Clifton Park, NY Route 146 Office

Andrew Bullock is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves clients of the Dolfi Bullock Team using a goals-based wealth management approach, leveraging Merrill's investment platform to implement investment recommendations. A key focus in his practice is delivering Merrill's 401(k) platform to local businesses and non-profit organizations, assisting plan sponsors in driving successful retirement outcomes for employees. Andrew's expertise includes divorce transition planning, family wealth management strategies, institutional and corporate benefit services, investment consulting for defined contribution plans, employee financial health, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. He holds a Bachelor's Degree from the State University of New York at Geneseo and maintains multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He lives in his hometown of Clifton Park, New York with his wife Amy and their three teenagers. Andrew and his family engage in skiing, wake surfing, fishing, and playing lacrosse. He contributes to his community through involvement with the Regional Foodbank of NENY, Ronald MacDonald House Charities, Shenendehowa Boys Lacrosse Booster Club, and Shenendehowa Youth Lacrosse past Board.

James Coker is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in June 2012 and has been working in the financial services industry since 2009. He specializes in developing strategies for institutions, businesses, and high-net-worth individuals and their families to help them pursue their short- and long-term goals. James holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) designation, which he earned in conjunction with the Yale School of Management. He earned a master's degree in music and a post-graduate diploma from Purchase College, State University of New York, as well as a bachelor's degree and a master's degree from The College of Saint Rose. In his leisure time, James performs on the double bass with local symphony orchestras at venues such as Troy Music Hall. He also has interests in boating, golfing, ice hockey, racquetball, skydiving, traveling, and woodworking.

Matthew Gallant is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career with Merrill Lynch in March 2016. Prior to joining Merrill Lynch, he worked in product management at Travelers Insurance Company. Matthew focuses on developing and maintaining goals-based strategies and recommendations for clients, providing measurement and follow-up on progress toward specific client goals. Matthew's areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds a Bachelor's degree from Virginia Polytechnic Institute and State University, with a major in mechanical engineering and a minor in economics. Matthew holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Outside of his professional work, Matthew's personal interests include basketball, biking, football, golfing, skiing, spending time with his family, and watching movies.

Nuala Blanchard is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 2011. Prior to Merrill, she worked at Bank of America, N.A. starting in 2017. 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 a range of individual and institutional clients.

Lisa O'Connor serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, where she partners with clients to develop personalized financial strategies tailored to their long-term goals. She specializes in managing wealth through a comprehensive approach that involves understanding clients' financial situations and priorities, then crafting flexible strategies that adapt to changing needs and market conditions. Lisa leverages the investment insights of Merrill and the banking solutions of Bank of America to address various facets of clients' financial lives. Her expertise centers on guiding clients through significant financial milestones, including divorce transition planning, personal retirement planning, and retirement income. She is committed to supporting both pre-retirees and retirees through customized planning processes covering wealth accumulation, retirement income, wealth preservation, and intergenerational wealth transfer. Lisa holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's degree from Siena College. Outside of her professional role, Lisa participates in community activities such as Hope in the Boat, a breast cancer survivor dragon boat team, and is affiliated with the Galway Lake Campers Association. Her personal interests include antiquing, biking, boating, and gardening.

Shireen Kafiluddi is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2015 and also worked at Bank of America, N.A. from 2022 to the present. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christine Ormsbee is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 2018, previously spending six years at LPL Financial. She serves as a board member for the Shellstrong Foundation, a charitable organization supporting children and families receiving treatment at Albany Med and related programs. 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.

Lee Wilson is a Senior Financial Advisor at The SiRiCa Wealth Management Group and Merrill Lynch Wealth Management. She has been with the firm since 2009, bringing over ten years of experience in the financial services industry. Lee holds dual bachelor's degrees in administration of justice and sociology from Pennsylvania State University, as well as a juris doctorate from the University of Pittsburgh School of Law. While she does not provide legal advice in her role, she reviews clients' estate strategy documents and assists with portfolio reviews, retirement needs analyses, Social Security collection strategies, and coordination of insurance coverage. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Lee and her husband, Tim, reside in Halfmoon, New York, with their two children. She is involved with community organizations including Hannah's Hope Fund for GAN and Junior Achievement of Northeast New York.

