Saundra Gardner is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2007. She brings over 25 years of experience in creating comprehensive wealth management strategies. Prior to joining Merrill Lynch, Saundra worked at Smith Barney, Beverly Hills as a Senior Investment Management Consultant. Her career has spanned major markets including New York, Chicago, Miami, and Los Angeles, where she has served as a Branch Manager, Licensed Securities Principle, and Registered Investment Advisor. Saundra holds a Bachelor's Degree from New Mexico State University and is a CERTIFIED FINANCIAL PLANNER® certificant. She also carries designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Saundra specializes in personalized wealth management strategies tailored to clients' unique financial goals, including retirement planning, legacy planning, portfolio management, and tax minimization. In addition to her professional work, Saundra participates in community involvement through the Community Church. Her personal interests include biking, gardening, hiking, reading, spending time with her family, and traveling.

Jesus Reyes is a financial advisor at Merrill with seven years of industry experience. He previously worked at Bank of America for two years before joining Merrill in 2019. Outside of his advisory role, Reyes operates a YouTube channel and an associated children’s book project focused on educational content for young readers, and he also engages in online sales of Mexican goods through independent websites. 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 a variety of clients including individuals, high-net-worth clients, and institutions.