Petro Zouzoulas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving clients since beginning his wealth management career in 1988 and brings extensive experience in helping individuals and families navigate their financial journeys. As part of the Dismore Petro Conner Wealth Management Group, Petro was named to the 2024 Forbes “Best in State Wealth Management Teams” list. His expertise encompasses a broad range of client focus areas including college education planning, equity compensation services, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. Petro emphasizes a personalized approach aligned with six key life priorities: family, philanthropy, finance, home, health, and work. He holds the Personal Investment Advisor (PIA) designation and has earned his Bachelor’s degree from Ball State University. Petro resides in Northwest Indiana with his wife, Lisa, and their two daughters. Outside of his professional role, he enjoys golfing, reading, running, skiing, swimming, and spending time with his family.

Robert Barbuto is a financial advisor with Merrill in Washington, DC, holding Series 63 and Series 65 licenses and over 53 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith since 1975 and also has a tenure at Bank of America since 2009. 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 and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal and third-party managers.

Kelly Foley is a financial advisor at Merrill with Series 66 credentials and five years of industry experience. She has worked at Merrill and its predecessor firms since 2018 and is currently based in Washington, DC. Outside of her advisory role, Foley teaches group fitness classes at Equinox and serves as a board member of the Catholic Business Network of Montgomery County. 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 a range of model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Deepa Massand is a financial advisor with Merrill, holding a Series 66 designation and bringing 16 years of industry experience. She has been with Merrill since 2004 and is currently associated with Bank of America, N.A. Prior to her current role, she worked at Merrill for over two decades. Outside of her advisory duties, she is a member of two LLCs unrelated to investment management. 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, and institutional investors.

Sam Kast is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes a variety of roles outside finance, including positions related to Clemson University and work in the food service industry. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marie Meuschke is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2014. Holding the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, she provides comprehensive financial advice focused on personal retirement planning, portfolio management, tax minimization, retirement income, and addressing the financial needs of women and wealth. Marie advises families and individuals in the DMV area and beyond, applying a client-centered approach that prioritizes their interests and goals. She builds personalized financial strategies to help clients navigate changing market conditions and achieve their objectives. Originally from New York, Marie earned a Bachelor's Degree in Business Economics from Loyola University of Maryland. Beyond her professional work, Marie participates in community volunteering in line with the Merrill tradition. She lives in Baltimore with her fiancé and their dog, and her personal interests include cooking, football, golfing, knitting, crocheting, reading, and spending time with her family.

George Balboa Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management and leads the financial services for the Balboa & Blevins Group. He has more than 34 years of experience providing financial and wealth management guidance and services. He focuses on wealth management and strategic planning services, including asset allocation, retirement, estate, and succession planning. George holds multiple professional designations including Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from Boston College with a Bachelor's degree and earned his high school diploma from Bullis School. George is proficient in both English and Spanish. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for seven consecutive years from 2019 through 2025. His client focus areas encompass college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income.

Talya Bock is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing personalized financial strategies that align with clients' values and personal priorities, focusing on areas such as family wealth management, socially responsible investing, philanthropic planning, legacy planning, and special needs planning. Talya's approach involves ongoing consultations to help clients pursue their long-term financial goals. With more than a decade of experience in financial services, Talya holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Special Needs Consultant® (ChSNC), Chartered Retirement Planning Counselor™ (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). She holds bachelor's degrees in Economic History and Talmud from Barnard College and The Jewish Theological Seminary of America, graduating Magna Cum Laude, as well as a Master's degree in education from The Jewish Theological Seminary. Talya is multilingual, speaking Hebrew, French, and English. Outside of her professional work, Talya is actively involved in community service, serving on the boards of non-profit organizations such as Mechon Hadar and the Tikkun Olam Women's Foundation. She enjoys activities including camping, cooking, hiking, running, running marathons, scuba diving, spending time with her family, and practicing yoga.

