Sandra Salazar is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2004. 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, pension plans, corporations, and charitable organizations.

Finn Kelln is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized investment strategies aimed at pursuing their financial goals. He provides investment advice and access to Bank of America products and services, including banking and lending. Finn's expertise covers a range of areas including education planning, executive and equity compensation services, family wealth management strategies, liquidity management, retirement planning, portfolio management, and socially responsible investing. He holds the designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Finn holds a Bachelor's degree and an MBA from Pacific Lutheran University. He is involved in community organizations such as the Asian Leadership Network, Habitat For Humanity, and LEAD for Women (Leadership, Education, Advocacy, Development).

Aaron Findley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with the firm since 2002 and brings more than 25 years of experience in financial and wealth management advice and services. Aaron’s professional focus includes managing equity and fixed income portfolios, as well as evaluating hedge fund and private equity placements. He specializes in client areas such as education planning, executive compensation, and family wealth management strategies. Aaron holds a Bachelor's Degree from the University of California, Santa Barbara, and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is proficient in both English and German. Outside of his professional responsibilities, Aaron is involved with the Seattle Metropolitan Aquatic Club and enjoys cooking, genealogy, hiking, running, spending time with his family, and traveling. He resides in Seattle, Washington, with his wife and dog Lucy.

Michael Gaberman is a financial advisor with Merrill in Seattle, WA, holding Series 63, 65, and 66 licenses and bringing eight years of industry experience. He worked at Washington Trust Bank for eleven years before joining Merrill in 2021. 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.

Sardor Saliev is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over a decade of experience in the financial services industry, having joined Merrill Lynch in 2015. In his role, Sardor leverages the investment insights of Merrill Lynch alongside the banking resources of Bank of America to serve high-net-worth clients. Sardor specializes in areas including equity compensation services, family wealth management strategies, services for endowments, foundations and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, and tax minimization. He works collaboratively with clients' other trusted professionals, such as attorneys and accountants, to develop comprehensive financial strategies tailored to clients' immediate needs and long-term goals. He holds a Bachelor's Degree from Tashkent Institute of Irrigation and Melioration and a Master's Degree from Tashkent State University of Economics. Sardor is a Personal Investment Advisor (PIA) and communicates in Russian and English. Outside of his professional work, he enjoys hiking, reading, spending time with family, and traveling.

Jonathan Easthope is a financial advisor with Merrill, holding a Series 66 designation and 2 years of industry experience. He has been with Merrill 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Stavig is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Bank of America and Merrill since 1999. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Bjorn Stehr is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including U.S. Bancorp Investments, Unionbanc Investment Services, MUFG Union Bank, Bank of America, and Merrill. He is based in Seattle, WA. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Jay is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with a motivated and accomplished clientele, providing guidance on family wealth management strategies, LGBT wealth planning, managing new wealth, and sports and entertainment financial matters. Christopher and his team focus on helping clients navigate the complexities of significant wealth while supporting steady progress toward their priorities and ambitions. He 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). Christopher earned a high school diploma from The Culver Academies and a bachelor's degree from Seattle University. Christopher is involved with multiple professional and community organizations, such as BlackPast.org, where he served as past chair, and KUOW Puget Sound Public Radio, where he held the board chair position. He also participates in Merrill Lynch’s Diversity & Inclusion Executive Council, the Bank of America Global NextGen Council, and other advisory and leadership councils. Outside of work, he enjoys music, reading, spending time with his family, and traveling.

Nathan Skow is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a member of the MCNW Group and works with a diverse range of clients, including senior executives, sports and entertainment professionals, and business owners. Nathan’s advisory approach focuses on portfolio design and evaluation, management of concentrated and restricted stock, tax-sensitive investment strategies, next-generation wealth transfer, and family wealth dynamics. He draws on over 35 years of experience in financial consulting and wealth management to help clients pursue their financial goals with greater direction and insight. Prior to joining Merrill in 2002, Nathan was a principal at an actuarial and retirement consulting firm serving Fortune 500 companies, which he and his partners sold to Merrill in 1999. He holds a Bachelor's degree in Business and Mathematics from Seattle Pacific University, where he graduated Magna Cum Laude. Nathan has earned several industry designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC). Nathan lives in downtown Seattle with his wife, Luanne. Outside of his professional work, he enjoys traveling, walking, and working out, and he remains active in his community through service on charitable boards. In 2023, Nathan was recognized as part of Forbes’ Best-in-State Wealth Management Teams as a member of The MCNW Group.

