Jason Hayes is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He founded The Hayes Advisory Group to address the complex investment and wealth planning needs of corporate executives, high-net-worth families, and entrepreneurs. His team delivers customized strategies utilizing Merrill Lynch's resources alongside a boutique-style approach focused on simplicity, transparency, and alignment with clients' goals. With over 23 years at Merrill Lynch, Jason's expertise includes executive compensation, retirement planning, family wealth management, tax minimization, and liquidity management. His clients typically include senior executives and entrepreneurs managing significant and complex wealth portfolios. He holds multiple professional certifications, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jason earned a bachelor's degree from James Madison University and began his career at PricewaterhouseCoopers. He has been recognized by Forbes and Barron's among top wealth advisors. Residing in Orinda, California, he is active in community volunteering at Sleepy Hollow Elementary School and supports Parkinson's initiatives. Outside of work, Jason enjoys skiing, biking, golf, soccer, surfing, and traveling with his wife and son.

Christopher Garcia is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Venture Services Group in July 2016 and works with General Partners and Limited Partners in the stock distribution process. Prior to that, he was part of a private wealth advisory practice at Merrill, where he served clients in the Venture Capital and Private Equity community. Garcia holds a Bachelor of Science degree in Business and Marketing from San Diego State University. He has received recognition on the 2024 Forbes “Best-in-State Wealth Advisors” list, an honor based on criteria including industry experience, credentials, client retention, and compliance records. Garcia holds the professional designation of Personal Investment Advisor (PIA). He currently resides in Napa, California with his wife Alicia and their daughters Emma and Juliet.

Howard Klein is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies that align with clients’ individual goals and the evolving market conditions. His approach incorporates investment insights from Merrill as well as banking and lending solutions through Bank of America to offer comprehensive wealth management services. Howard holds a Bachelor's Degree from the University of Massachusetts System and has earned the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is committed to working closely with clients to develop long-term financial plans tailored to their unique needs. In addition to his professional work, Howard is engaged in community involvement through volunteer activities. His personal interests include biking, hiking, and music.