Fatima Masroor is a financial advisor at Merrill with a Series 66 designation and four years of experience at the firm. Her prior work history includes roles at Bank of America, N.A., PNC Bank, Giant Foods, and George Mason University. 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.

Matthew Mc Kinnon is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Dragone Realty Investments and JBG Smith, as well as time spent at Bank of America and Ritz Banc Group. 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.

Heather Jan Tudor Evans is a Wealth Management Advisor and Senior Portfolio Manager affiliated with Merrill Lynch Wealth Management. With over thirty years of experience, she specializes in building and maintaining relationships with affluent multi-generational families, including military personnel and engineers. Heather’s approach emphasizes simplifying complex wealth management processes to help clients grow, preserve, and transfer their wealth, while maintaining confidentiality and clear communication. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, retirement income, and individual and corporate investment strategies. Heather holds several professional designations, including Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). She is a member of the Investment & Wealth Institute™ and serves as a Merrill media representative. Heather earned her high school diploma from James Wood High School. She is involved with professional organizations such as Women's Exchange and the National Association of Women Business Owners (NAWBO). Additionally, she contributes to the Marine Corps Scholarship Foundation. Outside of her professional work, Heather enjoys adventure sports, biking, cooking, golfing, reading, running marathons, skiing, swimming, and traveling.

Deborah Watts is a financial advisor with Merrill in Vienna, VA, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. She has been with Merrill since 1987. Outside of her advisory role, she serves as a board member for Friends of the Sterling Library and is a part-time advisor for Creative Memories, a scrapbooking supplies company. 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.

Lauren Dyke is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Man Huen Chow is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Smith Barney LLC and National Datacare Corporation. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by providing model-based and discretionary investment strategies developed by internal teams and third-party managers.

Rodney Brandon is a Senior Financial Advisor with Merrill Lynch Wealth Management based in the Tysons Corner office. He brings over 19 years of experience in investment management and financial strategy, specializing in providing wealth management advice and services. Rodney has a history of working with high net worth individuals, including partners of professional service groups, focusing on estate, trust, and investment needs. Rodney graduated from Boston University and began his career as a founding partner in a boutique investment firm in New York City before joining Merrill Lynch in 2000. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Outside of his professional work, Rodney is involved with the Red Cross and Central Union Mission. He enjoys biking, golfing, hiking, spending time with his family, and traveling.

Jason Wedel is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he works with individuals and families to help them transition from their current financial position to enjoying their preferred retirement lifestyle. Jason co-leads the Dettra-Wedel Group, a team that focuses on delivering comprehensive wealth management services, emphasizing a team-based approach to meet client needs. He has been recognized in Forbes' lists including "Best-in-State Next-Generation Wealth Advisors" and "America's Top Next-Generation Wealth Advisors". Jason has been an advisor since 2006 and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) designation. He studied Finance and Economics at the College of William & Mary prior to beginning his financial advisory career. Jason specializes in retirement planning, income distribution strategies, generational wealth preservation, and works primarily with high net-worth individuals and families in the Washington D.C. metropolitan region and beyond. He currently resides in Falls Church with his wife and two daughters. Outside of work, he enjoys spending time with his family and engaging in activities such as boating and fishing.

Ban Tran is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. He is a qualified Portfolio Manager who provides traditional financial advice and guidance while managing personalized strategies on a discretionary basis. Ban is a senior partner in the MacNamara, Tran, Mason, Burnette, Bjorklund & Krashin Group, focusing on managing investment portfolios using low-cost, tax-efficient Exchange Traded Fund (ETF) indexes. His client services include financial strategy, retirement planning, estate planning, college planning, and investment portfolio strategies. Ban holds several professional designations including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). He graduated from the University of Pennsylvania with a B.A. in Economics and International Relations and earned an M.B.A. in International Finance from George Washington University. Before joining Merrill Lynch Wealth Management in 1999, Ban accumulated fifteen years of experience in trade finance, international banking, and foreign exchange. Beyond his professional role, Ban is involved in community organizations such as Asian American LEAD (AALEAD) and Devotion to Children. He enjoys activities including basketball, boating, gardening, golfing, running marathons, skiing, swimming, tennis, traveling, and spending time with his family.

Edwin Salazar is a Series 66-credentialed financial advisor with one year of industry experience, currently with Merrill in Vienna, VA. Prior to joining Merrill, he held several roles at Bank of America from 2019 to 2025. Outside of financial advising, he operates a part-time photography business specializing in portraits, landscapes, and event photography. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Micheal Wasson II is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2016 after a 12-year military career in Special Operations logistics, including two overseas tours, during which his planning and analysis contributed to mission success and lives saved. Micheal's financial services career followed his earlier work at First Union/Wachovia and his active investing during military service, motivating him to support fellow veterans in managing their finances. Micheal serves a diverse clientele that includes tech professionals, veterans, young physicians, and families, with many clients from Black and South Asian communities. His practice focuses on comprehensive financial planning, encompassing family wealth management strategies, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. He emphasizes clear communication and client education, aiming to help clients understand market volatility, tax consequences, and saving strategies without jargon. Micheal integrates insights from Merrill's research and external portfolio managers to build portfolios with various asset classes and offers access to lending services through Bank of America. He holds a Bachelor's degree from Columbia College and is designated as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Micheal is involved in community activities including serving as a youth football coach for Manassas Mutiny and Severn Seminoles and participating in Habitat for Humanity. In his personal time, he enjoys biking, football, golfing, and spending time with his family.

