John Vazquez is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA) and brings his expertise to clients seeking financial guidance. John earned a Bachelor's Degree from the College of William & Mary. His professional profile focuses on delivering investment advice and wealth management services.

Larry Stoerner is a Series 66 licensed financial advisor with 27 years of experience, currently associated with Merrill in Santa Fe, New Mexico. His career includes 15 years at Bank of America, N.A., alongside his tenure at Merrill since 1999. Outside of his advisory work, he serves as Chairman of the Board of Elders for the Immanuel Evangelical Lutheran Church in Santa Fe. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Manuel Monasterio is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in delivering comprehensive wealth management services, focusing on advanced strategies such as tax planning, asset preservation, executive compensation, stock options, business planning, retirement planning, charitable giving, and estate planning. Manuel began his financial services career in 2002, with roles including Financial Advisor and Branch Manager at Wachovia Securities and A.G. Edwards & Sons. He joined UBS in 2008, where he deepened his expertise in financial planning and obtained the Certified Exit Planning Advisor® designation. He holds the CPWA® designation from The Investments & Wealth Institute®, earned through training at The University of Chicago Booth School of Business. Additionally, Manuel maintains Series 3, 7, 9, 10, and 66 FINRA registrations, as well as life and long-term care insurance licenses. Born in Bilbao, Spain, Manuel graduated from Duke University. He resides in Santa Fe with his wife and two children. Outside of work, he enjoys fly fishing, tennis, and gourmet cooking.

Lisa Villarreal is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial and Morgan Stanley Smith Barney. 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.

Juliana Joern, CFP®, is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Santa Fe, New Mexico. Jules brings a unique perspective to her role, combining a background as a fine art painter with a dedicated career in financial advising since 2012. She is a lead member of the Southwest Wealth Management team in Santa Fe, focusing on helping clients navigate the complexities of financial planning. Her expertise encompasses retirement planning, education planning, trusts and estates, family wealth management strategies, and personal investment advisory services. Jules earned her CERTIFIED FINANCIAL PLANNER™ certification in 2021, following successful completion of the Series 7 and 66 licenses in 2011 and 2012 respectively. She holds a Bachelor of Fine Arts degree from Tyler School of Art in Philadelphia. Outside of her professional work, Jules enjoys painting, gardening, hiking, cooking, and drawing. She lives with her husband, David Jenkins, and their dog, Charlie. Jules and her family are actively involved in their community, volunteering and fundraising for organizations such as The Food Depot and Espanola Humane. She bases her client relationships on trust, communication, and mutual respect, aiming to provide personalized financial guidance tailored to each client's long-term objectives.

Katrina Johnson is a Senior Financial Advisor based in Santa Fe and a member of The Andrews Group team with Merrill Lynch Wealth Management in Manhattan, New York. She is committed to providing wealth management, advisory services, and financial strategies, along with access to banking and lending solutions through Bank of America, N.A. Katrina works with a diverse clientele that includes entrepreneurs, small business owners, high-net-worth individuals, families, not-for-profits, trusts, and corporate retirement plans. With over a decade of experience in the financial services industry, Katrina previously served as an Investment Officer at Los Alamos National Bank and held sales and services roles at Thornburg Investment Management and Wachovia Securities (now Wells Fargo Advisors). She employs a confident and consistent approach to financial planning, aiming to help clients achieve long-term financial independence through customized strategies. Katrina earned a Bachelor of Science degree in Biology from the University of Texas at Arlington and holds the Series 7 and Series 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. She lives in Santa Fe, New Mexico, and enjoys hiking, cycling, skiing, and dancing. Katrina’s professional philosophy includes leveraging the global resources of Merrill Lynch and Bank of America to explore financial possibilities for her clients.

Kaitlyn Kimzey is a financial advisor based in Santa Fe with The Kimzey Group at Merrill Lynch Wealth Management. In her role, she helps clients make sound financial decisions at every stage of life by leveraging the investment insights of Merrill Lynch and the banking convenience of Bank of America. She focuses on family wealth management strategies, personal retirement planning, portfolio management services, socially responsible and ESG investing, and women and wealth. Before joining Merrill Lynch in 2022, Kaitlyn worked at Thornburg Investment Management as an Advisor Solutions Consultant. Prior to her finance career, she worked as a ranch hand and wrangler on sustainable cattle operations in Colorado and taught English as a Second Language in southern Chile through a United Nations initiative. Kaitlyn graduated magna cum laude from Temple University with a BA in English Literature and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Kaitlyn serves on the board of the Santa Fe Farmers Market Institute. Her personal interests include camping, cooking, fishing, gardening, horseback riding, reading, running, skiing, and traveling.

Lawrence Schwartz is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to provide financial guidance and wealth management services. Specific details regarding his experience and areas of expertise have not been provided. Information about his educational background, credentials, personal interests, and community involvement is not available.

Terese Zimmerman is a Financial Advisor with Merrill Lynch Wealth Management. She holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned a High School Diploma from Phoenix College. In her role, Terese specializes in family wealth management strategies, personal retirement planning, small business strategies, socially responsible and values-based investing including ESG, as well as tax minimization. She takes a holistic approach to helping clients align their investments, retirement goals, and estate plans into personalized strategies based on their goals, values, and comfort with risk. Outside of her professional duties, Terese enjoys adventure sports, camping, cooking, fishing, gardening, hiking, hunting, swimming, traveling, and spending time with her family.

Roxane Rose is the Resident Director and Wealth Management Advisor at Merrill, where she specializes in helping families navigate significant financial decisions. With nearly three decades of experience in financial planning and wealth management, she focuses on areas such as family wealth guidance, trust and estate strategies, multigenerational wealth transfer, retirement transitions, business owner planning, and support planning for special needs families. Roxane holds a master’s degree from the University of North Texas and a bachelor’s degree from North Texas State University. She is a CERTIFIED FINANCIAL PLANNER® (CFP) professional and a retired Certified Public Accountant (CPA). Roxane maintains multiple FINRA registrations and holds licenses in mortgage and insurance brokerage. She is a member of the American Institute of CPAs® (AICPA). Beyond her professional work, Roxane is involved in community organizations including the Espanola Animal Shelter, Georgia O'Keeffe Museum, and the Lensic. She is based in Santa Fe, where she enjoys assisting families with financial decisions while focusing on their unique goals and values.

David Marquez Sr. is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to Merrill, he worked at UBS Financial Services for four years and held roles at the New Mexico Finance Authority. Outside of finance, he is a partner in Driven Performance Auto Group, a mobile mechanic company where he manages financial operations and assists with vehicle repairs on weekends. 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.

Michael Knutstrom is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on creating personalized financial strategies tailored to clients’ individual goals and changing market conditions. He leverages investment insights from Merrill Lynch along with banking and lending solutions provided by Bank of America to support his clients’ wealth management needs. Michael holds a Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the University of Notre Dame and a Master's Degree from Harvard University.

Meggan Gentile is a financial advisor with Merrill in Santa Fe, NM, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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 a range of clients including individuals, high-net-worth clients, and corporate and charitable organizations.