George Kalema is a financial advisor at Merrill with Series 65 and Series 66 credentials and two years of industry experience. He has worked at Bank of America and Merrill since 2024, with prior roles including positions at AXCL Logistics and Empirical Wealth Management. Outside of finance, he was involved with Brown University Athletics from 2017 to 2021. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bradley Posten is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with individuals, families, and small businesses to achieve their financial goals through personalized planning and investment strategies. Brad's approach emphasizes clear communication, transparency, and risk management to help clients navigate complex financial decisions. Before joining Merrill Lynch in 2017, Brad worked in Corporate Partnerships for the Seattle Seahawks, where he was part of the organization during their Super Bowl XLVIII victory. He holds several professional designations, including the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Additionally, he holds FINRA Series 7 and 66 registrations and Washington State life, disability, and long-term care insurance licenses. Brad earned a Bachelor of Science degree in Business Management from the University of Arizona, where he also participated as a walk-on wide receiver and earned All Pac-12 academic honors. He is involved with the Make A Wish Foundation, Salvation Army, and United Way. Outside of work, Brad enjoys spending time with his wife, friends, family, and pets in Magnolia, exploring the outdoors, attending sporting events, and participating in various hobbies such as football, golf, billiards, and music.

Shannon Smith is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager at Merrill Lynch Wealth Management. She specializes in providing clients with comprehensive financial services focused on balancing risk management with potential rewards. Her approach involves assessing clients' total financial picture and developing wealth management strategies tailored to their individual goals. She manages personalized or defined investment strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. Shannon obtained her Bachelor of Arts degree in Psychology and Sociology from Pepperdine University. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified 401(k) Professional (CKP), Chartered Retirement Plans Specialist™ (CRPS), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her areas of concentration include corporate retirement plans, individual retirement and wealth management strategies, cash flow, and liability management. Born and raised in the Seattle area, Shannon currently resides in Mercer Island with her husband and three children. She participates in community activities, including volunteering with the Mercer Island Preschool Association. Her personal interests encompass boating, football, golfing, hiking, running, skiing, spending time with family, and tennis.

Jens Pascucci is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves clients with a range of wealth management needs, providing investment advice and strategies tailored to individual priorities and circumstances. Jens emphasizes a thoughtful and thorough approach to portfolio management and financial planning. He has a background in business and international political economy, holding a bachelor's degree from the University of Puget Sound. Jens holds several professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jens is engaged in his community through volunteer work with organizations such as the Arthritis Foundation, United Way, and the Washington Athletic Club. He enjoys a variety of personal interests including basketball, billiards, camping, chess, football, golfing, scuba diving, spending time with his family, table tennis, and tennis.

Carol Lockhart is a financial advisor with Merrill based in Seattle, WA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2017 and was previously involved with Becky Gray Creating Lifestyles. Outside of her advisory work, she is an independent consultant for Arbonne, a health and wellness multi-level marketing company. 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 wide range of individual and institutional clients.

Eric Pedack is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA between 2016 and 2022, and also held a position at The Cleaning Authority from 2017 to 2018. 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 institutions.

Tokusan Svenson is a financial advisor at Merrill with 17 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2011 and has also been with Bank of America, N.A. since 2023. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Teresa Savage is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm in 1999 and focuses on customizing wealth management strategies tailored to her clients' immediate and long-term financial goals. Teresa works closely with clients to develop personalized financial plans aimed at pursuing their long-term objectives, emphasizing areas such as college education planning, legacy planning, family wealth management, and socially responsible investing. Teresa holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). She attended Highline College without degree completion and holds a High School Diploma from Seattle Christian School. Additionally, she is involved with organizations such as Seattle Christian School and St. Anne Hospital Foundation. Outside of her professional role, Teresa participates in community activities aligned with these organizations. Her personal interests include playing pickleball, running, and spending time with her family.

