Christine Droney is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in financial planning as the foundation for all goals-based advisory services. She works with executives, business owners, and families to simplify complex financial decisions, prioritize goals, and provide clarity and confidence in their financial choices. Christine's background in behavioral neuroscience from Northeastern University informs her relationship-driven approach to financial advising. She holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), Certified Private Wealth Advisor® (CPWA®), and Chartered Retirement Planning Counselor™ (CRPC™). She focuses on areas such as college education planning, executive compensation, family wealth management, retirement planning, and socially responsible investing. In addition to her professional work, Christine is involved in the Needham Community Council and enjoys personal interests such as camping, gardening, genealogy, hiking, ice hockey, running, spending time with her family, traveling, watching movies, and yoga.

Stephen Pelleriti is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America, N.A. since 2016. 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.

Evan Haberman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1986. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Evan's educational background includes a Master's degree from Babson College and a Bachelor's degree from the University of Massachusetts System. With over 40 years of experience, Evan specializes in areas such as Corporate Executive Services, Divorce Transition Planning, Education Planning, Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, Legacy Planning, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, and Retirement Income. He focuses on proactively simplifying and safeguarding the financial lives of his clients and their families, helping them pursue their long-term personal and financial goals while maintaining their current lifestyle. Evan is actively involved in his community and charitable organizations, including serving on the Board of Directors for the Carroll Center for the Blind. His personal interests include music, reading, traveling, and watching movies.

Sarah Silcox is a Series 66-licensed financial advisor with Merrill, where she has worked since 2017. She has seven years of industry experience, including a prior role at Northeast Planning Associates. 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.

Samjhana Aryal is a financial advisor at Merrill with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC and Axelon agency, a Sandoz Pharmaceutical Novartis company. 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.

Sujitha Thiruvazhi is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2015. 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, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jessica Kelley is a financial advisor with Merrill, holding a Series 66 designation and 15 years of industry experience. She has been associated with Merrill since 2010 and has worked at Bank of America, N.A. since 2015. 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 institutional investors.

John Trickett is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2002. He works with high net worth individuals, affluent families, and successful businesses in Massachusetts and nationwide, focusing on a planning-based approach to wealth management and portfolio formulation. John also provides services to employers and employees by developing and enhancing corporate retirement plans. As a Senior Portfolio Advisor, he manages custom investment strategies on a discretionary basis, utilizing a variety of Merrill model portfolios and third-party investment options. John holds several professional designations, including Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the University of Massachusetts Amherst. John’s areas of expertise encompass college education planning, family wealth management, legacy planning, liquidity management, retirement income, socially responsible investing, and special needs planning strategies. Outside of his professional work, John enjoys golfing, music, running, traveling, and spending time with his family. He is committed to community involvement and volunteers with organizations serving the communities where he and Merrill Lynch operate.

Jon Collins is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a partner with the Collins Brady Group, where he focuses on investment oversight and managing client investment portfolios, primarily serving senior executives, business owners, and wealthy families. Jon is a qualified Portfolio Manager who develops and implements personalized investment strategies, including discretionary management within the firm's Investment Advisory Program. He also leads the team's business development activities, aiming to grow the practice through client-focused advice and a standard of care exceeding expectations. Jon joined Merrill Lynch in 2011 after eighteen years of experience with three financial institutions, with roles in portfolio management, trading, and sales and marketing, concentrating on equity and fixed income securities. Prior to Merrill Lynch, he worked at State Street Global Markets as Head of Business Development, Charles River Development as Senior Sales Engineer, Independence Investments as Assistant Portfolio Manager, Scudder Stevens & Clark as Investment Analyst, and Investors Bank & Trust as Senior Fund Accountant. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society Boston. Jon earned a Bachelor of Science degree in Business Administration from the University of Southern Maine in 1992, where he played on three College World Series baseball teams, including the 1991 National Championship team. He lives in Sudbury, MA with his wife and two children and is involved in coaching sports and serving on the Board of Directors for Sudbury Youth Baseball.

Beth Green is a financial advisor at Merrill with 22 years of industry experience. She has worked at Merrill and its predecessor firms since 2008, including a brief period at Wells Fargo Clearing Services in 2019. Green holds Series 63 and Series 65 licenses. 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 plans, corporations, and charitable organizations.

Thomas Okomo is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2014 and brings prior experience from business and product management in the property and casualty insurance industry. Thomas focuses on providing a comprehensive approach to wealth management, emphasizing understanding each client's unique needs and goals. He leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of clients' financial lives. Thomas's areas of expertise include corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, liquidity management, personal retirement planning, portfolio management services, and small business strategies. He holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from United States International University, a Master's degree, and a Master of Business Administration (MBA) from Bentley University. Thomas resides in Boston, Massachusetts with his wife and children. His personal interests include cooking, music, spending time with family, and traveling.

Matthew Sherman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2011 and joined Merrill Lynch in 2014. Matthew works with a diverse group of clients, including corporate executives, providing guidance in customized investment and wealth management strategies. He emphasizes financial planning as an ongoing process that evolves with clients' life milestones. Matthew's expertise includes education planning, executive compensation, family wealth management, liquidity management, retirement planning, portfolio management, tax minimization, and retirement income strategies. He utilizes a well-defined process to deliver personalized investment, retirement, cash flow, tax, and estate planning, often collaborating with clients' CPAs and attorneys. He holds a Bachelor's Degree in Finance from Bentley University and is a CERTIFIED FINANCIAL PLANNER® professional, as well as a Certified Private Wealth Advisor®. Matthew is involved with Bentley University as an alumnus and in community activities. In his personal time, he enjoys cooking, football, golfing, music, reading, running, skiing, spending time with his family, traveling, and watching movies.

