Santa Monica, CA 100 Wilshire Blvd Office

Baldwin Chin is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1992 following his graduation from UCLA, he has held various office management leadership roles within the firm. Baldwin’s expertise encompasses a wide range of client focus areas including education planning, family wealth management strategies, liquidity management, retirement income, socially responsible and values-based investing, tax minimization, and serving clients in sports and entertainment. Baldwin holds a Bachelor's Degree in Economics and Political Science from UCLA and maintains professional designations as a Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and in Sports & Entertainment (SE). He is committed to developing personalized financial strategies designed to help clients pursue their long-term goals through a detailed understanding of each client’s unique financial picture. In addition to his advisory work, Baldwin participates actively in community organizations such as Brentwood School, Culver City Rotary, and Jonathon Club. Outside of work, he enjoys spending time outdoors with his family and engages in activities including baseball, basketball, football, golfing, gymnastics, skiing, and softball.

Todd Kornguth is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Todd earned his Bachelor's Degree from the University of California. He applies his education and credentials to support clients in managing their financial portfolios.

John Mulcahy is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on developing personalized wealth management strategies tailored to clients' individual financial goals. He leverages insights from Merrill and the banking services of Bank of America to create flexible approaches that adapt to changing market conditions. John holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Georgetown University. He is also engaged in community activities, dedicating time to volunteering with local organizations in line with Merrill’s tradition of community involvement.

Sherry Grant is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since November 1992, progressing through roles including Client Associate, Senior Client Associate, Investment Associate, and Relationship Management Analyst before assuming her current position. Since 2000, she has worked professionally alongside her husband, J. Geoffrey Grant. Sherry’s areas of focus include Family Wealth Management Strategies, Managing New Wealth, Personal Retirement Planning, Special Needs Planning Strategies, and investing approaches such as Socially Responsible, Values-Based, and ESG Investing. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, is a Chartered Retirement Planning Counselor (CRPC), and a Personal Investment Advisor (PIA). She earned her bachelor's degree from the University of California system. Outside of her professional work, Sherry's personal interests include cooking, hiking, photography, scrapbooking, scuba diving, skiing, yoga, spending time with her family, traveling, and watching movies.

Logan Lanier is a financial advisor with Merrill based in Santa Monica, CA. He holds a Series 66 designation and has six years of industry experience. His prior work includes a role at Dick's Sporting Goods and a contractor position with Corporate Brokers supporting Merrill Lynch. 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 using model-based and discretionary investment strategies developed by internal and third-party managers.

David Guyette is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 1997. He provides personalized strategic advice and develops strong client-advisor relationships by offering clients preferential access to financial resources. David works with business owners, high-net-worth individuals, families, and retirees, consulting on various aspects of their financial lives. His expertise encompasses advising on corporate 401(k) plans, profit sharing plans, defined benefit plans, retirement planning, stock option analysis, alternative investments, non-profit and endowment strategies, philanthropic strategies, life insurance analysis, residential lending, and liability management. David creates customized wealth management plans aimed at optimizing clients' financial goals while collaborating with tax and legal advisors when necessary to develop tax-efficient financial strategies. His disciplined investment approach focuses on protecting clients' standard of living, maintaining their lifestyle, and taking measured risks to enhance their financial outcomes, seeking consistent returns by minimizing downside risks and volatility. David holds a Bachelor's Degree from the State University of New York System at Oswego and carries professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He lives in Santa Monica with his wife, Janet, and their two sons, Jake and Sam. David is also involved in community activities, reflecting the Merrill tradition of local engagement.

Nelly Garcia is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since joining the firm in 2017. She began her financial services career in 2004 and has experience assisting clients with significant life transitions such as retirement, inheritance, and business sales. Throughout her career, she has worked at JPMorgan Chase for eleven years, including five years at Chase Private Client, and at a boutique investment firm for two years. Nelly's approach to financial advising emphasizes understanding clients' values, visions, and what they find meaningful for themselves and their families. She collaborates with clients to build personalized plans aligned with their goals and aspirations, focusing on areas such as college education planning, family wealth management, retirement income, and socially responsible investing. She holds a Bachelor's degree in Business from the University of Redlands and the Personal Investment Advisor (PIA) designation. In addition to her professional work, Nelly is Co-director of Programming for Merrill's Greater Los Angeles Chapter of LEAD for Women, promoting education and professional development for women. She also volunteers with her high school's alumni association to support scholarships and student activities. Nelly and her husband, Lionell, enjoy spending time with their baby boy, two rescue dogs, and exploring the outdoors.

James Fletcher is a financial advisor with Merrill in Santa Monica, CA, holding Series 63 and Series 65 credentials and offering 42 years of industry experience. He has been with Merrill since 1979 and Bank of America since 2009. 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 strategies for a range of investors including individuals, high-net-worth clients, and institutional entities.

