Diana Rodriguez is an International Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management. With over 27 years of experience in the financial services industry, she specializes in providing wealth management strategies tailored to corporate executives, business owners, and retirees. Her areas of focus include retirement planning, asset preservation, tax minimization, estate planning, college education planning, divorce transition planning, family wealth management, legacy planning, women and wealth, and retirement income. Diana graduated from Florida International University with both a Bachelor's and a Master's degree in Accounting. She began her career at PricewaterhouseCoopers, LLP, specializing in audits of public and private companies in the Financial Services market. She holds several professional designations, including Certified Investment Management Analyst (CIMA®), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Diana is fluent in English and Spanish. In her role, Diana emphasizes a holistic approach to wealth management by conducting a Personal Wealth Analysis to understand clients' full financial picture and personal goals. She is married to Vicente and has two daughters, Gabriella and Anabelle. Outside of work, she enjoys running, including marathons, and spending time with her family. Diana also participates in community volunteering as part of her commitment to the Merrill tradition.

Kent Overholt serves as a Private Wealth Advisor within Merrill Private Wealth Management. Since joining Merrill in 1987, he has focused on advising ultra-high-net-worth families through complex investment decisions, liquidity events, and wealth management challenges. Kent collaborates closely with longtime clients and colleagues to develop customized financial strategies that address family wealth management, philanthropy, and business succession planning. With a multi-generational client base, Kent plays a key role in a team approach that includes investment management, asset preservation, intergenerational wealth planning, and credit and lending services. He also partners with the Merrill Private Wealth Center for Family Wealth to support POH families with wealth education and governance. Additionally, Kent manages strategy and portfolio reviews while facilitating access to Bank of America credit and lending solutions for clients’ diverse financial needs. Kent holds a Bachelor's degree in Advertising and Public Relations from Bloomsburg University in Pennsylvania and holds the Personal Investment Advisor (PIA) designation. He is a co-founder of the non-profit organizations Collect 4 Kids and Dancers Make a Difference. Kent divides his time between McLean, Virginia and Easton, Maryland with his wife and three children.

Luis Chitiva is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, serving in roles including Planning Consultant, Relationship Manager, and Workplace Planning Consultant. Luis focuses on understanding his clients' financial needs and aligning resources to help meet those needs. He works collaboratively with clients to develop personal, flexible, and comprehensive financial strategies designed to provide confidence in their financial plans. Throughout his career at Fidelity, Luis has supported clients leading complex and busy lives, aiming to reduce financial stress through tailored planning. His professional experience spans various consulting and relationship management roles within the company, emphasizing client-centered financial planning. Outside of his professional responsibilities, Luis enjoys beach activities, hiking, kayaking, movies, music, and soccer.

Edward Bastidas is an International Wealth Advisor with Merrill Lynch Wealth Management. He focuses on developing strategies and recommendations for high-net-worth global families and their businesses, specializing in Global Investment Management, International Trust and Estate Planning Services, and Liability and Risk Management. Edward began his career in financial services in 1998 at Merrill Lynch Wealth Management and rejoined the firm in 2010. Over the past two decades, he has gained experience in Corporate Finance, Mergers & Acquisitions, and Financial Services. This diverse background supports his approach to evaluating strategies and executing strategic plans. He holds a Bachelor’s degree in Finance from Florida International University and an M.B.A. from The Kelley School of Business at Indiana University. Edward also holds the Personal Investment Advisor (PIA) and Sports & Entertainment (SE) designations. Beyond his professional role, Edward is involved with his church community. He has interests that include baseball, basketball, chess, football, reading, skiing, soccer, spending time with family, traveling, and watching movies.

Jorge Gonzalez is an International Wealth Advisor with Merrill Lynch Wealth Management. He works closely with high-net-worth families to address various financial needs, including wealth accumulation, preservation, and transfer. His approach emphasizes tailored financial strategies developed through defined processes aligned with clients' time horizons and risk tolerance. Jorge's expertise covers areas such as portfolio and liability management, tax-efficient lifetime retirement income, personal retirement planning, and international wealth management. Jorge holds a bachelor's degree with double majors in finance and marketing from the University of Florida. He also earned the Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute™ in conjunction with the Yale School of Management. Additionally, Jorge holds the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) credentials. He is fluent in English and Spanish. Beyond his professional activities, Jorge participates in community civic organizations, including Be the Light, Habitat for Humanity, and Kiwanis. He is involved with his alumni associations and enjoys recreational activities such as baseball, biking, boating, camping, golfing, scuba diving, and traveling.

