Shawna Such is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been providing financial and wealth management advice and services since 1997, serving individuals, families, businesses, and non-profit organizations. Her responsibilities include identifying and delivering financial strategies tailored to clients' financial goals and objectives. Shawna's client base includes business owners, medical professionals, non-profits, and entertainment clients. Her approach emphasizes developing lifelong business and personal relationships while delivering service with integrity and timeliness. Shawna earned her bachelor's degree from the University of San Diego. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is affiliated with the San Diego Sports Association and contributes to community initiatives such as the Fowler Business Concept Challenge and the Million Meals Project. Shawna resides in Carlsbad, California, with her husband and three children. In her free time, she enjoys surfing with her family, skiing, hiking, softball, and traveling.

Donovan Filpi is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Bank of America/Merrill since 2006 and brings extensive experience in providing financial strategies focused on family wealth management, retirement planning, portfolio management, and socially responsible investing. He emphasizes the importance of balancing risk management, portfolio allocation, and comprehensive spending plans tailored to clients' lifestyles to help restore confidence in financial planning amidst market volatility. Since 2016, Donovan has been a member of The Special Needs Team at Merrill, collaborating with special-needs professionals and family members to support individuals unable to care for themselves. His role involves addressing unique financial challenges faced by vulnerable populations, including the elderly and those with special needs, aligning with his commitment to compassionate service. Donovan earned his Bachelor of Arts degree in psychology with a business specialization from UCLA in 2000. He holds several professional designations including Chartered Special Needs Consultant (ChSNC), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He resides in Vista, California, with his wife Jessica and their three children. Donovan is active in his community, participating in Anthem Church and Strong Families For Children, and enjoys running, cooking, and spending time with his family in San Diego County.

Solmaz Morales is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to define their financial goals and develop personalized portfolio strategies aimed at achieving those objectives. Her approach involves ongoing advice and portfolio adjustments in response to changes in clients' situations. Solmaz focuses on various client needs, including college education planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. She holds a Bachelor's Degree from San Jose State University and is designated as a Personal Investment Advisor (PIA). She communicates fluently in both English and Farsi. Beyond her professional role, Solmaz balances her work with personal interests such as ice skating, music, running, tennis, traveling, and spending time with her family. She aims to help her clients navigate financial priorities in a way that aligns with their unique ambitions and family needs.

Michael Holl is the Resident Director and Senior Financial Advisor at Merrill in Carlsbad, with over 17 years of industry experience. Born and raised in San Diego, he focuses on providing personalized financial advice tailored to each client's unique needs and goals. Michael works closely with individuals and families to navigate the complexities of the financial landscape and develop strategies that align with their long-term aspirations. His expertise encompasses a range of areas including college education planning, equity compensation services, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Michael holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) and earned his bachelor's degree from the University of California System. Michael is an active member of the MSAG San Diego professional organization and participates in community activities through this group. His approach is centered on collaboration and trust, aiming to chart a financial course built on shared values and knowledge.

Michael Such is a Senior Financial Advisor with Merrill Lynch Wealth Management, having joined the firm in June 2011. He focuses on delivering financial strategies, research, and portfolio reviews tailored to individual clients’ goals. His areas of expertise include college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, and personal retirement planning. Michael earned a Bachelor of Science degree in Ocean Engineering from the United States Naval Academy and served nine years as a Surface Warfare Officer in the US Navy. After his military service, he spent six years in the defense industry, including consulting to the Navy at Booz Allen Hamilton and business and product development at Ocean Systems Engineering Corp/QinetiQ North America. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Residing in Carlsbad, California, Michael lives with his wife Shawna and their three children. He enjoys outdoor activities such as surfing, skiing, camping in the Sierra Nevada mountains, cooking, fishing, gardening, hunting, and scuba diving.

Damon Skinner is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 23 years of experience in the financial services industry. He joined Merrill Lynch in 2016 and has developed expertise in providing open and honest guidance to clients, educating them on financial options, and tailoring strategies to their individual goals. His client base includes high net worth families, institutional clients such as 401(k)s, endowments, and foundations. Damon specializes in retirement planning, defined benefit and contribution plans, investment consulting, and asset allocation. He holds a Bachelor's Degree from Purdue University and carries professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Damon is proficient in both English and Spanish and applies his experience from prior roles in business banking and alternative investments to serve his clients effectively. His approach focuses on education, risk management, capital preservation, and wealth accumulation for current and future generations. Damon resides in Oceanside, California, with his wife and twin sons. He is active in his community, volunteering with organizations such as Children's Memorial Hospital, Heal The Bay, Open Eyes Ministries in Nicaragua, Ronald McDonald House, and the Surfrider Foundation. Damon enjoys outdoor activities including surfing, skiing, snowboarding, and football, reflecting his engagement with both professional and personal endeavors.

