Seyednaser Mousavi is a financial advisor at Merrill based in San Jose, CA, holding a Series 66 designation with four years of industry experience. He has previously worked at Bank of America since 2017 and briefly at Bank of the West in 2017. 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.

Haiqing Chen is a financial advisor with Merrill in San Jose, CA, holding Series 66 and Series 63 licenses and six years of industry experience. Their background includes roles at Bank of America, Guardian Life, MassMutual, and New York Life, among others. Chen serves as treasurer and board member for the US Chamber of Commerce Silicon Valley, where they assist with bookkeeping and event organization to support the Chinese American business community. 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 a range of individual and institutional clients.