, professional sports individuals, retirees, and families, often collaborating with outside advisors such as CPAs and attorneys when applicable. Outside of his professional career, Mark resides in Philadelphia. He enjoys spending time with family and friends, cooking, exploring new restaurants, supporting Philadelphia sports teams, golfing, spending time at the Jersey Shore, and is currently training for his third triathlon.

Charles Walker is a Series 66-licensed financial advisor with Merrill, based in Philadelphia, PA, with 32 years of industry experience. He has worked at Merrill since 1985 and has also been associated with Bank of America, N.A. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Walter Bott Jr. is a Series 66-licensed financial advisor with eight years of industry experience, currently advising at Merrill since 2021. He previously worked at Bank of America and had roles at Verify Brand and Acsis Inc. Outside of his advisory work, Bott is the sole owner of an investment-related business and engages in residential rental property activities in Philadelphia. 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, and institutional investors.

Analeigha Ortega is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2018. Prior to that, she was employed by JP Morgan Chase Bank and JP Morgan Securities LLC from 2014 to 2018. Outside of advising, she assists with minor photography editing and administrative tasks for a family business and works occasionally at a plant shop involving retail and horticulture duties. 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 a range of individual and institutional investors.

Chad Michaelis is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and seven years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2019 following his time at Clemson University. 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 a wide range of clients including individuals, high-net-worth clients, and institutional investors.

Stephen Ryan is a Private Wealth Advisor and leader of the Ryan Group within Merrill Private Wealth Management. He has over 30 years of industry experience as a senior executive managing private wealth teams. His expertise spans brokerage, portfolio management, private sale and divestiture, risk mitigation, legacy planning, and investment advisory services. Stephen developed a series of proprietary enhanced index portfolios tailored to economic conditions, as well as a quantitative risk mitigation technique that serves as a foundation for his practice. Stephen earned a Bachelor of Science degree in Market Research and Information Systems from Clarkson University in 1987. He has completed certification programs in Risk and Investment Management at Yale University’s School of Management, and in Board Governance at McGill University’s Desautels School of Management. Stephen holds the Personal Investment Advisor (PIA) designation. Beyond his professional career, he has been actively involved in philanthropy related to education and healthcare, including leadership roles with Clarkson University and the American Association for Cancer Research Foundation.

Evan Savoth is a Financial Advisor with Merrill Lynch Wealth Management. He began his career in 2019 at a leading global asset manager, developing expertise in financial planning and investment strategy before joining Merrill in 2024. As a CERTIFIED FINANCIAL PLANNER™ professional and Personal Investment Advisor, Evan supports individuals and families in creating strategic, long-term financial plans. Evan works closely with clients to understand their goals and priorities to provide personalized guidance across various financial areas including family wealth management, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategies, and tax minimization. He emphasizes education and ongoing advice to help clients make informed decisions and navigate changing needs and market environments. He holds a Bachelor's Degree from Washington College. Outside of work, Evan enjoys biking, music, soccer, spending time with his family, and traveling.

Stephen Giannangeli is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and eight years of industry experience. His prior firms include Brown Advisory and The Rockford Center. Outside of his advisory role, he owns an Etsy shop selling homegoods and decorative items. 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 institutions.

Timothy Good serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to assess their current financial situations and introduce solutions available through Merrill and Bank of America. He aims to empower clients with the knowledge and tools to manage their financial lives effectively. With an approach that centers on understanding what is important to each client, Timothy helps develop strategies tailored to pursue their financial goals. His areas of assistance include general investing, retirement planning, and preparing for unexpected financial needs. He provides ongoing advice and guidance as clients' needs evolve. Timothy holds a Bachelor's Degree from Old Dominion University and has earned the Personal Investment Advisor (PIA) designation.

Jay Vincent Jr. is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families make thoughtful, long-term decisions with their wealth through value-based investing and disciplined portfolio construction. Jay aims to understand each client’s unique goals, priorities, and financial circumstances to develop personalized investment strategies. Jay's client focus areas include executive compensation, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, and socially responsible, values-based, and ESG investing. He holds a Bachelor's Degree from Rowan University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Jay is a devoted husband and actively involved in his church community. His faith influences his approach to leadership, stewardship, and service. Jay's personal interests include baseball, basketball, biking, bowling, chess, cooking, football, music, reading, and spending time with his family.

Rosalie Hunter is a Private Wealth Advisor at Merrill Private Wealth Management, where she has served since 2015. She co-founded the Hunter-McCormack Group and provides guidance to ultra-high-net-worth clients, including C-suite executives, entrepreneurs, and private business owners. Her team focuses on complex financial needs, including portfolio management, legacy planning, liquidity management, and tax minimization. Rosalie emphasizes a strategic approach to preserving and enhancing dynastic wealth. With over 35 years of experience, Rosalie draws on her previous roles as Managing Director at Barclays Wealth Management and J.P. Morgan Private Bank. She holds a bachelor's degree from Ohio Wesleyan University and an MBA with a concentration in finance from LaSalle University. She has earned professional designations such as Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Her work has been recognized consistently by Forbes, including listings among America's Top Women Wealth Advisors and Best-in-State Wealth Advisors. Residing in Chestnut Hill, Pennsylvania, Rosalie and her husband Joe have five adult children. She is involved in her community through the JVS Fund Advisory Committee and the Sunnybrook Golf Club Executive Committee. Outside of work, she enjoys running, golfing, spending time with family, and traveling.

Moses Kinney is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include work with City Planter LLC, Variant Plant LLC, and Method Hospitality Co., along with a period at Temple University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal CIO teams and third-party managers for a range of individual and institutional clients.

Wendy Tang is a financial advisor at Merrill in Philadelphia, PA, with six years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2020. Prior to that, she was employed in the jewelry industry for four years. Outside of her advisory role, she is involved with Tango Investment Company LLC, a passive real estate investment entity. 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.