Brice Redmond is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Redmond Group, focusing on delivering personalized wealth management strategies tailored to clients' unique financial goals. His approach emphasizes organization, education, objectivity, proactivity, accountability, and collaboration to support clients through varying market conditions. Brice aims to serve not only as a portfolio manager but also as a trusted advisor and teammate committed to clients' long-term success. Brice's expertise encompasses family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, tax minimization, retirement income, and specialized areas such as women and wealth and sports and entertainment. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Brice earned his Bachelor's Degree from San Diego State University. Outside of his professional role, Brice dedicates time to community involvement through coaching youth sports, serving as a youth football coach for the Moorpark Musketeers and a youth volleyball coach for the Reef Volleyball Club. He also enjoys spending time with his family, including his two sons and his wife Jackie Redmond, as well as engaging in activities such as football, volleyball, traveling, and watching movies.

Melissa Shapiro is a Senior Financial Advisor at Merrill Lynch Wealth Management in Westlake Village. She provides tailored advice and guidance to individuals, families, and businesses, helping them identify their financial goals and priorities. Melissa engages deeply with clients to resolve complex financial needs, streamline various aspects of their financial frameworks, and offers support through multiple wealth disciplines including portfolio design, liability and risk assessment, long-term strategy, trust and estate planning, as well as banking and lending services through Bank of America. Melissa joined Merrill in 2021 after serving as a Financial Advisor at Morgan Stanley, where she gained extensive insight into the wealth management needs of wealth creators and multi-generational families. Her professional background also includes experience as a Technical Recruiter for a Fortune 500 company and an Account Executive for a marketing and lifestyle brand. She holds a Bachelor of Arts degree in Psychology from Pepperdine University and incorporates principles of behavioral finance to support clients in making effective decisions. A native of Los Angeles, Melissa enjoys living in her home city. Her personal interests include golfing, salsa dancing, acrobatic yoga, adventure sports such as baseball, hiking, rock climbing, skiing, tennis, and spending time with her family.

Darren Schwartz is a Senior Financial Advisor and Managing Director with Merrill Lynch Wealth Management Group in Westlake Village, CA. He works with individuals, families, and business owners, including business owners, C Suite Executives, health care professionals, entertainment executives, attorneys, and real estate investors, to develop personalized financial strategies focused on portfolio management, estate planning, tax-efficient retirement plans, and risk management. He leads a professional team that utilizes Merrill Lynch Wealth Management and Bank of America banking specialists to create customized strategies aimed at meeting clients' financial objectives. Since 2003, Darren has helped investors create and preserve wealth and has been part of the Private Client Group since 2008. He holds the Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®) designations, as well as FINRA Series 7 and Series 66 registrations and Life & Health Insurance licenses. Darren earned a Bachelor's Degree from San Diego State University. He serves clients with a focus on family wealth management, retirement planning, tax minimization, socially responsible investments, and values-based investing. A native of Southern California, Darren lives in the Los Angeles area with his wife and two children. He participates in community organizations such as Sail LA, Cancer Free Generation, and the Surfrider Foundation. His personal interests include adventure sports, boxing, photography, skiing, surfing, swimming, and traveling.

Miregi Huma is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with Merrill since 2012. Outside of his advisory role, he consults for a family-run firm, MSI, LLC, and is the owner and operator of Huma Hideaway Ranch, a lemon and avocado orchard in Moorpark, California, with plans to develop an event venue. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, and institutional clients with model-based and discretionary investment strategies developed by internal teams and third-party managers.

Jason Leibovitch is a Wealth Management Advisor at Merrill Lynch Wealth Management in Century City. He works closely with clients to develop personalized financial strategies aimed at helping them achieve their long-term goals. Jason leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of clients’ financial lives, including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning. Before joining Merrill Lynch, Jason gained experience working with companies raising capital and going public via Regulation A+ and ran a media company specializing in Film & Television Packaging and Finance. His background includes extensive work with high net worth individuals and families, entrepreneurs, venture capitalists, multinational corporations, executives, and legal professionals. Jason holds multiple professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). He earned his bachelor's degree from the University of California System. Outside of his professional work, Jason’s personal interests include biking, golfing, and reading.

