Tamara Gonzalez Paz is a financial advisor with Merrill, holding a Series 66 license and one year of industry experience. Before joining Merrill, she worked at Coastal 1 Credit Union and has experience in various customer service roles, including at Famous Footwear. 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, and institutional investors.

Jackson Mc Kersie is a financial advisor at Merrill with a Series 66 designation and approximately one year of experience at the firm. His prior roles include working with educational programs and camps such as the MAUSD Extended Learning Program and Dexter Southfield Science and Technology Camp, as well as involvement with Wide Open Marine and The Henley Group. Additionally, he has experience at Middlebury College and in farm management at Apple Knoll Farm. 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.

David Alger is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill 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. The firm offers model-based and discretionary strategies developed by internal and third-party teams and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Jeranian is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2013. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Chad Barnes is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2009. 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.

Laura Lambert is a financial advisor at Merrill with 19 years of industry experience. She has been with Merrill since 2009 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved with the Community College of Rhode Island in Lincoln. 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 using model-based and discretionary investment strategies.

Daniel Mc Carthy is a financial advisor at Merrill with 26 years of industry experience. He has held his current position at Merrill since 2009 and holds a Series 66 designation. 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.

Sean Quinlan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work history includes roles at Bank of America, The Kraft Group, and Coastal Consultants. 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.

Conor Kennedy is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. His prior roles include positions at Bank of America, Kennedy Incorporated, and Castle Hill. Outside of finance, he is a freelance jazz musician and co-editor and director of Encyclopedia Prismatica, a nonprofit literary journal. Merrill, 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 variety of individual and institutional clients.

Stephen Poplaski is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work background includes roles at Bank of America and H&R Block, as well as entrepreneurial activities with Asia Grille LLC and Pranzi Catering. He also spent time employed by Rhode Island State Government and Johnson & Wales University. 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 and profit-sharing plans, corporations, and charitable organizations.

William Killeen is a financial advisor with Merrill in Riverside, RI, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Suburban Supply, Home Depot, and involvement with Irish Patriots LLC. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Cody Anter is a financial advisor at Merrill with two years of industry experience and a Series 66 designation. Prior to joining Merrill, he worked at Bank of America, N.A., and has experience in educational roles at the University of Rhode Island and local schools. 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 individual and institutional clients.

Nicholas Galvani is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been with Merrill 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. The firm offers model-based and discretionary investment strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Pedro Cruz is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2009 and Bank of America, N.A. since 2007. 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 supported by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michele Cadigan is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Merrill since 2009. 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 plans, corporations, and charitable organizations.

David Sorensen is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Merrill since 2009 and is also affiliated with Bank of America, N.A. since 2008. 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 entities.

George Asfura Montano is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Bank of America and Guembe F.C. Outside of finance, he works as a soccer coach for the New England Revolution’s Player Development Program, supervising coaches and training youth players. 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, and institutions.

Jason Vasconcellos is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2012 and at Bank of America, N.A. since 2019. 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.

Julieanie Rodriguez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes positions at Bank of America and various non-financial roles across education and service industries. 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 a range of clients including individuals, high-net-worth investors, and charitable organizations.

Danny Kasht is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Merrill since 2015 and concurrently at Bank of America, N.A. since 2017. Outside of his advisory role, Kasht is the owner of Kasht International, LLC, an investment-related business focused on purchasing property for rental income. 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 and profit-sharing plans, corporations, and charitable organizations.