Kyle Burns is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Bank of America, Northwestern Mutual, and has held roles at the University of San Francisco and Skyline College. Burns is the successor trustee of a family trust. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Josh Ebadi is a Series 66 licensed financial advisor at Merrill with five years of industry experience. His prior roles include positions at J.P. Morgan Securities and Bank of the West. He has also worked at the University of California and the Santa Cruz Area Chamber of Commerce. 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, and institutional investors.