Houston, TX N Sam Houston Pkwy W Office

Garrett Mann is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and five years of industry experience. His career includes roles at Bank of America and several financial services firms prior to 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, and corporations.

Michael Jerding is a Wealth Management Advisor with extensive experience spanning over four decades. He began his career in the early 1980s focusing on recordkeeping and compliance within trust departments. Over time, he progressed to roles including Trust Officer and Consultant in major bank trust departments, where he gained expertise in plan design and investment menu consulting. Since 2000, Michael has been with Merrill Lynch Wealth Management, serving senior executives and institutional clients, including those with 401(k), defined benefit, and non-qualified plans. Michael holds a Bachelor's degree in Business and a Master's degree in Economics, both from Western Illinois University. He has earned several professional designations including Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His client focus areas encompass corporate benefits, family wealth management strategies, institutional investment consulting, personal retirement planning, and services for endowments, foundations, and non-profits. Outside of his professional work, Michael is active in his community; he has coached several youth sports and supports organizations such as Habitat for Humanity and the Houston Livestock Show and Rodeo. He lives in Cypress, Texas, with his wife Maria and has four children. His personal interests include fishing, football, golfing, and playing soccer, which he has enjoyed for over 40 years.

Henry Matula Jr. is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He has been a FINRA registered advisor since 1993 and has been with Merrill and its predecessors since June of 1993. As a Portfolio Manager in the Merrill Investment Advisory Program, he can manage personalized or defined investment strategies, which may include individual stocks, bonds, model portfolios, and third-party investment strategies, often with discretionary authority if given by clients. Henry holds a Bachelor of Business Administration in Finance from the University of Houston’s C. T. Bauer School of Business. He completed the Executive Education Program at the University of Pennsylvania’s Wharton School in 2003. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also holds several licenses including Group 1 Texas Life and Health and FINRA Series 6, 7, 63, and 65 registrations. A native Texan from the Houston/Galveston area, Henry is involved with his church and participates in human welfare charities. He and his wife Tanya live in Houston, Texas, and enjoy spending time with their two sons. His personal interests include fishing, golfing, music, surfing, and tennis.

Alan Lopez is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 designations and 13 years of industry experience. He previously worked at LPL Financial and LSNB Investment Services before joining Merrill and Bank of America in 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams, with features tailored for tax sensitivity and customizable investment restrictions.

Greg Hassett is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Bank of America, Merrill Lynch, Wells Fargo Clearing, and A.G. Edwards & Sons. 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.

Miguel Martinez serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. He holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Cypress Falls High School. Miguel focuses on helping clients identify what matters to them and their families to develop strategies aimed at pursuing their financial goals.

Grant David is a Financial Advisor at Merrill Lynch Wealth Management based in Baton Rouge. He works with young professionals and families to build long-term, tax-efficient wealth using clear, data-driven strategies. His approach includes combining market research, Monte Carlo-style planning, and real-world coaching to simplify decisions related to investing, retirement, and risk management. Grant holds a Bachelor's Degree from Nicholls State University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he engages in sports analytics, strength training, and exploring new technology tools, interests that inform the analytical and forward-thinking perspective he offers his clients.

Jose Pantoja is a Financial Advisor working with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Jose has completed both his Bachelor's and Master's degrees at Sam Houston State University. His educational background supports his role in providing financial guidance and investment advice.

Alexander Schillaci is a financial advisor with Merrill and holds the Series 66 designation. He has been with Merrill and Bank of America since 2026. Prior to his role in financial services, his background includes positions at BakerRipley and Schlitterbahn, among other diverse experiences. 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 supported by internal and third-party managers for individuals, pension plans, corporations, and charitable organizations.

Susan Green is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in investment management. She works with high net worth individuals, families, foundations, endowments, and not-for-profit organizations to help them achieve their financial goals through personalized wealth management strategies. Her client focus areas include liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. Susan holds a Bachelor of Science degree in Commerce and Business Administration from the University of Alabama and a Master’s degree in Finance from Virginia Commonwealth University. She has earned the Personal Investment Advisor (PIA) designation. Susan is skilled in investment management, asset allocation, portfolio management, stocks, bonds, and finance. In addition to her professional work, Susan values community involvement and volunteers with local organizations. Her personal interests include football, golfing, spending time with her family, and traveling. She is committed to working one-on-one with clients to develop personalized financial strategies designed to help them pursue their long-term goals.

Neil Puskorius is a Senior Financial Advisor at Merrill Lynch Wealth Management, with 15 years of experience in the financial advising industry. He specializes in working with individual families and small businesses, focusing on building, preserving, and growing their wealth through investment and insurance solutions. He holds a Bachelor's Degree in Finance from Texas State University, graduating Cum Laude in 2010. Neil attained his FINRA registrations also in 2010 and earned the CERTIFIED FINANCIAL PLANNER® (CFP) certification in 2015. He also holds the Personal Investment Advisor (PIA) designation. Neil is based in north Houston, currently living in Tomball with his wife Maranda and their daughter Virginia. Outside of his professional work, he enjoys cooking, music, reading, and spending time with his family. He is also a fan of baseball, particularly the Houston Astros.

Jackson Wall is a Financial Advisor at Merrill Lynch Wealth Management. He holds a High School Diploma from Catholic High School and a Bachelor's Degree from Louisiana State University. Further details regarding his professional experience, areas of expertise, or personal interests have not been provided.

Eric Winkler is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with 18 years of industry experience. He has been affiliated with Bank of America and Merrill Lynch since 2009. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Kevin Schillaci is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. Kevin holds the professional designation of Personal Investment Advisor (PIA). He completed his education with a High School Diploma/GED from Houston Community College.

Kensie Hunt is a financial advisor at Merrill with over 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 1993. 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 using model-based and discretionary investment strategies.