Jamielee Smith is a financial advisor at Merrill with over 10 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2014. Outside of her advisory role, she serves as secretary of Enrich Greens LLC, a farming business supplying produce to retail and wholesale consumers. 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 individual and institutional clients, with a focus on asset allocation and tax-aware options.

Elena Popova serves as a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in advising individuals, couples, and families. She works closely with decision-makers who aim to move beyond routine approaches to achieve optimal outcomes for themselves, their companies, and their families. Elena and her team have significant experience advising business owners, professionals, and executives, assisting with complex financial situations such as preparing businesses for sale, diversifying portfolios, structuring long-term legacies, and financing luxury acquisitions. With a background in engineering, Elena applies a systematic and efficient perspective to financial management, balancing analytical approaches with an understanding of clients' personal priorities. She focuses on client needs including corporate executive services, divorce transition planning, equity compensation, family wealth strategies, retirement planning, portfolio management, socially responsible investing, tax minimization, and retirement income planning. Elena holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned master’s degrees from Golden Gate University and the California State University System, and a bachelor's degree from Mendeleev Chemical University. Elena is a member of professional organizations including CFP®, the Investments & Wealth Institute™, and the NAPA National Association of Plan Advisors. She is fluent in Russian and English. Outside of work, she enjoys boating, cooking, fishing, hiking, music, skiing, swimming, tennis, and traveling.

Sara Michal is a Series 66 licensed financial advisor with Merrill in San Francisco, California. She has 12 years of industry experience and has been with Merrill for 13 years. 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.

Michelle Louie is a financial advisor with Merrill in San Francisco, CA, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, she serves as a successor trustee for family trusts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Lori Stasukelis is a financial advisor with Merrill who holds Series 63 and Series 65 credentials and has 46 years of industry experience. She has been with Merrill since 1980 and also has 15 years of experience at Bank of America, N.A. 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.

Lauren Grubb is a Financial Advisor with Merrill Lynch Wealth Management. She adopts a strategic and thoughtful approach to addressing clients' financial needs, focusing on understanding what matters most to each individual and their family to create personalized wealth management strategies. Lauren provides access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America to help clients pursue their financial goals. Her areas of expertise include education planning, equity compensation services, family wealth management strategies, employee financial health, legacy planning, LGBT wealth planning, managing new wealth, women and wealth, tax minimization, and retirement income. Lauren holds a Personal Investment Advisor (PIA) designation and earned her Bachelor's Degree from Sonoma State University. Lauren is originally from the Bay Area and values community involvement, volunteering with organizations in her local area. Outside of work, she enjoys adventure sports, cooking, hiking, pickleball, reading, spending time with her family, traveling, and practicing yoga.

Noreen Chiu is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over a decade of experience with the firm. She began her financial career in the institutional fixed income department at Morgan Stanley in Hong Kong, where she served regional central banks and institutional clients. After two years, she transitioned to the Bay Area to work as a Senior Trading Liaison for Blackrock Global Investors, focusing on fixed income and indexed futures desks. Noreen later applied her extensive institutional knowledge to private wealth management, specializing in wealth preservation and goal-based financial strategies for high-net-worth individuals. Noreen earned a Bachelor of Arts in Economics from the University of California, Berkeley. She holds the designation of Personal Investment Advisor (PIA) and is fluent in English and Chinese. Her expertise encompasses a broad range of client needs, including family wealth management, retirement planning, tax minimization, socially responsible investing, and strategies tailored for endowments, foundations, and non-profits. Residing in San Mateo, Noreen enjoys traveling, experiencing different cultures, and exploring art museums. She believes that firsthand experience of global economies enriches her perspective as a financial advisor. In her personal time, she also enjoys drawing, painting, and spending time with her family.

Dante Abono is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners nationwide to develop personalized financial strategies aimed at building, preserving, and transferring wealth. Dante's approach emphasizes understanding each client's unique goals and providing comprehensive guidance throughout various stages of life. His areas of expertise include legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income planning. Dante holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Central Florida. Born and raised in the San Francisco Bay Area, Dante enjoys golfing, hiking, softball, volleyball, and spending time with his family.

Phillip Zayas is a Financial Advisor at Merrill Lynch Wealth Management. He brings seven years of experience in financial services, focusing on helping clients at various stages of life, including young professionals, growing families, and small business owners. Phillip specializes in areas such as college education planning, family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, and socially responsible investing. His approach emphasizes clear communication and personalized planning that adapts as clients' lives change. Phillip collaborates with clients' accountants and attorneys to align financial strategies with tax efficiency, insurance needs, and long-term goals. He is a Personal Investment Advisor (PIA) and holds a high school diploma/GED from Grand Rapids Community College. Phillip works to help clients make confident decisions with their wealth, offering attentive and proactive service supported by the resources of Merrill and Bank of America.

