Dillon Case is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides clients with tailored portfolios designed to help meet their financial goals, offering clarity and confidence through various stages of life, including the accumulation, conservation, and distribution phases. Dillon is dedicated to delivering a client-focused approach supported by the expertise and resources of Merrill Lynch Wealth Management. His focus areas include family wealth management strategies, managing new wealth, small business strategies, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. Dillon holds professional designations as a CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA), and he earned his bachelor's degree from Arizona State University. Born and raised in Ventura County, Dillon currently resides there with his wife, son, and dog. In his free time, he enjoys spending time outdoors with his family, engaging in activities from the mountains to the ocean.

Ho Sung Byun is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Westlake Village, CA. He is a CERTIFIED FINANCIAL PLANNER® (CFP) practitioner, specializing in providing wealth management services tailored to individual client needs. His client base includes business owners, entrepreneurs, financially independent individuals and families, and corporate professionals, particularly in the healthcare sector. Ho Sung Byun employs a disciplined and multi-pronged approach to wealth management, focusing on understanding client situations, defining both short- and long-term financial goals, crafting dynamic financial roadmaps, and monitoring ongoing progress. His expertise encompasses areas such as college education planning, divorce transition planning, equity compensation services, managing new wealth, personal retirement planning, and socially responsible investing, among others. He holds a bachelor's degree from McGill University and a Master of Business Administration (MBA) from Boston College. In addition to his professional role, he is actively involved in community organizations, serving as a board member of the California Council on Economic Education (CCEE) and Korean American Family Services (KFAM). Ho Sung Byun is also an active supporter of Children International, committing over 20 years to aiding underprivileged children.

Brendan Lynch is a Wealth Management Advisor serving current and former private business owners, executives, their families, and uniquely successful individuals. He utilizes the extensive resources available through Merrill to provide advice in global wealth strategies, pre- and post-liquidity event planning, estate and legacy planning, as well as access to structured credit through Bank of America. Brendan focuses on advanced value acceleration methods for businesses, facilitating business sales, mergers and acquisitions, ESOP strategies, and recapitalization services to meet the evolving needs of business owners. Brendan began his financial services career in 2010, with prior experience at UBS Financial Services and Morgan Stanley, including work as an analyst for private wealth teams. He joined the BHB Group in 2022. He holds the Chartered Alternative Investment Analyst® (CAIA) designation and is a CERTIFIED FINANCIAL PLANNER® (CFP). Brendan earned a bachelor's degree in financial services from San Diego State University and completed an Accredited Certificate Program at the University of Oxford. Originally from Vancouver, Canada, Brendan has lived internationally in Scotland, New Zealand, and other locations. He and his wife recently welcomed a son, leading him to set aside his amateur boxing pastime. Brendan is committed to building strong relationships with his clients and aims to help them make important financial decisions.

Jean Carlos Baez is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2019. Prior to his financial services career, he was employed at Walmart and McDonald's and attended the University of Puerto Rico Rio Piedras Campus. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Bartschi III is a Senior Financial Advisor and First Vice President with Merrill Lynch Wealth Management. He works closely with clients to provide financial advice in retirement planning, college education planning, managing new wealth, portfolio management, and special needs planning strategies. Paul has developed a specialized practice assisting trust attorneys and fiduciaries working with individuals unable to care for themselves due to mental or physical incapacities, including involvement in court supervised matters such as conservatorships and supporting family trustees managing estates. Paul began his career in wealth management in 2001 at Morgan Stanley and joined Merrill Lynch in 2005. He holds a Bachelor's degree in Political Science from California State University, Sacramento, and an MBA with a concentration in Finance from California Lutheran University. At Merrill Lynch, he is a specially qualified Senior Portfolio Advisor, able to design and manage custom investment strategies for clients. He resides in Camarillo, California, with his wife Sarah and their three daughters. Paul supports various charitable organizations, has served as Chairman of the Boys and Girls Club of Camarillo, and is involved in ecclesiastical leadership. His personal interests include adventure sports, boating, hunting, scuba diving, and spending time with his family.

Kristopher Kasarjian is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to develop strategies for managing and preserving their wealth in alignment with their financial goals. Kris serves clients across multiple generations and has a particular focus on understanding the needs and strategies relevant to younger clients. He collaborates with colleagues to integrate his insights and applies meticulous attention to detail to address the comprehensive financial needs of his clients. Prior to joining Merrill Lynch in 2018, Kris was a wealth advisor at Raymond James & Associates and a regional consultant for MFS Investment Management. He holds multiple professional designations, including Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kris earned his bachelor’s degree from the University of California, Los Angeles (UCLA), where he was a scholarship athlete on the baseball team and was later drafted by the Seattle Mariners in Major League Baseball. Kris is originally from Westlake Village, California. He is a member of the UCLA Alumni Baseball Association and the Professional Baseball Players Association. Outside of his professional career, he enjoys golfing and volunteers as a baseball instructor at the Reggie Smith Youth Baseball Academy in Encino.

Troy Fletcher is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His recent work history includes roles at Bank of America, Merrill, and involvement with the California Mid-State Fair and Thoughtful Media Group. He attended California Polytechnic State University, San Luis Obispo. 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 plans, corporations, and charitable organizations.

Chase Follmer is a Financial Solutions Advisor at Merrill within the Merrill Lynch Wealth Management line of business. In his role, he works closely with clients to develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on a broad range of topics including investing, retirement planning, and emergency savings. Chase also offers clients access to Bank of America specialists for additional services such as banking, credit, home financing, and small business solutions. Chase holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Phoenix. His approach centers on understanding what matters most to clients and creating financial strategies tailored to their individual priorities.

