Allan Linke is a financial advisor at Merrill with over 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Merrill and its predecessor firms since 1983. Linke is involved in charitable organizations, serving on the golf committees for the Silver Spring Country Club and the Ridgefield Boys and Girls Club. 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 designed for individuals, high-net-worth clients, and institutional investors.

James Brown is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates directly with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. As situations evolve, he provides ongoing advice and adjusts investment plans accordingly. Brown's expertise centers on helping clients navigate various financial priorities, including buying a home, saving for college, managing elder care, and preparing for healthcare needs. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Alabama. He is a member of the professional organization Phi Kappa Psi. In his personal time, Brown enjoys biking, cooking, football, golfing, hiking, music, spending time with his family, and playing tennis.

Hugh O'Driscoll is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with clients to develop personalized financial strategies that align with their unique goals. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Raised on Manhattan's Upper West Side and educated by the Jesuits at Fordham Prep and the College of the Holy Cross, Hugh holds a Bachelor's Degree from the College of the Holy Cross. He carries the Personal Investment Advisor (PIA) designation and is a member of the Friendly Sons of St. Patrick. Outside of his professional work, Hugh is involved with the Old Cove Youth Sailing Foundation. His personal interests include basketball, boating, football, golfing, music, running, spending time with family, swimming, and traveling.

Camiel Franklyn Levy is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to understand their financial priorities and develop strategies aligned with their short-, mid-, and long-term goals. Her areas of expertise include general investing, retirement planning, and preparing for unexpected financial needs. Camiel provides clients access to a wide range of services, including banking, credit, home financing, and small business solutions through Bank of America specialists. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Camiel earned a Bachelor's Degree from Nova Southeastern University and an MBA from Florida International University. She is involved with Connecticut Housing Partners and has personal interests such as cooking, gardening, interior decorating, music, pickleball, spending time with family, watching movies, and yoga.

Scott Linke is a Senior Financial Advisor based in Stamford, Connecticut, with Merrill Lynch Wealth Management. He has been advising clients since 1986 and leads The Linke-Pearson Group. Scott specializes in guiding high-net-worth individuals, retirees, and business owners through wealth management, focusing on strategic planning, investment management, portfolio construction, retirement strategies, and personal retirement planning. He advises clients on managing new wealth, divorce transition planning, and defined benefit and contribution plan services. Scott holds multiple professional designations, including Chartered Retirement Planning Counselor (CRPC™), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from the University of Maryland, College Park. Using advanced tools such as Personal Wealth Analysis and leveraging Merrill Lynch’s resources, Scott delivers data-driven, transparent, and thoughtful financial advice tailored to his clients’ goals. Outside his professional work, Scott is active in community organizations including Avon Old Farms School (Advisory), Ridgefield Academy K-8, and Ridgefield Operation for Animal Rescue (ROAR), where he has served in leadership roles. He resides in Ridgefield, Connecticut, with his wife and two children. His personal interests include boating, golfing, ice hockey, music, and spending time with his family. He has a long-standing involvement in ice hockey, including participation in the World Pond Hockey Championships and coaching youth hockey.

Alessandro Marchetti is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America, N.A. 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, pensions, corporations, and charitable organizations.

Kevin Settler is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their financial situations and connects them with solutions available through Merrill and Bank of America. His approach focuses on helping clients find the platforms and strategies that align with their current financial needs. Kevin brings expertise in areas including general investing, retirement planning, and preparing for unexpected financial events. He emphasizes understanding each client's unique priorities to assist in developing personalized financial strategies. Kevin holds the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Clarkstown North High School and an Associate's Degree from SUNY Rockland. Outside of his professional work, Kevin participates in community activities such as the American Lung Association's Lung Force Walk.

Adam Costantini is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016, including two years under Bank of America, N.A. in Stamford, CT. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies.

Conrad Bringsjord is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads a boutique-style financial advisory team that provides personalized wealth management strategies to a selective group of high net worth clients and business owners. His approach centers on understanding clients' goals, priorities, risk tolerance, and liquidity to develop customized investment strategies and portfolios. The team offers expertise in estate planning, alternative investments, education and retirement funding, home financing, concentrated stock positions, and tax minimization strategies, leveraging the resources of Bank of America and Merrill Lynch. With over 30 years of experience on Wall Street, Conrad has worked extensively with major corporations on mergers and acquisitions, invested in private equity firms, managed hedge fund long/short equity portfolios, and founded financial services businesses. He emphasizes building long-term relationships through helping clients address their financial concerns. His professional designation includes Personal Investment Advisor (PIA). Conrad holds a Bachelor's degree in Economics from Brown University, where he also played varsity baseball. He earned a Master's degree in Accounting from the Stern School of Business at New York University, graduating as valedictorian, and an MBA in Finance with honors from the Wharton School at the University of Pennsylvania. A first-generation Norwegian, he enjoys visiting Norway's fjords and spends time in Connecticut, Florida, and New York with his wife of over 30 years, their three grown children, and a Labrador. His personal interests include golf, skiing, and walking on the beach or hiking with his wife and dog.

Hemal Patel is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works directly with Merrill clients to understand their current financial situations and introduce them to the solutions available through Merrill and Bank of America. His approach focuses on helping clients uncover what matters to them and their families to develop strategies aimed at pursuing their financial goals. Hemal holds a Master's Degree from the University of Bridgeport and a Bachelor's Degree from Maharaja SayajiRao University. He has earned the Personal Investment Advisor (PIA) designation, reflecting his commitment to professional standards in financial advising.

Eduardo Martinez is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America N.A., Merrill, National Securities Corp, and PHX Financial, Inc. during his career. 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.

