Jitendra Mehta is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients uncover what matters to them and their families to create strategies aimed at pursuing their financial goals. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jitendra has completed a Non Accredited Certificate Program from UC Santa Cruz in Personal Financial Planning.

Colleen Harris is a financial advisor with Merrill in San Jose, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She 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. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sophia Sinsigalli is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her work history includes roles at Standard Strength and 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Sinsigalli is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. In his role, he acts as a financial quarterback for his clients, providing advice on spending, saving, preserving wealth, managing debt, banking, philanthropy, and investing. He leads the Sinsigalli Group, which offers continuous availability to clients beyond the normal workweek and operates with a focus on goals-based wealth management. Their approach involves ongoing assessment of clients' evolving financial realities, including career changes, family dynamics, and special needs. Andrew is a Certified Financial Planner® (CFP) professional and holds several other designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He and his team bring over 65 years of combined experience in financial services and collaborate with Bank of America banking specialists, Merrill Lynch's network of specialists, and clients' accounting and legal professionals. He holds a Bachelor's Degree from the University of Massachusetts System and a High School Diploma from Haverhill High School. Andrew is involved with the American Red Cross. His personal interests include adventure sports, camping, cooking, gymnastics, reading, soccer, spending time with his family, and traveling.

Zelin Yang is a financial advisor at Merrill in San Jose, CA, holding a Series 66 designation. Yang has experience at Merrill since 2021 and previously worked at the Industrial and Commercial Bank of China from 2011 to 2017. Between these roles, Yang focused on homemaking for four 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. The firm serves individual, high-net-worth, and institutional clients with model-based and discretionary investment strategies constructed by internal and third-party managers.

Yang Chen is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients identify their financial priorities and develop strategies to pursue their financial goals. Yang holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Master's Degree from Boston University and a Bachelor's Degree from Indiana University.

Brendan Narksompop is a financial advisor at Merrill with Series 63 and Series 65 credentials and one year of industry experience. His background includes positions at Stanford University and 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 strategies for individuals, high-net-worth clients, and various institutional investors.

C Warthen is a Wealth Management Advisor at Merrill Lynch Wealth Management based in San Jose, CA. In this role, C Warthen advises clients on managing their wealth to help them grow, retain, and transfer assets to the next generation. The services provided include retirement and education planning, banking, investments, lending, and wealth transfer strategies, utilizing the resources of Merrill Lynch Wealth Management and Bank of America N.A. C Warthen began their career in financial services in 1993 and serves clients who are successful in their fields, assisting them with a comprehensive approach that addresses individual financial goals. Their areas of client focus include education planning, employee benefits planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Educationally, C Warthen holds a Bachelor's Degree from San Jose State University. They have earned several 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). C Warthen's personal philosophy centers on working one-on-one with clients to develop personalized financial strategies aimed at pursuing long-term financial goals.

Michael Craig is a financial advisor with Merrill in San Jose, CA, holding a Series 63 designation and 42 years of industry experience. He has worked at Merrill since 1983 and also at Bank of America since 2009. 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, and institutional investors.

Vivek Thoppay is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Thoppay Team, serving a select group of executives, entrepreneurs, business owners, and multi-generational families. Since starting his career at Merrill Lynch in 2002, Vivek has built a team emphasizing intellectual rigor, thoughtful customization, and committed service to address the complex financial needs of his clients. Vivek advises clients on a variety of areas including management of concentrated stock, liquidity events, estate planning, tax minimization, retirement income, and philanthropy. His approach includes coordinating with clients' CPAs, attorneys, and other professional advisors to ensure a comprehensive financial strategy. He holds multiple professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Vivek earned bachelor's and master's degrees from the University of Virginia, University of Houston System, and Santa Clara University. He resides in Saratoga, California, with his wife and two sons.

Luis Figueroa Ojeda is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He has worked at Merrill since 2021 and previously held roles at Bank of America and other firms. Outside of his advisory work, Ojeda is involved with Carenet Services, Inc., a company that supports families with members who have mental and physical disabilities, where he assists in caregiving duties. 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 plans, corporations, and charitable organizations.

