Ryan Moll is a Financial Advisor with Merrill Lynch Wealth Management, serving clients by helping them manage their financial goals through personalized strategies. He works one-on-one with clients to define their objectives and develop portfolio strategies tailored to their needs, providing ongoing advice and adapting these strategies as clients' situations evolve. His expertise includes assisting clients with a wide range of financial priorities, such as investing, retirement planning, and managing competing demands like home purchasing, education funding, and healthcare preparation. Ryan holds the Personal Investment Advisor (PIA) professional designation and completed an Accredited Certificate Program at San Joaquin Delta College.

Vicente Hernandez is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Prior to that, he was employed at Gold Rush Transport for six years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.