Kailua Kona, HI 6831 Alii Dr Office

Michael Mast is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on delivering investment insights and financial strategies to help clients achieve a worry-free retirement. With over 25 years of experience across various asset classes and market environments, Michael specializes in family wealth management, personal retirement planning, portfolio management, and services for endowments, foundations, and non-profits. Michael holds a Bachelor's Degree from the Wharton School of Business and is a Personal Investment Advisor (PIA). He is registered with FINRA Series 7 and 63, holds an NMLS ID 2021405, and has previous registrations including the FINRA Series 65 and membership in the Chicago Board of Trade and American Stock Exchanges. His practice emphasizes cost-effective and efficient financial solutions tailored to clients' risk tolerance, time horizon, liquidity needs, and investment goals. Residing on the Big Island of Hawaii for the past 12 years, Michael enjoys outdoor activities such as tennis, pickleball, swimming, fishing, and bodyboarding. He values the year-round exceptional weather and the variety of outdoor pursuits available in his community.

Michael Breen is a Private Wealth Advisor and a co-founder of The ABGO Group within Merrill Private Wealth Management. He directs integrated strategies and advice for a select group of ultra-high-net-worth clients, tailoring his approach to the unique goals and priorities of each person and family. Michael has significant experience advising entrepreneurs, corporate executives, and venture capital principals, focusing on pre- and post-IPO strategies, concentrated and restricted stock management, mergers, private sales, and tax-sensitive wealth transfer. Michael began his financial services career in 1997 at Morgan Stanley and has been with Merrill since 1999. He earned a Bachelor of Science degree in Finance from Santa Clara University, where he was a member of the varsity golf team. He holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, Michael enjoys staying active through triathlons and golf. He is a member of the Olympic Club in San Francisco. Michael and his wife Cathy reside in Kailua Kona with their three children.

Joshua Countess is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2017. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Hauanio serves as an Associate Resident Director and Wealth Management Advisor at Merrill. He specializes in developing customized wealth management strategies addressing wealth accumulation, preservation, and transfer. His approach includes portfolio development, liability management, tax minimization, asset preservation, and emphasizes securing lifetime retirement income streams. Jason also provides business owners with strategies for cash management, group benefit plans, financing solutions, and succession planning services offered through Bank of America, N.A. He holds a High School Diploma from Kamehameha Schools, a Bachelor's Degree and a Master's Degree in Finance from the University of Hawaii Manoa Business School. Jason has earned several professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is proficient in English and Japanese. Outside of his professional work, Jason is involved with the Innovations Public Charter School Foundation and the Kona Hospital Foundation. His personal interests include spending time with his family, surfing, and traveling.