Anthony Olimpio is a Financial Advisor at Merrill Lynch Wealth Management in Washington DC. He provides financial and retirement planning services, utilizing strategies such as tax loss harvesting and strategic asset allocation to help clients achieve their long-term financial goals. Anthony offers access to the full range of Bank of America and Merrill Lynch Wealth Management investment and banking products to deliver holistic financial solutions. He is committed to building long-lasting relationships based on trust, integrity, and service, guiding clients through every stage of their financial journey. Anthony's approach centers on personalized financial strategies tailored to each client's unique needs and aspirations, aiming to optimize wealth accumulation and preservation. Anthony holds a Bachelor's Degree from Indiana University of Pennsylvania and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys activities such as billiards, boating, boxing, chess, golfing, ice hockey, music, photography, skiing, and spending time with his family.

Nicholas Flocos is a Financial Advisor at Merrill Lynch Wealth Management who specializes in helping families and business owners achieve their financial and retirement goals. He offers personalized strategies that focus on reducing risk and strengthening long-term outcomes. His expertise includes executive compensation, family wealth management strategies, institutional investment consulting, personal retirement planning, portfolio management, sports and entertainment finance, individual and corporate investment strategies, tax minimization, and retirement income planning. Nick holds a Bachelor's Degree from the University of Florida and a Master's Degree from the University of Maryland. He holds several professional designations including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Additionally, he is a licensed general contractor through the Virginia Board of Contractors. Outside of his professional role, Nick is involved in his community as a baseball coach at Langley High School. He also enjoys baseball, chess, golfing, pickleball, spending time with his family, and traveling.

Jeffrey Knotts is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving affluent families and individuals since 2010. He specializes in creating customized financial strategies that address investment management, retirement planning, wealth transfer, and tax-sensitive portfolio management to help clients build, preserve, and distribute wealth effectively. Jeff earned a bachelor's degree from the University of Tennessee in 2009. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor™ (CRPC™). His expertise is supported by his ongoing commitment to client-centered financial planning and utilizing the resources available through The Group AG to handle complex, multi-generational family needs. Outside of his professional role, Jeff resides in Northern Virginia with his wife Rachel and their daughters Addison and Henley. He is actively involved in community service, serving on the boards of Peace of Mind at Home, which assists cancer patients with daily living activities, and the University of Tennessee Haslam College of Business Young Alumni Board. Additionally, he and his wife participate in distance and obstacle course races and engage with the University of Tennessee alumni association.

Samantha Jackson is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, she worked at Hightower Advisors and has diverse experience including roles at George Mason University and involvement with a food-related business, Jackson's Mighty Fine Food and Lucky. 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.

Matthew McCormack is a financial advisor at Merrill with 27 years of industry experience. He has been with Merrill since 1999 and holds Series 63 and Series 65 designations. Based in Washington, DC, his career has been focused entirely within Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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.

Samuel Doub is a Financial Advisor at The Hasenberg Hartsock Group, where he joined in 2023. Prior to this role, he spent seven years at Merrill Lynch Wealth Management as a Private Wealth Planner and Senior Client Associate. In his current position, he supports a diverse client base and contributes to the team's planning and investment research activities. Samuel holds the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Managerial Finance from the University of Mississippi. Originally from Annapolis, Maryland, Samuel currently lives in Washington, DC. He is involved with multiple non-profit organizations in the area, including serving on the Advisory Council of DC Scores and the National Links Trust. He also enjoys golf, pickleball, and spending time on the water.

Natalia Wesson is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. She has worked at Merrill and Bank of America since 2018 and was previously employed at Citibank from 2013 to 2017. 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, institutions, and charitable organizations, with a range of asset allocation approaches including tax-aware options.

Kushtrim Peci is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping clients build and manage customized financial strategies aligned with their individual goals. Drawing on 20 years of experience in financial planning, wealth management, real estate, international trade, and supply chain, he works with High-Net-Worth individuals, families, and businesses to navigate complex financial landscapes with clarity and confidence. Kushtrim collaborates closely with clients to develop tailored plans addressing wealth accumulation, risk management, retirement planning, and legacy preservation. He is dedicated to ensuring that every financial decision is made with purpose and transparency, empowering clients throughout their financial journey. Kushtrim holds the Personal Investment Advisor (PIA) designation and completed the Accredited Certificate Program at the University of Pristina. He is fluent in English, Albanian, Bosnian, Croatian, and Serbian. Outside of his professional work, Kushtrim enjoys biking, cooking, hiking, horseback riding, music, soccer, table tennis, and tennis.

Michael Teague is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his wealth management career in 2010 and joined Merrill Lynch in 2013. Michael specializes in providing counsel to families anticipating significant liquidity events such as the vesting of equity awards, the sale of closely held businesses, initial public offerings, and inheritances. His approach involves organizing and simplifying clients' financial affairs to develop cohesive wealth strategies that address their unique situations. Michael holds a Bachelor's Degree from Villanova University and has earned the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. He and his team focus on goals-based planning, offering services including investment management, trust services, banking, lending, and wealth transfer strategies. They collaborate closely with clients' other trusted advisors to ensure a harmonized approach to wealth management. Outside of his professional work, Michael is involved with St. Paul's Episcopal Church and Ducks Unlimited. He also serves on the Investment Committee of St. George's Episcopal Church. Michael enjoys baseball, basketball, fishing, football, gardening, hunting, spending time with his family, and tennis. He lives in Old Town Alexandria with his wife, Annie.

