Bakersfield, CA 5080 California Ave Office

David Wilson Jr. is a Series 66 licensed financial advisor with Merrill, based in Bakersfield, CA, and has three years of industry experience. His previous roles include positions at Bank of America and Primerica Financial Services, as well as work in student affairs at California State University Bakersfield. 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, and institutional investors, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Nicholas Amstutz is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in retirement planning, wealth management strategies, and family legacy planning. He is part of a multi-generational team and focuses on helping clients pursue personal goals such as funding education, planning for retirement lifestyle and healthcare costs, and developing personalized long-term family plans. Nicholas began his career after graduating from Syracuse University with a bachelor's degree in Political Science. He worked for four years in the United States House of Representatives in Washington DC before returning to Bakersfield, California. In 2007, he started his career at Merrill Lynch and joined the Amstutz McNaughton Group following completion of the PMD training program. He earned the Certified Private Wealth Advisor® designation in 2015 and also holds the Personal Investment Advisor (PIA) designation. He is married with two children and enjoys golfing, skiing, and spending time with his family. Nicholas is involved with the organization Goodwill.

Donna Wegmann is a financial advisor with Merrill in Bakersfield, CA, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has been with Merrill since 2009. 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, and institutional investors.

Blake Goehring is a Senior Resident Director and Wealth Management Advisor based in Central California. In this role, he provides clients and their families with tailored wealth management strategies that adapt to changing market conditions and individual needs. Blake offers access to investment insights from Merrill and banking services from Bank of America, focusing on a comprehensive approach that begins with understanding clients' financial situations and goals. His expertise covers a range of client focus areas including Divorce Transition Planning, Education Planning, Employee Benefits Planning, Family Wealth Management Strategies, Institutional and Corporate Benefit Services, Retirement Planning, Portfolio Management, and Small Business Strategies. Blake holds several professional designations such as Certified 401(k) Professional, Certified Financial Planner, Certified Plan Fiduciary Advisor, Chartered Retirement Planning Counselor, Personal Investment Advisor, and Retirement Benefits Consultant. He earned a Bachelor's Degree from the University of Southern California. Blake is involved in community organizations including the National Multiple Sclerosis Society and Rotary International. He dedicates time to volunteering and is committed to participating in the communities he serves. His personal interests include adventure sports, biking, cooking, music, running, spending time with his family, tennis, and traveling.

Brian Self is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides personalized, comprehensive financial advice tailored to help clients meet their financial goals. His approach begins with understanding a client's family, financial situation, and priorities, allowing him to develop customized wealth management strategies that adapt to changing needs and market conditions. He leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of clients' financial lives. Brian's areas of expertise include managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His educational background includes a Master's Degree from Chapman University and Bachelor's Degrees from Claremont McKenna College and Harvey Mudd College. A fourth-generation native of Bakersfield, Brian is active in his church and has served as Chairman of the Board of Stockdale Christian School. He enjoys football, golfing, spending time with his family, traveling, and supports the Dodgers and the Dallas Cowboys. He has traveled to 32 countries and values community involvement as part of his professional philosophy.

Freddy Soza is a financial advisor with Merrill in Bakersfield, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tate Williamson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings a consultative and goals-based approach to wealth management, focusing on understanding clients' families, needs, and financial priorities. Tate leverages his background in Agribusiness and Wealth Management alongside Merrill's resources to assist clients in pursuing their financial goals. His areas of expertise include college education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Tate holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Tate earned a Bachelor's Degree from the California State University System and an Associate of Science from Bakersfield College. He is involved with the American Petroleum Institute San Joaquin Valley Chapter and participates in community activities aligned with Merrill's tradition. Tate is fluent in Spanish and English, and his personal interests include baseball, basketball, billiards, bowling, chess, cooking, football, golfing, reading, and spending time with his family.

Mario Orellana is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve these objectives. Mario provides ongoing advice and adapts financial plans as clients' situations evolve. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the California State University System. Fluent in both Spanish and English, Mario assists clients with a range of financial needs, including general investing, retirement planning, and preparing for unexpected expenses. Mario emphasizes understanding what matters most to his clients and their families to create tailored strategies that align with their priorities. He invites clients to discuss their goals and concerns to receive personalized guidance through various stages of their financial journey.

Bradford Mcnaughton II is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working as a financial advisor with Merrill for the last ten years, focusing on helping clients achieve their financial goals through proper planning and wealth management. Born and raised in Bakersfield, California, Bradford pursued a career in finance from a young age. He completed two internships with Merrill, one during high school and another while in college. He earned a Bachelor's Degree in Business Administration from Vanguard University of Southern California. Bradford started his career at Merrill Edge in 2014 before transitioning to Merrill Lynch Wealth Management, where he has been for the past eight years. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Bradford's client focus areas include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and retirement income. He is involved in the Kern River Conservancy and has personal interests in adventure sports, cooking, fishing, gardening, spending time with his family, and surfing.

Douglas Amstutz is a financial advisor with Merrill in Bakersfield, CA, holding Series 63 and Series 65 licenses and having 50 years of industry experience. He has worked at Merrill since 1991 and concurrently with Bank of America since 2009. Outside of his advisory role, he serves on the board of the Bakersfield East Rotary Foundation, advising on the distribution of foundation funds to local charities. 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 strategic and model-based investment approaches for individuals, high-net-worth clients, and institutional investors, combining internal and third-party management with account administration and custody support.

Cheryl Trail is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Inc since 2013. 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, and institutional investors.

Craig Huff is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a member of the team since 1986. He focuses on delivering customized financial strategies to affluent families, successful business owners, and corporate executives. Craig addresses the unique challenges these clients face by providing guidance throughout all stages of the business cycle—from start-up to maturity—covering areas such as cash management, group benefits, financing through Bank of America, N.A., and succession planning. He collaborates closely with a team of specialists to ensure tailored strategies that meet the specific needs of each business and family. With a Bachelor of Science degree in Economics and a minor in Computer Science from Oral Roberts University, Craig holds designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Presidents Club and participates in community service through Rotary. A California native, Craig has been married for 40 years and has three grown sons along with multiple grandchildren. His personal interests include bodybuilding, hiking, sailing, racquetball, traveling, gourmet cooking, and enjoying the outdoors.