Ian Gordon is a Wealth Management Advisor at Merrill Lynch Wealth Management, a role he has held since 2006. He began his career as a Financial Advisor in 2002 with Breakwater Financial Services before transitioning to their asset management group. Ian focuses on assisting families, individuals, foundations, and endowments in constructing risk-tolerance adjusted investment strategies, and serves as a Portfolio Manager managing personalized or defined strategies on a discretionary basis. Ian holds multiple professional designations, including the Certified Investment Management Analyst® (CIMA®) from the Investments & Wealth Institute through the Wharton School, and the Certified Private Wealth Advisor® (CPWA®) through the University of Chicago Booth School of Business. He also holds the FINRA Series 7 and 66 registrations. Ian attended Cornell University and has pursued additional studies at NYU, SUNY Purchase, UCONN, and Silvermine Guild School of the Arts. In addition to his professional career, Ian is active in his local community in Stamford and was recognized on the Bank of America Community Volunteers Honor Roll in 2010 and 2011. He has three children and maintains personal interests including motorcycling and scuba diving.

Richard Neuman is a Senior Financial Advisor at Merrill Lynch Wealth Management and the senior partner of the Neuman Kolenberg Federici Iannone Group, a planning-based investment advisory team in Stamford, Connecticut. He has been a Financial Advisor with Merrill Lynch since 1984, working in both the Institutional Advisory Division and the Private Client Group. Richard provides advisory services to money managers, high net worth individuals, and family offices, offering guidance on municipal bond and equity portfolios tailored to each client's risk and reward profile. Richard holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from The Center for Open Education. He also attended Hampshire College, though no degree was conferred. His professional recognition includes being named to the Forbes Best in State Wealth Advisor List in 2018, 2019, and 2023. Outside of his professional activities, Richard serves as Chief of the Amogerone Volunteer Fire Department and is involved in local governance as a member of the Greenwich Representative Town Meeting.

Justin Stevens is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has served since 2014. He leverages his background in corporate financial reporting and cash flow management to provide clients with individualized financial strategies and risk advice. Justin also offers corporate retirement plan consulting services, working closely with benefit committees to align retirement plans with corporate initiatives and objectives. Justin earned his bachelor's degree in finance with a minor in business law from Pennsylvania State University. He holds several professional designations, including Certified Investment Management Analyst® (CIMA), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA). Beyond his advisory role, Justin is active in professional and community organizations. He serves as Vice President of the Southern CT Chapter of the Penn State Alumni Association, Vice President and Membership Chairperson of the 100 Black Men of Stamford, Inc., and Vice Chairperson of the Audit & Risk Committee of the Penn State Alumni Council. He is involved in student and young professional mentoring and fundraising for college scholarships.

Brooks Garis is a financial advisor at Merrill with 35 years of industry experience and a Series 66 credential. He has been with Merrill since 2003. Outside of his advisory role, he serves as corporate secretary for Uncle Wiggly Classics, a family-held business, and maintains an online presence for Silk Hat Entertainment, which presents daily children's stories free of charge. 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 both model-based and discretionary strategies for individual, high-net-worth, pension, corporate, and charitable clients.

Ivan Dolgins is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 50 years of experience in financial and wealth management advice and services. He graduated from New York University and holds the Personal Investment Advisor (PIA) designation. Ivan's expertise includes wealth transfer between generations, retirement planning, liability management, and portfolio management. He focuses on affluent families who value a financial relationship. He has received recognition for his advisory services, including being named to Forbes' Best-in-State Wealth Advisors list from 2022 to 2024, Barron's Top 1,200 Financial Advisors list from 2014 to 2021, and The Financial Times Top 400 Financial Advisors in 2013, 2014, 2017, and 2018. Outside of his professional work, Ivan serves as President of the DeWitt Clinton School Scholarship and Student Aid Fund, supporting students in achieving their educational goals. He enjoys spending time with his family and six grandchildren, and his hobbies include photography and cooking.

Robert Cordano is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Mr. Cordano earned a Master's Degree from New York University and a Bachelor's Degree from Columbia College.

Gregory Smith is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to align their financial decisions with their values, employing a Goals Based Wealth Management process to help establish disciplined plans aimed at achieving personal and family financial objectives. His client focus areas include divorce transition planning, family wealth management strategies, and personal retirement planning. Gregory holds a Bachelor's Degree from St. Lawrence University and has earned multiple 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). He also holds a designation in Sports & Entertainment (SE). Outside of his professional role, Gregory enjoys boating, golfing, ice hockey, and spending time with his family.

Omar Dinar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with a select group of clients to provide personalized engagement, bespoke benefits, and detailed attention, delivering a family office experience. Omar's client focus areas include executive compensation, family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, and portfolio management services. He began his career as a manufacturing engineer and project manager at Sikorsky Aircraft before transitioning in 2008 to a career focused on complex risk and portfolio management, spanning 11 years. In 2019, Omar joined Merrill to combine his engineering background and risk management expertise to assist clients in navigating complex financial challenges. His approach incorporates analytical rigor and comprehensive problem-solving skills. Omar holds a Bachelor's Degree from the University of Connecticut, a Master's Degree from Fairfield University, and an MBA from Fordham University. He has also completed a non-accredited certificate program at New York University. He holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Omar is active in his community, serving on the board of Building One Community, volunteering with Shriners Children's Hospital, partnering with Junior Achievement to teach financial literacy, and serving on the Advisory Board for the University of New Haven's Transformative Leadership Program. He lives in Fairfield, CT with his wife, son, and dog, and enjoys traveling, reading, and following UConn basketball.

Alexis Becroft is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. Merrill, in conjunction 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, retirement plans, corporations, and charitable organizations.