El Segundo, CA Rosecrans Ave Office

Benjamin Norrie is a Resident Director at Merrill, where he applies his expertise as a CERTIFIED FINANCIAL PLANNER (CFP), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). In his role, he focuses on helping clients build long-term wealth through thoughtfully designed wealth plans. Benjamin's areas of experience include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible investing, ESG investing, tax minimization, and retirement income. He works to provide financial guidance that empowers clients to pursue the lifestyle they desire with confidence. He holds a Bachelor's Degree from Purdue University and is involved with Covenant House of California. Outside of his professional pursuits, Benjamin enjoys biking, boating, cooking, hiking, spending time with his family, and traveling.

John Coon is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leverages the global resources of Merrill Lynch and the banking services of Bank of America, N.A., to serve affluent clients. He has been a professional in the financial services industry for over ten years. Prior to joining Merrill Lynch in 2018, John worked at Catalyst Funds, Lightstone Capital Markets, and Grubb & Ellis Realty Investors. John earned a bachelor's degree from the University of California system and holds Series 7, 24, 63, and 65 FINRA registrations. He also holds designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). His client focus areas include corporate executive services, executive compensation, and tax minimization. Born and raised in Newport Beach, John lives there with his wife and two children. He played volleyball at UCLA, contributing to teams that won NCAA Division I titles in 1998 and 2000. John is a previous board member of the Pediatric Cancer Research Foundation. In his free time, he enjoys surfing, fishing, playing guitar and piano, and coaching his son's baseball team.

Martha Cannady is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 35 years of experience in financial services. She has served as a Portfolio Manager in the firm's Investment Advisory Program and has expertise in Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, Tax Minimization, and Retirement Income. Martha joined Merrill Lynch in 2008 after previously working at Morgan Stanley from 1995 to 2008, where she held roles including Vice President and Assistant Branch Manager of the Long Beach Branch. Martha holds a Bachelor's degree in Business Administration with an emphasis in Finance from California State University, Fullerton. She is a CERTIFIED FINANCIAL PLANNER® professional, holds the Certified Plan Fiduciary Advisor (CPFA®) designation, and is a member of the National Association of Plan Advisors. Additionally, she has taught Successful Money Management classes at several community colleges. Fluent in Spanish, Martha is involved in community organizations including serving as a Board Member for the Orange County Hispanic Chamber of Commerce and the California 32nd District Agricultural Association, Orange County Fair Board. She has also held an Executive Board Member position at Alzheimer's Orange County. Martha enjoys cooking, hiking, traveling, and walking the Camino de Santiago. She and her husband, Bruce, reside in Cypress, California, and have two daughters.

Andrej Simunac is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in El Segundo, California. He works closely with clients from diverse backgrounds, including professionals such as doctors, dentists, CPAs, attorneys, as well as executives and business owners. Andrej aims to help clients assess their readiness for financial freedom by integrating various aspects of their financial lives, including investments, wealth planning, lending, cash-flow, wealth transfer, and savings. Since beginning his career in banking and wealth management in 2006, Andrej has accumulated over fifteen years of experience. He started as a Licensed Banker at Wells Fargo before joining Merrill in 2011. After a period as a Private Banker at Wells Fargo, he returned to Merrill in 2022. He holds a Bachelor's Degree in Marketing and Management from California State University Northridge and is a Personal Investment Advisor (PIA). Andrej is fluent in Serbo-Croatian, German, and English. Outside of his professional role, Andrej enjoys spending time with his wife and three children. He engages in outdoor activities such as paddling, kayaking, running, hiking, and backpacking in the Sierras. Originally from the former Yugoslavia, he also enjoys traveling and is knowledgeable about destinations like Croatia and Mexico. Andrej donates blood as part of his community involvement.

Miles Irish is a financial advisor with Merrill in El Segundo, CA, holding a Series 63 designation and 38 years of industry experience. He has worked at Merrill since 1992 and at Bank of America, N.A. since 2011. Outside of his advisory role, he is involved with Running2win.com, a running training log website that serves elite, collegiate, and high school cross country teams. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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 for a range of clients including individuals, institutions, and charitable organizations.

Marc Davis is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been providing financial guidance since 1987, working with high-net-worth individuals and business owners to address a broad range of financial needs. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and retirement income solutions. Marc holds a Bachelor's degree in Economics from the University of California, Santa Barbara. He has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He is also a member of the Ed Slott Elite IRA Advisor Group. Marc’s approach centers on collaborating closely with clients to create personalized financial strategies aligned with their long-term goals. Outside of his professional work, Marc enjoys running, skiing, surfing, swimming, and spending time with his family.

Seth Wensel is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. He previously worked at Citibank and TD Bank before joining Merrill in 2021. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Antonio Perez is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work includes roles at J.P. Morgan Securities and Paychex Inc. Outside of his advisory role, he provides baseball coaching and development advice to his son and his son's teammates. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, using model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Navas is a Financial Advisor at Merrill Lynch Wealth Management. He works with successful individuals, executives, entrepreneurs, and families to help preserve, manage, and grow their wealth responsibly. His clients often seek his guidance in navigating complex financial decisions and gaining access to resources through specialized professionals available at Bank of America. Kevin assists clients in preparing for financial challenges, identifying opportunities to strengthen their financial position, and implementing strategies tailored to meet their unique goals. Kevin graduated with honors from California State University of Fullerton, earning a Bachelor of Arts in Business Administration with a concentration in Finance. Before joining Merrill Lynch, he gained experience at New York Life and Wells Fargo, where he developed knowledge in the role life insurance investment vehicles play within customized financial plans. He also learned the importance of integrating banking relationships to help clients achieve their financial objectives through coordinated wealth strategies. He holds the Accredited Wealth Management Advisor™ (AWMA®) and Chartered Retirement Planning Counselor™ (CRPC™) designations.

