Mark Brown is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Outside of his advisory role, Brown serves as an advisory board member for the Walnut Creek Library Foundation and as president of the Walnut Creek Historical Society, where he coordinates local history education and community events. 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.

Mariah Lininger is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her previous roles include work with the County of Yolo District 4 County Supervisor's Office and various positions at the University of California, Davis, and Feather River College. 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.

Patrick Cronin is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management with over 39 years of experience in the financial advisory field, including more than 30 years with Bank of America and Merrill Lynch. He specializes in developing personalized wealth management strategies designed to help clients build a strong financial foundation. His advisory services cover areas such as family wealth management, personal retirement planning, portfolio management, special needs planning, individual and corporate investment strategies, tax minimization, and retirement income planning. Patrick earned a Bachelor's Degree in Business from California State Polytechnic University, Pomona, where he was a member of the 1980 NCAA Baseball Championship Team. He holds the designation of Personal Investment Advisor (PIA). Patrick emphasizes working closely with clients to tailor financial strategies that reflect their unique objectives, maintaining a commitment to integrity and respect throughout the process. Outside of his professional work, Patrick is involved with the PGAHOPE Foundation and helps run a golf tournament supporting disabled veterans. He enjoys gardening, golfing, hiking, reading, and spending time with his family. Born and raised in Oakland, California, he currently resides in Danville, California, with his wife Erica and their three daughters.

Yahweh Khao Sok is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Khao Sok works with clients to provide financial guidance and investment strategies tailored to their individual needs. With a Bachelor's Degree from Hawaii Pacific University, Khao Sok integrates academic knowledge with practical experience to assist clients in managing their financial portfolios. Further details about specific areas of expertise, additional certifications, or personal interests are not provided.

Richard Wald is a financial advisor at Merrill with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1986, also affiliated with Bank of America since 2009. Outside of his advisory work, he is a co-manager of a for-profit LLC that owns residential rental property with 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 strategies for individuals, high-net-worth clients, and institutional investors.

Kulwinder Mann is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 2008 and Bank of America since 2016. 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 and profit-sharing plans, corporations, and charitable organizations.

Grace Greening is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the Greening-Messinger Group, a family practice dedicated to serving the complex needs of high-net-worth individuals and families. She began her career at Merrill in 2019 as a Financial Advisor Development Intern before transitioning into a full-time role in 2020. In her current role, Grace works closely with clients and their families to deliver personalized advice across investment management, financial planning, and strategies for preserving and transferring wealth across generations. Grace earned a Bachelor's Degree in Business Administration from the University of Oregon. She holds 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). Her expertise encompasses areas such as college education planning, divorce transition planning, managing new wealth, personal retirement planning, women and wealth, individual and corporate investment strategy, and retirement income. Outside of work, Grace leads an active lifestyle enjoying boating, cooking, hiking, soccer, spending time with family, and traveling. She appreciates cultural experiences and time spent outdoors, which contribute to her commitment to understanding clients' priorities and creating personalized financial strategies.

Alexander Gallup is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Cosentus and Avitus Group, as well as experience in entertainment and production companies. 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 individuals, and institutions.

Jacquelyn Mulford is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2007 and concurrently associated with Bank of America, N.A. since 2017. Merrill 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with trading, account administration, and custody support.

Zachary Unger is a financial advisor with Merrill in Walnut Creek, CA, holding a Series 66 designation and six years of industry experience. Prior to his current role at Merrill and Bank of America, he worked at Pacific Premier Bank and has held positions at California Polytechnic University San Luis Obispo and related entities. 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.

Jimi Sidhu is a financial advisor with Merrill in Walnut Creek, CA, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2018, and previously spent one year at Jutland Chertock and eight years at TEE IT UP!. 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.

Alan Shimizu is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2019. Prior to his current role, he spent over two decades at Sierra Nursery Sales. Outside of his advisory work, Shimizu serves as Treasurer of SYM Ventures LLC, a family-held limited liability company. 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 diverse client base including individuals, high-net-worth clients, and institutional investors.