Ryan Andrade is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their current financial situations and introduce solutions offered through Merrill and Bank of America. His objective is to provide clients with the knowledge and tools needed to manage their financial lives effectively and select platforms that suit their individual needs. Ryan holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the California State University System. His approach emphasizes uncovering what matters most to clients and their families to develop strategies aimed at pursuing their financial goals.

Lance Marcus is a financial advisor with Merrill in Westlake Village, CA, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He has worked at Merrill since 1980 and is also affiliated with Bank of America since 2009. Outside of his advisory role, he serves as co-trustee for several family trusts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, with portfolio implementation tailored by strategy and client needs.

Dane Johnson serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings extensive experience in wealth management and investing, having begun his financial services career in 1987 with Shearson Lehman Brothers. Mr. Johnson joined Merrill in 1991 and has since developed personalized strategies to help clients pursue long-term financial goals. His approach incorporates the investment insights of Merrill alongside the banking and lending solutions provided by Bank of America to address his clients’ holistic wealth management needs. Mr. Johnson’s expertise includes security-based investments, life insurance, long-term care, annuities, mortgage and consumer lending, estate planning, and business banking. He holds the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His educational background includes studies in finance with an option in investments across multiple universities such as Tulane University, University of New Orleans, CSU Long Beach, UCSB, and Ventura College. He is also a member of the Beta Gamma Sigma National Business Honors Society. A native of Ventura, California, Mr. Johnson graduated from Buena High School and served in the United States Marine Corps before beginning his financial career. He is committed to staying well informed through ongoing education and frequently participates in industry research and conference calls. Reflecting Merrill’s tradition of community involvement, he volunteers with local organizations to contribute to the community he serves.

Michael Nguyen is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, business owners, and executives to help align their financial decisions with their life goals and the legacies they aim to create. His career spans several disciplines within the financial services industry, including pension consulting, mergers and acquisitions investment banking, insurance, and financial advisory work. Michael also has over a decade of experience as an entrepreneur, having built and operated businesses such as a CrossFit gym and a ballroom dance studio. These roles have given him insight into the financial challenges and opportunities faced by entrepreneurs as well as individuals and institutions. He focuses on helping clients bring clarity, intention, and coordination to their financial lives, emphasizing legacy planning, tax minimization, and retirement income. Michael holds a bachelor's degree from the University of Pennsylvania, where he studied mathematics, finance, and economics. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Michael has personal interests in dancing, football, and traveling.

Linda Mead is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their financial priorities and develop strategies to pursue their short-, mid-, and long-term goals. She provides guidance in areas such as investing, retirement planning, and emergency savings while connecting clients with Bank of America specialists for additional banking, credit, home financing, and small business services. Mead brings expertise in a comprehensive approach to financial planning, focusing on aligning strategies with what matters most to her clients and their families. She holds a Bachelor's Degree from the University of Southern California.

Joseph Centurioni is a financial advisor with Merrill in Westlake Village, CA, holding a Series 66 designation. He has one year of industry experience and has previously worked at Bank of America, JNL Stainless Inc, and The Pacific Bridge Companies. His background also includes roles in education and sports organizations. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Branch serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their current financial situations and introduces them to various solutions available through Merrill and Bank of America. His approach emphasizes helping clients gain knowledge and tools to manage their financial lives effectively. Eric's expertise includes general investing, retirement planning, and preparing for unexpected financial needs. He focuses on getting to know clients personally to develop strategies tailored to their goals and what matters most to them and their families. His professional designation is Personal Investment Advisor (PIA). Eric received his High School Diploma/GED from Pitt County Community College. He engages with clients through ongoing discussions about their goals and provides guidance as their financial needs evolve.

Brian Smithers is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2005 and 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 strategies constructed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Breanna Menager is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for six years and Steel Peak Wealth Management for two years. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Diana Santana is a financial advisor at Merrill with 29 years of industry experience. She has been with Merrill since 2005 and holds a Series 63 designation. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Clark is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2005 and Bank of America, N.A. since 2011. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-focused investment strategies, supported by deep integration with Bank of America affiliates and a comprehensive capital-markets platform.

Michael Leeder is the Resident Director and a Wealth Management Advisor at Merrill Lynch Wealth Management in San Luis Obispo. In this role, he helps individuals, families, and business owners build, manage, and transition their wealth through personalized wealth planning and investment strategies. He serves clients throughout San Luis Obispo County, including areas such as Paso Robles, Arroyo Grande, Atascadero, and Pismo Beach. Michael joined Merrill Lynch Wealth Management in 2004 following a career in the technology industry. His expertise encompasses wealth planning, investment management with access to traditional and alternative investments, retirement planning, business owner planning including pre-sale structuring and exit strategies, as well as estate and legacy planning strategies. He works with high-net-worth individuals, business owners, executives, professionals, and multi-generational families. He holds a bachelor's degree from the University of Southern California and maintains several professional designations including Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Certified Plan Fiduciary Advisor (CPFA®). Beyond his professional commitments, Michael is involved in various community organizations such as 805 Lacrosse, Alex's Lemonade Stand, the California Central Coast Estate Planning Council, Central Coast Economic Forecast, Jack's Helping Hand, Little Wishes, and the San Luis Obispo Community Foundation. His personal interests include golfing, scuba diving, skiing, and tennis.