Edward Blatz serves as Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He specializes in working with high net-worth families, providing estate and wealth management services tailored to each client’s individual goals. Since joining Merrill Lynch Wealth Management in 1985, Edward has developed personalized financial strategies in collaboration with clients’ tax advisors and estate planning attorneys, focusing on comprehensive wealth management and periodic performance assessment. With 40 years of experience at Merrill Lynch and 12 years in the financial industry overall, Edward's expertise includes college education planning, divorce transition planning, executive compensation, family wealth strategies, and retirement income planning. He holds a Bachelor's Degree from Adelphi University and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Edward was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of The Blatz-Rooney Group. Outside of his professional work, Edward enjoys golfing, reading, and tennis.

Antoneta Berishaj is the Sales Manager for the Greater Houston Market at Merrill Lynch Wealth Management, where she has worked since 2000. In this role, she oversees sales activities and supports client-facing teams, leveraging her extensive experience in wealth management. Previously, she served as Complex Administrative Manager supervising offices across Texas and Louisiana, bringing a comprehensive perspective to the management of client wealth. With 24 years in the industry, Antoneta focuses on family wealth management strategies, legacy planning, retirement income, tax minimization, and portfolio management services. She holds multiple FINRA registrations, including Series 7, 66, 9, 10, and 3, and is licensed through the Texas Department of Insurance and the National Mortgage Licensing System (NMLS ID: 1163440). She earned a Bachelor’s degree in Applied Arts and Sciences from Lamar University and holds the Personal Investment Advisor (PIA) designation. Antoneta resides in Spring, Texas with her wife and three children. She is involved with the Klein Independent School District and has personal interests in boxing, fishing, and music.

Rocco Papandrea is an International Wealth Advisor with Merrill Lynch Wealth Management. He has over 30 years of experience in financial and wealth management, having joined Merrill Lynch in 1995 and founded PSS & Associates in 2004. Rocco specializes in goals-based wealth management and focuses on retirement, trust, and estate planning services for individuals, corporations, small to mid-size business owners, non-profit organizations, and international clients. His client focus areas include institutional and corporate benefit services, institutional investment consulting, services for endowments and foundations, legacy planning, liquidity management, philanthropic planning, as well as sports and entertainment. Rocco holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), Chartered Retirement Plans Specialist™ (CRPS™), Certified 401(k) Professional (C(k)P®), and Certified Plan Fiduciary Advisor® (CPFA®). He earned a Bachelor’s Degree in Business from New York University’s Stern School of Business and completed an Accredited Certificate Program at New York University. Throughout his career, Rocco has received recognition such as the Merrill Lynch David Brady Community Service Award and multiple listings on the Forbes "Best-in-State Wealth Advisors" as well as The Financial Times Top 400 Financial Advisors. In addition to his professional career, Rocco serves on several boards and community organizations. He is Vice Chair and Board Member of Ascendant Neighborhood Development Corporation, Chair of the Audit Committee for SOMOS Community Care, and a Trustee for Cathedral Preparatory High School and Seminary. Rocco is also a Knight Commander of the Equestrian Order of the Holy Sepulchre. Born and raised in Brooklyn, he currently resides in Tribeca, New York City with his family. His personal interests include golfing, music, skiing, traveling, and watching movies.

Dylan Haines is a Financial Advisor with Merrill Lynch Wealth Management, bringing four years of experience in the financial industry. In his role, Dylan focuses on delivering clarity, confidence, and individualized financial plans tailored to each client's unique goals. He specializes in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, portfolio management, small business strategies, and tax minimization. Dylan earned a Bachelor's Degree from The Ohio State University and holds a Master of Business Administration (MBA) from Ashland University. He has also attained the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Dylan works closely with clients to understand their priorities and develop strategies to pursue their short-, mid-, and long-term financial objectives, providing ongoing advice and guidance as their needs evolve. Outside of his professional work, Dylan enjoys a variety of personal interests including basketball, boxing, football, golfing, hiking, music, pickleball, running, spending time with his family, and traveling.

Himanshu Kumar is a Financial Advisor with Merrill Lynch Wealth Management, bringing two years of industry experience and three years with the firm. He specializes in developing personalized financial plans that align with clients’ unique ambitions, focusing on areas such as general investing, retirement planning, and preparing for unexpected expenses. Himanshu emphasizes understanding clients’ priorities to help them pursue personal goals, including funding education and planning for retirement and healthcare costs. Himanshu holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned an Accredited Certificate from the Australian Institute of Technology and Education. Fluent in English, Punjabi, Hindi, and Urdu, Himanshu values strong client relationships and strives to provide ongoing guidance as financial needs evolve. Outside of his professional role, he is involved with the Fresno Cambodian Buddhist Society, Inc.

