Christina Henderson is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Henderson Clemmer Group. She provides wealth management services to individuals, families, and business owners by helping create financial roadmaps designed to achieve their goals. Christina works with select families, closely held business owners, executives, and single women, leveraging Merrill's planning resources to tailor strategies across life events including retirement, legacy planning, and educational planning for younger generations. With a career in financial services since 2003 and with Merrill Lynch since 2010, Christina holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned her bachelor's degree from Arizona State University. A Southern California native residing in south Orange County, Christina lives with her husband Rob, their children, and dog. She is engaged in her community, having served as a past board member of NAWBO-OC, past Women United Chair for United Way OC, and past Women's Guild Chair for WHW. She enjoys spending time outdoors with her family and is passionate about volunteering.

Jay Mitchell is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been assisting clients since 2006. He focuses on helping clients identify and prioritize their financial goals, including estate planning, wealth transfer, tax minimization strategies, and retirement income. Jay develops customized strategies tailored to each client's unique circumstances and preferences. His expertise extends to managing both qualified and non-qualified employee benefit plans, cash management, customized investment management, and financing services through Bank of America, N.A. He also provides consulting and servicing for institutional clients such as non-profits, foundations, and endowments, with attention to corporate balance sheets to create efficiencies and improve existing practices. Jay graduated cum laude from National University in 2014 with a bachelor's degree in Finance. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Prior to his finance career, he graduated from Musicians Institute in 2004 with an emphasis on composition and production. Outside of his professional role, Jay is active in his synagogue community, having served as Co-President of the congregation Brotherhood. He enjoys playing golf and spending time with his wife, Stephanie, and their two daughters.

Stephanie Burkett is a financial advisor at Merrill with 28 years of industry experience. She has held roles at Merrill since 2009 and has been with Bank of America, N.A. since 1993. She holds Series 63 and Series 66 licenses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

William Brownlow is a Series 66-registered financial advisor at Merrill with three years of industry experience. Prior to joining Merrill in 2021, he worked at EDiamond Tools and Electra Cruises and was a full-time student from 2016 to 2018. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Brigido Trujillo Martin is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He previously worked at Wells Fargo Bank and Tomblin Asset Management Group, LLC. In addition to his advisory role, he coaches high school lacrosse for Newport Mesa District. 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, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

David Matthey is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 1990, he has worked with affluent individuals and families to address their financial needs through customized wealth management strategies. His approach emphasizes understanding each client's financial situation, risk tolerance, and time horizon to develop personalized plans aligned with their goals and priorities. He collaborates with clients to periodically review their strategies to ensure continued alignment with life changes. With over three decades in the financial services industry, David has expertise in areas such as family wealth management, legacy planning, retirement income, and philanthropic planning. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). David earned a Bachelor’s Degree in Business Administration and Finance from California State University, Fullerton. David resides in Irvine with his wife and four children. He is involved in his local community, supporting organizations such as the Anaheim family YMCA, Ginny’s Kids, and Kiwanis International. Outside of work, he enjoys baseball, music, reading, and traveling.

Jonathan Chang serves as a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his career in financial services in 2003 and as a Wealth Management Advisor in 2006, Jonathan has focused on helping clients navigate the complexities of financial markets and wealth management. He applies a holistic approach in advising clients, considering their risk tolerance, personal timelines, lifestyle needs, and long-term goals, with an emphasis on capital preservation and downside risk mitigation. Jonathan holds a Bachelor's degree in Finance from California State University, Fullerton, and has earned professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). As a qualified Portfolio Manager, he is authorized to manage discretionary investment strategies incorporating individual securities, Merrill Lynch model portfolios, and third-party strategies. Throughout his career, Jonathan and his team have received recognition from Forbes, being named to the Best-in-State Wealth Management Teams List consecutively from 2023 to 2026, and to the Best-in-State Next-Generation Wealth Advisors List in 2019 and 2022. He is involved in the community through support of the Second Harvest Food Bank. In his personal time, Jonathan enjoys adventure sports, basketball, football, golfing, ice hockey, music, photography, skiing, traveling, and spending time with his family.

