Blake Rodriguez is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Chase Bank, US Bank, as well as positions outside finance at Northstar Lodge by Welk Resorts and BJ's Restaurant and Brewery. 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.

Calvin Wilson is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A., and Merrill since 2021. His prior roles include positions at Merrill Lynch, Carol's Cafe, and Bates College. 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, offering a range of model-based and discretionary investment strategies.

Zachary Salinger is a financial advisor at Merrill in Reno, NV, holding a Series 66 credential. He has been in the industry since 2026 and has prior experience with Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.