Xianbing Xia is a Senior Financial Advisor with Merrill Lynch Wealth Management in Boston. In this role, Xia focuses on developing personalized wealth management strategies tailored to clients' individual financial goals and changing market conditions. Xia provides access to investment insights from Merrill and a range of banking and lending solutions through Bank of America. Xia’s areas of expertise include college and education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, women and wealth, and tax minimization. Xia holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Academically, Xia earned a Bachelor's Degree from George Washington University and a Master's Degree from the University of Massachusetts System. Outside of professional responsibilities, Xia participates in community volunteering and has an interest in boating, cooking, hiking, traveling, and yoga. Xia is fluent in English, Mandarin, and Yue (Cantonese).

Jason Okrent is a CFA® charterholder with six years of industry experience. He is currently an advisor at Merrill in Seattle, WA, and has previously worked at Citigroup, Bernstein Wealth Management, Integral Development, and Bloomberg LP. He serves as a board member for two Seattle-based nonprofit organizations focused on community and nonprofit governance. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Patricia La Pierre is a financial advisor at Merrill with 32 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Merrill since 1993. Outside of her advisory work, she owns a rental house business in Shoreline, 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, and institutional investors.

Arthur Zapata is a Series 66-credentialed financial advisor with Merrill in Seattle, WA. He has 2 years of industry experience and has been with Merrill 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. The firm offers model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dorian Mccartt is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Merrill and its predecessor, Merrill Lynch, since 1990. 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 plans, corporations, and charities.

John Fratangelo is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on providing personalized wealth management strategies that align with clients' individual financial goals and adapting to changing market conditions. He also offers access to investment insights from Merrill and banking and lending solutions from Bank of America. John holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Hobart College. He is committed to the Merrill tradition of community involvement and dedicates time to volunteering with local organizations.

Alexander Eiken is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized financial strategies for individuals, families, and business owners. He focuses on a comprehensive approach to wealth management, assisting clients with retirement planning, investment management, education funding, risk management, and wealth transfer strategies. Alexander works closely with clients to understand their unique goals and priorities, aiming to deliver tailored recommendations that align with their long-term objectives. Alexander earned a Bachelor of Business Administration from Gonzaga University. He holds several industry-recognized designations, including Chartered Retirement Planning Counselor™ (CRPC™), Accredited Asset Management Specialist™ (AAMS®), and Certified Plan Fiduciary Advisor (CPFA®). These credentials reflect his expertise in retirement planning, investment management, and fiduciary best practices. Outside of his professional role, Alexander enjoys various sports and activities such as basketball, soccer, skiing, and traveling. He values the principles of discipline, teamwork, adaptability, and lifelong learning, which he incorporates into his client relationships to provide thoughtful and responsive financial advice.

Hiu Ying Crystal Ha is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her background includes roles at Wells Fargo and various positions outside finance, such as work with the Sunny Language Academy and the University of Washington. 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 institutional investors.

Victor Beling is a Financial Advisor with Merrill Lynch Wealth Management. He provides investment advice and access to banking and lending services through Bank of America. Victor focuses on developing personalized investment strategies that align with clients' financial goals. He specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Victor combines financial experience with a relationship-first approach, serving as a trusted resource and advocate for clients throughout their financial journey. Victor holds a Bachelor's Degree from Washington State University and a High School Diploma from Gov John R Rogers High School. He maintains involvement with the professional organization Cougs First and participates in its community initiatives. Outside of work, Victor enjoys basketball, cooking, football, golfing, hiking, reading, running, spending time with his family, and watching movies.

Larissa Nowjack is a Private Wealth Advisor within Merrill Private Wealth Management. In her role, she provides wealth management services and strategies tailored to the needs of her clients. Her experience encompasses a range of wealth management disciplines, including investment management, trust and estate planning, executive services, customized credit and lending, and philanthropic planning. Larissa's client focus includes areas such as college education planning, family wealth management strategies, executive compensation, services for endowments, foundations, and non-profits, as well as LGBT wealth planning, portfolio management, small business strategies, and sports and entertainment clients. Larissa holds a Bachelor's degree from the University of Rhode Island and a Master's degree from the University of Connecticut. She holds the Personal Investment Advisor (PIA) designation. She is affiliated with professional organizations including The Reserve at Moonlight Basin and the Virginia Country Club. Her community involvement includes participation in the LA Galaxy South Bay Youth Club and the University of Connecticut Alumni Association.