Patrick O Neil is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. He has previously worked at Bofa Securities, Inc. for 19 years before joining Merrill in 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via 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.

Teri Deike is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Outside of her advisory role, Deike is involved as an Independent Business Owner with Amway and serves as a youth leader at the Unity Church of God, where she helps lead youth group services and activities. 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 a range of client types including individuals, high‑net‑worth clients, and charitable organizations.

Marci Mc Gregor is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 credential and has been with Merrill since 2002. Outside of her advisory role, she is a part owner of an LLC formed to purchase a family home. 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.