Joshua Barnum is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. He previously held roles at Bank of America, JPMorgan Chase Bank, and Cox Communications. Outside of his advisory work, he is the owner of Financial Hedge LLC and serves as successor trustee for the B Family Revocable Trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Irah Juarez is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, Juarez focuses on helping clients develop personalized strategies for family wealth management, legacy planning, managing new wealth, and tax minimization. Leveraging Merrill’s investment insights alongside the banking and lending services of Bank of America, Juarez supports clients in navigating dynamic market conditions to achieve their financial objectives. Juarez holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Juarez earned a degree from Westminster College and is bilingual in English and Spanish. Committed to community involvement, Juarez participates in local organizations such as the American Cancer Society and the American Red Cross and is a member of Toastmasters International. Outside of work, Juarez enjoys chess, cooking, hiking, horseback riding, ice skating, and spending time with family. Juarez follows a philosophy centered on understanding clients’ objectives, creating clear strategies to meet desired outcomes, and regularly reviewing progress to help avoid costly mistakes in financial decision-making.