Yu Sun Chan is a Financial Advisor at Merrill Lynch Wealth Management. He has been active in the financial services industry since 2009 and joined Merrill Lynch in 2021. As a Certified Financial Planner® (CFP) professional since 2011, he holds additional professional designations including Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Yu Sun Chan focuses on developing tailored financial strategies by thoroughly understanding the unique circumstances, goals, and values of individuals, families, and businesses. His expertise areas include education planning, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He earned a Bachelor of Science degree from Rutgers University, College of Engineering, which provides him with analytical skills useful for financial planning. Originally from New Jersey, Yu Sun Chan relocated to California in 2013. Outside of his professional work, he enjoys painting, antiquing, drawing/sketching, football, hiking, spending time with family, and traveling. He is fluent in English and Chinese.

Dana Aboud is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. He has been with Bank of America and Merrill since 2012. Merrill, together 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 plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal and third-party teams.

Candice Wiegand is a Wealth Management Advisor at Merrill Lynch Wealth Management in Walnut Creek, California. She works closely with individuals, families, and businesses to integrate multiple aspects of their finances into a cohesive whole. Candice focuses on understanding clients' overall goals and priorities to develop personalized wealth management strategies that address their unique needs and aspirations. She specializes in areas such as college education planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, as well as supporting women and wealth. With experience in wealth management since 2002, Candice brings a seasoned perspective and comprehensive professional education to her clients. She holds a Bachelor's Degree from the University of California System and a Master's Degree from the College for Financial Planning. Her professional credentials include CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Outside of her professional role, Candice enjoys cooking, music, reading, yoga, and spending time with her family, including her husband and their dachshund, Twiggy. She is actively involved in the community, volunteering and fundraising for organizations such as Muttville Senior Dog Rescue.

Vy Tieu is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, Vy works with clients to understand their current financial situations and introduce them to solutions available through Merrill and Bank of America. Vy's approach focuses on helping clients uncover what matters to them and their families to create strategies that pursue their financial goals. Vy holds a Bachelor's Degree from the University of Illinois System and has earned the Professional Investment Advisor (PIA) designation. This background supports Vy's work in providing clients with the knowledge and tools to take control of their financial lives and choose the platform that best fits their needs.

Nihn Huang is a Wealth Management Advisor at Merrill Lynch Wealth Management, a role he has held since 2011. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Personal Investment Advisor (PIA) designation. Nihn graduated from Indiana University with dual majors in Finance and International Business. Drawing on his international experience as an Investment Banker and Auditor, Nihn develops goals-based wealth strategies and custom-managed portfolios. He works with clients on a variety of financial objectives, including legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing, individual and corporate investment strategy, tax minimization, and retirement income. In 2023, he was recognized on the Forbes "Top Next-Generation Wealth Advisors Best-in-State" list. Outside of his professional duties, Nihn is active in his community through involvement with the Alameda County Community Food Bank and Habitat for Humanity East Bay/Silicon Valley. He has coached youth basketball in the San Ramon Valley and volunteers at various local events linked to his children’s activities. His personal interests include chess, running marathons, spending time with his family, traveling, and pursuing the completion of the seven Abbott World Marathon Majors.

Mark Mattingly is an International Wealth Advisor at Merrill Lynch Wealth Management, where he leads a team providing specialized wealth management solutions for corporate executives and plan sponsors. His focus includes equity compensation and stock plan services, leveraging the global resources of Bank of America and Merrill to deliver integrated advice tailored to complex financial strategies. Mark began his career in 1996 at Bear Stearns in Los Angeles and has over two decades of experience advising clients at firms such as JPMorgan and UBS in San Francisco. Since joining Merrill Lynch in 2017, he has concentrated on advising clients on optimizing stock-based compensation, managing concentrated positions, and integrating corporate benefits into disciplined long-term wealth strategies. His client focus areas include corporate benefits, executive compensation, equity compensation services, international wealth management, and portfolio management. He holds an Equity Plan Consultant (EPC) designation and is a Personal Investment Advisor (PIA). His education includes a High School Diploma from Lincoln High School, as well as non-accredited certificate programs from Delta College and California State University, Chico. Outside of work, Mark enjoys basketball, football, golfing, soccer, and tennis, and his family has resided in the Bay Area for 23 years.

Calvin Hong is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2013. 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 individual and institutional investors.

