Curtis Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works directly with clients to develop personalized financial strategies aimed at supporting their long-term goals. Curtis holds a Bachelor's Degree from SUNY at Albany and has earned the Personal Investment Advisor (PIA) designation. His approach emphasizes collaboration, tailoring financial plans to the individual needs of each client. Outside of his professional responsibilities, Curtis enjoys adventure sports, biking, and spending time with his family.

Michael Coleman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized investment strategies tailored to their individual needs. His approach emphasizes building strong relationships and providing customized wealth management advice. Michael holds several professional designations including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Economics from Siena College. His client focus includes high-net-worth individuals, families, and corporations. Michael's philosophy centers on providing personalized, ethical financial guidance that empowers clients to achieve lasting confidence and long-term success.

Lisa Cardone O'Connor is a Wealth Management Advisor specializing in retirement planning and wealth management strategies. She focuses on guiding both pre-retirees and retirees through a customized planning process that addresses all phases of their financial lives, including wealth accumulation, lifetime retirement income, wealth preservation, and wealth transfer to the next generation. Lisa works closely with clients to develop personalized financial strategies aligned with their long-term goals, drawing on investment insights from Merrill and solutions from Bank of America. With over 30 years of experience, Lisa holds several 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. Lisa’s client focus areas include divorce transition planning, personal retirement planning, and retirement income. Beyond her professional work, Lisa is involved in community organizations such as Hope in the Boat and the Galway Lake Campers Association. She participates in the Hope in the Boat breast cancer survivor dragon boat team. Her personal interests include antiquing, biking, boating, and gardening.

Michael Wheeler is a Wealth Management Advisor with Merrill Lynch Wealth Management. He follows a disciplined process that begins with taking the time to understand clients, their families, financial situations, and what matters most to them. This approach reflects his belief that advising is not just about markets and returns, but about aligning financial planning with clients' life priorities. Michael’s areas of expertise include managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael earned a Bachelor's Degree from the University of Rochester. He emphasizes collaboration with clients to create personalized plans tailored to their goals and aspirations.

Zachary Haggas is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads the H Group. Since joining Merrill Lynch in 2012, Zach has developed strategies tailored for high-net-worth individuals, their families, and their businesses, helping them pursue both short- and long-term financial goals. Prior to this role, he gained experience in marketing, sales, and financial education within various wealth management firms. In addition to his advisory duties, Zach serves as a member of Merrill's Council of Technology Champions, is a Divisional Speaker and National Trainer for Merrill, and heads the Training Program for the New York Capital Central Complex. Zach’s expertise includes analyzing a broad range of client assets such as company savings plans, IRAs, Roth IRAs, pensions, employee benefits, and brokerage accounts. He assists clients with cash management, spending habits, and goal structuring. His training in investments, combined with Merrill Lynch Wealth Management’s resources, allows him to address diverse financial needs, including tax minimization and estate planning strategies in collaboration with clients’ legal advisors. Zach holds the Personal Investment Advisor (PIA) designation and earned a Bachelor of Science degree in finance from Siena College. He is proficient in English and Spanish. Raised in Whitesboro, New York, Zach currently resides in Albany, New York. Outside of his professional work, he enjoys reading, writing, and spending time with his family. He is affiliated with the Fort Orange Club and involved with community organizations such as the Charity Motor Club (formerly Mohawk Valley Lunch Club), the Saratoga Automobile Museum, and The Prevention Council of Saratoga County.

Sean Mannis is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping executives, business owners, and their families simplify their financial lives through clear and structured processes, providing confidence and clarity in every financial decision. His expertise encompasses retirement planning, estate coordination, investment management, equity compensation, and philanthropic strategies. Born and raised in the Capital Region, Sean attended La Salle Institute and Siena College before beginning his career in financial services. He holds the Personal Investment Advisor (PIA) designation. Sean is committed to delivering comprehensive financial solutions that address the full spectrum of his clients' needs. Sean is grounded by his family, including his wife and three children. Outside of work, he enjoys baseball, football, golfing, hiking, ice hockey, tennis, woodworking, and spending time with his family.

Valerie Rhodes is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Clore-Kelly Group since 2011. She transitioned into the role of Financial Advisor in August 2019 after serving as a Client Associate, where she contributed to client service and support. Valerie manages various aspects of client service and focuses on areas including family wealth management strategies, liquidity management, retirement planning, and socially responsible investing. Valerie holds a bachelor's degree in management with a marketing concentration and an accounting minor from St. John Fisher College, as well as a Juris Doctorate from Albany Law School. She holds the Personal Investment Advisor (PIA) designation. In addition to her professional activities, Valerie has served on the boards of Girls on The Run Capital Region and Albany Leadership Charter School for Girls and has participated in the New York State Mentoring Program. Outside of her professional and community roles, Valerie enjoys running, including marathon running, traveling, and spending time with her family. She also has an interest in music.