Scott Calhoun serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been employed since 2006. With a career in financial services beginning in 1996, he offers clients expertise in areas such as portfolio management services, retirement planning, family wealth management strategies, legacy planning, education planning, and employee benefits planning. Scott is a qualified Portfolio Manager and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a bachelor's degree in mathematics from Siena College and holds a master's degree from the College of Saint Rose. Residing in Burnt Hills with his wife Melissa and their four boys, Scott is active in his community, participating in volunteer activities such as delivering meals for Equinox at Thanksgiving and volunteering with his sons at their church. His personal interests include golfing, billiards, ice skating, music, racquetball, skiing, tennis, traveling, and spending time with his family.

Michael Dierolf is a Financial Advisor with Merrill Lynch Wealth Management specializing in assisting individuals, families, and business owners with financial planning and wealth management strategies. He focuses on areas including college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds a Bachelor's Degree from Le Moyne College and has earned professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Michael applies a disciplined, long-term perspective influenced by his experience as a former collegiate swimmer in his approach to financial planning and investing. Outside of his professional responsibilities, Michael enjoys adventure sports such as camping, hiking, pickleball, rock climbing, skiing, swimming, and volleyball. He values building trusted relationships with clients through a thoughtful and personalized approach, aiming to provide clarity and support to help clients navigate complex financial decisions with confidence.

Michael O'Toole III is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in retirement planning and serving corporate executives, affluent individuals, and families across 20 states. He leads a designated Retirement Planning advisory team and offers portfolio management services tailored to clients' financial objectives. Michael began his career at Merrill Lynch in 1993 after completing his military service and has held leadership roles including Resident Manager of the Pittsfield, Massachusetts office. He holds a Bachelor's degree from the United States Military Academy at West Point and has earned several professional designations including Certified 401(k) Professional (C(k)P^®^), Certified Investment Management Analyst (CIMA^®^), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Michael has also completed investment courses at the University of Chicago Booth School of Business and Stanford University's Graduate School of Business. Michael is active in his community, serving on various boards in the Capital Region and currently sitting on the U.S. Military Academies selection committee for his local U.S. Congressman. He has also been involved with the Save the Children committee. Michael resides in Clifton Park with his wife Anja and their two sons.

Timothy Irwin serves as a Senior Financial Advisor, leading the Franke Stento Mohan Irwin Group at Merrill Lynch Wealth Management. He and his team provide goals-based wealth management services to affluent families, accomplished professionals, and successful business owners nationwide, focusing on cultivating long-lasting relationships through exceptional service, customized advice, and disciplined investment approaches. Before transitioning to wealth management, Timothy spent over eight years on the sales teams of two major asset managers in downtown Boston. He holds a Bachelor of Science degree in Finance from Siena College in Loudonville, NY, where he also participated in the rugby team and remains active in the Siena College Rugby Football Club. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Originally from the Hudson Valley, Timothy currently resides in Niskayuna, NY with his wife Kelsey, daughter Charlie, and their yellow lab Doug. His personal interests include golf, skiing, boating, fishing, traveling, rugby, and fitness. He is involved in the community through Habitat for Humanity.

Cory Teleisha is a financial advisor at Merrill with 36 years of industry experience and holds Series 63 and Series 66 designations. He has been with Merrill since 1988. 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 managed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Deborah Corbari is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, Hafner Valuation Group, and the Town of New Scotland. Outside of her advisory role, she is associated with Corbari Consulting, LLC, an engineering business owned by her husband. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Brian Mohan is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2017, he has provided financial advice customized for individuals, families, and business owners. His approach emphasizes understanding clients' short and long-term financial objectives and delivering responsible service tailored to their personal and professional priorities. Brian’s expertise spans multiple domains, including divorce transition planning, equity compensation services, family wealth management strategies, legacy and philanthropic planning, as well as investment consulting for defined contribution plans. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) credentials. Brian earned his bachelor's degree in Finance from Siena College. Outside of his professional work, Brian and his wife live in Clifton Park, NY with their three children. He has been actively involved in his community, including serving as a past board member for The First Tee of NY’s Capital Region. His personal interests include biking, golfing, ice hockey, skiing, and spending time with his family.