Zachary Lee

Robert Tanner is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Indian Wells, California. He holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA). After earning a bachelor's degree from the University of California at Santa Barbara, Robert began his career as a Financial Advisor in 2006. His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Robert focuses on wealth planning, investing, retirement planning—whether preparing for retirement or maintaining a retirement lifestyle—and client relationship development. He serves on the Board of Directors of the Family YMCA of the Desert. Born and raised in Palm Desert, California, Robert lives there with his wife and two children. Outside of work, he enjoys coaching his children’s sports and spending time outdoors.

Larry Weil is an Investment Consultant who partners with clients to understand their unique situations and collaboratively build plans aimed at achieving their financial goals. He has experience in wealth management, having served as Director of Wealth Management at Blake Butler Northwestern Mutual from 2014 to 2020.

Paige Lombardy serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been a financial professional since 2006, initially working as a CPA before transitioning to her current advisory role. Paige focuses on family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and retirement income. She holds a Bachelor's Degree from Mississippi State University and has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Paige emphasizes understanding clients' life priorities to develop personalized financial strategies aligned with their goals and aspirations. Paige is committed to community involvement and volunteers with local organizations. Outside of work, she enjoys cooking, fishing, gardening, interior decorating, reading, and spending time with her family.

Ryan Sanders is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides personalized wealth management strategies tailored to clients' unique priorities and goals. Ryan works with families and businesses to develop comprehensive plans encompassing investment, retirement, college education planning, executive compensation, small business strategies, and more. Ryan holds a Bachelor's degree in Financial Planning and a Master's degree in Sport Management from The University of Alabama. He is a Personal Investment Advisor (PIA) and emphasizes long-term relationships and client success through a deep understanding of each client's full financial picture. Ryan is actively involved in his community, participating in organizations such as Ducks Unlimited, Holy Spirit Catholic School in Tuscaloosa, the Kiwanis Club of Tuscaloosa, Quail Forever, St. Francis of Assisi University Parish, and the West Alabama Chamber of Commerce. Originally from Birmingham, Alabama, Ryan is married to his wife, Beth, and they have three daughters. Outside of his professional work, he enjoys coaching his daughters' sports teams and spending time outdoors through activities like hunting, camping, fishing, and hiking.