Adam Zachary

Shani Crookshanks serves as an Associate Resident Director at Merrill, where she helps clients develop comprehensive, goals-based financial plans tailored to their individual needs, risk tolerances, and time horizons. Drawing on her experience, she ensures that strategies remain aligned with clients' evolving circumstances and objectives, allowing them confidence and freedom to enjoy the lives they have worked for. Before joining Merrill, Shani spent 23 years in the produce industry, gaining experience in goal setting, strategy development, information sourcing, execution, and regular review. She holds a Bachelor's Degree from Arizona State University and a Master of Business Administration (MBA) from Thunderbird School of Global Management. She also holds the Professional Investment Advisor (PIA) designation. Shani is actively involved in her community through roles such as Officer and Volunteer at the Tulare County Historical Society. She is a member of the Tulare County Historical Society and the Tulare Kings County Estate Planning Council. Her personal interests include cooking, gardening, genealogy, golfing, knitting and crocheting, scrapbooking, spending time with family, traveling, and yoga.

Ryan Moll is a Financial Advisor with Merrill Lynch Wealth Management, serving clients as a Merrill Financial Solutions Advisor. In this role, he works closely with clients to understand their individual priorities and develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He provides guidance on a range of topics including investing, retirement planning, and preparing for unexpected expenses. Additionally, he facilitates access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. With expertise in helping clients manage complex financial demands—such as buying a home, saving for education, and addressing healthcare needs—Ryan emphasizes a personalized, one-on-one approach. He assists clients in defining their goals and selecting portfolio strategies tailored to achieve them, offering ongoing advice to adapt these plans as clients’ circumstances evolve. Ryan holds the Personal Investment Advisor (PIA) designation and completed an Accredited Certificate Program at San Joaquin Delta College.

Ariana Campos is a Financial Solutions Advisor at Merrill Lynch Wealth Management. She works directly with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. Ariana provides ongoing advice and adjusts portfolio strategies as clients' situations evolve. She holds the Professional Investment Advisor (PIA) designation and earned a bachelor's degree from the California State University System. Ariana emphasizes uncovering what matters most to clients and their families in order to create strategies aligned with their financial goals.