Kazuyoshi Kimura is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Sacramento, California. With 23 years of experience, he specializes in managing new wealth, personal retirement planning, and retirement income. Kazuyoshi works closely with clients to develop personalized financial strategies tailored to their long-term goals, leveraging the investment insights of Merrill along with the banking and lending solutions of Bank of America. He holds a Bachelor's Degree from Pacific Union College and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional responsibilities, Kazuyoshi participates in community volunteering consistent with Merrill’s tradition of service. In his personal time, he enjoys camping, fishing, gardening, and spending time with his family.

Mason Holt is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill, he worked at Bank of America and Equitable Advisors, and his background includes roles in education and nonprofit work, such as involvement with Kids Meals Inc. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.