Edward Schwarz is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Edward earned his Bachelor's Degree from Rensselaer Polytechnic Institute and completed a Master's Degree through the Southern Illinois University System.

Donna Luna De La Fuente is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has built a career spanning over 40 years. She began her financial services career in 1978 with Merrill and has developed extensive experience in wealth management, retirement planning, and portfolio management. Donna holds Series 7 and 66 FINRA registrations and a Personal Investment Advisor (PIA) designation. Throughout her career, Donna has focused on creating customized financial strategies by listening closely to her clients' goals and needs. She has held various roles within the industry, including over 20 years in management leadership positions, where she led offices, mentored advisors, and supported teams in delivering financial guidance. Her approach emphasizes a long-term perspective, helping clients build, preserve, and transfer wealth with confidence. Donna holds a High School Diploma from Patrick Henry and is involved with the Women's Exchange community. Outside of her professional work, she enjoys gardening, traveling, practicing yoga, and spending time with her family.

Laura Pomeroy is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 1998 and joined Merrill Lynch in 2006. Laura specializes in retirement planning, focusing on creating financial strategies for high-net-worth individuals, their families, and businesses to help them achieve both short- and long-term financial goals. Her approach to wealth management is consultative, involving thorough review of client financial situations, preferences, and objectives; providing tailored asset allocation recommendations; and conducting ongoing discussions on investments, retirement planning, estate services, and philanthropy as appropriate. Laura holds the Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and CERTIFIED FINANCIAL PLANNER (CFP) designations, along with Series 7 and 66 FINRA registrations. She earned a Bachelor of Science degree in History from Brigham Young University. Laura lives in San Diego with her husband, Tim, and their three children. In her personal time, she enjoys cooking, playing pickleball, reading, and spending time with her family.

Allan Tentler is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in legacy planning, liquidity management, personal retirement planning, and portfolio management services. He serves clients with a focus on personalized wealth management strategies that align with their values and life goals. Allan emphasizes clear communication and trust as the foundation of his client relationships, providing access to Merrill's investment insights and Bank of America's banking and lending solutions. Born and raised in San Diego, Allan has deep community ties, having graduated from Rancho Bernardo High School and earned a Bachelor's degree in Economics from San Diego State University. He began his advisory practice in 2008, building his business during challenging market conditions by prioritizing client experience. Allan holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Allan participates in community volunteer activities in line with Merrill's commitment to local engagement. His personal interests include adventure sports, golf, soccer, surfing, and tennis.

Avyn Strahlendorff is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in college education planning, personal retirement planning, and focuses on serving women and wealth management needs. Avyn approaches financial planning by working closely with clients to align their finances with their values, goals, and vision for the future. With professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA), Avyn brings expertise in developing personalized financial strategies. She emphasizes the importance of understanding each client's unique circumstances to provide thoughtful and relationship-based guidance. Avyn holds a Bachelor's Degree from San Diego State University. Outside of her professional work, she enjoys activities such as baseball, basketball, cooking, golfing, music, photography, pickleball, running marathons, softball, and spending time with her family.

Menatalla Nada is a financial advisor with Merrill in San Diego, CA, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill and Bank of America, N.A. since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Leicht is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing tailored financial planning and investment advisory services. As a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor (PIA), he focuses on developing comprehensive strategies that align with clients' unique goals and priorities. His approach emphasizes trust, integrity, and transparent communication to help clients pursue objectives such as college education planning, retirement income, family wealth management, tax minimization, and legacy planning. Daniel holds a Bachelor’s degree in English from the University of Notre Dame and a Master of Business Administration from the University of San Diego. He is actively involved with the Notre Dame Club of San Diego, reflecting his engagement with his professional and local community. Outside of his work, Daniel enjoys baseball, basketball, golfing, running, spending time with his family, and traveling.

David Laub is a financial advisor at Merrill with 25 years of industry experience. He has held his current position at Merrill since 2008 and holds Series 63 and Series 65 designations. 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.

Natalie Chappius is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in advising high-net-worth individuals and business owners. She focuses on financial and tax minimization strategies, retirement income planning, estate planning services, and portfolio management. With over 20 years of experience in the financial services industry, Natalie also collaborates with a Wealth Management Lending Officer from Bank of America, N.A. to incorporate home financing solutions into clients’ overall financial strategies. In her role as a Senior Portfolio Advisor, she manages custom investment strategies on a discretionary basis, selecting from Merrill Lynch model portfolios and third-party investment options. Natalie attended California State University, Long Beach, where she was a recipient of the Presidents Academic Scholarship. She holds FINRA registrations including the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination), as well as licenses with the California Department of Insurance to offer Life Insurance, Annuities, and Long Term Care products. Additionally, she has earned the Certified Plan Fiduciary Advisor® (CPFA®) designation. Natalie is also recognized as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Residing in 4S Ranch with her husband Michael and their two children, Natalie is actively involved in community service, including volunteering and fundraising with the National Charity League. Her client-centered approach emphasizes creating personalized financial strategies to help clients pursue their goals.