Matthew Van Beek is a Wealth Management Advisor with Merrill Lynch Wealth Management and a third-generation partner of The MCNW Group. Since joining Merrill Lynch in 2007, he has advised a diverse clientele including business owners, senior executives, entrepreneurs, and investors. Matthew and his team focus on helping clients achieve both financial goals and broader life aspirations through strategic planning in areas such as executive compensation, family wealth management, legacy planning, and retirement planning. Matthew holds several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned a Bachelor's degree from Washington State University. As a member of The MCNW Group, Matthew and his team have received national recognition including Forbes Best-in-State Wealth Management Teams (2023), Barron's Top 1,200 Financial Advisors (2023), and Financial Planning’s Top 40 Brokers Under 40 (2023). He is also involved with the Downtown Seattle Association. Matthew emphasizes purposeful client conversations that connect personal values, professional goals, and relationships to develop sound wealth strategies. He leads a culture aimed at operational excellence to support clients in making measurable progress toward significant objectives.

Jenny Ning is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Merrill since 2010 and Bank of America, N.A. since 2011. 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 clients including individuals, high-net-worth clients, and institutions.

Stacey Sturgess is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2016. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristina Jensen is a financial advisor at Merrill with 39 years of industry experience. She holds a Series 63 designation and has been affiliated with Merrill since 1987 and 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. 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.

Richard Zhu is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Wells Fargo Securities, LLC for nine years before joining Merrill in 2018. Outside of his advisory role, he serves on the investment committee of the Crowden Music Center and is an advisory board member of the East Bay Center for the Performing Arts, a performing arts school serving youth in underserved communities. Merrill, along with 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 a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Nishant Kumar is a financial advisor at Merrill with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank in various roles over a span of twelve years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers and supports trading, account administration, and custody.

Baker Livingston is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at State Farm and attended Texas State University. 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, pension plans, corporations, and charitable organizations.

Marc Compton is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Merrill and Bank of America since 2010. Outside of his advisory role, he is the owner of Buffalo Coffee Co, a coffee-related business, and serves as Board President for Southwest Church of Christ, a religious organization in Tigard, Oregon. 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 institutional investors.

Robert Preudhomme is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he applies over nine years of experience to help clients develop personalized financial strategies. He specializes in portfolio and risk management, retirement income planning, wealth transfer and legacy management, banking and lending services through Bank of America, and long-term care planning. His work focuses on education planning, family wealth management, investment consulting for defined contribution plans, liquidity management, managing new wealth, personal retirement planning, and retirement income. Mr. Preudhomme holds a Bachelor's Degree from the University of Cincinnati and an MBA from the University of West Florida. He is a Certified Financial Planner (CFP), Accredited Wealth Management Advisor (AWMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English and French and collaborates closely with clients' tax, legal, and real estate professionals to coordinate comprehensive financial plans. Living in North Seattle with his wife and two children, Mr. Preudhomme participates actively in his community, supporting organizations such as the Shoreline Chamber of Commerce, United Way of King County, and the YMCA. His personal interests include basketball, chess, football, rock climbing, woodworking, and spending time with his family.

David Dellinger III is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Merrill since 1997 and has also been with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to 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.

Neil Mohaghegh is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2014, he has provided financial advice and guidance to individuals, families, and private business owners. He focuses on client-specific factors such as risk tolerance, time horizon, liquidity, and investment objectives to develop personalized wealth management strategies. Neil has been in the financial services industry since 2008. He utilizes the investment resources of Merrill and banking services from Bank of America to address clients’ financial needs, including investment selection, retirement planning, tax minimization, credit, and savings strategies. His areas of expertise include college education planning, family wealth management, legacy planning, liquidity management, and small business strategies. Neil holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from Washington State University. Outside of his professional work, Neil participates in community volunteer activities following Merrill’s tradition of engagement. His personal interests include baseball, basketball, football, golfing, music, soccer, spending time with family, swimming, tennis, and traveling.

Lauren Thompson is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Freestone Capital Management, Verus Advisory, Bank of America, and Merrill. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, implementing trades and account administration with a range of strategic and tax-aware approaches.