Beth Loop is a financial advisor at Merrill with 28 years of industry experience. She has been with Merrill since 2013 and holds Series 63 and Series 66 licenses. 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 and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lawrence Gleason is a financial advisor at Merrill with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1996, concurrently serving at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Jonathan Smith is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has previously worked at Clarfeld Financial Advisors, Citizens Bank, and BNY Mellon. Smith serves on the fundraising committee of the Carnegie Library of Pittsburgh’s Board of Trustees in a non-voting advisory capacity. Merrill provides managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services to a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients. The firm emphasizes multiple investment program strategies with both client and advisor discretion and integrates tax-efficient capabilities alongside its affiliation with Bank of America’s broader financial platform.

William Zalewski is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. Since joining Merrill in 2009, he has developed an endowment-based philosophy to design tailored financial plans that address each client's specific financial situation. His practice focuses on family wealth management strategies, philanthropic planning, and services for endowments, foundations, and non-profits. With over 40 years of experience in wealth management, including 33 years with an outside firm prior to Merrill, William and his team work closely with affluent individuals, families, and businesses to preserve and improve their wealth through customized and holistic financial strategies. Their approach includes collaboration with firm specialists in estate, insurance, retirement, and banking, leveraging resources from Bank of America and its affiliated entities. William holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Advisor in Philanthropy® (CAP®) designation from The American College. He has a high school diploma from South Hills Catholic and serves as Chairman of the Pittsburgh Children’s Foundation. In his personal time, William enjoys golf, running, biking, baseball, ice hockey, music, and spending time with his family.

Heather Sellers is a financial advisor at Merrill with a Series 66 designation and 21 years of industry experience. She worked at Merrill from 2000 to 2019, then at Lincoln Financial Securities for one year before rejoining Merrill in 2020. Outside of her advisory role, she serves as an executor for an estate in Pittsburgh, Pennsylvania. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.