Le Tasha Sain is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for six years before joining Merrill in 2022. Outside of her advisory role, she serves as Treasurer for the St. Louis chapter of Delta Sigma Theta Sorority, Inc. and as Vice President of the National Association of Black Accountants in St. Louis. 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, utilizing model-based and discretionary strategies designed by internal and third-party managers for a range of individual and institutional investors.

Kathleen Campbell is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. 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 tailored to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.