Elena Peterson serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In her role, she works directly with clients to understand their current financial needs and presents solutions available through Merrill and Bank of America. Elena holds the professional designation of Personal Investment Advisor (PIA) and earned a Master's Degree from Saint Petersburg State University. Her approach involves assisting clients in identifying what matters most to them and their families to develop strategies aimed at pursuing their financial goals.

Elizabeth Han is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor (PIA) designation. Elizabeth helps individuals and families navigate the complexities of building, preserving, and transferring wealth through a planning-first approach that emphasizes understanding clients' personal perspectives and priorities. With seven years of experience at JPMorgan Chase prior to transitioning into wealth management, Elizabeth specializes in family wealth management strategies, philanthropic planning, small business strategies, women and wealth, and tax minimization. Her expertise includes goals-based planning, investment management aligned with risk tolerance and objectives, retirement income strategies, and tax and estate planning coordination alongside attorneys and tax professionals. Elizabeth earned her bachelor's degree from Queens College. In addition to her professional pursuits, she enjoys camping, hiking, rock climbing, yoga, and spending time with her family. She is involved in community activities such as UpENDing Parkinson's and serves as a Belayer.

Johanna Mc Gee is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing personalized wealth management strategies designed to align with each client's long-term goals. Johanna works with a range of clients including professionals, business owners actively building their wealth, and individuals approaching or in retirement. Her areas of focus include investments, long-term strategy, pre-retirement analysis and planning, savings and cash flow management, lending access, and specific client needs such as college education planning, divorce transition planning, family wealth management, philanthropic planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Johanna holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned an Accredited Certificate Program from American Junior College. Fluent in English and Spanish, Johanna and her team strive to build close and enduring client relationships by offering guidance based on thorough understanding and thoughtful decision-making. Residing in South Bay since 2000, Johanna is actively involved in her community, volunteering with organizations such as Baby2baby and Feed My Starving Children. Outside of her professional work, she enjoys a variety of activities including dancing, hiking, music, painting, soccer, table tennis, traveling, watching movies, yoga, and spending time with her family.

Kyle Agonia is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients from the Torrance/El Segundo office throughout his career. With over 25 years of experience in wealth management strategy, he advises individuals and families by developing personalized wealth strategies focused on high-quality assets that generate dividends and interest. Kyle’s expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and serves as a Portfolio Advisor in the Merrill Investment Advisory Program, where he helps clients meet their investment objectives by recommending a variety of investment strategies and portfolios. He earned a bachelor’s degree from the University of Southern California. Outside of work, Kyle enjoys baseball, chess, football, golfing, spending time with his family, and traveling.

David Adishian is a Wealth Management Advisor and Managing Director leading the Adishian Group at Merrill Lynch Wealth Management. For over two decades, he and his team have provided financial guidance to individuals, executives, entrepreneurs, and their families. Their expertise includes wealth preservation and growth strategies, particularly following significant financial transactions or life events. The group also supports businesses in key industries such as transportation, real estate, apparel, manufacturing, entertainment, technology, and sports with services including lending and cash management. David holds a Bachelor’s degree in Business Economics from the University of California at Santa Barbara, where he graduated with Omicron Delta Epsilon honors, and a Juris Doctor from Pepperdine University School of Law, where he was a Margaret Brock Scholar. He maintains professional designations including Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor®, and is a member of the State Bar of California. David actively participates in the community through roles with organizations such as the Los Angeles World Affairs Council & Town Hall, the University of California, Santa Barbara Foundation, the Petersen Museum’s CF200 Executive Committee, and the Manhattan Beach Education Foundation. His approach centers around understanding clients’ life priorities to create personalized financial plans tailored to their goals and aspirations. David has been recognized by Forbes as one of the “Best-in-State Wealth Advisors” for eight consecutive years, reflecting his commitment to delivering consistent, disciplined wealth management services. Outside of his professional work, David enjoys biking, hiking, and spending time with his family.

Diederich Rivas is a Financial Advisor at Merrill Lynch Wealth Management, where he leads a team dedicated to assisting families, individuals, and successful business owners in developing comprehensive, long-term financial strategies. His approach connects all aspects of clients' financial lives to help them prioritize and pursue the goals that matter most. Diederich and his team guide clients through a detailed discovery process to articulate and prioritize short- and long-term financial objectives, providing personalized attention supported by the global resources of one of the world's largest financial services firms. He offers expertise in various financial areas, including personal retirement planning, portfolio management services, and tax minimization. Diederich and his team help clients prepare for retirement lifestyles, education funding for children and grandchildren, wealth transfer, legacy establishment through family foundations and philanthropy, diversifying business interests, lending through Bank of America, and investment strategies. He emphasizes understanding clients' life priorities to create personalized plans aligned with their goals and aspirations. Diederich holds several professional designations, including Accredited Portfolio Management Advisor (APMA), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his Bachelor's Degree from the California State University System. Outside of his professional role, Diederich enjoys cooking, golfing, and traveling, and communicates fluently in English and Spanish.