Rebecca Fountain is a financial advisor with Merrill in Pittsford, NY, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Merrill since 2003 and with 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 strategies created by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Page Jr. is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2004. Outside of his advisory role, he serves as a committee member for the nonprofit organization Shootout for Soldiers, assisting with event sponsorship. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering a blend of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Christopher Parnell is a financial advisor with Merrill in Pittsford, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill since 2014 and concurrently associated with Bank of America, N.A. 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 for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicklaus Catone is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in executive and equity compensation services, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Nicklaus holds a Bachelor's Degree from St John Fisher University and a High School Diploma from McQuaid Jesuit. He is also designated as a Personal Investment Advisor (PIA). Outside of his professional role, Nicklaus is involved with the community as a McQuaid Jesuit JV Lacrosse Coach. His personal interests include basketball, cooking, football, golfing, reading, spending time with family, and traveling.

Jessica Royston is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2008, with additional experience at LPL Financial, Morgan Stanley, and Bank of America. Royston serves on the finance team for Pittsford First Presbyterian Church, where she helps oversee the management of the church’s investment accounts. 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, pension plans, corporations, and charitable organizations.

Drew Beckeman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in the fall of 2019 and is a member of The Hines Group, which has served clients nationwide for over 30 years. Drew holds the CERTIFIED FINANCIAL PLANNER™ professional designation and the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the University of Michigan. With a focus on financial planning and developing lasting relationships, Drew helps clients articulate their short- and long-term goals and recommends financial strategies aligned with their objectives. His areas of expertise include executive compensation, family wealth management strategies, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Drew's commitment is to work one-on-one with clients to develop personalized financial strategies that support their and their families' long-term goals. Originally from West Michigan, Drew resides in Farmington, NY with his wife and two sons. He is an avid runner and outdoor enthusiast and participates in endurance sports. Drew is involved in his local community through organizations such as Rotary International, Rochester Area Triathletes, and The Spot.

David Guadagnino is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1993 and Bank of America, N.A. since 2009. He serves on the board and audit committee of a local nursing home and elder care facility foundation. 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, pension plans, corporations, and charitable organizations.

Samantha Cotter is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with 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 investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christina Battista is a financial advisor at Merrill with seven years of industry experience. She has held roles at AVI FoodSystems, Faculty Student Association Centre Pointe, SUNY Fredonia, and Old Navy prior to joining Merrill in 2018. She holds a Series 66 designation and is based in Pittsford, NY. 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.

Ryan Joslyn is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on a goals-based wealth management approach, reviewing all aspects of a client's life to implement disciplined wealth management processes. Ryan leads planning efforts around concentrated equity positions, tax-efficient divesting strategies, and securities-based lending. Ryan holds several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor's degree from Saint Bonaventure University, where he studied Finance and Economics. Outside of his professional work, Ryan enjoys fishing, skiing, and traveling. He is also involved with Ducks Unlimited.

Heather Goodbody is a Private Wealth Advisor with Merrill Private Wealth Management based in Rochester, New York. She is the founding advisor of Goodbody & Associates within Merrill Lynch Wealth Management and oversees the financial management of a group of families alongside her team. Heather collaborates with families and individuals to bring purpose to their wealth, focusing on realizing their hopes, dreams, and goals. Her client focus areas include family wealth management strategies, legacy planning, liquidity management, philanthropic planning, and socially responsible investing. Heather holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She earned her bachelor's degree from Daemen College and completed an accredited certificate program at New York University. Heather's expertise includes working with ultra high net worth families, private foundations, endowments, closely held businesses regarding mergers and acquisitions, and executive benefits. Beyond her professional work, Heather is actively involved in community organizations. She has served as a trustee and board member for several institutions including the Golisano Children's Hospital at Strong, Golisano Institute for Business & Entrepreneurship, Our Lady of Mercy School for Young Women, Rochester Museum & Science Center, and The United Way of Rochester and the Finger Lakes. Heather has held leadership roles with Merrill Lynch's Women's Exchange. She and her husband, John, have two sons and reside in Rochester, New York.