Clayton Perkins is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2009. The firm 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.

Hahn Young is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at CITI Private Bank and J.P. Morgan Securities Inc. in Seattle, WA. 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.

Devin Blanchard is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and seven years of industry experience. He has been affiliated with Bank of America and Merrill since 1995. 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.

Linda Larner is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill since 2009 and is also associated with Bank of America N.A., where she has worked since 1978. Merrill, in conjunction 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.

Kara Brown is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2014, including eight years concurrently at Bank of America. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bryan Haigood is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and over 21 years of industry experience. He has been with Merrill since 2009 and has also worked at Bank of America, N.A. since 1984. 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.

Stephanie Bauer is a Financial Advisor with Merrill Lynch Wealth Management based in Tacoma. She specializes in providing wealth management services that connect sophisticated investment strategies with clients' personal financial goals. Her work includes college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, focusing on women and wealth, tax minimization, and retirement income planning. With 14 years of experience, Stephanie draws on her expertise to support long-term financial success and transformative legacy planning. She holds the Personal Investment Advisor (PIA) designation and earned her bachelor's degree from the Eller College of Management Business School at the University of Arizona. Stephanie lives in Gig Harbor with her husband, their daughter and son, and their Maine Coon cat. Outside of her professional role, she is involved in community organizations such as the Junior League and participates in groups like the Freedom Boat Club, Harbor Moms, and the USTA Tennis League.

Bryan Hattan is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2009, concurrently associated with Bank of America since 2002. 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.

Daniel Sullivan is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 licenses. He has nine years of industry experience, including prior roles at Bank of America N.A., Zenith Investment Management, and TD Ameritrade. Outside of his advisory work, he occasionally earns commissions through fine art sales. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Thomas Grava is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he is part of a three-advisor team supported by two associates. He grew up in Washington State and currently resides in Lake Forest Park. With over 80 years of combined team experience at Merrill Lynch, Thomas focuses on guiding clients through complex financial environments with an emphasis on education and personalized wealth management strategies. His expertise covers a wide range of client needs, including family wealth management, services for endowments, foundations, and non-profits, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, and retirement income strategies. Thomas works closely with clients to develop tailored financial plans that reflect their long-term goals and values. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Thomas earned a Bachelor's Degree from Washington State University. Outside of his professional role, he is involved in community volunteer activities and enjoys boating, cooking, gardening, reading, swimming, and spending time with his family.

Steven Harlow is a financial advisor at Merrill based in Seattle, WA, with 16 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Incorporated and Bank of America, N.A. since 2009. Outside of his advisory role, he manages a residential rental property through a personal LLC. Merrill provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Henry Martin is a Financial Advisor with Merrill Lynch Wealth Management, providing comprehensive financial strategies tailored to the unique needs of his clients. He partners with individuals to define their goals and develop portfolio strategies designed to help them navigate complex financial challenges. Henry offers ongoing advice and adapts financial plans as clients’ situations evolve, supporting priorities such as retirement, education planning, legacy planning, tax minimization, and managing new wealth. With experience working with clients at every life stage, Henry helps optimize employer compensation for professionals in industries like technology and assists in planning the timing of retirement. His approach focuses on delivering clear, actionable advice to simplify the financial decision-making process, allowing clients to concentrate on what matters most while feeling confident they are on track to achieve their goals. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a bachelor's degree from Washington State University. Outside of his professional work, Henry’s personal interests include cooking, fishing, football, golfing, hunting, pickleball, running marathons, scuba diving, skiing, and traveling. His philosophy centers on helping clients uncover what matters to them and their families to create strategies that pursue their financial objectives.

Juman Sung is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Juman held various roles related to education and seasonal work, including positions at Vanderbilt University and Camp Twin Creeks. 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 and profit-sharing plans, corporations, and charitable organizations.

Michael Farnham is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on areas including Divorce Transition Planning, Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, Personal Retirement Planning, Individual and Corporate Investment Strategy, and Retirement Income. As a member of the Farnham, Dols & Radziwanowicz advisory team, Michael brings a collaborative approach to delivering investment advice and customized wealth management strategies that align with clients’ financial and family legacy goals. Michael holds a Bachelor's Degree from Stephen F. Austin State University and holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He and his team work closely with clients’ tax and legal advisors to assist in tax minimization and estate planning strategies, serving high net-worth individuals, families, and retirees. Outside of his professional work, Michael is active in the USA Triathlon community and participates in triathlons, hiking, climbing, swimming, running (including marathons), biking, skiing, and other outdoor activities. He is married with two sons and enjoys spending time with his family and traveling.

Amanda Kagarabi is a financial advisor at Merrill based in Seattle, WA, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Bank of America, N.A. and Jennifer Vickers, along with four years at the University of Washington. 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.

Dana Nesterova is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2021, she worked at Wells Fargo and held positions at Starbucks Coffee Company and Gap Inc. 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.

Alexander Smith is a Series 66-licensed financial advisor at Merrill with eight years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2016. Merrill serves a broad client base including individuals, retirement plans, corporations, charities, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by its chief investment office.

Charles Bentley III is a financial advisor at Merrill with 32 years of industry experience. He holds the Series 66 credential and has worked with Merrill and Bank of America, N.A. since 1992. 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 individuals, high-net-worth clients, and various institutions.

Jennings White is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. He specializes in family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Mr. White adopts a risk-averse approach and focuses on building long-term portfolios founded on sound fundamental practices. He collaborates closely with clients to define their financial goals and matches those goals with appropriate portfolios of securities. His disciplined process aims to mitigate risk while preserving and growing clients' wealth. Mr. White emphasizes transparency and integrity, prioritizing clients' interests and maintaining long-term relationships to help clients achieve their stated objectives. He utilizes the resources and research available at Merrill Lynch Wealth Management to develop customized strategies addressing income generation, wealth accumulation, and generational wealth transfers. Mr. White holds a Master's Degree from Seattle University and a Bachelor's Degree from the College of Charleston. He is a Personal Investment Advisor (PIA) and follows Merrill's tradition of community participation, dedicating time to volunteer with local organizations. In his personal life, he enjoys music, reading, spending time with his family, and traveling.

Jeanine Gabel is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Merrill since 2009 and is also affiliated with Bank of America, N.A. since 2006. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.