Olga Gorokhovsky is a Financial Advisor with Merrill Lynch Wealth Management, specializing in delivering personalized financial guidance. With over 17 years of experience in capital markets, credit research, and financial analysis, she helps individuals and families make informed decisions through disciplined analysis and a long-term perspective. Her expertise encompasses areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, individual and corporate investment strategy, and retirement income. Having worked extensively in capital markets covering bonds, structured finance, liability management, private equity, leveraged buyouts, debt origination, and capital raising, Olga applies this institutional knowledge to serve women rebuilding their financial lives after divorce, couples approaching retirement, and business owners seeking to protect their assets. Olga holds accredited certificates from Moscow State University and London Business School in international economics and executive development. Fluent in English, Russian, Italian, and Spanish, she balances her professional pursuits with personal interests including drawing, sketching, reading, skiing, tennis, and writing.

Sherrie Holland is a financial advisor with Merrill in Westlake Village, CA, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1994. Outside of her advisory role, she serves as a trustee and co-trustee of a family trust. 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 a diverse client base including individuals, high-net-worth clients, and institutional entities.

Melissa Ruiz is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2012 and at Bank of America, N.A. since 2017. Outside of her advisory role, she is involved in a family business in Chandler, Arizona, where she makes and sells tamales. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gayatri Arumugam is a Financial Advisor at Merrill Lynch Wealth Management, joining the firm in August 2026. She serves individuals and families, with a focus on doctors and scientists, providing personalized financial strategies that align with clients' goals and priorities. Gayatri employs a proactive, collaborative approach, starting by understanding clients' current situations and aspirations to develop adaptable financial plans. Gayatri holds a Bachelor of Science degree in Biochemistry from the University of California, Riverside. Before entering financial services, she owned a tutoring business, and her background in science and education informs her work with clients in related professions. She is also a Personal Investment Advisor (PIA) and is fluent in English and Tamil. In addition to her professional role, Gayatri enjoys dancing, spending time with her family, and mentoring young people interested in STEM fields.

Andrea Rivera is a financial advisor with Merrill and holds a Series 66 designation. She has 11 years of industry experience, including roles at Bank of America, N.A., Dennis Ortiz-Luis, and Waddell & Reed Inc. She is based in Westlake Village, CA. 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 and profit-sharing plans, corporations, and charitable organizations.

Adam Hammer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial advising in 1996 and has experience spanning several firms, including PaineWebber-UBS Financial Services from 1998 to 2007 before joining Merrill Lynch in 2007. Adam works closely with firm specialists to provide clients with a range of services such as portfolio and asset management, retirement planning, estate and trust consultation, life insurance analysis, educational planning, cash management, and lending solutions through Bank of America. Adam holds the Chartered Retirement Planning Counselor (CRPC®) and Personal Investment Advisor (PIA) designations. He earned his Bachelor's degree in Political Science from California State University at Northridge, where he made the Dean's List, and a Master's degree in International Economics and Politics from the Graduate School of International Studies at the University of Denver. Adam is licensed through Merrill Life Agency in California and holds an NMLS identification number.

Matthew Herron is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with individuals and families to develop financial plans that address their personal and business goals, while managing investment portfolios to align with these objectives. Additionally, he oversees the team's financial advisors in developing customized plans and managing assets, contributing his insights to supplement the team's strategies and recommendations. Matthew emphasizes client education to help clients gain confidence in their financial preparedness by understanding how their assets work together to support their goals. Matthew joined The BHB Group at Morgan Stanley in 2005 and transitioned with the group to Merrill Lynch Wealth Management in 2009. Before entering the financial advisory field, he worked as an elementary school teacher, an experience that enhanced his communication skills and ability to educate clients effectively. He holds a bachelor's degree in English from the University of California, Davis. Matthew lives in Thousand Oaks, California with his wife, Julia, and their two children. Outside of work, he pursues an active and healthy lifestyle with his family and volunteers as a coach for his children's cross-country team.

