Martin Stocklan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in Family Wealth Management Strategies, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Retirement Income. Martin has been a Wealth Advisor for 45 years. He holds a Bachelor of Science in Business Administration from Babson College and a Master of Business Administration from Harvard Business School. Martin also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Martin has interests in baseball, basketball, billiards, football, ice hockey, reading, spending time with his family, and tennis. He is associated with several professional organizations, including AIPAC, SquashBusters, CAMERA, and Friends of the IDF.

Yuebin Zhang is a financial advisor with Merrill in Wellesley Hills, MA, holding a Series 66 designation and 23 years of industry experience. He has been with Merrill Lynch since 2008. 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 variety of client types including individuals, high-net-worth clients, and institutional accounts.

Patricia Phillips is a financial advisor at Merrill with 19 years of industry experience. She holds a 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Morris Jr. is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., New England Investment & Retirement Group, and NEIRG Wealth Management. Outside of his advisory role, he serves as a trustee for a condominium trust and is the social chair for the ProVisors Professional Network Group’s Boston Back Bay chapter. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies crafted by internal and third-party managers. The firm serves individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

William Keeney is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2002 after four years with Morgan Stanley and brings over 15 years of experience as a financial advisor. William focuses on assisting business owners, corporate executives, pre-retirees, retirees, and high-net-worth families with goal-oriented wealth management. He aims to build long-term client relationships by helping individuals make informed financial decisions tailored to their unique circumstances. William holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning CounselorSM (CRPC®), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA) designations. He earned a bachelor's degree in business from Bentley University and completed his high school education at Lincoln Sudbury. Outside of his professional role, William enjoys spending time with his wife, Lauren, their two children, Dillon and Tyler, and training for triathlons.

Alison Willig is a Series 66-licensed financial advisor with Merrill, bringing 18 years of industry experience. She has been with Merrill since 2009 and concurrently with Bank of America since 2015. Outside of her advisory role, she assists a charity bike race organization with event logistics. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers.

Matthew Whiting is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on delivering comprehensive wealth management strategies tailored to clients' individual financial goals. His approach begins with listening to clients’ needs to develop personalized financial plans that address areas such as college education planning, employee benefits, executive compensation, personal retirement planning, tax minimization, and family wealth management. Matthew holds a Bachelor's Degree from the University of Massachusetts System and holds several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is active in his local community and participates with the Southborough Open Land Foundation. Outside of work, Matthew enjoys spending time with his wife and three children, coaching youth sports, and engaging in recreational activities like golfing, boating, swimming, basketball, and skiing.

Kenneth O’Toole is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since beginning his investment career in 2000, he has collaborated with clients at E*TRADE Financial, Charles Schwab, and Fidelity Investments, serving clients in both the Northeast and San Francisco Bay areas. His work focuses on helping clients achieve financial freedom and flexibility to meet their individual goals. Ken’s areas of expertise include college education planning, divorce transition planning, family wealth management strategies, international wealth management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation. Ken earned a bachelor's degree in Business Administration from Saint Michael’s College. He resides in Hopkinton, Massachusetts, with his family and pursues personal interests such as biking, photography, running, soccer, and traveling.

Eric Kaplan is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing tailored financial and investment management strategies. He works closely with individuals, families, and businesses to develop strategies that align with their short- and long-term financial objectives. Eric emphasizes understanding each client's unique needs, concerns, and priorities through a disciplined and client-focused approach. With a financial services career beginning in 1997 and joining Merrill Lynch in 2002, Eric holds professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his bachelor's degree in Economics from Brandeis University and has leadership experience as the softball team captain at Temple Beth Avodah. Outside of his professional work, Eric enjoys spending time with his family and participating in recreational activities such as biking, cooking, golfing, music, pickleball, softball, and tennis.

Scott Stanwood is a financial advisor with Merrill in Wellesley Hills, MA, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner And Smith Incorporated for the past 15 years. 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.

Lourdez Cortez is a financial advisor at Merrill with 26 years of industry experience. She has been with Merrill since 2008 and holds Series 63 and Series 66 licenses. 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 and profit-sharing plans, corporations, and charitable organizations.