Lindsay Kelly is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2011 and Bank of America, N.A. since 2022. 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. The firm provides model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Haley Kaufman is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has dedicated 35 years to serving over 300 affluent clients. Her expertise centers on assisting successful individuals and families through major financial life transitions such as retirement, managing family wealth, and handling sudden wealth. Haley also provides guidance to institutional investors, including more than two dozen non-profit organizations managing their investment reserves. Haley holds a Bachelor of Science in Business Management from the University of Maryland, College Park, and the Chartered Retirement Planning Counselor (CRPC) designation. She has been recognized by Forbes as a "Best-in-State" Wealth Advisor and serves on the Board of Advisors for the Robert H. Smith School of Business at the University of Maryland. Additionally, she mentors women entrepreneurs through the Cherie Blair Foundation. Residing in Washington, D.C. with her husband Jeff, Haley is a proud parent of three young adult children. She enjoys biking, cooking, and spending time with her family.

Mary Robinson Carter is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she specializes in advising first-generation wealth creators, business owners, and executives through complex financial transitions. Her expertise includes assisting clients with business succession, leadership and equity changes, retirement planning, and managing life after liquidity events. Mary’s work is informed by her own experience as a first-generation wealth creator. She understands the multifaceted nature of wealth, encompassing identity, responsibility, family dynamics, and legacy. She serves a diverse clientele including founders, women business owners, entrepreneurs, executives, and nonprofit leaders, many of whom navigate wealth without extensive family history of financial education or guidance. Mary coordinates closely with wealth, legal, and tax professionals to offer comprehensive support aligned with clients' values and long-term goals. Mary holds a bachelor's degree from Elon University and is a Personal Investment Advisor (PIA). In addition to her professional role, she actively participates in community organizations such as the Coco Coalition, Merrill Washington D.C Women's Exchange, Ronald McDonald House, and Together We Bake.

Andrew Lee is a financial advisor with Merrill in Washington, DC, holding a Series 66 credential and two years of industry experience. Prior to Merrill, he worked at Robinhood Financial and has a varied background including roles at PetSmart Inc., Ohio State University, and Fashion.com. Outside of his advisory role, Lee owns Maxdiem, a clothing business that sells shirts made from sustainable fabric, and works as a server at Moon Rabbit. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient investment strategies and benefits from integration with Bank of America’s broader banking and capital-markets platform.

Thomas Rietano III is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in holistic wealth management. He focuses on serving high-net-worth individuals, particularly corporate executives, by integrating various aspects of their financial lives. His expertise includes managing concentrated stock positions, executive compensation, family wealth management strategies, liquidity management, new wealth management, and personal retirement planning. Tom began his financial services career at Merrill Lynch Wealth Management in 1992. He holds the Chartered Alternative Investment Analyst (CAIA) designation and has earned professional designations such as Equity Plan Consultant (EPC) and Personal Investment Advisor (PIA). He received a bachelor's degree in political science from the University of Vermont. In addition to his professional work, Tom serves on the board of trustees for the Potomac School. His personal interests include tennis, lacrosse, kite boarding, skiing, reading, adventure sports, fishing, and music. He lives in Washington, D.C., with his wife and four children.

Stephen Barron is a Senior Financial Advisor at Merrill Lynch Wealth Management based in the D.C. office. He collaborates with families and friends to simplify and enhance their financial pictures and lifestyles, providing personalized wealth management strategies that aim to pursue clients' long-term goals. His expertise includes college education planning, services for endowments, foundations, and non-profits, managing new wealth, retirement income planning, portfolio management services, and tax minimization among other focus areas. Barron holds multiple professional designations such as Accredited Asset Management Specialist (AAMS), Certified Investment Management Analyst (CIMA), and Chartered Retirement Planning Counselor (CRPC). Stephen earned a Bachelor's Degree of Science from McGill University and completed Executive Education at Yale School of Management. He is also recognized on the 2024 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list. Outside of work, he spends time volunteering in the community and enjoys activities such as bowling, camping, chess, fishing, football, hiking, traveling, yoga, watching movies, and time with his family.

Daniel Aliperti is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer for 12 years before joining Merrill in 2018. 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.

Paul Juergensen II is a Wealth Management Advisor with over 35 years of experience in financial advising. He has been with Merrill Lynch since 2005, providing comprehensive wealth management strategies tailored to individual client goals. His expertise includes corporate benefits, divorce transition planning, family wealth management strategies, institutional investment consulting, and retirement income planning, among others. Paul also serves as a Portfolio Manager, utilizing personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Paul holds a Bachelor of Science degree from the University of Maryland. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials support his ability to advise on complex financial issues and create comprehensive financial strategies for high-net-worth individuals and institutions. In addition to his professional work, Paul is a board member of Becky's Fund, a nonprofit organization focused on ending domestic violence through education, advocacy, and service. He resides in Herndon, Virginia, has three adult children, and enjoys playing golf. Paul values frequent communication with clients and emphasizes an ongoing, planning-based approach to wealth management.

Attor Kludze is a financial advisor at Merrill with 19 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Morgan Stanley Private Bank, M&T Bank, and LPL Financial. Outside of his advisory work, he is the owner of a private equity holding entity, though the company is not actively managed. 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.

Alexandra Baez Ortiz is a financial advisor at Merrill with the Series 66 credential and seven years at the firm. She has a total of five years of industry experience, including six years previously at 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. The firm offers model-based and discretionary strategies developed by internal and third-party managers for a range of clients, including individuals, high-net-worth investors, and institutions.

Andrea Cammarano is a Series 66 licensed financial advisor at Merrill with 11 years at the firm and 7 years of industry experience. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.