Alexander Gast is a Financial Advisor associated with Merrill Lynch Wealth Management, specializing in retirement planning and portfolio management services. He focuses on developing personalized financial strategies tailored to each client's goals, risk tolerance, time horizon, and liquidity needs. Born and raised in San Jose, Alexander's connection to his community is rooted in personal experience. Specifically, the 2008 financial crisis, during which his family lost their home, influenced his commitment to helping clients navigate their financial futures securely. His areas of expertise include equity compensation services, personal retirement planning, and retirement income strategies. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alexander obtained a High School Diploma/GED from New Valley High and attended Mission College without earning a degree. He resides in San Jose with his wife, who is expecting their second child, and his 11-year-old son. Alexander enjoys chess, football, golfing, music, running marathons, and tennis. He is involved in the community through organizations such as First Tee, Sacred Heart Food Bank, and the San Jose Country Club.

Donna Young is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch Pierce Fenner & Smith Incorporated since 2013. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Weitz is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been serving clients in the financial services industry since 1996, bringing over 29 years of experience managing individual wealth through various market cycles. Eric focuses on a comprehensive and disciplined approach to wealth management, beginning with listening carefully to clients' needs to deliver personalized financial strategies aligned with their long-term goals. His areas of expertise include education planning, family wealth management strategies, liquidity management, retirement planning, portfolio management, tax minimization, and individual and corporate investment strategies. Eric emphasizes simplicity and transparency in investing, aiming to help clients pursue objectives such as funding education, ensuring retirement income sustainability, managing health care costs, and facilitating wealth transfers across generations. Eric graduated from San Jose State University in 1994 with a B.S. in Finance and a minor in Economics. He holds the Personal Investment Advisor (PIA) professional designation. Based in San Jose, he enjoys spending time with his wife Christine and their two children. Eric's personal interests include baseball, camping, fishing, football, golfing, scuba diving, and soccer. Growing up in the San Francisco Bay Area, he is an avid supporter of local sports teams including the San Francisco Giants, 49ers, and Sharks.