Toma Belizaire is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked previously at SunTrust Investment Services, RBC Capital Markets, and Wells Fargo Advisors. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Sean Sweeney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2012 and has more than eight years of experience in the financial services industry. Prior to Merrill Lynch, Sean served as Regional Vice President for an investment fund based in Philadelphia, specializing in Exchange Traded Funds and Exchange Traded Notes. In that role, he managed the Boston office and held regional responsibility for sales and marketing in New England. Sean holds a Bachelor's Degree in Finance from the University of Delaware. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Certified Investment Management Analyst (CIMA) credential. While attending the University of Delaware, Sean played football and was a member of the 2003 NCAA Division 1AA National Championship team.

Joshua Brown is a financial advisor at Merrill with Series 63 and Series 66 credentials and six years of industry experience. He previously worked at J.P. Morgan Chase, Apple Federal Credit Union, and Wells Fargo. Outside of his advisory role, Brown is the sole owner of a rental property in Alexandria, VA. 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.

Susan Kline is a financial advisor with Merrill in Washington, DC, holding Series 63 and Series 65 credentials and 42 years of industry experience. She has worked at Merrill since 1984 and has been associated with Bank of America, N.A. since 2009. Outside of her advisory role, she owns a summer rental cottage in Edgartown, Massachusetts. 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 and profit-sharing plans, corporations, and charitable organizations.

Nicolas Cortes Godoy is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, Nicolas focuses on helping clients pursue their personal financial goals by tailoring plans that align with their unique priorities and circumstances. He emphasizes a transparent approach to wealth planning, assisting with a range of needs including retirement planning, education funding, and managing unexpected financial challenges. With professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), Nicolas combines his expertise with a commitment to understanding what matters most to each client. He strives to provide ongoing advice and guidance that adapts as client needs evolve. Nicolas communicates fluently in both English and Spanish. Nicolas holds a Bachelor's Degree from George Washington University and earned his high school diploma from Eastern Christian High School. Beyond his professional work, he is involved in community organizations such as Touch The World and YouthQuest.

Dominique Green is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2013. 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 and profit-sharing plans, corporations, and charitable organizations.

Christopher Connolly is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at GW&K Investment Management and Georgetown University. He is based in Washington, DC. 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.

Gregory Snowden Jr. is a financial advisor at Merrill with 8 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group, Inc. He is also an employee of the United States Air Force Reserve. Outside of his advisory role, he operates an eBay store as a sole proprietor. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tanmika Hysmith is a Series 66 licensed financial advisor with 15 years of experience, currently practicing at Merrill in Washington, DC. She has worked at both Bank of America, N.A. and Merrill since 2011. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Keenan Shepard is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to align financial resources with their life goals, focusing on providing access to suitable products and a stable team approach without selling stock-picking advice. Keenan emphasizes understanding client interests and collaborating closely with families to support their financial planning needs. He holds a Bachelor's Degree from the University of Richmond and the Personal Investment Advisor (PIA) designation. Keenan is proficient in English, Spanish, and French, which supports his ability to communicate with a diverse clientele. Outside of his professional responsibilities, Keenan's personal interests include billiards, boxing, chess, golfing, hiking, photography, pickleball, tennis, and watching movies. His philosophy centers on carrying the burden of financial stress for clients so they can focus on their passions without worrying about markets and money.

Jason Borras is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has worked at Merrill since 2018, following roles at MC Financial and Wells Fargo. Based in Washington, DC, his background includes experience across several prominent financial institutions. 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.

William Kast is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies to help clients pursue their long-term goals. Bill brings over 25 years of experience working with a diverse client base that includes business owners, real estate developers, lobbyists, consultants, and endowments. His background as a former business owner and his interest in business mechanics and economics inform his approach to providing thoughtful financial guidance. He holds a Bachelor's degree from the University of Delaware and several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).