Linda Hollman is a financial advisor with Merrill based in Carlsbad, CA, holding Series 63 and Series 65 licenses and offering 38 years of industry experience. She has been with Merrill since 1985 and has also worked with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Karen Lacey is a financial advisor with Merrill in Carlsbad, CA, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 2000. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Kathleen Byrnes is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in investing, wealth management, and tax minimization, working closely with individuals and families to help them preserve and invest their wealth smartly and tax efficiently. Kathleen focuses on understanding the goals and values of her clients to provide tailored planning across various areas such as retirement income, legacy planning, philanthropic planning, and small business strategies. Before joining Merrill, Kathleen spent a decade at investment management firms including Goldman Sachs and AllianceBernstein. She holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER (CFP) designations. Kathleen earned a Bachelor of Science in Finance and Bachelor of Arts degrees in Economics, Spanish, and International Studies from The Pennsylvania State University. Originally from Philadelphia, Kathleen resides in Carlsbad, California with her husband and two daughters. Outside of her professional work, she is involved with the Carlsbad Fire Department Foundation and the San Diego Penn State Alumni Association. Her personal interests include cooking, football, interior decorating, music, reading, running, soccer, traveling, yoga, and spending time with her family.

Todd Mcgraw is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth strategies tailored to families and local business owners. Based in San Diego, he emphasizes a personalized, goals-based approach that takes into account clients' financial situations, priorities, risk tolerance, and time horizon. His practice integrates investment insights from Merrill and banking services from Bank of America to address diverse financial needs, including education planning, retirement income, legacy planning, and socially responsible investing. With professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA), Todd brings expertise in portfolio management, tax minimization, and wealth preservation and transfer strategies. He holds a Bachelor's Degree from San Diego State University and is affiliated with Merrill Lynch Wealth Management and Bank of America. Todd is active in his community, inspired by Merrill’s tradition of community participation. Outside of work, he enjoys adventure sports such as skiing, hiking, fishing, golfing, baseball, and football.

Thomasina Sanchez is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney LLC for 13 years. Sanchez serves as a trustee for T B B Trust in Encinitas, California. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Delanie Millan is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has prior experience at Morgan Stanley and her own firm, Millan Group Inc. Outside of her advisory roles, no additional activities are noted. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tyler Slavin is a Wealth Management Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2014 and manages custom portfolios tailored to his clients' individual needs. Tyler specializes in areas such as retirement income planning, wealth building strategies, company retirement plans, and tax minimization techniques. His client service model emphasizes communication, goal tracking, portfolio management, and personalized advice. Tyler holds a Bachelor's Degree in Finance from San Diego State University. He earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Investment Management Analyst® designation through the Investments and Wealth Institute and the CERTIFIED PLAN FIDUCIARY ADVISOR® designation through NAPA. Prior to joining Merrill Lynch, Tyler spent several years working in banking. Outside of his professional pursuits, Tyler resides in Rancho Peñasquitos with his wife Kayleigh and their two children, Owen and Harper. He enjoys activities such as mountain biking, running, hiking, and paddle boarding. Tyler also participates in community volunteering, reflecting the Merrill tradition of serving the communities where they work.

Aleksandra Drake is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill and Bank of America since 2017 and previously spent two years with JPMorgan Securities LLC and JPMorgan Chase Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Shannon Arballo is a Financial Advisor affiliated with Merrill Lynch Wealth Management, dedicated to serving clients with integrity and honesty. She focuses on helping clients pursue their personal financial goals through family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and individual and corporate investment strategies. Shannon brings a personalized approach to financial advising, emphasizing transparency, open communication, and trust. She combines investment insights from Merrill Lynch Wealth Management with the banking services of Bank of America to offer a wide range of financial strategies tailored to client priorities and goals at every stage of life. She holds the Professional Investment Advisor (PIA) designation and has educational credentials from Poway High School and Ashford University. In addition to her professional work, Shannon is involved in community service through organizations such as the Jacobs & Cushman San Diego Food Bank, Operation Homefront Inc, Support the Enlisted Project Inc, and the Surfrider Foundation San Diego County Chapter. Her personal interests include camping, cooking, golfing, music, spending time with family, and watching movies.

