Dylan Mc Kee is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he worked briefly at Mariner Wealth Advisors and operated McKee Risk Management. Outside of his advisory roles, he has been involved with the Menauhant Yacht Club, reflecting engagement in community activities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michelle Allison is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63, 65, and 66 designations and has previously worked at Prudential Financial, Bank of America Merrill, Ameriprise Financial, and Riversource Investments. Merrill, together 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.