Thomas Leonard is a Financial Advisor with Merrill Lynch Wealth Management, bringing three years of experience at the firm and three years in the industry. He works closely with clients to develop personalized wealth management strategies tailored to their individual goals. His approach focuses on understanding the full financial picture and providing flexible strategies that adapt to changing market conditions, with access to investment insights from Merrill and banking services from Bank of America. Prior to joining Merrill Lynch, Thomas had a 30-year career in the financial markets, where he led institutional sales teams for major global financial firms. He has guided investors through significant market events, including the 1987 stock market crash, the ERM currency crisis, the dot-com bubble, 9/11, and the 2008 financial crisis. This extensive experience informs his active management style and consultative process, helping clients navigate market volatility and organize their financial health with customized planning. Thomas holds a Bachelor’s degree from Fairfield University and an MBA from Fordham University. He is a Personal Investment Advisor (PIA). Outside of his professional work, he volunteers with the American Cancer Society. His personal interests include golfing, traveling, and yoga.

Nalini Dhar is an International Wealth Advisor with Merrill Lynch Wealth Management, bringing over 24 years of experience in the wealth management industry. She joined Merrill Lynch in 2007 from Citibank and specializes in developing strategies for high-net-worth individuals, their families, and businesses to meet their long-term financial goals. Her areas of expertise include education planning, family wealth management, investment consulting for defined contribution plans, international wealth management, philanthropic planning, socially responsible and ESG investing, and retirement income strategies. In addition to investment recommendations, Nalini provides clients access to lending services and wealth transfer strategies through Bank of America. Nalini holds a Bachelor of Science degree in Chemistry from St. Stephen’s College, Delhi, and an MBA in Marketing and International Business from NMIMS, Mumbai. She has earned the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations and is a member of the Investments & Wealth Institute. Fluent in English and Hindi, Nalini is committed to delivering client-centric solutions grounded in thorough research and analysis. Active in the community, Nalini serves on the board of the Women’s Education Project (WEP), a nonprofit based in New York and India focused on women's education and empowerment. She is also involved with the Women’s Bond Club. Outside of her professional work, Nalini enjoys biking, music, reading, and running. She is a Grade 4 pianist certified by the Royal School of Music, London.

Benjamin Crowder is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has eight years of industry experience and has been with the firm for two years. Benjamin holds the designation of Personal Investment Advisor (PIA) and focuses on creating customized financial strategies by reviewing clients' complete financial pictures with a team of professionals. Benjamin earned his bachelor's degree from the University of Nebraska System. He has served as past president of the Chicagoans for Nebraska Alumni Group and is currently active on the Finance Committee of the Chicago Lawyers Committee for Civil Rights. His approach centers on building strong relationships and helping clients pursue their financial goals through personalized wealth management strategies.

Michael Krumholz is a Financial Advisor with Merrill Lynch Wealth Management, where he is a member of the OAKS Wealth Management Group since 2022. He brings three years of experience in the financial services industry, focusing on client areas such as college education planning, liquidity management, personal retirement planning, portfolio management services, and tax minimization. Michael works closely with clients to develop personalized wealth management strategies aligned with their individual goals. Before entering the financial advisory field, Michael spent six years as a high school math and science educator with an emphasis on emotional wellness and relational education. An Austin native, he holds a Bachelor of Science degree from Tulane University. Michael holds the Personal Investment Advisor (PIA) designation and participates in the Shalom Austin Jewish Foundation, reflecting his commitment to community involvement. Outside of his professional work, Michael enjoys spending time with his family, playing billiards, and rock climbing. His approach to advising is grounded in integrity, openness, and transparency, with a focus on building lifelong relationships through trust and a deep understanding of his clients' motivations.

Cole Boehmer is a Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill and The Boehmer Group in 2025, bringing with him nine years of experience in the asset management industry. Prior to his current role, Cole worked at Columbia Threadneedle Investments as an Advisor Consultant, where he communicated capital market outlooks to financial advisors at brokerage firms and regional banks in Ohio and Western Pennsylvania, focusing on aligning investment solutions with client goals and risk management. In his role at Merrill, Cole partners with families and business owners through a consultative approach to define their financial goals, develop comprehensive plans, implement strategies, and monitor progress. He leverages the resources of Merrill Lynch Wealth Management to assist clients in various areas including divorce transition planning, education planning, family wealth management, retirement income, and tax minimization. Cole holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Certified Investment Management Analyst® (CIMA®) credential. Cole earned his Bachelor of Arts degree in history from Amherst College in 2016, where he was also a member of the varsity football team. He is originally from Cleveland, Ohio, and is actively involved with the University School Alumni Council. Cole resides in Framingham, Massachusetts with his wife and enjoys biking, cooking, fishing, football, reading, spending time with family, traveling, and watching movies.