Albina Khazan is a financial advisor at Merrill in San Francisco, CA, with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2010. Outside of her advisory role, she manages a family-owned 12-unit apartment building. 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.

Jessica Bradshaw is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Conventus LLC for two years and spent eight years as a homemaker. 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 institutions.

Susanna Toy is a Wealth Management Advisor with Merrill Lynch Wealth Management. She brings 25 years of experience to her role, serving as the primary liaison to the Group for new and existing clients. Susanna specializes in wealth management strategy, focusing on areas such as college education planning, legacy planning, personal retirement planning, retirement income, and women and wealth. Susanna holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Personal Investment Advisor (PIA) credential. She earned her bachelor's degree from the University of California and her MBA from the University of San Francisco. Prior to her current role, she was an equity analyst with Morgan Stanley, where she covered telecom small equipment. A native San Franciscan, Susanna is involved in her community through volunteer work. Her personal interests include basketball, cooking, reading, running, volleyball, traveling, and spending time with her family. She is committed to working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Shane Siler is a financial advisor at Merrill with Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Dollar General, Softworld, WILEYBROS AINTREE CAPITAL LLC, Call Box, Pfizer Inc., and Vanderbilt University. 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.

Richard Velez is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the San Francisco office. He works with affluent individuals, families, and small business owners to coordinate their financial affairs across all phases of wealth management. His approach focuses on addressing primary client goals such as investing, education funding, tax minimization, and retirement planning. Richard also facilitates access to a Wealth Management Lending Officer from Bank of America, N.A. for home financing guidance that aligns with clients’ overall financial strategies. Prior to his career in financial services, Richard spent over 20 years in the technology industry in management and business ownership, which informs his perspective on client needs. He is dedicated to building close, collaborative relationships based on transparency and mutual trust, using a consultative approach to help clients understand outcomes and make adjustments as their circumstances evolve. Richard holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from San Leandro High School. Richard is originally from the San Francisco Bay Area and participates actively in the local community through volunteer work. He has a strong interest in Bay Area sports, and enjoys playing softball, basketball, poker, and golf. His philosophy emphasizes working together one-on-one with clients to develop personalized financial strategies designed to pursue their long-term goals.

Colby Brookfield is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior engagements include positions at SHI and UBS, as well as academic experience at Lehigh University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alan Wong is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2004 and focuses on creating wealth management strategies for successful executives, entrepreneurs, and business owners. Alan's approach centers on understanding clients' values and financial goals through one-on-one conversations, enabling him to develop tailored solutions for education planning, family wealth management, personal retirement planning, small business strategies, and retirement income. Alan holds bachelor's degrees in Economics and Political Science with an Education minor from the University of California system. He also holds the Chartered Financial Analyst (CFA) designation and the Personal Investment Advisor (PIA) credential. He has served as the Chair of the South San Francisco Planning Commission and as President of the CFA Society of San Francisco's Board of Directors. Committed to community involvement, Alan is currently on the School Board at St. Roberts School and actively volunteers in local organizations. Outside of work, he enjoys spending time with his family, traveling, coaching his children's youth soccer and softball teams, and following Bay Area sports.

Nicholas Hoult is a Financial Advisor with Merrill Lynch Wealth Management based in San Francisco. He works with individuals and families to navigate important financial decisions, focusing on areas such as college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He emphasizes building relationships and understanding each client's unique story and priorities to provide meaningful financial advice. Originally from Frederick, Maryland, Nicholas graduated from Hofstra University with a bachelor's degree in Theatre. Before transitioning to financial advising, he worked in the entertainment industry specializing in visual effects. This background reflects his longstanding interest in people and collaboration, which carries through in his approach to client relationships. Nicholas holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, he enjoys sports such as baseball, basketball, football, and golf, as well as painting, photography, reading, skiing, traveling, and watching movies.

Matthew Martin is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank and JPMorgan Securities. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Charles Young is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Citigroup Global Markets and Merrill Lynch. 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 and profit-sharing plans, corporations, and charitable organizations.

Jason Byrd is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. His prior roles include positions at JLFranklin Wealth Planning and Gideon Strategic Partners. He has also worked in various capacities outside finance, including at Pepperdine University and the Lisa Smith Wengler Center for the Arts. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.