Seena Ghavami is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client's unique goals, risk tolerance, time horizon, and liquidity needs. Seena employs a goals-based wealth management process aimed at fostering collaborative client relationships characterized by transparency and purpose. With expertise in utilizing global resources and innovative web technology, Seena helps families pursue financial lifestyles that align with their long-term objectives. He provides personalized advice and access to specialized investment services, ensuring clients receive service designed to meet their specific needs. Seena holds a Bachelor's Degree from George Mason University and is a Personal Investment Advisor (PIA). He is fluent in English and Persian.

Molly Shaughnessy is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals, families, and businesses to help build, preserve, and manage wealth through personalized financial strategies. Her expertise includes investment planning, retirement solutions, and risk management, focusing on long-term client relationships based on trust and transparency. She leverages the global resources of Bank of America and Merrill to provide tailored financial guidance aligned with each client's goals and values. Molly holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her Bachelor's degree from Saint John's University and is a member of the St. John's University Alumni association. Her client focus areas include personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Outside of her professional work, Molly enjoys golfing, painting, pickleball, and yoga.

George Bassett Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he assists individuals, families, business owners, and executives in navigating financial complexities. His approach focuses on creating comprehensive plans that align financial resources with clients' goals, values, and relationships. George coordinates with other professionals such as attorneys and accountants to ensure financial decisions are purposeful and well-aligned. George holds a bachelor's degree from Brown University and is certified as a CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise includes retirement and legacy planning, tax minimization, wealth transfer, and strategies for small businesses, foundations, and non-profits. Residing in Charleston, South Carolina with his wife Elizabeth and their three children, George enjoys golfing, fishing, hunting, skiing, and kiteboarding in his free time. He places high value on meaningful relationships and community involvement, reflecting his commitment to supporting clients' financial well-being and personal fulfillment.

Colleen Shepard is a Wealth Management Advisor and founding partner of The Shepard Ellison Group at Merrill Lynch Wealth Management, where she has worked since 1990. She holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification as awarded by the Certified Financial Planner Board of Standards, Inc., along with the Personal Investment Advisor (PIA) designation. With over 30 years of experience, Colleen specializes in providing a holistic approach to wealth management, focusing on client relationship excellence and personalized service. Her practice serves entrepreneurs, business owners, women in leadership, senior executives, and multigenerational families, assisting with areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and small business strategies. Colleen holds a Master's Degree from American University and a Bachelor's Degree from the State University of New York. She has served in advisory roles including membership on the Financial and Investment Committees for St. Andrews Episcopal School, the Financial Committee for Grace Episcopal Day School, and as a Vestry Member for All Saints Church in Chevy Chase. She is also a member of the Women's Golf Association at Bethesda Country Club and volunteers at All Saints Episcopal Church on various service projects.

Katharine Leithead is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2009. She also has a long tenure with Bank of America, N.A. beginning in 2002. 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 plans, corporations, and charitable organizations.

Philip Doyle is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves a diverse clientele that includes corporate executives, business owners, and multi-generational families. His approach prioritizes a service-first model with a careful consideration of risk, fees, and taxes to enhance the client experience. Engagements typically begin with a client’s cash flow analysis, enabling his team to assess factors such as single stock concentration, liability management, and health care costs. Philip's areas of expertise encompass corporate executive services, executive and equity compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, philanthropic planning, tax minimization, and retirement income. He is part of Merrill Lynch's Corporate Advisory Services Group, which focuses on integrating customized wealth management strategies for corporate insiders and high net-worth families. Philip holds a Bachelor's Degree from the University of South Carolina and an international diploma from Gonzaga College High School. He has earned professional designations including Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA).

Brandon Cigna is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2011, working closely with clients to develop personalized financial strategies aligned with their long-term goals. Brandon’s approach emphasizes understanding each client’s priorities by asking detailed questions, listening carefully, and designing customized wealth management plans that help clients pursue their financial objectives while managing investment risk. Brandon’s expertise spans education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and liquidity management, among other areas. His mission is to help clients use their wealth to turn goals into reality. He holds a Bachelor's Degree from Michigan State University, where he was a member of the Men's Golf team and a former professional golfer. Brandon holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Brandon participates in community service through organizations such as First Tee of Greater Washington, DC. He is also active in the Michigan State Varsity S Club/DC Alumni. Outside of work, Brandon enjoys cooking, golfing, music, spending time with his family, traveling, and watching movies.