Joel Barker is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes positions at Merrill since 2010 and Bank of America, N.A. since 2019. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Danielle Shelton is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 credential and previously worked at Morgan Stanley for six years before joining Merrill in 2023. 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 and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sasan Nikoomanesh is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 2006 after more than a decade in the information technology industry, including serving as CIO for a network television station. At the Darin-HFKN Group, his responsibilities encompass business development, relationship management, marketing, and event planning. Sasan takes a client-centric approach, focusing on understanding clients and multiple generations of their families. He works to listen closely to their values and needs, helping to define their goals and create customized strategies tailored to their unique situations. His areas of focus include college education planning, executive and equity compensation services, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, and services for endowments, foundations, and non-profits. He holds a Bachelor's degree in Business Administration from the University of Phoenix and two Master's degrees: an MBA in Finance from California Lutheran University and an MBA in Business Administration from Pepperdine University. As a cancer survivor, Sasan utilizes resources at Merrill to help clients develop custom plans aligned with what is truly important in their lives. His personal interests include football, horseback riding, photography, skydiving, table tennis, traveling, and watching movies.

David Marshall is a financial advisor at Merrill with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1979 and Bank of America, N.A. since 2011. Outside of his advisory role, he is a limited partner in an investment-related LLC focused on real estate. 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.

Bobbie Hanley is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has been with Merrill since 2019 and owns a sole proprietorship selling personal pre-owned goods on eBay. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Scotland Garapedian is a Financial Advisor with Merrill in Westlake Village, California. He works as part of a family-based team to help clients take steady action toward a more secure financial future, unifying multiple aspects of their wealth in alignment with their goals and aspirations. Scotland supports multiple generations of families in navigating decision points related to careers, family dynamics, retirement ambitions, and legacy intentions. Clients served by Scotland include business owners, executives, professionals, and successful families. He assists them with key components of wealth management such as investments, savings, planning, retirement strategies, business succession, pre-liquidity event planning, and facilitates access to banking and lending through Bank of America. Scotland also serves as a resource during life transitions including new jobs, marriage, divorce, the death of a loved one, or the birth of a child or grandchild. Before joining Merrill, Scotland worked as an Annual Giving Officer at Pepperdine University. He holds a Bachelor of Arts degree in Organizational Communication from Pepperdine, where he was named the Outstanding Student for Organizational Communication. A former walk-on member and captain of the Division I Varsity Tennis Team, Scotland applies the same discipline and focus to his financial advisory role. He lives in Oak Park, California, with his wife, Ruby, and their two sons, and enjoys playing tennis and golf in his free time.

David Eagle is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 1999. He specializes in developing and implementing comprehensive financial strategies tailored to his clients' long-term goals. His role also involves monitoring the risk-adjusted performance of the money managers engaged in his clients' investment portfolios. David focuses on areas including college education planning, divorce transition planning, personal retirement planning, sports and entertainment, and both individual and corporate investment strategies. David holds a Bachelor of Science in Mechanical Engineering from Cornell University and an MBA from the University of Southern California. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he has credentials as a Personal Investment Advisor (PIA) and in Sports & Entertainment (SE). David resides in Moorpark, California, with his two college-age sons. In his personal time, David enjoys watching baseball, basketball, football, and other sports, as well as cooking, traveling, watching movies, and spending time with his family.

Jordan Swift is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to develop customized financial plans aimed at meeting their personal goals. His services include comprehensive retirement plan assistance and portfolio management. Jordan began his career at Bank of America in 2008, moved to Merrill Lynch Wealth Management in 2010, and joined the Bachman-Herron group in 2014. He has over ten years of experience in areas such as education planning, family wealth management strategies, liquidity management, managing new wealth, philanthropic planning, tax minimization, and retirement income. Jordan holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He graduated from the University of California, Channel Islands, with a bachelor's degree in applied mathematics. Jordan lives in Simi Valley, California, with his wife and son. He enjoys spending time with his family and is active in his local church.