Timothy Mosley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that focus on clients' long-term financial objectives. His approach centers on goals-based wealth management, aiming to develop disciplined portfolio asset allocations tailored to individual client goals rather than benchmark performance. With over 20 years of experience prior to joining Merrill in 2008, Timothy has a background in marketing, business development, and management consulting in Silicon Valley's high-tech sector. His expertise includes retirement income planning, portfolio and investment management, wealth building strategies, trust and estate planning services through Bank of America Private Bank, and asset-based lending strategies. He holds multiple professional designations such as Chartered Alternative Investment Analyst (CAIA), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Timothy earned master's degrees from Santa Clara University and San Jose State University, as well as a bachelor's degree from Santa Clara University. A Bay Area native, he lives in San Jose with his wife and three children. He is involved with the Greater Opportunities community organization and has personal interests in basketball, football, golfing, World War II history, reading, and traveling with his family.

Yongqing Zhang is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, Yongqing works with a selected group of individuals, executives, and business owners to develop personalized financial strategies aimed at helping clients pursue their long-term goals. He focuses on areas including college education planning, divorce transition planning, investment consulting for defined contribution plans, personal retirement planning, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Yongqing holds a Bachelor's Degree from Tsinghua University and a Master's Degree from Johns Hopkins University. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Yongqing is proficient in English and Chinese. He participates in community service through volunteering with local organizations. Outside of his professional responsibilities, Yongqing enjoys basketball, tennis, and spending time with his family.

Chohee Chong is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 credential and has worked at Bank of America and Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Dahn Lincoln is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the downtown San Jose office in Silicon Valley, Northern California. He began his career in financial services in 2016 in Los Angeles' Century City district. Dahn supports individuals and families by developing personalized financial plans through a Goals-Based Wealth Management process that centers on clients' values and priorities. He leverages Merrill Lynch's investment insights and Bank of America’s banking services to offer comprehensive wealth management solutions. Dahn holds a bachelor's degree in Business Economics from the University of California, Los Angeles (UCLA). He possesses several professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in Mandarin Chinese, Japanese, and English, reflecting his years spent studying abroad in China and Japan. Dahn is a member of professional organizations such as SILVAR and the UCLA Alumni Association. Outside of work, his personal interests include basketball, football, music, running, spending time with family, and watching movies.

Paul Lukas is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 40 years of experience in the financial services industry. He specializes in distribution options from employer-sponsored retirement plans, retirement income strategies, estate planning needs, and tax minimization. Paul also provides guidance on college education planning, divorce transition planning, family wealth management strategies, small business strategies, socially responsible and ESG investing, special needs planning strategies, and investment consulting for defined contribution plans. Before joining Merrill Lynch Wealth Management in Silicon Valley in 1983, Paul was the founder and President of an entertainment production company in Southern California. He holds a Bachelor's degree from the University of California, San Diego (UCSD) and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Paul lives in Los Gatos with his wife and has two daughters. Outside of his professional work, Paul has served on several non-profit boards including The Parkinson's Institute, San Jose Children's Musical Theater, and St. Mary's School in Los Gatos. His personal interests include music, running, skiing, surfing, tennis, and traveling.

Ziqi Wong is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Wong provides holistic wealth management strategies tailored to the complex financial needs of individuals and multigenerational families. The practice integrates customized portfolio construction, retirement strategies, and estate planning approaches aimed at preserving, growing, and transferring wealth with intention and precision. Wong serves as a long-term strategic partner, guiding clients and their families through every stage of their financial journey. By leveraging the resources of Merrill and Bank of America, Wong delivers tailored investment insights, risk management strategies, and legacy planning to help clients achieve enduring prosperity and financial confidence. Wong holds a Bachelor's Degree from the University of California System and a Master's Degree from Cornell University. They have also earned the Personal Investment Advisor (PIA) designation.

Alka Madinur is a financial advisor at Merrill with a Series 66 credential and 12 years of experience, all with the firm since 2014. She is based in San Jose, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hedeliza Cunanan is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 1989. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Pearce serves as a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing financial guidance that supports clients in achieving their life goals through personalized and holistic financial planning. Justin leverages over 20 years of business experience to understand the complexities of his clients' work and personal lives and to create tailored financial plans. His areas of expertise include college education planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Justin holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from California Polytechnic State University and a Master of Business Administration (MBA) from Pepperdine University. Outside of his professional work, Justin is a family man who prioritizes his wife and two college-aged sons. His family's activities often involve sports such as soccer and snowboarding. He is committed to building long-term relationships with his clients to support them through various life stages and financial needs.

Lyle Smith is a financial advisor with Merrill in San Jose, CA, holding Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with Merrill since 1983 and concurrently with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Ling Wang is a financial advisor at Merrill with six years of industry experience. Prior to joining Merrill in 2021, Wang worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2018 to 2021, and at RBC Financial Group from 2016 to 2018. Wang holds a Series 66 designation and is based in San Jose, CA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.