Jacob Barreira is a financial advisor with Merrill, holding a Series 66 license and one year of industry experience. His prior work includes roles at Euclid Financial Services and Follett Corporation, as well as experience in education and retail sectors. Outside of finance, he has been involved with Del's Lemonade. 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.

Anindita Banerjee is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and previously worked at Ventois Inc. and Home. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Christopher Collins is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2013 and Bank of America, N.A. since 2017. Outside of his advisory role, he is an active registered player with USA Volleyball, participating in competitive tournaments nationwide. 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, institutional, and charitable clients.

Rick Nichols is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Bank of America, Merrill, and Fidelity Investments in various capacities since 1998. 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.

Jennifer Paci is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Citizens Securities, Inc. and CITIZENS Bank. 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.

Terrance Jones is a Series 66-licensed advisor at Merrill with one year of industry experience. Prior to joining Merrill, he held roles at The District & Blue Room, Nova Farms, Hope Artist Village, and Bravo restaurant. 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.

Robert Kerr Jr. is a financial advisor at Merrill with 26 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Jordy Martinez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to Merrill, he held roles at several organizations, including Global Montello Group and Year Up. Outside of his advisory work, he owns an automotive window tinting business based in Providence, 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Elizabeth Burns is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Nicholas Perry is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America N.A., Coastal Outsourced Solutions/First Citizens Federal Credit Union, and New York Life. 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.

Ajay Kajaria is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked at Merrill since 2009 and has been associated with 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Melendez is a Series 66 licensed financial advisor at Merrill with three years of industry experience. He has previously worked at Bank of America and has a diverse background including military service as a decorated combat veteran in the United States Navy Reserve. Outside of his financial advisory role, Melendez creates content focused on stress relief and inspiration through spiritual and personal experiences, operating several affiliate marketing ventures related to this niche. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, with portfolio implementation tailored to client needs.

Logan Hammerstein is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 designations 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Lafitte II is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Merrill since 2009 and Bank of America since 2014. Outside of finance, he has been involved with Rockin' Soul Horns since 1997 and has a long-standing affiliation with Bryant University beginning in 2002. 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 accounts.

Bram Berkowitz is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. He has worked at Merrill since 2008 and has been with 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, retirement plans, corporations, and charitable organizations.

Stephanie Munoz is a financial advisor with Merrill in Riverside, RI, holding Series 66 and Series 63 licenses and having 12 years of industry experience. She has been with Merrill 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 investment strategies created by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Salome Bustillo Jr. is a Series 66 licensed financial advisor at Merrill with two years of industry experience. Prior to joining Merrill, Salome held positions at Bank of America, Fidelity Investments, and Amica Mutual Insurance Company. 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 investors.

William Munnerlyn is a financial advisor at Merrill in Riverside, RI, holding a Series 66 designation with four years of industry experience. He co-founded Udanta, Inc., a tech recruiting firm, where he provides strategic advice on a quarterly basis. Munnerlyn has previously worked at Bank of America and Verge Mobile, among other organizations. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shakib Mashata is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America N.A. and Anthony V. Ricci, as well as a period working at the Community College of Rhode Island. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Thomas Theodore is a financial advisor at Merrill with 19 years of industry experience. He has been with Merrill since 2013 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 plans, corporations, and charitable organizations.