Dana Albert is a Senior Financial Advisor at Merrill Lynch Wealth Management. With a background rooted in the Coastal North County San Diego community, he focuses on delivering personalized wealth management strategies that align with clients' unique financial goals and market conditions. Dana draws upon his experience in the golf industry and hospitality sector to provide service centered on building meaningful client relationships. He offers expertise in areas including college education planning, family wealth management, legacy planning, personal retirement planning, socially responsible investing, tax minimization, and retirement income. Dana holds a Bachelor's Degree from the California State University system and a Master's Degree from National University. He carries the Personal Investment Advisor (PIA) designation. His prior career includes 20 years in various roles within private golf clubs, along with experience as a college instructor and service manager, which informs his approach to coaching and educating clients. He is involved with professional organizations such as the Leukemia and Lymphoma Society of San Diego and True Care. In his community, Dana participates with groups like First Step House of North County, Junior Achievement San Diego, Knights of Columbus Chapter 9022, Meals on Wheels San Marcos, North County Junior Golf Association, Pro Kids The First Tee Oceanside, San Marcos Boys and Girls Club, and the San Marcos Rotary Club. He resides in Oceanside with his wife, three daughters, a cat, and a guinea pig. Dana's personal interests include baseball, gardening, golfing, music, surfing, table tennis, watching movies, and spending time with his family.

John Taylor is a CFP® with 27 years of industry experience, currently serving at Merrill in Carlsbad, CA. He has been with Merrill and Bank of America, N.A. for the past 12 years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth investors, and institutions, utilizing model-based and discretionary strategies developed by internal and third-party managers.

Sean McSweeny is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 1992 as a Financial Advisor in Torrance, California, and has been serving as the Senior Resident Director of the Carlsbad office since January 2010. He is part of a team comprising four Financial Advisors and one Wealth Management Client Associate, focusing primarily on investment management. With over 30 years of experience in wealth management, Sean's expertise includes college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, and tax minimization. His approach centers on collaborating with clients to align their wealth management with seven key life priorities: family, finances, health, home, leisure, work, and giving. Throughout his career, he has developed long-lasting client relationships through customized advice and a disciplined investment approach. Sean holds a Master's degree from the California State University System and a Bachelor's degree in Finance from Loyola Marymount University. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Sean resides in San Diego with his wife and three children and enjoys baseball, football, golfing, soccer, and spending time with his family.

Randy J. Taylor is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management, where he has been a part of the firm for nine years within his 17-year career in financial services. He holds the Chartered Retirement Planning Counselor™ (CRPC) designation and serves as a founding member and one of three senior partners of the Merrill Lynch Wealth Management team, Taylor & Associates. Randy and his team provide clients with a comprehensive wealth management service model, emphasizing work ethic, dependability, trust, and accessibility. Randy works closely with business owners, senior executives, physicians, families, and beneficiaries of generational wealth, focusing on personalized wealth management strategies that are disciplined, purposeful, and tax efficient. His team's expertise covers personal financial planning, lending, business acquisitions, private business sales, custom lending, and business transitions with tax efficiency considerations. He also coordinates with clients’ external advisors such as estate planning attorneys and CPAs and offers access to additional services through Bank of America, including Investment Banking, Commercial Banking, and Personal Banking. Randy’s educational background includes a High School Diploma from Torrey Pines High School and attendance at Liberty University. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Outside of his professional life, Randy is a husband and father to three children. He enjoys fitness activities such as playing pickleball and surfing, as well as writing and performing original music. Traveling and making memories with his family are among his personal interests.

Tassia Taylor is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in the securities industry as a paralegal assisting in the litigation of securities and investment fraud cases on behalf of consumers. After 14 years as a client advocate at a local law firm, Tassia transitioned to financial planning, proactively helping clients achieve their retirement and financial goals. Her experience in the legal field provides her with insight to help clients overcome financial obstacles and identify potential pitfalls. In 2020, Tassia joined Merrill Lynch Wealth Management alongside her husband, Randy. Together, they provide a comprehensive wealth management experience that leverages both Randy's investment and planning expertise and Tassia's legal background. Tassia holds a Bachelor's Degree from Point Loma Nazarene University and the Personal Investment Advisor (PIA) designation. She is fluent in English and Portuguese. Tassia and her husband reside in North San Diego County with their children. They enjoy playing music together, traveling, serving at their local church, and spending time at the beach in their free time. Tassia emphasizes understanding clients' life priorities to create personalized financial plans aligned with their goals and aspirations.