Austin Taylor is a Private Wealth Advisor with the Taylor Group at Merrill Private Wealth Management. He works closely with ultra-high-net-worth individuals and families, assisting them in thoughtful planning and execution to manage and preserve their wealth. Austin's role involves serving as a trusted resource and guide, offering strategic insight and responsiveness to his clients. He has extensive experience working with business owners, including founders of venture-capital-backed companies, focusing on areas such as pre-transaction analysis, business structuring, tax-sensitive investing, wealth transfer, charitable giving, and family-wealth dynamics. Prior to joining Merrill, Austin spent over ten years at J.P. Morgan Private Bank as a Vice President and Private Banker, where he led initiatives within the Technology vertical, addressing wealth management for entrepreneurs in various subsectors. Austin holds a Bachelor's degree from Brigham Young University and carries professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He and his wife, Jessica, reside in Lehi, Utah, with their four children and are active in their church community. Outside of work, Austin engages in outdoor activities such as golfing, hiking, camping, and snowmobiling.

Jacob Richmond is a financial advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, and personal retirement planning. He assists families, retired professionals, and business owners who value personalized planning and lasting advisory relationships. Jacob holds a Bachelor's degree in Computer Science from Brigham Young University and a Master of Business Administration from the University of Utah. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). His background spans financial planning, private wealth, investment management, business, and technology, enabling him to consider each client's situation from multiple perspectives. Jacob is committed to helping families make thoughtful decisions to preserve their assets and prepare future generations. Outside of work, he enjoys hiking, music, pickleball, running, skiing, and spending time with his family.

Brian Nichols is a financial advisor with Merrill in Salt Lake City, UT, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Merrill since 2012. Outside of his advisory role, Nichols is a managing member of Nichols Quarters LLC, an entity established for estate planning related to family recreational property in Idaho. 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, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexandros Vlamakis is a Series 66-licensed financial advisor with Merrill in Salt Lake City, UT, bringing five years of industry experience. Prior to joining Merrill in 2022, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of finance, he is a managing member of DAT Card CO. LLC, a small business involved in selling and trading Pokémon trading cards. 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. 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.

Amy Trappett is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior work includes multiple roles at Wells Fargo Bank from 2017 to 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the 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.

Lee Zeidner is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and develop tailored strategies to address their short-, mid-, and long-term objectives. He provides guidance on a range of topics including investing, retirement planning, and savings strategies, and connects clients with Bank of America specialists for additional financial services such as banking, credit, home financing, and small business solutions. Lee holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Western Washington University. His approach is centered on helping clients uncover what matters to them and their families to support the creation of personalized financial strategies. Outside of his professional work, Lee's personal interests include boating, camping, fishing, hiking, reading, running, skiing, surfing, and yoga.

Kamden Myrberg is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized financial guidance, focusing on education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. His approach centers on empowering clients to make informed decisions and build lasting relationships based on trust and integrity. He holds a Bachelor of Science in Finance from Utah Valley University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Kamden is committed to helping clients navigate their financial journeys through tailored advice and strategic planning. Outside of his professional role, Kamden enjoys adventure sports, basketball, football, golfing, hiking, pickleball, running, and skiing. He values maintaining a balance between his work and personal life, emphasizing the importance of family and connecting with clients through shared interests.

John Shaw Jr. is a CFP®-designated financial advisor with Merrill, based in Salt Lake City, UT, and has 31 years of industry experience. His prior roles include positions at Barclays Capital Inc. and Thomas Weisel Partners LLC. Outside of his advisory work, he serves as a board member for the Main Street Place homeowners association in Scottsdale, AZ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors with model-based and discretionary investment strategies supported by internal and third-party managers.

Patricio Panuncio is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he assists individuals, families, and business owners with wealth management, offering guidance on investment strategies, retirement planning, and financial decision-making. He aims to build lasting relationships and serves as a trusted partner throughout his clients' financial journeys. Patricio's approach emphasizes understanding each client's unique goals and priorities, providing thoughtful financial planning and personalized investment strategies tailored to long-term objectives. He holds the Personal Investment Advisor (PIA) designation and has educational experience from the Academy for Math Engineering and Science and the University of Utah. He is fluent in both Spanish and English. Outside of his professional work, Patricio spends time with his family and engages in activities such as golfing, skiing, and outdoor exploration. He applies principles from his personal interests, like discipline and preparation, to his client relationships and financial advisory services.

Mary Shackelford is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. She has been with Merrill since 2019 and previously worked at Everfast Inc. for sixteen years. Outside of her advisory role, she works part-time as a yoga instructor at a community studio in Utah. 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.

John Shaw is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Antenna Group, and Tigercomm 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 for individuals, high-net-worth clients, and institutional investors.

Chris Pina serves as a Senior Resident Director and Wealth Management Advisor at Merrill, where he assists families and individuals in making informed financial decisions. He began his financial services career in 2000, starting in Indian Wells, California, and later worked in Salt Lake City, Utah, focusing on credit and liquidity needs for individuals and business owners. Currently, he operates out of the Cottonwood office, helping business owners enhance the financial outcomes of their enterprises. Chris holds a Bachelor of Science degree in Finance from Brigham Young University and maintains several professional certifications, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is affiliated with the Bradley Center and is involved in church and civic causes. Outside of his professional role, Chris enjoys boating, camping, golfing, hiking, skiing, spending time with his family, and watching movies. He and his wife, Melanie, reside in South Jordan, Utah, with their six children.