Amie Lock Tse is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has worked at Merrill 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 model-based and discretionary investment strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Lane is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since August 2015. He provides financial advisory services to individuals, families, and businesses, helping them achieve their financial objectives through comprehensive planning. His approach integrates cash flow planning, liability management, insurance reviews, banking needs, and goal structuring to create tailored financial strategies. As a portfolio manager, Nicholas invests client assets using Merrill Lynch’s proprietary allocations, leveraging a rigorous analytical framework and exposure to stock, bond, and alternative asset classes. Nicholas graduated cum laude from Colgate University, where he majored in English and participated as a member of the NCAA Division I basketball team. During his academic career, he earned recognition as a two-time recipient of the NABC Honors Court and a three-time member of the Patriot League Academic Honor Roll. He has also been involved in community service initiatives such as Adopt-a-Classroom and Middle School Mentors. Nicholas holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and Personal Investment Advisor (PIA) certification, as well as FINRA Series 7 and 66 registrations. Residing in the Capitol Hill neighborhood, Nicholas enjoys reading, writing, golf, basketball, running, and traveling. He values building strong relationships with clients by clearly communicating financial information and considering the qualitative aspects of their lives alongside their investment goals. His service combines personal attention with the investment insight of Merrill Lynch and the banking expertise of Bank of America to deliver recommendations aligned with clients’ specific needs.

Riley Cray is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. He has worked at Merrill and Bank of America since 2019 and has prior experience with Integrity Mortgage Group, North Sound Valuation, and other firms. Outside of finance, he has been involved with the YMCA of Snohomish County. 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 and profit-sharing plans, corporations, and charitable organizations.

Olivia Thwaits is a financial advisor at Merrill with five years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Prior to joining Merrill, she worked at U.S. Bancorp Investments, Inc., U.S. Bank, and Becu. 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.

Chris Economou is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on understanding clients' complete financial situations to develop personalized wealth management strategies. Chris integrates insights from Merrill and solutions from Bank of America to help clients navigate dynamic market conditions and pursue their financial goals. Chris holds a Bachelor's Degree from the University of Washington and has earned the Personal Investment Advisor (PIA) designation. He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, Chris enjoys camping, cooking, golfing, hiking, and spending time with his family.

Edmond Powell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing services that include corporate benefits, employee benefits planning, equity compensation services, family wealth management strategies, services for defined benefit plans, employee financial health, personal retirement planning, portfolio management services, and retirement income. Edmond holds a Bachelor's Degree from Arizona State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). These credentials support his expertise in developing personalized financial plans tailored to individual client goals and circumstances. His approach involves connecting clients to the people, plans, and processes that align with their unique ambitions, focusing on areas such as funding education, retirement lifestyle planning, healthcare cost coverage, and long-term family goals. Edmond emphasizes simplicity and transparency in wealth planning to help clients navigate the complexities of investing.

Jay E Emmingham is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to the unique financial situations of his clients. Jay focuses on areas including executive compensation, equity compensation services, family wealth management, legacy planning, liquidity management, personal retirement planning, philanthropic planning, women and wealth, and tax minimization. Jay holds a Bachelor's Degree from the University of Oregon and a Master of Business Administration (MBA) from Marylhurst University. He is a Personal Investment Advisor (PIA) and is fluent in English and Chinese. He is involved with professional organizations such as the Chinese Information and Service Center and the University of Washington NSF I-Corps Site Program - CoMotion. In addition to his professional work, Jay participates in community activities with the Chinese Information and Service Center, the University of Oregon Alumni Association Seattle Chapter, and the University of Washington - CoMotion. His personal interests include baseball, basketball, camping, football, interior decorating, photography, running, soccer, spending time with his family, and traveling.

Colin Igawa is a Wealth Management Advisor currently serving clients across the Northwest, Hawaii, and Nevada through Merrill. His practice is focused on holistic wealth planning, with particular attention to generational wealth and engagement across generations. Colin works with a diverse clientele including tech entrepreneurs and their employees, business owners, individuals experiencing divorce, and nonprofit organizations. Colin brings an approach characterized by listening closely to clients to understand their personal and professional goals, retirement visions, and financial aspirations. He provides expertise in areas such as exit and succession planning for business owners, tax minimization, family wealth management, and employee financial health. Colin is certified as a CERTIFIED FINANCIAL PLANNER® (CFP®) and holds the Chartered Financial Consultant® (ChFC®) designation, alongside his designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Prior to joining Merrill in 2022, he held advisory roles at J.P. Morgan, Met Life Securities, and Wells Fargo since beginning his career in 2009. He earned a Bachelor's degree with a double major in Finance and Business Economics from Seattle University. Outside of his professional role, Colin serves the community through involvement with the University of Hawaii and supports clients' mental and physical health. His personal interests include running, hiking, lifting weights, playing golf, as well as attending opera, ballet, dance performances, and poetry events.

Jason Lynch is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He has worked at both Bank of America, N.A. and Merrill for the past 10 years. Outside of his advisory role, Lynch is an advisory board member of Alexander Hamilton Scholars, a charitable organization focused on supporting high-achieving, underprivileged youth transitioning from high school to college. He is also involved in family investment partnerships that manage outside investments and estate planning. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional accounts.

Caleb Cissna is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held various roles in hospitality and automotive sectors and worked in educational institutions. Caleb is currently associated with Columbia Hospitality alongside his advisory role. 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.

Lynn Russell Ashihara is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 registrations with 32 years of industry experience. She has been with Merrill since 2009 and also maintains a long-term association with Bank of America, N.A. since 2003. Outside of her advisory role, she is involved with Nexus Condominium Investment in Seattle. 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.

Suzanne Friedel is a financial advisor at Merrill with 26 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Merrill since 2005. She also has experience at Bank of America, where she has worked 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Glenn Sadang is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Bank of America, N.A. since 2024 and has been with Merrill since 2004. 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 and profit-sharing plans, corporations, and charitable organizations.

Christian Cobb is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017, following prior roles at Umpqua Investments and Umpqua Bank. Outside of his advisory work, he is a managing member of a hazelnut farm LLC and serves as trustee for 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Alexander Saliba is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Merrill since 2010. He is based in Seattle, WA. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Moss is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 registrations and bringing 29 years of industry experience. He has been with Merrill since 2009 and is also affiliated with Bank of America, N.A., where he has worked since 1991. 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.

David Reiter is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2009 and Bank of America since 2000. 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 clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Shane Buller is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He focuses on understanding his clients' priorities to develop strategies aligned with their short-, mid-, and long-term financial goals. His services cover areas including general investing, retirement planning, and saving for unforeseen expenses. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Shane works closely with clients to discuss their goals, concerns, and questions, providing ongoing advice and guidance as their needs evolve. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Additionally, he earned a Bachelor's Degree from the University of Washington. He approaches his role with a focus on uncovering what matters most to clients and their families to help create effective financial strategies.

Gregory Tognan is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. during multiple periods between 2015 and the present. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional accounts.

Jeffrey Serell is a financial advisor with Merrill in Seattle, WA, holding a Series 66 credential and bringing 11 years of industry experience. He has worked at Merrill since 2011 and concurrently with Bank of America, N.A. since 2019. Outside of his advisory role, he is involved with the Chill Foundation as an interim program coordinator and serves as a committee member for the Burton Chill charitable organization. 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 and profit-sharing plans, corporations, and charitable organizations.