Samuel June is a Senior Financial Advisor and Senior Vice President with June, Mitchell & Associates at Merrill Lynch Wealth Management. Since joining Merrill Lynch Wealth Management in 2011, he has focused on developing enduring relationships with individuals, families, and entrepreneurs to help them pursue a secure and cohesive financial future. His approach emphasizes relieving clients of financial worries so they can concentrate on their personal priorities. With over 25 years of experience in the financial services industry, Sam’s expertise spans corporate executive services, education planning, family wealth management, retirement income strategies, and portfolio management. He also holds specialized knowledge in real estate, home financing, cash-flow analysis, budgeting, and financial strategies for special-needs children. Sam works closely with clients from diverse backgrounds and life stages, including business owners, executives, retirees, and inheritors, to provide practical and creative financial solutions. Sam holds the Certified Plan Fiduciary Advisor® designation and is a specially qualified Portfolio Manager within Merrill Lynch. He is also a Retirement Accredited Financial Advisor, having completed certification through the Longevity Training Program at the University of Southern California Davis School of Gerontology. He attended the University of Bridgeport and Sacred Heart University and earned a high school diploma from Notre Dame Catholic High School. Sam lives in Laguna Niguel with his wife; they have three children and three grandchildren. In his spare time, he enjoys golfing, singing, and visiting his grandchildren in Oregon.

Katelyn Gallagher is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 63 and Series 66 designations and is based in Newport Beach, CA. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ni Liang is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Brea, California. He works alongside a team of professionals to provide clients with comprehensive financial guidance. Ni focuses on helping clients navigate their unique financial needs by discerning options that fit their individual circumstances, aiming to establish structures that support a more secure financial future. Before joining Merrill Lynch, Ni began his professional career in accounting, earning his CPA license. He later completed a Master of Business Administration degree from Loyola Marymount University and gained experience at BNY Mellon Wealth Management, where he advised ultra-high-net-worth families. His expertise includes investing, trust and estate planning services, residential lending, higher-education savings, and insurance. Ni advises a diverse client base, including families from the Chinese American community, as he is fluent in Mandarin. Outside of his professional role, Ni is involved in community organizations such as the Cal Poly Pomona Alumni Association and Junior Achievement. He also enjoys spending time with his family and participating in recreational activities.

Yuxuan Dou is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing personalized wealth management strategies. Fluent in Mandarin and English, Yuxuan focuses on helping new immigrants navigate the U.S. financial market with confidence. Her approach centers on building strong client relationships and delivering tailored strategies to meet individual financial goals. Yuxuan’s areas of expertise include education planning, family wealth management, legacy planning, managing new wealth, retirement and portfolio management, small business strategies, women and wealth, individual and corporate investment strategies, and retirement income. She holds the Personal Investment Advisor (PIA) designation and has over five years of experience in retail and corporate finance. Yuxuan earned both her Bachelor's degree in Business Management and her Master's degree in Business Analytics from the University of California System. Outside of her professional work, she enjoys adventure sports, biking, cooking, gardening, hiking, interior decorating, skiing, spending time with her family, traveling, and watching movies.

Genna Bolls is a financial advisor at Merrill based in Newport Beach, CA, holding a Series 66 designation. She has been with Merrill since 2013 and with Bank of America, N.A. since 2026. 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 and supports individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Du Lu is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies tailored to clients' individual financial goals. His expertise includes college and education planning, family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, tax minimization, and retirement income. Du holds a Bachelor's Degree from the University of California System and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Committed to the Merrill tradition of community involvement, he spends time volunteering with local organizations. Outside of work, Du enjoys baseball, basketball, football, golfing, and spending time with his family.

Eric Chen is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been overseeing assets for private clients and large institutions for 17 years, focusing on wealth building, corporate cash management, insurance, and family succession planning. Eric works primarily with senior corporate executives and business owners who have complex financial needs and limited time. His clients include business owners with operations in Hong Kong, China, Taiwan, and the Philippines. Eric holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and is also a Personal Investment Advisor (PIA). Eric earned a bachelor's degree from the University of California, Davis, with dual majors in economics and financial management. He speaks Mandarin and holds Merrill Life Agency's California License Number 0522776. Outside of work, Eric advocates for the San Francisco Film Festival and enjoys spending time with his family, as well as participating in adventure sports and cooking.