Ashley Cherry is a financial advisor with Merrill in Walnut Creek, CA, holding a Series 66 designation and 15 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 2014 and at Bank of America, N.A. since 2021. Outside of her advisory role, she is involved as an independent consultant in several skincare and wellness product companies and serves as a board member for the American Association of University Women San Ramon Branch. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and organizations.

Eric Pearson is a financial advisor with Merrill in Walnut Creek, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill 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 various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tiffany Ho is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial, LLC and Jackson Square Financial. She is based in Walnut Creek, CA. 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 using model-based and discretionary investment strategies.

Omar Nazari is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He works with clients to understand their financial goals and develop strategies to pursue them across short-, mid-, and long-term horizons. Omar provides guidance in areas including general investing, retirement planning, and savings for unexpected expenses. Additionally, he offers access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. His client focus includes family wealth management strategies, investment consulting for defined contribution plans, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Omar holds the professional designations Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His education includes a non-accredited certificate program from Kabul University.

Megan McNealy is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management with over 28 years of experience. She is a CERTIFIED FINANCIAL PLANNER® professional and an Investment Professional. Megan leads the McNealy & Associates team, specializing in working with Senior Corporate Executives who have complex financial circumstances and limited time. Her services include wealth preservation strategies, concentrated position management, 10b5-1 trading plans, and comprehensive financial planning aimed at achieving lasting financial freedom. Megan graduated cum laude from Cornell University and earned her Master's degree from Northwestern University. Prior to joining Merrill Lynch, she was a third-generation member of the Chicago Board of Trade. Her work highlighting leadership and well-being has been featured in various business publications, and she has been recognized on Forbes' Top Women Wealth Advisors Best in State list for multiple years. In addition to her professional work, Megan is involved in community activities such as being a certified handler/dog team member with the Alliance of Therapy Dogs and volunteering with Virgin Unite's 100% Human at Work initiative. She resides in Northern California with her family and pets.

Scott Norris is a financial advisor at Merrill in Walnut Creek, CA, holding a Series 66 designation with 17 years of industry experience. He has been with Merrill since 2007 and previously worked at Banc of America Investment Services, Inc. from 2007 to 2009. 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, and institutional investors.

Ryan Conners Copeland is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 22 years of experience in private client asset management, having started his financial services career in 2000 with a New York-based wealth management firm operating out of the San Francisco office. Since joining Merrill Lynch in 2009, Ryan has focused on developing strategies and providing advice for individuals, their families, and their businesses by understanding their short- and long-term financial goals. He collaborates closely with clients' tax and legal advisors to integrate tax and estate planning for long-term investment success. Ryan holds a CERTIFIED FINANCIAL PLANNER® certification earned in 2005 and maintains Series 7, 31, 63, and 65 FINRA registrations. He is involved professionally as a member of the East Bay Estate Planning Council and the Estate Planning Council of Diablo Valley, having also served on the latter’s board. He earned his bachelor's degree from the University of California at Davis, where he double majored in History and Political Science and received academic honors including multiple appearances on the Dean’s list and membership in the Phi Alpha Theta History honor society. Outside of his professional responsibilities, Ryan resides in Orinda with his wife and two children. He contributes to his community as a youth baseball coach and is active in coaching youth soccer as well.

Stacey Archbell is a Wealth Management Advisor with Merrill Lynch Wealth Management. She brings extensive experience from her background as a business owner and her work with clients in Silicon Valley and the San Francisco East Bay. Stacey specializes in working with families, high net worth individuals, business owners, and executives to develop personalized financial strategies aimed at achieving long-term financial goals. Her areas of expertise include college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, and retirement income planning. Stacey holds a Bachelor of Science degree in Applied Physics from the University of Portsmouth, UK, and a Postgraduate Certificate in Education (PGCE) in Physics from Brunel University, London, UK. She is a CERTIFIED FINANCIAL PLANNER® professional, as well as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her international upbringing includes spending her high school years in Hong Kong, reflecting a broad cultural perspective. Committed to community involvement, Stacey volunteers with organizations such as the Girl Scouts and is a member of the British Benevolent Society. She and her husband Ian reside in Sonoma, where they enjoy gardening, cooking, and exploring the countryside.