Brandon Biery is a financial advisor with Merrill in Wilmington, DE, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he serves as a committee member on the board of Ducks Unlimited - Brandywine Chapter, a charitable organization. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

James Blaszkow is a financial advisor with Merrill in Wilmington, DE, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he held roles at Fins Hospitality Group, Northwestern Mutual, Washington College, and Sallie Mae. Outside of his advisory career, he coaches a youth lacrosse team for the Brotherly Love Lacrosse Club. 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, and institutions.

Lindsay Przywara is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has previously worked at Dan Dougherty State Farm Agency and WaWa. Lindsay also has experience at Goldey-Beacom College. 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.

Christopher John Hickey is a Senior Financial Advisor at Merrill Lynch Wealth Management with a career in the financial services industry beginning in 1995. He has held various leadership positions within the Wealth Management Division, including Investment Center Manager, Assistant Market Director, and Market Director across the New Jersey, Pennsylvania, and Delaware markets. Mr. Hickey employs a disciplined wealth management process, integrating clients' financial and personal circumstances to develop tailored investment strategies and recommendations. Utilizing Merrill Lynch's investment insights alongside Bank of America's banking services, he aims to provide comprehensive and integrated financial solutions. He regularly conducts financial reviews with clients to monitor progress and adjust strategies as needed in response to changes in clients' lives or financial markets. He holds the Chartered Retirement Planning Counselor™ designation awarded by the College for Financial Planning Institutes Corp., along with Series 7, 9, 10, 24, 63, and 65 registrations from FINRA. Additionally, he is licensed in Life, Health, and Long-Term Care insurance. Mr. Hickey earned a Bachelor of Science in Business Administration from Villanova University and a High School Diploma from Chaminade High School. Mr. Hickey resides in Wilmington, Delaware with his wife Amy and their four children. In his personal time, he often engages in golfing.

Jeffrey Racan is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2009. He also has experience at Bank of America, N.A., where he has worked 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors, employing a range of internal and third-party investment managers.

Andrew Vande Poele is a Senior Financial Advisor and a member of the Vande Poele Group at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2015 and has over eight years of experience in the financial services industry, working directly with and supporting wealth management clients. Andrew works primarily with successful individuals and small businesses in the Wilmington, Delaware area. He employs a goals-based wealth management approach, focusing on building close relationships with his clients to understand their financial resources, needs, and goals. Using this information, he implements long-term wealth management plans to help clients achieve their objectives. His areas of expertise include college education planning, employee benefits planning, personal retirement planning, portfolio management services, and retirement income. Andrew holds a Bachelor of Science degree in Finance from the University of Delaware and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he has interests in football, golfing, skiing, and swimming.

Elizabeth Coles is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1997. 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.

Bradford Bugher is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the firm in 1993 after ten years in real estate sales and property management. He co-founded his current advisory group, leading the team’s investment strategies and focusing on clients’ insurance, annuity, and liability management needs. Brad works closely with clients to develop personalized financial plans, emphasizing the importance of understanding clients’ goals, concerns, risk tolerance, and family perspectives to build effective wealth management strategies. Brad holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards and a Personal Investment Advisor (PIA) designation. He earned a Bachelor of Science degree in Business Administration with a concentration in Marketing and a minor in Economics from the University of Delaware, where he also participated in the school’s marching band. Born and raised in Newark, Delaware, Brad and his wife, Joanne, are parents of three adult children. Outside of his professional responsibilities, he has been actively involved in the YMCA of Delaware's fundraising efforts for the past decade and has served on the board of the Delaware Military Academy. Brad’s personal interests include biking, boating, fishing, hiking, racquetball, scuba diving, skiing, swimming, traveling, and spending time with his family.

Heather Hubert is a financial advisor at Merrill with 18 years of industry experience. She has been with Merrill since 2015 and holds Series 63 and Series 66 designations. 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 and profit-sharing plans, corporations, and charitable organizations.

Natalie Plaza is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in serving individuals, corporate executives, and their families, with a particular focus on clients in the entertainment industry. As a CERTIFIED FINANCIAL PLANNER (CFP) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), Natalie and her team offer a full range of wealth management services, leveraging the resources of Merrill Lynch, Bank of America Private Bank, and Bank of America. Natalie began her career in architectural design after earning a Bachelor's degree in Environmental Design from the University of Colorado at Boulder. She transitioned into financial advising in 2018, developing expertise in education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing, women and wealth, sports and entertainment finance, and tax minimization. Her approach focuses on identifying clients' needs and objectives to thoughtfully plan for their financial goals. Natalie is involved in professional and community organizations including the Greater Los Angeles LGBTQ Leadership Team at Bank of America, LPGA Women Who Play, Santa Monica Sports Club, and Women In Film. In her personal time, she enjoys basketball, golfing, skiing, spending time with her family, and watching movies. She resides in Los Angeles, California.