Malcolm Alexandre is a financial advisor with Merrill holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2019 and also has prior experience at The Advocator Group. Outside of his advisory role, he volunteers as a referee and assists with field setup for North Shore Flag Football, a local sports league. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aaron Hagwood is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, as well as a Merrill Institutional Consultant. He co-founded The Hagwood Tomoda Group in 2000 at Morgan Stanley, providing services to business owners, corporate executives, high net worth families, and institutions. In 2015, the group joined the Wellesley Office of Merrill Lynch Wealth Management. Aaron has been active in the financial services industry since 1996. Aaron focuses on serving both individuals and institutions, emphasizing fiduciary best practices and complex wealth strategies. His advisory services to institutions and retirement plan sponsors include investment policy statement reviews, investment due diligence, retirement plan benchmarking, and employee education programs. In 2019, he earned the Certified Investment Management Analyst® designation, sponsored by the Investments & Wealth Institute™ in conjunction with Yale University. He holds a Bachelor's degree in Political Science from Keene State College, earned in 1995. Aaron resides in Medfield, MA with his wife and three sons. His personal interests include running, golfing, and skiing.

Robert Chiacchio is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Cafaro Group. He joined Merrill Lynch in 2008 following a year at J.P. Morgan Chase. In his role, Robert focuses on equity analysis for investment models, corporate retirement plan services including retirement income strategies, and the investment management of charitable organizations. Robert’s expertise encompasses college education planning, divorce transition planning, employee benefits planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation. Robert earned a bachelor's degree in economics with a minor in business administration from the University of Connecticut. He completed his high school education at Xaverian Brothers High School. Robert lives in Natick with his wife, Shannon, and their two young children.

Hovsep Balmanoukian is a Financial Advisor at Merrill Lynch Wealth Management. He supports professionals, executives, business owners, and families in navigating complex financial challenges such as tax efficiency, managing concentrated equity positions, and long-term legacy planning. He partners with clients to build tailored strategies that balance growth, protection, and wealth transfer aligned with their goals and values. Hovsep's academic background includes a Bachelor's degree in International Relations from Al-Kalamoon University, a Master's degree in Political Science from Yerevan State University, and an MBA in Finance from Bentley University. He holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC). He speaks Arabic, Armenian, Turkish, and English. Born in Aleppo, Syria, Hovsep has lived in Armenia and currently resides in the Boston area. He is married to Nayri Sahagian Balmanoukian. Outside of work, he is involved with the Armenian General Benevolent Union and the Armenian Youth Association. His personal interests include cooking, reading, running, swimming, and spending time with his family.

Kelsey Linares is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Outside of her advisory role, Linares is co-owner of a family rental property business in Vermont. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary strategies developed by internal and third-party managers, with a range of asset allocation options and tax-aware strategies.

Marijo Danis is a Senior Financial Advisor specializing in wealth management at Merrill Lynch Wealth Management. She emphasizes a comprehensive financial planning approach tailored to the individual needs and goals of her clients. Her expertise covers a range of areas including employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. Marijo holds a Bachelor's degree from the Louisiana State University System. She is a Personal Investment Advisor (PIA) and leverages her educational background to provide personalized financial strategies. In her personal time, Marijo enjoys a variety of activities such as biking, cooking, dancing, football, golfing, hiking, running, swimming, traveling, and spending time with her family.

Ryan Mc Kenna is a financial advisor with Merrill in Wellesley Hills, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Merrill since 2004 and Bank of America since 2011. 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 institutional investors.

Olivia Rood is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. She has previously worked at Concord Wealth Management and held various roles outside finance, including serving at Corrib's Pub in Brighton, Massachusetts. 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.

Deborah Mcculloch is a financial advisor at Merrill with 11 years of industry experience. She has been with Merrill since 2016 and holds Series 63 and Series 66 licenses. Outside of advising, she works as a consultant providing billing, accounts receivable, and HR research services. Merrill, in conjunction 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 both model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.