Natalie Meehan is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked previously at Citibank and Bank of America. 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, pension and profit-sharing plans, corporations, and charitable organizations.

David Jennings is a financial advisor with Merrill in Washington, DC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at UBS Financial Services and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, and institutional investors. The firm utilizes internal Chief Investment Office teams and third-party managers to implement diversified portfolios with strategic, tactical, and tax-aware options.

Edwin Bonilla is a Financial Advisor with Merrill Lynch Wealth Management. He has been helping clients reach their financial goals for more than a decade. His approach focuses on understanding clients' values, priorities, and financial objectives to develop personalized strategies for short-, mid-, and long-term goals. Edwin serves as a resource for a wide range of financial needs, including investment planning, retirement strategies, and preparation for life's unexpected events. He also connects clients with Bank of America specialists in banking, credit, home financing, and small business solutions. He holds the Personal Investment Advisor (PIA) designation. Edwin completed an Accredited Certificate Program at the University of Maryland Global Campus. Outside of his professional work, he has interests in basketball, football, reading, soccer, and traveling.

Eman Mossadeghi is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement strategies and portfolio management. Since joining the firm in 2013, he has developed expertise in areas including corporate executive services, executive compensation, divorce transition planning, legacy planning, tax minimization, and socially responsible investing. Eman is a member of the Evolve Wealth Management Group and has received recognition including inclusion on the 2022-2025 Forbes "America's Top Wealth Management Teams High Net Worth" list, the 2025 Forbes "Best-In-State Wealth Management Teams" list for the District of Columbia, and Barron's top 1,200 Financial Advisors from 2018 through 2024. Eman holds a Bachelor's Degree in Finance from Virginia Polytechnic Institute & State University (Virginia Tech). His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English and Spanish. Based in Alexandria, Virginia, Eman lives with his wife and two sons. He is an avid Washington D.C. sports fan and a Brazilian jiu-jitsu black belt. Outside of work, he volunteers with the Virginia Tech Alumni Association.

Folasade Akingbade is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of her advisory role, she owns Hakonix Technologies LLC, a business involved in online sales of computer accessories. Merrill provides managed account services to Bank of America fiduciary clients through its 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.