Richard Post

Jon Marc Blalock is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management strategies tailored to the individual needs of his clients. He works closely with individuals, families, and businesses to help grow and preserve their wealth through customized planning and intergenerational guidance. Jon Marc’s approach emphasizes understanding clients’ life priorities to create personalized financial plans that reflect their goals and aspirations. Since beginning his financial services career in 2014, Jon Marc has developed expertise in areas including college education planning, employee benefits, family wealth management, retirement planning, and socially responsible investing. He holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, as well as Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) credentials, which support his work providing fiduciary services and retirement plan consulting. Jon Marc holds a bachelor’s degree in Global Studies from the University of California, Santa Barbara. A native of the Coachella Valley, he has been active in his community through volunteer work and service, including a tenure on the Board of Directors for The Living Desert Zoo & Gardens. Outside of his professional pursuits, Jon Marc enjoys cooking, football, and golfing.

Diane Valenzuela is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been practicing since 1994. She offers a disciplined and customized approach to wealth management, focusing on integrating and coordinating all aspects of clients’ lifestyles and finances. Diane specializes in areas including family wealth management strategies, defined benefit plans, LGBT wealth planning, personal retirement planning, portfolio management, small business strategies, women and wealth, and tax minimization. Diane holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from Coachella Valley High School. She is bilingual in Spanish and English. Named to Forbes' "America's Top Women Wealth Advisors" list in 2020, Diane adheres to a structured process that aims to provide clarity and informed choices amid complex financial lives. Her work is supported by access to Merrill’s investment insights and Bank of America’s banking services. In addition to her professional duties, Diane participates actively in her community through volunteer work with organizations such as Dream Volunteers and the Cherie Blair Foundation. She also supports local initiatives via the Inland Empire Community Foundation and One Future Coachella Valley. Diane’s personal interests include cooking, spending time with her family, and traveling. Alongside her husband, she has traveled to developing countries since 2008 to support youth mentorship and scholarship programs.

Francesco Biasi is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on a range of financial matters including general investing, retirement planning, and emergency savings. Francesco also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Luigi Bocconi University. Francesco's approach emphasizes uncovering what matters most to clients and their families in order to tailor financial strategies accordingly.

Rosalin Schiller is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2015, she has focused on helping clients prepare for retirement, develop estate planning strategies, manage new wealth, and create personalized wealth management approaches tailored to their individual goals. Rosalin leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to assist high net worth individuals and businesses in organizing their financial lives. With a career in financial services beginning in 2004, Rosalin holds FINRA Series 7 and 66 registrations and is licensed in California as a Life, Accident, and Health Insurance Agent through Merrill Life Agency. She earned a Bachelor's Degree from California Polytechnic Pomona in 1999 and holds the Personal Investment Advisor (PIA) designation. Her community involvement includes participation in organizations like Cal State University San Bernardino Associates, Desert Community Foundation, and Loma Linda Children's Hospital Desert Guild. Outside of her professional work, Rosalin enjoys cooking, hiking, and running.