Sarah Di Sotto is a Series 66-licensed financial advisor at Merrill with 11 years of industry experience. She has been with Merrill since 2014. 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 institutional investors.

William Kirby is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Orbit Venture Partners and involvement with Safe Harbor Marina and Sono Field House. 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.

Michael Maresca is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he joined in 2000. He leads the business development efforts of the Fox Group and assists with investment, relationship, and portfolio management. The Fox Group has been delivering wealth management advice and guidance from the Merrill Stamford office for more than 45 years. Michael has over 18 years of experience in wealth management and focuses on providing personalized, client-focused approaches tailored to individual personal and financial goals. His team serves a diverse client base including families, retirees, executives, young professionals, and business owners. The Fox Group leverages the global resources of Bank of America and Merrill Lynch Wealth Management to accommodate various financial needs. He holds a Bachelor's Degree in Finance from Iona College's Hagan School of Business and holds the Personal Investment Advisor (PIA) designation.

Alexander Esposito is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he spent time at Providence College and the University of Vermont, and also worked with the Youngstown Phantoms. 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 institutional investors, utilizing both internal and third-party managers.

Dennis Murphy is a financial advisor with Merrill in Stamford, CT, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at Merrill since 2009, including a brief period at BOFA Securities, Inc. in 2019. 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, and institutions, supported by internal Chief Investment Office teams and third-party managers.

Edward Piacente is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. His objective is to provide clients with knowledge and tools to take control of their financial lives and select the platform that suits their needs. Edward holds a Personal Investment Advisor (PIA) designation and has earned a Bachelor's Degree from the State University of New York at Oneonta. He also attended Iona University without obtaining a degree and completed his high school education at Rye Neck High School. His approach focuses on helping clients identify what matters to them and their families to develop strategies aimed at pursuing their financial goals.

Christopher Greco is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, JPMorgan Securities LLC, and Webster Bank N.A. Greco has also had a brief tenure outside traditional finance at Blue Jay Orchards. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Edward Hynes III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies with a focus on legacy planning, personal retirement planning, portfolio management services, and retirement income. Edward emphasizes Goals Based Wealth Management, tailoring investment recommendations to his clients' individual goals rather than market predictions. With over 40 years of experience on Wall Street, he has served in roles ranging from Research Analyst to Manager at firms including Lehman Brothers, First Boston, Swiss Bank, and UBS, working internationally in New York, Tokyo, London, Chicago, and San Francisco. He holds a Bachelor's Degree from George Washington University and earned the Chartered Financial Analyst (CFA) designation in 2001. Edward also maintains multiple FINRA registrations including Series 3, 4, 7, 8, 24, 63, and 65. His professional affiliations include membership in the Western CT Estate & Tax Planning Council, where he is a past board director. In addition to his professional responsibilities, Edward is active in community organizations. He serves on the boards of the Buglisi Dance Theatre and the National Dance Institute (NDI), and has formerly served on the City of Norwalk CT Pension Board and the advisory board for the Westport Historical Society. Outside of work, he enjoys cooking, traveling, and spending time with his family.

Jennifer Evans is a financial advisor at Merrill with Series 63 and Series 66 credentials and 29 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1999. Outside of her advisory role, she is a limited partner in Bubbletastik LLC, a business that sells bath and body products online and at markets, and works as an affiliate marketer. 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, and institutional investors.

Lisa Feld is a financial advisor at Merrill with 41 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 1985. Feld also serves as an arbitrator for FINRA, participating in arbitration panels. 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 charitable organizations.

Olgena Guzhuna is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in areas such as executive compensation, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, small business strategies, women and wealth, and tax minimization. She holds the designation of Personal Investment Advisor (PIA). Olgena earned her High School Diploma/GED from Athens Lykeio and attended Webber International University without obtaining a degree. She is involved with community organizations including the American Breast Cancer Foundation and serves as a United Nations International Volunteer. Beyond her professional work, Olgena enjoys cooking, drawing and sketching, golfing, interior decorating, music, and traveling. She approaches financial advising with the philosophy: "I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals."