Shania Motruk is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. She has been with Merrill since 1981 and has concurrently worked at Bank of America 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gilbert Tong is a Senior Vice President and Senior Resident Director at Merrill Lynch Wealth Management in the Beverly Hills office. He leads the Merrill office in Santa Monica and has more than 30 years of experience serving complex clients. Gilbert specializes in advising ultra-high-net-worth individuals, multigenerational families, senior corporate executives, entrepreneurs, financial professionals, and institutional clients with substantial balance sheets and sophisticated financial needs. He focuses on developing customized, objective-driven wealth strategies to preserve, grow, and transition capital across market cycles and generations. Gilbert holds several professional designations, including Certified Private Wealth Advisor® (CPWA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His expertise includes liquidity and exit planning, business valuation and monetization strategies, advanced estate and legacy planning, asset protection, philanthropic and family foundation structures, tax-efficient wealth transfer, and fiduciary guidance for corporate and nonprofit retirement plans. He also serves as a Retirement Benefits Consultant to institutional plan sponsors and advises foundations and endowments. A graduate of the University of California, Los Angeles, Gilbert is involved in various community and professional organizations. He co-chairs the Los Angeles Asian Leadership Team at Bank of America and leads integration efforts for the firm's Southern California Asian employee network. He serves on the advisory council for the Los Angeles Chamber Orchestra and has participated in local charities in board and advisory capacities. Gilbert resides in Southern California with his wife, Grace, and their three children. Outside of work, he competes in endurance sports such as Ironman triathlons and serves as the Malibu Triathlon Team Captain.

Sonia Yearian is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been working in financial services since 1988, initially serving as a Vice President and International Trust Officer in Private Client Services. Since joining Merrill Lynch in 2005, Sonia has held various roles including International Financial Advisor, Assistant Vice President, Financial Solutions Advisor, and Bank Team Financial Advisor before assuming her current position. Sonia’s expertise encompasses family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, women and wealth, as well as individual and corporate investment strategy. She is a Personal Investment Advisor (PIA) and is fluent in both Spanish and English. Sonia earned her High School Diploma/GED from Pima Community College. Residing in Tucson with her husband and two children, Sonia prioritizes giving back to the community through involvement with local schools, charities, and communities. In her spare time, she enjoys outdoor activities such as skiing, traveling, watching movies, and spending time with her family.

Oliver Grant is a Financial Advisor with Merrill Lynch Wealth Management, focusing on business development and client relationship building. He works closely with clients to develop customized financial strategies tailored to their individual goals and circumstances. Oliver’s approach emphasizes trust, transparency, and thoughtful guidance to deliver personalized solutions. Since joining Merrill Lynch Wealth Management in October 2024, Oliver has specialized in areas including college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, and special needs planning strategies. His experience is supported by a degree in Economics from the University of California, Santa Cruz, where he was actively engaged as president of the club water polo team and a member of the Slug Fund Investment Group. He also began his college education at San Jose State University, participating as a walk-on to the Division 1 water polo team. Oliver holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys baseball, basketball, camping, cooking, photography, scuba diving, swimming, traveling, watching movies, and spending time with his family.

Blake Anthony is a Wealth Management Advisor at Merrill Lynch Wealth Management, a position he has held since 2017. He works alongside Senior Financial Advisor Nicholas Anthony as part of a team that provides personalized strategies supported by the firm's resources. Blake focuses on helping clients define and pursue their financial goals through thoughtful planning and guidance. His areas of expertise include divorce transition planning, education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and individual and corporate investment strategy. Blake holds the CERTIFIED FINANCIAL PLANNER® certification along with designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his Bachelor's Degree from the University of Oregon. Blake follows a disciplined process that begins with understanding each client’s unique financial situation and priorities to develop a personalized financial approach. Outside of his professional work, Blake enjoys playing tennis, football, hiking, music, traveling, watching movies, and spending time with his family. He previously competed as a Division 1 tennis athlete at Indiana University and the University of Oregon, and he brings the same focus to his advisory role.

Nicholas Anthony is a financial advisor with Merrill in Santa Monica, CA, holding Series 63 and Series 65 registrations and bringing 37 years of industry experience. He has been with Merrill since 2010 and Bank of America, N.A. since 2011. Outside of his advisory role, he is an owner of a trust that manages a second home. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, providing managed account programs, discretionary portfolio management, and brokerage execution services. The firm integrates investment management through various program strategies and manager-constructed approaches, supported by its affiliation with Bank of America’s broader capital markets platform.

Jonathon Brauer is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his expertise in investment management and client advisory services. Jonathon earned his Bachelor's Degree from Columbia University. His role involves providing tailored financial guidance and wealth management strategies to clients, utilizing his educational background and professional qualifications.