Joanne Wong is a financial advisor with Merrill based in San Diego, CA, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Merrill since 2003 and has been with Bank of America, N.A. since 2011. 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.

Mayte Albert is a financial advisor at Merrill with Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Merrill since 1989. 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 individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Alejandro Sardon is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior experience at First Citizens Bank and the Vienna University of Economics and Business. 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.

Jason Corzine is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he began his career in 1995. Throughout his tenure, he has held various leadership positions, including Business Manager for the San Diego Complex. Jason focuses on developing financial strategies and providing advice tailored to individuals, families, and businesses by understanding their short- and long-term financial objectives. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® certificant and Chartered Retirement Planning Counselor (CRPC). Jason earned a Bachelor of Arts degree in Economics from Rutgers University in 1996. Jason resides in Rancho Bernardo, California with his wife, Rose, and their two children. Outside of work, he enjoys activities such as golfing, hiking, playing hockey, and tennis.

Scott O'Connell is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been contributing since 2008. In this role, Scott focuses on developing personalized financial strategies for high net-worth individuals, families, and institutions. His approach takes into account each client’s risk tolerance, time horizon, liquidity needs, investment goals, and cost considerations. Scott offers expertise across a broad range of services including cash management, custom financial strategies, risk management, retirement planning, educational savings plans, estate planning, corporate 401(k) plans, commercial real estate loans, and customized lending through Bank of America, N.A. (NMLS#1537122). Scott holds a Bachelor of Science degree from the College of Liberal Arts and Sciences at Arizona State University. He has earned the Accredited Asset Management Specialist™ (AAMS) certification awarded by the College for Financial Planning Institutes Corp and has completed the Longevity Training Program at the University of Southern California’s Davis School of Gerontology. Additionally, his professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from Apple Valley, Minnesota, Scott currently lives in San Diego, California. Outside of work, he enjoys hiking, fishing, music, reading, and spending time with his family. Scott is engaged in community service and values volunteering with local organizations in alignment with Merrill’s tradition of community participation.

Miguel A. Ortega is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing financial services since 2008. With a career in the financial industry beginning in 2005, Miguel specializes in helping clients develop personalized financial strategies by understanding their short- and long-term financial objectives. His areas of expertise include education planning, family wealth management strategies, liquidity management, portfolio management services, retirement income, and investment strategies for individuals and corporations. Miguel holds a bachelor's degree in Finance from San Diego State University and an associate degree from San Diego Mesa College. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Fluent in both English and Spanish, Miguel is committed to building strong client relationships and guiding them through critical financial decisions. Residing in San Diego with his wife Andrea and their child Roman, Miguel is active in his community. He supports organizations such as the Boys and Girls Club, One More Win, and Support The Enlisted Project (STEP), reflecting his commitment to giving back. Outside of work, he enjoys basketball, biking, cooking, fishing, golfing, soccer, spending time with family, and traveling.

Lorena Boyce is a Senior Financial Advisor with Merrill Lynch Wealth Management. She initially joined Merrill in 1983 as a futures and options specialist in Capital Markets at the Sears Tower in Chicago. From 1987 to 2015, she concentrated on fixed income securities sales to insurance companies before rejoining Merrill in 2016 to focus on alternative and private equity investments. Her expertise centers on the Merrill Private Equity and Alternatives Platform, providing private equity solutions tailored for foundations, endowments, institutions, and high-net-worth individuals. Lorena’s client focus areas include divorce transition planning, family wealth management strategies, and both individual and corporate investment strategies. She holds a Bachelor's Degree and a Master of Business Administration (MBA), both from the University of Virginia. She also holds the Personal Investment Advisor (PIA) professional designation. Lorena’s professional affiliations include membership in the Illinois Society of Colonial Warriors. Outside of her professional work, Lorena has been engaged in equestrian activities throughout much of her life, having ridden hunter-jumpers and, in more recent years, participated in race-horse ownership. She also enjoys biking, horseback riding, music, and skiing. In the community, she has volunteered with Lake Forest Hospice.

Nancy Parrett is a Series 66-registered financial advisor at Merrill with 18 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2007 and Bank of America, N.A. since 2011. Outside of her advisory role, she is the managing member and owner of Willowwood, LLC, an investment-related business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.