Manija Rasouli is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Citigroup and CitiBank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Chanda Leger is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill since 2013, with a brief tenure at Bofa Securities, Inc. in 2019. She serves on the Business School Advisory Council at Linfield University and is a member of the Court Sports Committee at Diablo Country Club. Merrill 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 investors.

Andrew Vawter is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2019. His prior experience includes positions at Hub International and involvement with Cal Poly. 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.

Shaylee Seaton is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She previously worked at Seaton and Associates and the Premier Surgery Center. Outside of her advisory role, she assists with administrative and digital communications tasks for her mother’s recruitment business in the homebuilding and construction industry. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Richard Strand is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals, families, business owners, and foundations, providing customized financial and wealth management strategies. With over 25 years of experience, Richard focuses on helping clients attain their financial goals through personalized planning. His expertise covers all aspects of the wealth management process, including retirement planning, tax minimization, portfolio construction, liability management, and estate and asset preservation. Richard holds an MBA in Finance from St. Mary's College in Moraga and a bachelor's degree in Finance from California State University Chico. He has earned professional designations as a Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Richard resides in Alamo, California, with his wife Erin and their three children. He is actively involved in the community and enjoys biking, golfing, music, and traveling.

Christopher Micco is a Brokerage Services Advisor II at Merrill Lynch Wealth Management. He specializes in client relationship building through customer service, strategic wealth planning, and professional investment management. Christopher has over 30 years of experience in the financial services industry. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of California System. Christopher is a lifelong Bay Area resident and enjoys playing tennis, cooking, and traveling in his personal time.

Colleen Cusick is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has over 30 years of experience with Merrill Lynch, preceded by work at a large public accounting firm. Colleen specializes in building long-lasting client relationships and developing customized wealth management strategies tailored to individual client needs. Her approach includes estate planning services, retirement income planning, wealth transfer strategies, college education planning, and tax-efficient estate planning. Colleen holds the Certified Investment Management Analyst® (CIMA®) and Chartered Retirement Planning Counselor™ (CRPC™) designations. She earned a bachelor's degree from Miami University and a master's in business administration from Ohio State University. As a Portfolio Manager, she manages personalized investment strategies on a discretionary basis, focusing on disciplined investment processes, investment manager selection, and asset allocation review. Outside of her professional role, Colleen and her husband enjoy outdoor activities such as jogging, gardening, hiking, skiing, and traveling to exotic destinations.

Philip Zhang is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting clients with various aspects of their financial lives, including retirement planning, tax reduction strategies, wealth growth and preservation, and establishing reliable income plans throughout their life. Philip emphasizes building trusted, respectful relationships and delivers clear, professional advice through a thoughtful, proven approach centered on goals-based wealth management. Philip's approach focuses on starting with what matters most to each client, tailoring plans to individual personalities and situations, and optimizing the use of the client's resources. His expertise encompasses equity compensation services, family wealth management strategies, personal retirement planning, portfolio management, women and wealth, and retirement income. Philip holds a Bachelor's Degree from the University of California at Davis and professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Outside of work, he is involved in community activities, including coaching his son's Little League baseball team, and has interests in baseball, basketball, boxing, golfing, skiing, spending time with his family, traveling, and woodworking.

Jennifer Whalen is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2006 and concurrently with Bank of America, N.A. since 2017. Outside of her advisory role, she serves as a teacher for the Orinda Community Center. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Kevin Bryant is a financial advisor with Merrill based in Walnut Creek, CA, holding Series 63 and Series 66 credentials and having 12 years of industry experience. He has worked at Merrill since 2012 and concurrently at Bank of America, N.A. since 2016. Outside of his advisory role, he is a co-owner of a family rental property. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Mike Alho is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Bank of America. He is based in Walnut Creek, CA. 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.

Patrisia Contreras Vigil is a Series 66–licensed advisor with Merrill in Walnut Creek, CA, holding six years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2020, and previously held positions at St Joseph Home and Community Care, Collabria Care, and OLE Health. 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 supported by internal and third-party managers for individuals, institutions, and nonprofit organizations.

Samir Arora serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial situations and introduces them to solutions available through Merrill and Bank of America. He provides ongoing advice and guidance to clients as their financial needs evolve. Samir's expertise includes general investing, retirement planning, and saving for unexpected events. He emphasizes understanding what is important to each client to help develop personalized strategies for pursuing their financial goals. He holds several professional designations, including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He completed an Accredited Certificate Program at the University of Pune.