David Stickney is a financial advisor with Merrill in San Francisco, CA, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked at Merrill since 1986 and Bank of America, N.A. since 2011. Outside of his advisory work, he is involved with Carry U II, LLC, a single-asset LLC that owns a recreational boat. 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.

Ryan Olson is a financial advisor with Merrill in San Francisco, CA, holding a Series 66 designation and 20 years of industry experience. His career includes roles at City National Bank and Wells Fargo, where he worked from 2005 to 2018 before joining Merrill in 2020. Merrill, 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.

Laureen Schiller is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2009, as well as Bank of America since 1986. Outside of her advisory role, she is the owner of Our Lulu Legacy, LLC, a family beach house used for short-term rental. 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.

Scott Harrison is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Merrill since 2009. He has also been affiliated with Bank of America, N.A. since 2006. Harrison is registered with Series 63 and Series 66 licenses and 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 and profit-sharing plans, corporations, and charitable organizations.

Dominic Colabianchi is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and First Republic Bank. 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.

Parker Cruce is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior experience includes roles at J.P. Morgan Securities, Ernst & Young, and Robert W. Baird & Co. He has also been involved with Ducks Unlimited. 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, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Gioia Mc Carthy is a financial advisor with Merrill in San Francisco, CA, holding a Series 66 designation and 19 years of industry experience. She has worked at Merrill since 2011 and Bank of America N.A. since 2012. Mc Carthy serves as an advisory board member for Jewish Vocational Services, a charitable organization based in San Francisco. 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.

Paul Genco is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2015, with a three-year period at Brown Brothers Harriman from 2017 to 2020. 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.

Patrick Prendergast is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has held various roles since 2015, including positions at Bentley University and several short-term engagements before joining Merrill in 2021. Outside of his advisory work, he assists with the operations of a marketing LLC, helping manage invoicing and business processes for the firm. 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.

Michael Shih is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has prior experience at Equitable Advisors, LLC. His background also includes roles outside finance, including work at Island Orthodontics and time spent at the University of California Davis. 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, and institutional investors, supported by internal and third-party portfolio management teams.

Jennifer Tuttle is a Series 66-registered financial advisor with 17 years of industry experience, currently with Merrill in San Francisco. She has worked at Merrill since 2011 and holds a concurrent position at Bank of America. Outside of her advisory role, she serves as a non-voting member of the Finance Committee at the San Francisco Yacht Club, a 501(c)(7) social and recreational organization. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Patrick Benson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2014 and applies a comprehensive approach to wealth management that begins with understanding clients’ financial situations, family dynamics, and priorities. Patrick helps create customized, flexible strategies that adapt to clients’ needs and changing market conditions, leveraging the investment insights of Merrill and the banking services of Bank of America. His client focus includes Corporate Executive Services, Equity Compensation Services, Family Wealth Management Strategies, Liquidity Management, and Managing New Wealth. Patrick holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Amherst College. Raised in the Sacramento River Delta, he attended college on the East Coast and eventually returned home to begin his career. Patrick is actively involved in his community through volunteering and fundraising with organizations such as Active 20-30 Club #1 and the Walnut Grove Fire Department. Outside of work, he participates in basketball, football, golfing, and refereeing local college and high school basketball games. He communicates with clients in English, German, and French.

Ron Mizrachi is a financial advisor at Merrill with seven years of experience in the industry. He holds a Series 66 license and has previously worked at Union Bank and Wells Fargo Bank. Based in San Francisco, CA, he has been with Merrill 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Brady Dilena is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2014 and 2015, respectively. Merrill, in conjunction with its affiliate Managed Account Advisors LLC (MAA), 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.

Christina Rotairo is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2007. Outside of her advisory role, she serves as a power of attorney for a family member. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Katie Henry is a Wealth Management Advisor at Merrill Lynch Wealth Management in San Francisco. She works with affluent individuals and families to understand their comprehensive financial situations, including banking, investments, financing, and retirement plan services. Katie develops personalized financial strategies aimed at preserving, managing, and growing wealth for current and future generations. She specializes in family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. Katie uses the investment resources of Merrill and the banking capabilities of Bank of America to support various aspects of her clients' financial lives. Katie earned a Bachelor of Science in Business Administration in 2005 and a Master of Science in Financial Analysis and Investment Management in 2010, both from Saint Mary's College of California. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Outside of her professional work, she is involved in the community as a soccer coach for LMYA.

Allison Walters is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Bank of America, N.A., Merrill, Equitable Advisors, AXA Advisors, and Silvergreens. Walters also spent four years at the University of California, Santa Barbara. 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 for individual, high-net-worth, pension, corporate, and charitable clients, implementing trading and custody support with strategic and tactical asset allocation features.

Alena Meeker is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined the Foust/Meeker Team in 2007 and brings 18 years of financial services experience to her role. Alena focuses on building trusting and beneficial relationships with individuals and families, providing a holistic approach to wealth management and advice. Her areas of expertise include client relationship management, investment analysis, and the development of customized asset allocations and financial strategies tailored to each client's risk tolerance, time horizon, liquidity needs, and overall investment goals. Prior to joining Merrill Lynch, she worked as a Financial Advisor with Morgan Stanley and as a registered sales assistant at Robertson Stephens. Alena holds a Bachelor's degree in Political Economies from the University of California Berkeley and is a Chartered Financial Analyst (CFA) Charterholder. She is a member of the CFA Society of San Francisco and a council member of the San Francisco Innovators Network. Alena is fluent in French, Spanish, and English.

Daniel Friel is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in San Francisco. He has been serving clients since 1985, providing expertise in family wealth management strategies, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. Daniel and his team focus on customized wealth planning and investment portfolio management tailored to successful individuals, families, and business owners, emphasizing accessibility and proactive communication. Daniel earned a Bachelor of Arts degree in Economics from Princeton University and holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, he resides in Orinda with his wife, Kathe, and their two children. He has actively contributed to his community by serving on the board of directors for the Arthritis Foundation of Northern California and the Orinda Youth Association, as well as coaching youth sports for over ten years. His personal interests include biking, chess, hiking, pickleball, skiing, and spending time with his family.

Adalberto Fuentes is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2015, also working at Bank of America during this time. Outside of his advisory role, he serves as an advisory board member for St. Anne of the Sunset Church, a charitable organization in San Francisco. Merrill 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.