Kevin Giang is a financial advisor at Merrill in Newport Beach, CA, with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and Equitable Advisors. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Jeff Jen is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with high-net-worth individuals, families, and business leaders to provide customized wealth management and personalized planning strategies that align with their goals. His approach focuses on delivering clarity, confidence, and results to help clients make informed financial decisions. Jeff's expertise includes retirement and estate planning strategies, liquidity and pre-liquidity event planning, concentrated stock strategies, and real estate exit strategies. He aims to design personalized strategies that reduce risk, maximize tax efficiency, and position clients for long-term success. Jeff holds a Bachelor of Science degree from California Polytechnic State University, San Luis Obispo, and carries the Personal Investment Advisor (PIA) designation. He communicates fluently in English and Mandarin. Outside of his professional role, Jeff enjoys biking, cooking, golfing, skiing, and spending time with his family.

Allison Parada is a financial advisor at Merrill with 20 years at the firm and 11 years of industry experience. She holds a Series 66 designation and is based in Newport Beach, CA. 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, pension plans, corporations, and charitable organizations.

Ellen Nastase is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2005, including a concurrent tenure with Bank of America since 2009. Prior to that, she was with Morgan Stanley from 2002 to 2005. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

John Peterson is a financial advisor at Merrill with Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at JPMorgan Chase and BOFA Securities. He is currently based in Newport Beach, CA. 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 institutions.

Jennifer Van is a Series 66 licensed financial advisor with Merrill in Newport Beach, CA, with 11 years of industry experience. She has been with Merrill since 2014. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michele Elliott is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2009. Elliott also serves as an alternate executor for a family estate. 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 institutions.

Kathleen Mariconda is a financial advisor with Merrill in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with Merrill since 1984 and also associated with Bank of America since 2009. Outside of her advisory role, she is a Mary Kay beauty consultant, primarily to purchase products at reduced prices for personal and family use. 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, institutions, and charitable organizations.

Warren Kaplan serves as a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. In this role, he focuses on a range of client needs including corporate executive services, family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, and tax minimization. Warren and his team leverage over 100 years of combined experience to implement a disciplined, research-based investment approach centered on individualized equity and investment-grade debt portfolios, with an emphasis on avoiding processed investment products. He holds the Personal Investment Advisor (PIA) designation and completed his education at Bolsa Grande High School, Orange Coast College, and attended California State University within the system, without a degree conferred. Warren is also a member of the ELKS professional organization. His community involvement includes participation with Long Beach Junior Golf, Elks, and AYSO. Outside of work, Warren's personal interests include gardening, golfing, pickleball, refereeing, skydiving, spending time with family, surfing, tennis, and yoga.

Yoon Han is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015, including a current role at Bank of America, N.A. beginning in 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

William Cecil is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, based in the Irvine, California office. He joined Merrill Lynch in 1977 after earning a Bachelor of Arts degree in Business Administration and Finance from Oregon State University. Mr. Cecil provides clients with a consultative approach to wealth management, focusing on customized financial strategies that consider their financial situations, risk tolerance, and time horizons. With nearly five decades of experience in the financial markets, his areas of expertise include education planning, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, and retirement income. He leverages the investment insights of Merrill Lynch Wealth Management and banking services from Bank of America to address comprehensive financial needs. Mr. Cecil resides in Orange County with his wife and four children. He is active in several professional organizations including the Sons of the American Revolution, Sons of the American Legion, and the Orange Elks Lodge 1475. He holds the Personal Investment Advisor (PIA) designation.

Shane Boex is a financial advisor with Merrill in Newport Beach, CA, holding Series 63 and 65 licenses and bringing 24 years of industry experience. He has been with Merrill since 2009 and has worked at Bank of America since 2002. 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 offers model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Yonkers is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 30 years of experience in financial advising. He leads a team focused on serving the wealth management needs of select individuals, trusts, and foundations. Kenneth works closely with clients to provide tailored asset allocation strategies and estate management guidance. He earned his bachelor's degree from Arizona State University while completing an internship at E.F. Hutton & Company. Kenneth has served as President of Sigma Nu Fraternity and holds the Personal Investment Advisor (PIA) designation. His professional affiliations include membership in the Balboa Yacht Club and Newport Beach Athletic Club. Kenneth resides on Balboa Island with his wife, Irene, their three sons, and two dogs. He is actively involved in the community, serving as President of the Little Balboa Island Property Owners' Association and previously holding director positions with the Balboa Island Improvement Association and the Finance & Audit Committee of the Balboa Yacht Club. He also coaches his sons' flag football teams.