Ryan Meade is a Financial Advisor with over 19 years of experience in the financial industry, based in Wilmington, Delaware. He is part of TWJ Wealth Management, a team recognized by Barron's and Forbes. Ryan specializes in retirement planning, wealth management, estate planning, and family wealth management strategies, including college education and personal retirement planning. He began his career in finance in 2007 and holds professional designations including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ryan earned a degree in Business Administration from Penn State University. Ryan resides in the Philadelphia-Wilmington area with his wife and three children. Outside of his professional work, he supports local charities benefiting military service members and youth initiatives. His personal interests include adventure sports, biking, fishing, hunting, ice hockey, pickleball, running, skiing, swimming, and spending time with his family.

Stephanie Smith Christiano is the Senior Resident Director at Merrill, where she has built a career spanning over 28 years. She began her journey with the firm through a college internship and joined full-time in 1998. Stephanie focuses on working with families to help them define and achieve their financial goals through regular meetings to assess progress and adjust plans as needed. Her approach emphasizes building strong relationships with clients and professional partners to simplify financial decision-making. Stephanie holds a Master's degree from Wilmington College and a Bachelor's degree from Wesley College. She has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her areas of expertise include college education planning, personal retirement planning, employee financial health, women and wealth, tax minimization, and retirement income. In addition to her professional work, Stephanie is involved in her community as a board member of First State Ballet and a trustee of Delaware Hospice. She also volunteers with the Ronald McDonald House of Delaware. Residing in Delaware with her husband, a teacher, and their daughter, Stephanie balances her professional responsibilities with spending time with her family, cooking, and traveling.

Amanda Price Ransom is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 license and has worked at Merrill since 2009 and Bank of America, N.A. since 2019. Outside of her advisory role, she serves on the board of the Moorestown Youth Football Association High School Boosters, operates a small record label, participates in planning events for the Friends of the Moorestown Library, and is involved with the Emergency Ready Project, a nonprofit focused on providing life-saving education and supplies to underserved communities. 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.

Amanda Macfarland is a Series 66-licensed financial advisor at Merrill with 10 years of industry experience. She has been with Merrill since 2013. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Giovanni Diomede is a financial advisor with Merrill in Wilmington, DE, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and Bank of America, N.A., as well as an academic role at Wilmington University. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jared Kolinsky is a financial advisor at Merrill with Series 63 and Series 65 credentials and one year of industry experience. His prior experience includes roles at The Vanguard Group and Bryn Mawr Trust. Outside of finance, he worked at Yesterday's Creekside Tavern and Kelly's Security Services Inc. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Zachary Bagdon is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2006. Outside of his advisory role, he is the owner and board member of Bagdon Global Holdings, LLC, a family business involved in landscaping, sales of exterior structures, crafts, educational programs, and baked goods. 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, and institutional investors.

Jason Durnan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career as a Financial Advisor with Merrill in 2018. Jason collaborates with individuals and families to guide them along their financial journeys by prioritizing clients' goals and developing tailored short- and long-term financial plans. His areas of focus include college education planning, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Jason earned a bachelor's degree in Finance with a minor in Psychology from The Pennsylvania State University. He holds several professional certifications including Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Certified Plan Fiduciary Advisor (CPFA®). Raised in the Wilmington area and an alumnus of Salesianum School, Jason volunteers with Special Olympics Pennsylvania and the Penn State Dance Marathon. He enjoys various sports and outdoor activities such as basketball, golfing, and hiking.

Kyle Slowik is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 2015 and holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc. Kyle provides financial strategies and advice tailored to individuals, corporate executives, and their families, focusing on understanding both short- and long-term financial objectives. Kyle graduated from the University of Delaware's Lerner College of Business and Economics with degrees in International Business, Economics, and Spanish. His client focus areas include education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Outside of his professional work, Kyle volunteers as a Big Brother for Big Brothers Big Sisters of Delaware. He also maintains memberships with the Philadelphia Art Museum and the Barnes Foundation. Kyle currently resides in Philadelphia, Pennsylvania, with his wife and daughter.

Joseph Valdrini is a financial advisor at Merrill with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 1979, concurrently serving at Bank of America since 2011. Outside of his advisory work, he is a limited partner in Desolina LLC. 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, retirement plans, corporations, and charitable organizations.