Michael O Keefe is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. He also has experience outside finance, including a two-year period with the International Tennis Hall of Fame. 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.

Amy Roberts is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 designations and with 28 years of industry experience. She has worked at Merrill and Bank of America since 2018 and previously held positions at Riversource Fund Distributors, Riversource Investments, and Columbia Management Group. 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 various institutional entities.

Michelle Couture is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 designations and 24 years of industry experience. She has worked at Merrill since 2009 and has been associated with Bank of America, N.A. for over two decades. 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.

Peter Balesano is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior work includes positions at BNY Mellon and Bank of America. He serves as a board member of the Health Foundation of Central Massachusetts, focusing on health initiatives for vulnerable populations. 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.

Michael Garand is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has worked at Merrill since 2009 and has been associated with Bank of America, N.A. 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and institutions.

Alexander Pirri is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked at Merrill since 2014. Outside of his advisory role, he serves as a board member and director for the King Philip Little League in Bristol, Rhode Island. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Mc Donough is a financial advisor at Merrill with a Series 66 designation and over 35 years of industry experience. He worked at BNY from 1990 to 2025 before joining Merrill in 2025. 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 plans, corporations, and charitable organizations.

David Salit is a Series 66-licensed financial advisor with Merrill in Providence, RI, and has 19 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Paul Anghinetti is a financial advisor at Merrill with 4 years of industry experience and holds a Series 66 designation. He has been with Merrill since 1987. Outside of his advisory role, he is a co-owner of a family rental property business. 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.

Peter Miniati III is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at F.L. Putnam Investment Management, Napatree Capital LLC, and Washington Trust Wealth Management. He serves on the boards of the Rhode Island Historical Society and the Hattie Ide Chaffee Nursing Home and is chair of the board at St. Raphael Academy, a private Catholic high school. 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 diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yahaira Placencia is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. She has been with Merrill and Bank of America since 2001 and 2014, respectively. Placencia serves on the boards of Neighborhood Health Plan of Rhode Island and United Way of Rhode Island, where she contributes to strategic planning and organizational oversight. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Andrea Williams is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 credential and has been with Merrill since 2009. Williams is also affiliated with Bank of America, where she has worked 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Karen O'Kane is a Series 66-licensed financial advisor at Merrill with 19 years of industry experience. She 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Farrel Simpson is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017, following a one-year tenure at UBS Financial Services. 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 plans, corporations, and charitable organizations.

Aaron Mccormick is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Merrill since 2013. Outside of his advisory work, he owns a sole proprietorship selling original artwork focused on animals and nature and is involved in producing arts and culture-related online audio and video content. 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 various institutional investors.

Ranni Mc Sally is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and previously worked at U.S. Trust from 2015 to 2019. 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 strategies for individuals, high-net-worth clients, and institutions.

Dorian Osmani is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has been with Bank of America since 2011, totaling 15 years in his broader career. Osmani serves on the board of Communities for People, Inc., a nonprofit focused on supporting youth and families impacted by the foster care system. 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.

Matthew St Germaine is a financial advisor at Merrill with 4 years of industry experience and a Series 66 designation. He has been with Merrill since 2006. Outside of his advisory work, he manages a rental property in Old Orchard Beach, Maine, using a vacation rental platform for weekly rentals. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers.

Lauryn Harper is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2022, she held various roles including positions at Dunkin' Donuts and Franklin & Marshall College. 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 teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Zankhana Bateman is a Senior Financial Advisor specializing in tailored financial strategies for corporate executives, business owners, and individuals in the sports and entertainment industries. She is part of a dynamic team at Merrill Lynch Wealth Management, where her focus areas include equity plan compensation, portfolio management, retirement planning, trust and estate services, and concentrated stock strategies. Zankhana works closely with clients to help them plan and manage all aspects of their finances and investments. Zankhana holds a Bachelor's degree from Brigham Young University and has earned professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her past experience includes work as a Research Analyst at Merrill Bateman Associates - Economic Consulting Group, as well as internships with Transamerica and the Stanford University Wharton College Clean Energy Project. She is multilingual, fluent in Spanish, Italian, and English, and participates in professional and community organizations such as the Church of Jesus Christ of Latter-day Saints, BYU, and Habitat for Humanity. Outside of her professional role, Zankhana values community involvement and leadership, having served as Student Body President at Palo Verde High School and participating in the Italy Milan LDS Mission. She engages in interests including adventure sports, basketball, biking, boating, football, golfing, scuba diving, skiing, volleyball, and spending time with family.

Kevin O'Connor is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has worked at both Merrill and Bank of America, NA since 2006. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mario Cipollini is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Merrill since 2009 and has worked at Bank of America, N.A. since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, along with account administration and custody support.

Lawrence Ashong Katai is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Merrill since 2013 and also has a background at Bank of America, where he has worked since 2015. Outside of his advisory role, he is involved in a separate investment-related business based in Providence. 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 institutions, supported by internal Chief Investment Office teams and third-party managers.

Colleen Sousa is a financial advisor at Merrill with a Series 66 designation and 18 years of industry experience. She previously worked at BNY Wealth Management for 17 years before joining Merrill in 2025. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jessica De Pina is a financial advisor at Merrill with 7 years of industry experience. She holds a 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 its 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.

Brant Mcgettrick is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America, N.A. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Pierre Henry Masoin is a financial advisor with Merrill in Providence, RI, holding a Series 66 credential and with nine years of industry experience. He has worked at Merrill and Bank of America since 2014 and previously worked at Citizens Securities, Inc. Masoin serves as a consultant for TG Therapeutics, Inc. and is a board member for the National MS Society’s Connecticut & Rhode Island Chapter. 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 institutional investors.

Mary Aggarwal is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Platinum Medical Group, and Banc of America Investment Services. Outside of her advisory role, she serves as a co-trustee of a family trust and is a general partner and managing member of a privately held LLC. 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 to individuals, high-net-worth clients, and institutional investors.

Alexander Beeber is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2014 and Bank of America, N.A. since 2015. He is based in Providence, Rhode Island. 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.

Guy Asadorian Jr. is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BNY Mellon Wealth Management. He participates monthly in an organized angel investment group focused on evaluating and investing in early-stage privately held companies. 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, pension plans, corporations, and charitable organizations.