Dominic Casanueva is Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he has been working since 2007. He develops retirement strategies for both businesses and multigenerational families, advising corporations on their retirement programs as well as providing wealth management strategies for individual clients. His role includes managing personalized or defined investment strategies on a discretionary basis. Dominic holds several professional designations including Chartered Financial Analyst® (CFA®), Certified 401(k) Professional (CKP®), Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Plans Specialist™ (CRPS™), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned bachelor's degrees in finance and political science, and a master's degree in finance, all from the University of Florida. Based in Lakewood Ranch, Florida, Dominic spends time outside of work with his family, engaging in activities such as cheering for the Florida Gators and visiting Disney.

Robert Young is a financial advisor at Merrill with 49 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 2006 and Bank of America since 2009. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and monitoring, tax-efficient strategies, and benefits from deep integration with Bank of America’s banking and capital-markets platform.