John Diefenbach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies aimed at pursuing their long-term goals. His approach focuses on understanding each client’s full financial picture and creating flexible strategies that adapt to changing market conditions. John provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support his clients' wealth management needs. John holds a Bachelor’s Degree from the University of Virginia and an MBA from Lake Forest Graduate School of Management. He carries the Professional designation of Personal Investment Advisor (PIA). In addition to his advisory role, John participates in community service, dedicating time to volunteer with local organizations in line with Merrill’s tradition of community involvement.

Nathan Marsden is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Merrill since 1993. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm emphasizes tax-efficient investment strategies and benefits from its integration with Bank of America affiliates, supporting a comprehensive platform for trading, lending, and capital-markets activities.