Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jaymie W
Series 66
Los Angeles, CA
Merrill
Jaymie Wetzel is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.
Michael T
Series 66
Los Angeles, CA
Merrill
Michael Tiedemann is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and 28 years of industry experience. He has been with Merrill since 1997. 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 various institutional investors.
Angelica E
Series 63, Series 65
Los Angeles, CA
Merrill
Angelica Estrada is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2015. 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, pension plans, corporations, and charitable organizations.
Shanon S
Series 63, Series 65
Los Angeles, CA
Merrill
Shanon Still is a financial advisor with Merrill in Los Angeles, CA, holding Series 63 and Series 65 registrations and 18 years of industry experience. Before joining Merrill in 2019, Shanon worked at Morgan Stanley for seven years. 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 serves individuals, high-net-worth clients, and institutional investors using model-based and discretionary strategies developed by internal CIO teams and third-party managers.
Rex K
Series 63, Series 66
Los Angeles, CA
Merrill
Rex Kim is a financial advisor with Merrill in Los Angeles, CA, holding Series 63 and Series 66 licenses and offering 24 years of industry experience. He has worked at Merrill since 2009 and Bank of America, N.A. since 2010. 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 strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.
Alexander B
Series 66
Los Angeles, CA
Merrill
Alexander Braun is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with entrepreneurs, real estate investors, senior executives, small to medium-sized businesses, institutions, and other high-net-worth clients. Alexander specializes in assisting business owners in the pre-transaction phase to help them achieve optimal outcomes in liquidity events. Additionally, he brings Bank of America's customized financing solutions and Merrill's wealth strategies to real estate investors, focusing on long-term frameworks for wealth preservation and growth. Alexander began his career in the financial industry as an intern at Morgan Stanley in 2011 before joining Merrill in 2015. He holds a Bachelor of Arts degree in Psychology, Cum Laude, from the University of San Francisco. His professional designations include Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a member of professional organizations including ACG LA, Investments & Wealth Institute, and ProVisors. Born and raised in Los Angeles, California, Alexander enjoys traveling with his wife, exploring diverse cuisines, and spending time with friends and family. He has served as a Volunteer Leader for Family House and is involved with nonprofit organizations such as Food on Foot and the Los Angeles Regional Food Bank.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters