Bao Tran Le is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A. and engaged in entrepreneurial activities including creating and publishing coloring books through Amazon's Kindle Direct Publishing platform. He also sells personal items on Mercari as an independent contractor. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies built by internal and third-party managers, with a focus on strategic and tactical asset allocation and tax-aware options for investors.

Jessie Sims is a financial advisor with Merrill in Washington, DC, holding Series 63 and Series 66 licenses and three years of industry experience. Their career includes positions at Bank of America, JP Morgan Securities, and Banco Santander, among others. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.