Ryan Wiebe is a Financial Advisor at MKBH & Associates within Merrill Lynch Wealth Management. In his role, he is responsible for business development, investment management, and multigenerational wealth planning for clients. He employs a customized approach to wealth management that adapts to clients' goals and changing market conditions. Ryan provides access to Merrill's investment insights and the banking services of Bank of America to help address various aspects of clients' financial lives. Ryan focuses on areas including college education planning, family wealth management strategies, managing new wealth, portfolio management services, and serves clients in the sports and entertainment sectors. He views his role as a consultant assisting clients in navigating their financial lives, creating personalized plans designed around their family, goals, and aspirations. A native of Melbourne, Florida, Ryan holds a Bachelor's Degree from the University of Central Florida and the Personal Investment Advisor (PIA) designation. He currently resides in the Logan Circle neighborhood of Washington D.C. with his wife, Lauren. Outside of work, Ryan enjoys engaging with the offerings of the nation's capital, playing and watching various sports including baseball, basketball, and golf, as well as traveling to destinations such as South Africa, Switzerland, and the Caribbean Islands.

Marvin Mc Wright III is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Merrill, Delta Global Services, County Grill & Smokehouse, and Houlihans Inc. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Freddie Moultrie is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Washington, DC. With 25 years of experience, he specializes in assisting individuals and institutions in addressing their financial needs through a holistic, consultative approach. Freddie is a senior advisor with the Moultrie Pojani Group, where he leverages expertise in both asset management and balance sheet strategies to support client goals in areas including family wealth management, retirement planning, institutional investment consulting, and liquidity management. Prior to joining Merrill, Freddie served as a Director at Citi Law Firm Group in Washington, DC, where he spent eight years advising senior attorneys on banking, investments, cash flow, and trust and estate planning. His educational background includes a Bachelor's degree with a double major in Finance and Logistics from the University of Maryland at College Park and an MBA from the University System of Maryland. Freddie holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Freddie is involved in his church community and spends his free time enjoying sports such as basketball and football, reading, and family activities.

Joseph Coliton is a Wealth Management Advisor with Merrill Lynch Wealth Management and a Partner of the Coliton Mattingly Group. He offers a disciplined, goals-based approach tailored to high-net-worth individuals, families, corporate executives, medical professionals, and private and public companies. His services focus on wealth building, preservation, and succession planning, aiming to ensure multi-generational financial stability. Joseph works closely with clients on major life transitions and complex financial goals, applying precision planning, proactive strategy, and disciplined execution. Joseph holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor’s Degrees in Finance and Marketing from the University of South Carolina’s Darla Moore School of Business and completed Financial Planning studies at the University of Virginia. He is a member of the Pi Kappa Phi Fraternity. Outside of his professional role, Joseph contributes to various organizations such as the Darla Moore School of Business, Filter of Hope, Military Bowl Foundation, Inc., SOME (So Others Might Eat), StreetWise Partners, The Ability Experience, Washington DC Gamecock Alumni Association, and Washington Jesuit Academy. He maintains interests in activities including boxing, fishing, golfing, hiking, hunting, racquetball, running marathons, surfing, tennis, and traveling.

Brian Wagner is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies. He works closely with clients to understand their individual financial situations and goals, delivering customized approaches that adapt to changing needs and market conditions. Brian provides clients access to the investment insights of Merrill and the banking services of Bank of America to support various aspects of their financial lives. His areas of expertise include college education planning, equity compensation services, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, and tax minimization. Brian approaches financial advising with a focus on long-term stability and thorough understanding of every aspect of his clients' financial pictures. Brian holds a Bachelor's Degree from the University of Maryland and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is originally from the Philadelphia area and relocated to the DMV region after his education. Outside of work, Brian enjoys spending time with family and friends, being outdoors, exercising, and engaging in sports activities such as baseball, basketball, football, and golf.