Louis Chiavacci is a Private Wealth Advisor with Merrill Private Wealth Management. He has more than three decades of experience providing wealth management advice to high net-worth families. Before joining Merrill, Louis served for eleven years as a Private Wealth Advisor and Vice President with Goldman Sachs Private Client Services in New York and Miami. Louis attended the United States Naval Academy and holds both a Bachelor of Science degree with honors and an MBA from Indiana University. He also served as an Associate Instructor of Financial Accounting at Indiana University. In addition, Louis holds the Personal Investment Advisor (PIA) designation. Beyond his advisory role, Louis actively contributes to educating future business leaders. He serves as a volunteer adjunct professor at the University of Miami Graduate School of Law, helping develop an investment course for estate tax attorneys. He also assisted Indiana University’s Graduate School of Business faculty in creating a live portfolio management course based on Warren Buffett’s investing principles. Louis is a board member of the University of Miami Center for Ethics & Public Services and has developed and taught financial literacy courses in the Miami community. Additionally, he is a graduate of the FBI Citizens Academy.

Aileen Arguello is a Wealth Management Advisor with Merrill Lynch Wealth Management. She supports clients in organizing and managing their financial lives by addressing areas such as college education planning, family wealth management strategies, legacy planning, tax minimization, retirement income, and philanthropic planning. Aileen focuses on building strong, trust-based relationships to help clients make informed financial decisions tailored to their individual circumstances. Her professional expertise includes developing customized strategies that incorporate portfolio management, estate planning services, and wealth transfer methods. Aileen holds several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Retirement Manager Advisor (RMA). She earned a bachelor's degree from Rutgers University. Outside of her professional role, Aileen’s interests include adventure sports, boating, cooking, spending time with her family, traveling, and watching movies.

Alfredo Michael is a Private Wealth Manager at Merrill Lynch Wealth Management, where he focuses on serving Ultra-High-Net-Worth individuals and families. He re-joined Merrill in August 2023 and brings over 15 years of experience in the financial industry. His expertise includes executive and equity compensation, family wealth management strategies, international wealth management, liquidity management, managing new wealth, sports and entertainment, retirement income, and services for endowments, foundations, and non-profits. Alfredo graduated from Florida International University in 2008 with a bachelor's degree in finance, a minor in economics, and a certificate in international bank management. He began his career at Merrill Lynch Wealth Management in 2008 through the Global Wealth Management summer analyst program and worked as a GWIM Analyst in Miami. In 2012, he joined J.P. Morgan International Private Bank as a banker analyst in the Andean region, advancing to associate, vice president, and executive director roles. He holds Series 7 and 63 FINRA registrations and is bilingual in English and Spanish. Alfredo completed an Executive MBA with a finance concentration at the University of Miami in 2014 and a Negotiation Mastery Course at Harvard Business School in 2020.

Alberto Boulton is an International Wealth Advisor with Merrill Lynch Wealth Management. He serves clients by providing comprehensive financial guidance, focusing on areas such as family wealth management strategies, legacy planning, liquidity management, and portfolio management services. Alberto partners with clients to develop tailored investment strategies, evaluate opportunities, and perform ongoing reviews to help them achieve their financial objectives. Alberto began his financial services career after earning dual Bachelor's degrees in Finance and International Business from Florida International University and Universidad Iberoamericana. He later completed a Master’s degree in Finance from the University of Miami in 2018. Alberto holds the Certified Private Wealth Advisor (CPWA®) designation granted by the Investments & Wealth Institute™ in conjunction with Yale University. His multicultural background, having been born in Caracas, Venezuela, and lived in the Dominican Republic before relocating to Miami, informs his approach to serving clients from diverse cultural backgrounds, including entrepreneurs, business owners, and women. In addition to his professional commitments, Alberto enjoys spending time with his family and engaging in activities such as baseball, boating, camping, golfing, hiking, horseback riding, skiing, tennis, and traveling. He is a member of the Investment and Wealth Institute.

Jose Lequerica is an International Wealth Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Jose graduated from Fordham University in 1974 with a Bachelor's degree in political science. He is a senior member of his team, bringing extensive experience to his role in wealth management.