Darric Boyd is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career in 1994, he has specialized in serving a diverse client base that includes entrepreneurs, attorneys, physicians, corporate executives, sports and entertainment professionals, families, non-profit organizations, companies, and pension plans. In 2000, Mr. Boyd founded The Boyd Britton Group, which has grown into a national practice providing tailored financial strategies. Mr. Boyd holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified 401(k) Professional (C(k)P®), Accredited Asset Management Specialist™ (AAMS™), and Certified Plan Fiduciary Advisor (CPFA™). Prior to joining Merrill Lynch, he held leadership positions at Smith Barney/Citigroup and Legg Mason Wood Walker. He earned his bachelor’s degree from the University of Maryland–Baltimore County and an associate degree from the Pennsylvania State University System. In addition to his professional work, Mr. Boyd is actively involved in community and industry organizations. He is a lifetime member of the NAACP and holds memberships in Kappa Alpha Psi Fraternity, Inc., Sigma Pi Phi Fraternity Inc., the University of Baltimore Entrepreneurial Advisory Board, and the National Association of Security Professionals. He has served as an advisor to the Boys Club of Central Maryland and is a founding member of the Alliance of Young Black Professionals. His personal interests include football, golfing, and music.

Seun Olojola is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading The Olojola Group. The group serves a diverse client base including successful families, non-profit organizations, corporate executives, minority-based small business owners, and medical and legal practitioners. The team follows a consultative process aimed at understanding clients' personal objectives, identifying wealth accumulation strategies, and preparing for wealth distribution. Olojola's expertise encompasses a range of client focus areas such as services for endowments, foundations, and non-profits; investment consulting for defined contribution plans; legacy planning; LGBT wealth planning; managing new wealth; personal retirement planning; philanthropic planning; women and wealth; sports and entertainment; and retirement income. He 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 Accredited Financial Advisor (RAFA). He earned an MBA and a Master's Degree from the University of Maryland University College as well as a Bachelor's Degree from the University of AdoEkiti. Olojola is fluent in English and Yoruba. In addition to his professional activities, he dedicates time to volunteering with community organizations and has personal interests in golfing, hunting, soccer, and traveling.

Kyle Bansa is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2024, he held various roles at Towson University, Bank of America, and New Day Financial LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Peggy Montgomery is a financial advisor at Merrill with 23 years of industry experience and a Series 66 designation. She has been associated with Merrill Lynch, Pierce, Fenner & Smith since 2007 and also works at Bank of America, N.A. since 2011. Outside of her advisory role, she participates in The Neilson Company, a global leader in audience measurement and data analytics. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sara Renzi is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her work history includes roles at Merrill Lynch and engagement work with The University of Tennessee. Outside of finance, she was involved in entrepreneurial activities with Berries and Bowls and RSV Pools 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angela Ellison is a Wealth Management Advisor at Merrill Lynch Wealth Management based in the Washington D.C. office. She holds the titles of Vice President and Senior Financial Advisor. Angela supports individuals, families, and professionals in structuring and clarifying their long-term financial decision making by providing personalized guidance combined with Merrill's investment insights and Bank of America's banking services. Her expertise includes long-term investment strategies, multigenerational planning, retirement preparation and income considerations, cash flow and liquidity planning, education planning, and assisting clients in navigating life transitions. Angela holds a bachelor's degree from Michigan State University and holds several professional designations including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). She began her career in the defense contracting industry before joining Merrill Lynch Wealth Management in 2016. Angela is a member of the Junior League of Washington where she volunteers. Residing in Chevy Chase, D.C., Angela enjoys spending time with her husband and exploring the local area. Her personal interests include cooking, hiking, interior decorating, and traveling. She is active in her community, including participation at Blessed Sacrament and the Junior League.

Jeffrey Gregorio is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he assists individuals, families, trusts, non-profits, and corporations in managing their financial goals. He offers expertise in areas such as risk management, investments, asset allocation, retirement and generational planning, and works alongside trusted advisors like CPAs, family offices, and attorneys to develop comprehensive wealth and retirement strategies. Jeff has been working in financial services since graduating from the University of Pennsylvania in 2001. Prior to joining Merrill Lynch Wealth Management in 2013, he spent eight years as a private client advisor at Bernstein Global Wealth Management in both New York City and Washington, DC. He holds a Bachelor's Degree from the University of Pennsylvania, where he also captained the varsity baseball team, and holds professional designations including Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Jeff resides in McLean, Virginia with his wife and two children. He participates actively in the Penn baseball community and enjoys golf, fishing, cooking, wine, and travel.

Golda Hector is a financial advisor at Merrill with 25 years of industry experience and holds a Series 66 credential. She has worked at Merrill in various capacities since 1996 and also spent time at Amazon and Raymond James & Associates. Outside of her advisory role, she is an independent sales contractor for Avon Products Inc. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.