Lata Malla is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has been with Merrill since 2017 and previously worked at Bank of America from 2015 to 2017. Additionally, she held roles at California State University, East Bay, and College of San Mateo during the earlier part of her career. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Brian Coburn is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in personalized comprehensive wealth management solutions, including banking, lending, investing, and insurance. His work focuses on helping clients pursue personal goals such as college education planning, retirement planning, and retirement income management. Brian holds a bachelor's degree from the University of California at Berkeley, where he also participated in baseball as a player and volunteer assistant coach. He earned a master's degree in educational instruction from Saint Mary's College. Before transitioning to financial advising, he spent twenty years teaching chemistry and serving as a baseball coach. Brian holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional career, Brian has served as president of the Stone Valley Education Fund and worked as a tutor for College is Real. He lives in the East Bay with his wife Lee Ann, the Managing Director and founder of The Coburn Team, and their two daughters. His personal interests include traveling with family, golfing with friends, and reading.

Robert Murtagh Jr. serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2007, he has been dedicated to assisting a growing circle of clients, including executives, entrepreneurs, and their families, with their financial goals. Robert focuses on serving fewer clients with increased attention, working closely with entire families to promote wise financial habits and passing along wisdom with wealth. His approach involves asking clients targeted questions to understand their priorities, such as maintaining lifestyle, building wealth, educating children, or leaving a legacy. Using detailed analyses of clients' financial statements, Robert creates strategies with multiple scenarios to highlight possible outcomes and cash flows. His planning services include retirement planning, liability management, asset allocation, stock option analysis, and college planning, enabling him to deliver tailored investment recommendations. Robert holds a Bachelor's Degree in Finance from the University of San Francisco and has earned the designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His personal interests include baseball, cooking, hiking, softball, and spending time with his family.

Douglas Fish is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2002, he has earned several professional designations, including the Chartered Financial Consultant® (ChFC) and Personal Investment Advisor (PIA). Douglas focuses on helping clients make rational financial decisions through a proven, planning-based wealth management process. Prior to his career in wealth management, Douglas was an entrepreneur, business owner, and executive in both the United States and abroad, where he funded and managed multiple technology companies. He leverages this extensive business experience to develop personalized, goals-based retirement plans and risk-appropriate portfolios. His client focus areas include college education planning, socially responsible and values-based investing, and retirement income strategies. Douglas is also an active committee member of a local Alzheimer’s Association fundraising team and has been recognized in the 2016 Bank of America Community Volunteer Honor Roll. Douglas earned both a Bachelor's degree in Engineering and an MBA from Washington University in St. Louis. He resides in Walnut Creek with his wife and has two grown daughters. In his personal time, he enjoys tennis, biking, and gardening. Douglas is affiliated with the USTA Northern California and is fluent in English and Hebrew.

Trinh Johnson is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. She has worked at Merrill in two periods, from 2014 to 2019 and from 2020 to the present, and spent one year at Morgan Stanley. 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 both model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Megan Thompson is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management, where she leads the Thompson Group. She provides comprehensive financial guidance to clients, serving as a trusted resource and problem solver. Megan works with individuals and families across multiple states, offering wealth management strategies aligned with their goals. Since beginning her career in 2006 and joining Merrill in 2012, Megan has developed expertise in areas such as legacy planning, managing new wealth, retirement income, tax minimization, ESG investing, and small business strategies. She approaches financial planning as a means to reduce complexity and enhance quality of life for her clients. Megan holds the Personal Investment Advisor (PIA) designation. A graduate of The Ohio State University with a bachelor's degree, Megan is involved in the community as a board member of Teneral Cellars and a member of the Women's President Organization. Outside of work, she enjoys traveling, skiing, and spending time with her husband and their two French bulldogs.