Ali Yavari is a financial advisor with Merrill in Newport Beach, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014, and previously at MSI Financial Services, Inc. from 2011 to 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Alan Mariconda is a Wealth Management Advisor with Merrill Lynch Wealth Management, offering clients access to Merrill's investment resources alongside the banking services of Bank of America. He serves as an Investment Advisory Program Portfolio Manager, managing personalized and defined investment strategies on a discretionary basis. His focus includes areas such as divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Mr. Mariconda has been in the financial services industry since 1981 and joined Merrill Lynch Wealth Management in 1986. He is part of an investment team dedicated to guiding multi-generational families toward their financial goals by applying knowledge drawn from extensive experience and ongoing education. His professional designations include Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Chartered Life Underwriter (CLU), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned both a bachelor's degree in Public Administration and a master's degree in Business Administration from Drake University. Outside of his professional work, Alan Mariconda participates in community activities through the Best Friends Animal Society. He pursues personal interests such as adventure sports, biking, hiking, running—including half and full marathons—skiing, traveling, and spending time with his family. His experience as an Ironman triathlete reflects his commitment to pushing boundaries both physically and mentally.

Adrienne Schwartz is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers.

Michael Jones is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several notable firms, including Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. Jones 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. The firm offers model-based and discretionary investment strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jessie Hall is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citigroup for 13 years before joining Merrill. Outside of her advisory role, she is the owner of CJH Investments LLC, a company established to hold rental real 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 strategies for individuals, high-net-worth clients, and institutions.

Tanner Harris is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with individuals, families, and business owners to provide clarity and confidence in their financial lives through personalized and disciplined planning. His focus areas include investment management, retirement planning, wealth preservation, risk management, and legacy considerations. Tanner employs a comprehensive, planning-based approach to help clients simplify financial complexity and align their resources with their goals. He is experienced in assisting clients through various financial decisions and life stages, including retirement preparation, major life transitions, and wealth transfer strategies. His client base includes busy professionals, retirees, business owners, and multigenerational families seeking long-term advisory relationships. He holds a Bachelor of Science degree in Business Administration with an emphasis in Finance from Chapman University. Tanner has earned the Certified Divorce Financial Analyst (CDFA) designation and is registered as a Personal Investment Advisor (PIA).

Andrew Hill is a financial advisor at Merrill with 29 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1997 and at Bank of America since 2009. Outside of his advisory role, he serves as an executor for family trusts. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Phuong Do is a Wealth Management Advisor with Merrill Lynch Wealth Management. With over 20 years of experience at Bank of America Merrill, Phuong has developed connections within the industry that support delivering comprehensive wealth management and service to clients. Phuong's expertise includes college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. As a Merrill financial advisor, Phuong focuses on integrating all aspects of clients' financial lives to help prioritize and pursue their most important goals. Phuong holds a Bachelor's Degree from the University of California System and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of work, Phuong enjoys cooking, hiking, music, spending time with family, and traveling.

Sandra Szalankiewicz is a financial advisor with Merrill in Newport Beach, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she serves as a trustee for a family trust. 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 and profit-sharing plans, corporations, and charitable organizations.

Amanda Akin is a financial advisor at Merrill with 20 years of industry experience and a Series 66 designation. She has been with Merrill since 2009. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Fatemeh Poustchi is a Series 66-licensed financial advisor with Merrill, based in Newport Beach, CA, and has eight years of industry experience. She previously worked at Wells Fargo Bank from 2000 to 2018. Outside of her advisory role, she is affiliated with a business named Fatemeh Shirin Poustchi. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Douglas Palmer is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has worked previously at CitiGroup and Wells Fargo, including Wells Fargo Clearing and Wells Fargo Bank NA. Palmer is based in Newport Beach, CA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Jared Mott is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works as part of The Martin Group, serving families and businesses in the Orange County area by helping them plan for their goals and prepare for unexpected events. Jared’s approach involves establishing clear definitions of clients’ ideal retirement, business, and family goals, and then creating and actively updating a financial blueprint tailored to those objectives. He utilizes the extensive resources and specialists available through Merrill Lynch and Bank of America to develop comprehensive strategies that address each client’s unique circumstances. Since joining Merrill Lynch Wealth Management in 2011, Jared has focused on a wide range of client needs, including education planning, family wealth management, institutional investment consulting, personal retirement planning, philanthropic planning, tax minimization, and portfolio management services. He provides specialized guidance for pre-retirees, retirees, and business owners, assisting with retirement income, legacy planning, liquidity events, and business succession strategies while leveraging banking solutions and asset management tools. Jared holds a Bachelor of Arts degree in Business Economics from the University of California, Irvine. He has earned the Chartered Retirement Planning Counselor (CRPC®) designation and is recognized as a Personal Investment Advisor (PIA), certifications awarded by the College for Financial Planning Institutes Corp.