Roger Wallach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience to his role, having started his career in Investment Banking at Merrill Lynch before moving to the Capital Markets Desk on the trading floor. Throughout his career, he has worked in Institutional Sales and Private Wealth Management, focusing on areas such as college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, individual and corporate investment strategy, and retirement income. Roger holds a Bachelor’s degree in Economics from the University of Virginia and an MBA in Finance from Columbia Business School. He holds the Personal Investment Advisor (PIA) designation. Born in New York, Roger has lived in Virginia for over 20 years. He is married with three daughters and participates actively in community organizations, following the Merrill Lynch tradition of community involvement. Outside of work, Roger enjoys golf, baseball, basketball, biking, music, reading, traveling, watching movies, and spending time with his family.

Ahmad Baderzada is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2017. Outside of advisory work, he operates Laziz LLC, a small business importing and selling candies and tea from Germany, Poland, and Vietnam. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lori Mazeas is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2008. Merrill, along with its affiliate Managed Account Advisors LLC, provides 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, offering model-based and discretionary investment strategies supported by internal and third-party managers.

James Kress is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Bank of America, Bloomberg Industry Group, and several other firms. He serves on a committee of the Association for Corporate Growth, where he participates in evaluating GovCon companies for notable deals. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gory Sharma is a Financial Advisor at Merrill Lynch Wealth Management, specializing in creating tailored financial strategies for business owners, individuals, and families. He focuses on helping clients build strategies for growth, cash flow, and long-term goals such as retirement and homeownership. Sharma employs a relationship-first approach to provide clear, personalized guidance aimed at enabling confident financial decisions. With expertise spanning divorce transition planning, family wealth management strategies, institutional investment consulting, and special needs planning, Sharma works closely with clients to define their goals and develop portfolio strategies designed to achieve them. He offers ongoing advice to adapt clients' portfolios as their situations evolve, covering areas that include tax minimization, personal retirement planning, and individual and corporate investment strategy. Sharma holds a Bachelor's Degree from Panjab University Chandigarh and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He communicates fluently in English, Hindi, and Punjabi. In his personal time, Sharma enjoys activities such as badminton, biking, football, golfing, hiking, pickleball, reading, traveling, yoga, and spending time with his family.

Tashara Drayton is a financial advisor with Merrill based in Vienna, VA, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior experience includes roles at Morgan Stanley, Southern Management Companies, and the Department of Energy NNSA. 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 a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas De Pont is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since beginning his career in 1999. He serves a select group of individual and corporate clients, helping them navigate financial complexities by integrating investments, estate planning strategies, retirement forecasting and planning, and credit and lending through Bank of America, N.A. Thomas aims to develop customized financial strategies tailored to his clients’ unique circumstances, building relationships grounded in trust, integrity, and experience. Thomas holds a Bachelor of Arts degree in Religion and Philosophy from St. Olaf College and a high school diploma from Minnehaha Academy in Minneapolis, MN. His professional credentials include the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Outside of his professional role, Thomas is actively involved in the Twin Cities community, volunteering with organizations such as Habitat for Humanity, Wishes and More, and serving as SWWS Booster President. He resides in Minneapolis with his wife, Sara, their three children, and a golden retriever named Mylo.

Robert Leggett is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on assisting individuals and families in pursuing their financial goals by developing tailored strategies based on their unique needs. His approach involves building long-term relationships and providing personalized service. Mr. Leggett's areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. He works with clients on a range of financial matters, from general investing to retirement planning and preparing for unexpected expenses. He holds a Bachelor's Degree from Virginia Polytechnic Institute & State University and is a Personal Investment Advisor (PIA).

Tyler Rock is a Financial Advisor at Merrill Lynch Wealth Management, serving clients throughout Northern Virginia and beyond. He works with families navigating multi-generational planning, liquidity events, inheritances, and complex financial situations, helping them develop long-term wealth management strategies that remain steady through change. Tyler focuses on simplifying complex decisions, setting priorities, and providing steady guidance through changing markets and major life transitions. Tyler brings experience from his previous roles on an ultra-high net worth private wealth management team at Morgan Stanley and several years across Morgan Stanley and Charles Schwab. He holds a bachelor's degree in Finance and Marketing with a minor in Accounting from Elon University. He also holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) designation. Originally from Great Falls, Virginia, Tyler lives in Purcellville with his family. Outside the office, he enjoys traveling, reading, cooking, and spending time with his dogs and family.

Michael Brooks is a Financial Advisor with Merrill Lynch Wealth Management, where he provides clients with personalized strategies to address their short-, mid-, and long-term financial goals. He specializes in areas including college education planning, family wealth management, liquidity management, retirement planning, portfolio management, tax minimization, and retirement income. Michael works directly with clients to define their financial objectives and develop portfolio strategies aligned with those goals. He also offers ongoing advice and adapts plans as clients' circumstances evolve. Michael holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Virginia State University. Outside of his professional work, Michael enjoys a variety of recreational activities such as baseball, basketball, bowling, boxing, cooking, dancing, football, gymnastics, hiking, and music.

Christine Donovan is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on providing a comprehensive approach to managing wealth by developing personalized financial strategies tailored to clients' unique situations, families, and goals. Christine leverages the investment insights of Merrill alongside the banking and lending solutions of Bank of America to address various aspects of her clients' financial lives. Her client focus areas include legacy planning, women and wealth, and retirement income. Christine holds a Bachelor's degree from the University of Maryland and a Master's degree from Florida International University. She has earned the Personal Investment Advisor (PIA) designation. In addition to her professional work, Christine participates in community volunteer activities, reflecting Merrill's tradition of community engagement. Her personal interests include pickleball, tennis, traveling, and watching movies.