Thomas Votano is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develop tailored strategies to pursue those objectives, including general investing, retirement planning, and preparation for unforeseen events. He also connects clients with Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Thomas holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Hofstra University. His expertise lies in helping clients manage competing financial priorities such as purchasing a home, saving for college, caregiving for elderly parents, and addressing healthcare needs. He provides ongoing advice and adapts portfolio strategies to align with clients' evolving circumstances.

Roger Fox is a financial advisor with Merrill in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has worked at Merrill since 1978 and has been with Bank of America since 2009. 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 individual and institutional clients.

Kevin O'Hara is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and previously worked at RBC Capital Markets, New York University Stern School of Business, and JP Morgan Securities LLC. 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.

Josephine Demarco is a financial advisor with Merrill in Stamford, CT, holding a Series 66 designation and 13 years of industry experience. She has worked at Merrill since 2012 and Bank of America, N.A. since 2013. 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.

Dominick Derosa is a Wealth Management Advisor with Merrill Lynch Wealth Management in Stamford, CT, where he has been serving clients since 2001. He focuses on providing personalized wealth management strategies to individuals, families, and businesses, leveraging the investment resources of Merrill Lynch and the banking services of Bank of America, N.A. Dominick works closely with clients to identify their primary financial goals and develop customized strategies to build, manage, and preserve wealth for current and future generations. His areas of expertise include college education planning, retirement planning, portfolio management, socially responsible investing, tax minimization, and employee financial health, among others. Dominick holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Chartered Retirement Plans Specialist™ (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Iona College. His mission is to work one-on-one with clients to develop personalized financial strategies designed to help them pursue their long-term goals. In addition to his professional work, Dominick participates in community activities and volunteers with local organizations. His personal interests include baseball, bowling, football, golfing, photography, soccer, and traveling.

Bryce Johnstone is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, including a one-year tenure at BOFA Securities, Inc. in 2019. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Alexander Gunn is a Series 66-credentialed financial advisor at Merrill with six years of industry experience. His prior roles include positions at UBS Financial and Fidelity Investments. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Danny Yee is a Wealth Management Advisor with over 41 years of experience in the financial services industry. He is part of a financial advisory team at Merrill Lynch Wealth Management that provides customized strategies to address clients' most critical financial needs and objectives. Danny's work focuses on helping individuals, families, and companies navigate complex financial markets and achieve their financial and life goals. His areas of expertise include education planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. Danny earned a bachelor's degree in Finance from The Ohio State University. He holds the CERTIFIED FINANCIAL PLANNER™ certification, as well as the Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor® designations. He is also a Personal Investment Advisor (PIA) and a Retirement Accredited Financial Advisor (RAFA). Danny is active in several community organizations, including The American Revolutionary War Museum, The Ohio State University Foundation, and Wing's Charitable Foundation. Outside of his professional life, Danny resides with his wife in Columbus, Ohio, and West Simsbury, Connecticut. They have two adult children. Danny enjoys biking, cooking, golfing, traveling, and spending time with his family.

Steven Pawlowski is a Financial Advisor based in Stamford, Connecticut, serving corporate executives, business owners, and families across Fairfield County and the broader New York metropolitan area. He specializes in helping clients navigate complex financial situations such as equity compensation—including restricted stock units (RSUs) and stock options—concentrated stock positions, business liquidity events, and retirement income planning. Steven works collaboratively with clients' attorneys, accountants, and other advisors to coordinate comprehensive financial strategies. With more than a decade of experience in the financial services industry, Steven draws on his background in tax accounting and his prior role as a Corporate Stock Plan Benefit Consultant at UBS for Fortune 500 companies. His expertise includes equity compensation planning, tax-aware investment strategies, retirement tax planning, business exit planning, and long-term wealth structuring. He focuses on assisting business owners preparing for company transitions as well as individuals navigating divorce, offering guidance on asset division and long-term financial structuring. Steven holds a Bachelor's Degree from Pace University and has earned professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Outside of his professional role, he enjoys boating, fishing, golfing, reading, running, swimming, and spending time with his family.