Blake Scherr is a Senior Financial Advisor at Merrill Lynch Wealth Management. He employs a planning-first, relationship-driven approach to wealth management, assisting individuals, families, and business owners with thoughtful planning, disciplined execution, and clear, actionable strategies aligned with their goals. With over a decade of experience in investment banking, private equity, and corporate finance, Blake combines Merrill’s resources with an educational approach to help clients understand not only what they own but how each financial decision integrates into their broader plan. He focuses on supporting business owners with strategies for financial independence, transition planning, liquidity management, and wealth protection, emphasizing the integration of personal and business financial planning. Blake holds dual Bachelor of Science degrees in Finance and Economics from the Robert H. Smith School of Business at the University of Maryland. He carries FINRA Series 7, 9, 10, and 66 registrations and holds the Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. He participates in the University of Maryland Alumni Network in Northern Virginia.

Pamela Mason is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on developing long-lasting relationships and is committed to helping individuals, families, and businesses optimize their finances at every stage of life. Pamela has expertise in areas including college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and women and wealth. Raised in the UK, Pamela completed her undergraduate studies at The University of Strathclyde and graduate studies, including an MBA from The Adam Smith Business School at the University of Glasgow. She earned the Chartered Retirement Planning Counselor (CRPC) designation in April 2017 and entered the securities field in the USA in 2012. Pamela also holds the Personal Investment Advisor (PIA) designation. Outside of her professional work, Pamela is active in her community with a particular interest in animal rescue. She volunteers at Promises Animal Rescue in Gainesville, VA, where she performs various roles such as conducting audits of homes for prospective fosterers or adopters. Her personal interests include cooking, gardening, hiking, interior decorating, running, spending time with family, and writing.

Justin Martin is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies tailored to their short-, mid-, and long-term goals. He serves as a resource for a range of financial needs, including investing, retirement planning, and emergency savings, and can connect clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Justin holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and as a Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Indiana University. His approach involves ongoing discussions with clients to address their goals, concerns, and questions, providing advice and guidance as their financial needs evolve.

Peter Agnew is a financial advisor with Merrill in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Merrill and Bank of America since 2010. 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.

Sean Johns is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he focuses on understanding clients' priorities to help them develop strategies aimed at achieving their short-, mid-, and long-term financial goals. Sean provides guidance on general investing, retirement planning, and saving for unexpected events. He also facilitates access to Bank of America specialists in banking, credit, home financing, and small business solutions. Sean holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from James Madison University. His approach involves ongoing discussions with clients about their goals, concerns, and questions, allowing him to offer advice and guidance as their needs evolve.

Darren Banh is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2007. He is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Chartered Retirement Planning Counselor™ designation. Darren provides personalized wealth management, retirement planning, and wealth preservation strategies tailored to clients’ goals, risk tolerance, liquidity needs, and time horizons. He works with clients at all stages of their financial journey, from developing long-term investment strategies to refining existing plans and maintaining desired lifestyles in retirement. Darren earned his bachelor's degree in Economics and Business Management from George Mason University. He was also a Division One collegiate athlete in Cross Country and Track & Field during his time there. Darren is fluent in both Vietnamese and English and is a member of the Springfield Golf & Country Club. Outside of his professional commitments, Darren enjoys playing golf, tennis, and traveling. He lives in Alexandria, VA with his wife and two children.

Peter Gorman is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. He began his financial services career in 1999 and focuses on helping clients build personalized wealth management strategies that address their individual needs. Peter emphasizes a comprehensive approach that connects all aspects of clients' lives to prioritize and pursue their most important goals. His areas of expertise include family wealth management strategies, personal retirement planning, tax minimization, retirement income, and specialized attention to women and wealth. Peter's professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a high school diploma from Monsignor Farrell and a bachelor's degree from Wagner College. Peter is active in professional and community organizations, including the Aircraft Owners & Pilots Association, Collaborative Professionals of Northern Virginia, and the Loudoun Estate Planning Council. He also contributes to youth sports through involvement with Central Loudoun Little League and Loudoun Soccer. Outside of work, Peter enjoys baseball, football, spending time with his family, traveling, and watching movies.

Colleen Chrisman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she partners with her father, Paul Chrisman, to deliver personalized wealth management strategies. She joined Merrill in June 2022, bringing a multigenerational perspective and commitment to tailored financial planning for individual clients and families. Prior to joining Merrill, Colleen spent nearly three years as an analyst in Capital Markets at Freddie Mac, specializing in mortgage product research and portfolio interest rate risk management. She holds dual bachelor's degrees in Mathematics and Economics, along with a minor in French from Virginia Tech. Colleen is also credentialed with the Chartered Financial Analyst (CFA) designation, CERTIFIED FINANCIAL PLANNER (CFP) certification, Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Outside of her professional work, Colleen is involved with the Humane Rescue Alliance. She enjoys reading, continuing her French studies, and walking her yellow Labrador Retriever, Ivy, in Washington, D.C.

Steven Light is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2009 and joined Merrill Lynch Wealth Management in 2020. Steven focuses on implementing potential solutions through the wealth management process and providing investment guidance for individuals, their families, and organizations by understanding their short, medium, and long-term financial objectives. Steven's expertise includes Corporate Executive Services, Family Wealth Management Strategies, Institutional Investment Consulting, Services for Endowments, Foundations, and Non-profits, LGBT Wealth Planning, Liquidity Management, Managing New Wealth, Tax Minimization, and Retirement Income. He holds the CERTIFIED FINANCIAL PLANNER™ certification since 2016 and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from the University of North Carolina at Chapel Hill with a dual focus in Economics and Political Science. A North Carolina native, Steven and his wife Ericka live in Oakton with their two daughters. He is active in his community, participating in organizations such as Carpenter House, Foxvale Home Owners Association, and VYI. His personal interests include cooking, golfing, running, spending time with family, and tennis.