Darren Suiter is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2009 and has a career background that includes over two decades at 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 the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Mehigan is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he is a member of the Tumaneng & Thompson Group. In his role, he collaborates with clients to identify their financial goals and develop tailored wealth management strategies designed to support these objectives. His approach involves a disciplined process that begins with understanding what clients value most and the future they envision for themselves and their families. Matthew's expertise encompasses areas such as college education planning, executive compensation, retirement income, tax minimization, and socially responsible investing, among others. He and his team have more than two decades of experience assisting clients—including business owners, entrepreneurs, and executives—in achieving long-term financial stability and planning for comfortable retirements. In July 2022, he became a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Personal Investment Advisor designation. A graduate of the University of Oregon with a degree in Economics, Matthew is originally from Portland, Oregon. He is involved in community organizations including JOIN and the Oregon Food Bank. Outside of his professional work, he engages in activities such as baseball, basketball, bowling, camping, cooking, golfing, music, reading, swimming, and spending time with his family.

Trenton Dardick is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at J.P. Morgan Securities and Bank of America, reflecting a background within major financial institutions. Outside of finance, he was involved with FIFA for ten years. 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 supported by internal and third-party managers for a broad range of clients including individuals, high-net-worth clients, and institutions.

Zhuoqiang Chen is a financial advisor with Merrill, holding a Series 66 designation and based in San Francisco, CA. He has been with Merrill since 2022 and has one year of experience at Bank of America, N.A. His prior work includes brief roles outside the financial sector. 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 teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Victor Xiong is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Rahul Shaikh is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2012 and Bank of America, N.A. since 2015. He is based in San Francisco, CA. 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.

Dylan Reed is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing comprehensive financial guidance that supports every aspect of a client's financial life. His areas of focus include Employee Benefits Planning, Equity Compensation Services, Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, Liquidity Management, Personal Retirement Planning, Portfolio Management Services, Tax Minimization, and Retirement Income. Dylan emphasizes building long-term relationships based on understanding each client's unique goals, values, and priorities. By leveraging Merrill's investment capabilities alongside the trust and fiduciary services of Bank of America Private Bank and the banking and lending solutions of Bank of America, he helps individuals, families, and businesses align their financial resources with their long-term aspirations. He holds a Bachelor's degree from San Diego State University and holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).

Veronica Mendoza is a Series 66 licensed financial advisor at Merrill with two years of industry experience. She previously worked at Morgan Stanley for three years and has a diverse background including roles at Better.com, Provident Credit Union, and The RealReal. 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 individual and institutional clients.

Mark Hewson is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and previously worked at Citigroup for 12 years before joining Merrill. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Rochelle Tang is a financial advisor with Merrill in San Francisco, CA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She previously worked at UBS Financial Services and Morgan Stanley. Outside of her advisory role, she co-owns a family rental property in Hayward, California. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Chapman is a Private Wealth Advisor with Merrill Private Wealth Management, focusing on serving individuals and families with significant assets. He provides investment management, wealth planning, personal banking, business transition strategies, insurance, philanthropic services, and specialized advice tailored to clients' goals through Merrill's global investment and asset management resources. With 24 years of experience in the financial industry, Tim's expertise spans executive compensation, family wealth management, legacy planning, philanthropic planning, socially responsible investing, retirement income, and services for endowments, foundations, and non-profits. He is part of a select group of Private Wealth Managers who emphasize transparency and bespoke investment advice. Tim holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Tim earned a Bachelor of Arts degree from the University of Oregon, including international studies at the University of London and the Universite d'Avignon, and completed an executive education program on investment management foundations at the Stanford Graduate School of Business. Active in his community, he has served on boards such as the World Affairs Council of Oregon, the Oregon Zoo Foundation, Portland Opera, the Make-A-Wish Foundation of Oregon, and United Way of Columbia-Willamette. His personal interests include antiquing, boating, gardening, golfing, hiking, photography, reading, skiing, traveling, and spending time with his family.

Ryan Schilling is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he provides tailored comprehensive goals-based wealth management planning. He focuses on financial strategy execution, communication on capital markets, investment research, lending and liquidity strategies, and collaborates with clients' CPAs and attorneys to coordinate tax minimization and estate planning strategies. Ryan began his career in 2012 at a boutique independent financial services firm in Minneapolis before joining Merrill Lynch in 2016. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, obtained through the College for Financial Planning Institutes Corp. He earned his bachelor's degree from the University of Wisconsin System. Originally from Minneapolis, Ryan now lives in San Francisco and is involved with community organizations including the Greater Minneapolis Crisis Nursery, ICA Food Shelf, and Ronald McDonald House. His personal interests include skiing, biking, ice hockey, and spending time with friends and family.

Jonathan Dupre is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at BNY Mellon and Morgan Stanley. He also spent several years in full-time education and at Quinnipiac 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ashley O Toole is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Toole held positions at Octagon Credit Investors LLC, Guggenheim Partners, and Eddie Lou. 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, and various institutional investors.

Sarah Mudd is a Financial Advisor with Merrill Lynch Wealth Management. She provides guidance to clients in various areas including college education planning, executive and equity compensation services, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, and tax minimization. Sarah holds the Personal Investment Advisor (PIA) designation. She earned a Bachelor's Degree from the University of California Los Angeles and a Master's Degree from Georgetown University. Sarah's approach centers on connecting all aspects of her clients' financial lives to help prioritize and pursue their most important goals. Her services focus on developing personalized plans to address individual ambitions such as funding education, retirement lifestyle planning, health care cost considerations, and long-term family goals. Sarah emphasizes simplicity and transparency throughout the wealth planning process.

Peter Yoon is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to the unique needs of an elite clientele, including professionals in finance, technology, and medicine. His approach centers on a comprehensive understanding of clients' financial situations to help them pursue their long-term goals. His areas of expertise include equity compensation services, family wealth management strategies, institutional consulting, employee financial health, tax minimization, retirement income, and investment consulting for defined contribution plans. Peter holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of California System. Outside of his professional work, Peter enjoys baseball, basketball, boxing, drawing and sketching, photography, running, spending time with his family, and traveling.

Samuel Cabral is a financial advisor with Merrill in San Francisco, CA, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A., spanning seven to eight years, as well as earlier experience at Veeva Systems and the University of Arizona. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lee Brown is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2007, also working at Bank of America, N.A. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal teams and third-party managers.

Jared Mc Nally is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes multiple tenures at Merrill, as well as roles at Rasco FR, the University of Southern California, and Hyatt. 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, and institutional investors.

Lesley Anne Sy is a financial advisor with Merrill in San Francisco, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill Lynch since 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.