Daniel Whiting is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2018 after eight years at Fidelity Investments. Daniel collaborates closely with clients to understand their individual needs, concerns, and priorities, developing personalized financial strategies designed to help them pursue their long-term goals. Daniel holds the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Financial Analyst (CFA) designation, and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Arts in Economics and a Bachelor of Business Administration in Finance and Operations Management from the University of Massachusetts Amherst, as well as a Master of Business Administration from the University of Massachusetts System. He is licensed in Life, Accident, and Health Insurance and holds Series 7, 9, 10, and 66 FINRA registrations. His client focus includes areas such as divorce transition planning, legacy planning, family wealth management strategies, socially responsible investing, tax minimization, and small business strategies. Residing in Scituate, Massachusetts, Daniel grew up in Holden, Massachusetts. Outside of his professional work, he participates in the North and South River Watershed Association. He enjoys activities including basketball, fishing, golfing, ice hockey, music, pickleball, skiing, and soccer.

Nicholas Cafaro is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry after graduating from Assumption College in Worcester, Massachusetts, with a bachelor's degree in accounting and finance. Nick started at Deloitte's Boston office and later joined Bank of America, where he developed client relationships and provided banking, credit, and lending solutions. As a qualified Senior Portfolio Manager and Personal Investment Advisor (PIA), Nick manages personalized and defined investment strategies, which may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He focuses on fixed-income management and market-linked investments to help clients create goals-based investment strategies. Nick does not provide legal or tax advice in his role. Nick and his wife, Monica, reside in Wellesley with their young daughter and son.

Christina Camuzzi is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at notable firms including First Republic Securities, JPMorgan Chase, and Wells Fargo Clearing prior to joining Merrill. 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.

Edward Darragh is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1999 at Legg Mason and joined Merrill in 2012. With over 23 years of experience, Edward works directly with clients, focusing on personalized investment planning processes that address various financial needs. He primarily works with entrepreneurs and company executives, assisting with issues related to transitioning business equity or accumulated shares into usable cash flow for retirement, as well as addressing the emotions tied to life transitions by collaborating to understand clients' goals. Edward holds a Bachelor's Degree from Bryant College and a Master of Science in Personal Financial Planning from the College for Financial Planning. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Accredited Portfolio Management Advisor (APMA), Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also holds FINRA Series 7, 63, 65, and 6 registrations, as well as licenses in Life, Accident, and Health Insurance. Edward is involved with the Sydney Darragh Foundation, Inc. In his personal time, he enjoys cooking, scuba diving, and skiing.

Carl Cafaro is a Wealth Management Advisor and the founder of The Cafaro Group at Merrill Lynch Wealth Management, leading a twenty-five person team with offices in Newton, Massachusetts and Chicago, Illinois. He focuses on meeting and exceeding client goals through a disciplined wealth management approach, specializing in family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. Carl emphasizes a client-centric philosophy that prioritizes personalized service and care, aiming to guide high net worth families and individuals through complex financial environments and life transitions. Carl began his career in financial services in 2000 and has over twenty-five years of experience. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Carl earned a Bachelor's degree in Political Science with a minor in Economics from Assumption University in Worcester, Massachusetts, and a Master's degree in Higher Education Administration from Boston College. He remains active in the Assumption University community as a member of its Board of Trustees. Carl resides in Wellesley, Massachusetts with his wife Jacqueline and six children. He contributes to his local community by serving on the advisory board of the learning center Engaging Minds and on the Board of Directors for the Catalina Film Festival.

Victoria Staebler is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill since 2005 and is also associated with Bank of America, N.A. since 2011. Outside of her advisory role, she manages a personal oil painting business and serves as a member of the investment committee for the Pro-Choice Massachusetts Foundation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Jonathan Brummer is a Financial Advisor and co-head of The Six Bridges Group at Merrill Lynch Wealth Management. In his role, he applies a rigorous and analytical approach to investment strategy and financial planning, focusing on integrating the six critical pillars of financial planning: investments, taxes, risk management, income, retirement, and estate planning. The group's name and ethos draw inspiration from the six bridges spanning the Head of the Charles race course, reflecting Jonathan's background as a rowing athlete and the group's Boston heritage. Jonathan holds the Chartered Financial Analyst (CFA) designation, the CERTIFIED FINANCIAL PLANNER (CFP) mark, Personal Investment Advisor (PIA) credential, and is a Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Vassar College. Beyond his professional commitments, Jonathan contributes to the financial community as a member of the CFA Society of Boston and maintains a connection to his athletic roots as a member of the Cambridge Boat Club. He emphasizes the importance of education and clear communication in client relationships, aiming to empower individuals, families, and business owners with knowledge to make informed decisions. His approach is characterized by precision, thoroughness, and the ability to translate complex financial concepts into actionable strategies.

Gerald Sweeney II is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2004, he has led a planning-based practice focused on delivering personalized strategies for retirement, wealth preservation, and long-term growth. His approach centers on listening to clients, understanding their priorities, and creating plans tailored to their individual goals. With over 20 years of experience in the financial services industry, Gerry helps corporate executives, business owners, and families organize and simplify their financial lives. He leverages his expertise in investment management, tax-aware strategies, and estate planning to provide clients with clarity and confidence in their financial decisions. His core areas of client focus include personal retirement planning, legacy planning, tax minimization, and portfolio management services among others. Gerald earned a Bachelor of Science degree from the University of Massachusetts. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Norwell, Massachusetts, with his wife Rachel and their daughters Olivia and Chloe.