Edward Mc Auliffe is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America and Merrill since 2009. 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.

Miranda D'addario is a Series 66 licensed financial advisor at Merrill with 8 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016 and previously worked at Wellesley College from 2014 to 2016. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), provides managed account services through the Select Portfolio Solutions (SPS) Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Michael Brady is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Merrill since 2013 and concurrently at Bank of America, N.A. since 2014. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Feinberg is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client's unique goals and circumstances. By integrating investment insights from Merrill and banking and lending solutions from Bank of America, he aims to provide clients with flexible strategies that adapt to evolving market conditions. Mark holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Boston University. Committed to community involvement, he participates in volunteer activities aligned with Merrill’s tradition of supporting the communities it serves.

Dillon Geelan is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2023. He has over a decade of experience in financial services, including previous roles as a Financial Solutions Advisor in the MetroWest area of Boston and various positions at Fidelity Investments, such as Consumer Investments and Stock Plan Services. Dillon holds a Bachelor's degree in International Business from The College of Charleston, with study abroad experience at The Management Center of Innsbruck in Austria. He has earned the CERTIFIED FINANCIAL PLANNER (CFP®) certification and the Chartered Retirement Planning Counselor (CRPC™) designation. Additionally, he maintains his Series 7, 65, and 63 FINRA registrations. Dillon works with individuals, families, and business owners to develop personalized financial strategies that align with their unique goals, covering areas such as retirement planning, equity compensation, and family wealth management. He is involved in community activities including coaching with the Red Sox RBI Program, volunteering with the Urban Farming Institute, Why Me & Sherry's House, and serving as a Dreammaker with the Worcester Red Sox. Dillon resides in Dedham, Massachusetts with his wife and two dogs.

Robert Morgan III is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes positions at Bank of America, Merrill, Laidlaw Company, and Northwestern Mutual. Outside of finance, he was involved with the Little Silver Tennis Club for four years. 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.

Philip Miller is a Senior Financial Advisor at Merrill Lynch Wealth Management in Wellesley Hills, where he serves Greater Boston executives, business owners, and affluent families. As part of The Hagwood Tomoda Group, he combines a relationship-driven approach with the resources of Merrill to help clients make informed financial decisions tailored to their goals and priorities. Philip focuses on assisting clients with navigating financial complexities related to career success and wealth accumulation, including equity compensation, concentrated stock positions, retirement planning, and business transitions. His work emphasizes simplifying complex financial situations to provide clients with clarity and confidence in decisions involving retirement planning, investment strategy, tax-aware planning, and multi-generational wealth considerations. He earned a Bachelor's degree in Business Administration from Birmingham-Southern College and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Philip is a member of the Sigma Nu Fraternity and participates in community involvement through organizations such as Cradles To Crayons.

Peter Mccarron is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Morgan Stanley and Merrill Lynch Pierce Fenner and Smith Incorporated. He is also a trustee of the DM Revocable Living Trust in North Attleboro, Massachusetts. 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, and various institutional investors.

Andres Castano is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2015. With a career in the financial services industry beginning in 2001, Andres has accumulated extensive experience through previous roles at Morgan Stanley, ADP Retirement Services, and Deutsche Bank. His professional focus since 2006 has been assisting business owners and corporate executives with fiduciary responsibility standards concerning employer-sponsored retirement plans. Andres collaborates closely with plan sponsors to implement retirement education and financial wellness programs. He also works with clients to develop and execute investment due diligence processes that align with their objectives and comply with Department of Labor guidelines, utilizing Merrill tools and BofA Global Research. Andres holds a Bachelor's Degree in Management with a concentration in Finance from the University of Massachusetts and an MBA in Finance from Suffolk University's Sawyer Business School. He is bilingual in English and Spanish and possesses several professional designations, including Certified Investment Management Analyst (CIMA), Chartered Retirement Plans Specialist (CRPS), and Certified Plan Fiduciary Advisor (CPFA). Outside of his professional commitments, Andres enjoys music, reading, skiing, soccer, and traveling.