Caton Ross is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Caton works one-on-one with clients to define financial goals and develop portfolio strategies aimed at helping clients reach those objectives. Caton provides ongoing advice and adjusts strategies as clients' situations evolve. Caton's expertise includes college education planning, corporate benefits, education planning, equity compensation services, managing new wealth, personal retirement planning, and retirement income. Caton holds the Professional Investment Advisor (PIA) designation and has a High School Diploma/GED from Lakeside School. Outside of work, Caton is involved with Eleven Winery and Habitat for Humanity. Personal interests include cooking, gardening, hiking, music, reading, scuba diving, skiing, spending time with family, traveling, and yoga.

Nina Tessiore is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 credentials and having 10 years of industry experience. She has worked at Merrill since 2011 and is currently associated with both Merrill and Bank of America, N.A. 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.

Kirsten Schubring is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at UBS Financial Services and the Washington Technology Industry Association. 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 a range of individual and institutional clients.

W Illiam Glover is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2016 and holds the Certified Financial Planner (CFP) designation as well as the Personal Investment Advisor (PIA) credential. He earned a Bachelor's Degree from Washington State University. In his role, Glover assists clients by helping them manage their wealth to meet individual needs. He focuses on offering a comprehensive approach that starts with listening to clients and ensuring that every potential solution is grounded in understanding their goals. His client focus areas include college education planning, divorce transition planning, services for endowments, foundations, and non-profits, services for defined benefit plans, investment consulting for defined contribution plans, liquidity management, managing new wealth, portfolio management services, tax minimization, and retirement income. Glover's approach is guided by the philosophy of developing comprehensive plans that lead to personalized execution, aiming to help clients make informed decisions as they develop their wealth management strategies.

Walter Chernenko is a Series 66-registered advisor with Merrill in Seattle, WA. He has been with Merrill since 2013. 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.

Karen Vance is a financial advisor at Merrill with 28 years of industry experience. She has held her position at Merrill, including its predecessor Merrill Lynch, since 1998. She holds Series 63 and Series 65 licenses and 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frank Edgar is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he began his career in 1993. He assists clients by developing wealth management strategies tailored to their individual needs, focusing on a comprehensive approach that emphasizes listening and informed decision-making to help clients meet their long-term goals. His expertise includes family wealth management, services for endowments, foundations, and non-profits, retirement planning, philanthropic planning, portfolio management with an emphasis on socially responsible and ESG investing, and tax minimization strategies. Frank's approach is aimed at helping clients save and invest wisely to enjoy their retirement years with confidence. Frank earned a Bachelor of Arts degree in Economics from the University of Washington. He holds professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Portfolio Manager (CPM), and Personal Investment Advisor (PIA). He is involved with professional and community organizations such as Kappa Sigma Fraternity, Habitat for Humanity, and the Wounded Warrior Project. Frank lives in downtown Seattle with his spouse and son and enjoys reading, skiing, traveling, woodworking, and adventure motorcycling.

Steven Lee is a financial advisor at Merrill with 24 years of industry experience. He previously worked for Citigroup Global Markets for 18 years. He holds a Series 66 designation. 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.

Iesha Edmond is a financial advisor with Merrill in Seattle, WA, holding a Series 66 license and with 11 years at Merrill and 2 years of industry experience. She is the owner of a separate real estate investment business focused on property management and fix-and-flip 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 investment strategies for individuals and institutions.

Joseph Ennis is a Financial Advisor at Merrill Lynch Wealth Management. He holds professional designations as an Accredited Wealth Management Advisor (AWMA) and a Personal Investment Advisor (PIA). Joseph earned his Bachelor's Degree from Arizona State University. His profile reflects his commitment to providing financial guidance within his role.

Tyler Donahou is a financial advisor at Merrill with Series 63 and Series 65 certifications and four years of industry experience. He has worked at Merrill since 2019, with prior roles at Bank of America, Chase Bank, terra staffing group, and Blaze Baseball. 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 investors, and organizations.

Heather Steiner is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on connecting clients to tailored financial plans that align with their unique ambitions and personal priorities. Heather’s approach centers on integrating all aspects of a client’s financial life to help prioritize and pursue the goals that matter most. With expertise in personalized wealth planning, Heather assists clients in areas such as retirement savings, education funding, second-home purchases, family care, and business planning. She employs a variety of financial strategies to track progress and adjust plans, placing clients’ life priorities at the forefront of decision-making rather than market performance. Heather holds the designations of CERTIFIED FINANCIAL PLANNER (CFP), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Heather earned her bachelor's degree from Seattle Pacific University. She is also involved in her community through participation in the Junior League of Seattle.

Kazon Valentine is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America since 2014. Outside of his advisory role, he is a manager of a family-owned LLC and serves as a board member for the New Market Skills Center Foundation, a nonprofit focused on career and technical education. 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 institutions.

Stephen Hollomon is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has been with Merrill since 1994 and concurrently with Bank of America, N.A. since 2011. Outside of his advisory role, Hollomon serves as a committee member and chair of the governance committee for Continental Mills, a family business in Tukwila, Washington. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Robert Follette is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 credentials and 34 years of industry experience. His prior experience includes roles at USI Advisors, USI Consulting Group, USI Securities, Mml Distributors, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he has limited involvement with an interior design products and services business owned by his spouse. 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.