Rebekah Rogers

Brendan Cornies is a Financial Advisor affiliated with Merrill Lynch Wealth Management, where he provides clients with access to investment resources and banking services through Bank of America. He has been in the financial services industry since 2018 and joined Merrill in 2019. Brendan's client focus areas include college education planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a bachelor's degree in business from Saint Francis College and a master's degree in general business from Brooklyn College. Brendan also holds the Personal Investment Advisor (PIA) designation. His approach to financial planning involves working collaboratively with clients to create personalized strategies aimed at helping them pursue their financial goals. Outside of his professional work, Brendan enjoys spending time with his family and engaging in activities such as football, golfing, ice hockey, music, and soccer.

Pavinderjit Kooner is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on developing personalized wealth management strategies tailored to clients’ unique financial situations and goals. He works closely with clients to understand their short-, mid-, and long-term objectives, providing guidance in areas such as retirement planning, college education funding, family wealth management, legacy planning, tax minimization, and small business strategies. Pavinderjit also facilitates access to the investment insights of Merrill Lynch and the banking, lending, and financing solutions of Bank of America. With expertise as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), Pavinderjit supports clients through all stages of wealth management, addressing concerns related to investing, retirement income, and employee financial health. His approach centers on uncovering what matters most to clients and creating flexible strategies to help them pursue their financial goals amid evolving market conditions. Pavinderjit holds a Bachelor’s Degree from San Francisco State University. Outside of his professional work, he has personal interests in cooking, football, music, and traveling.

Tanner Choate is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he provides customized wealth management services for affluent professionals and business owners. Beginning his professional career in 2018 after graduating from the University of California, Berkeley, Tanner focuses on constructing financial strategies that align with his clients' specific goals and create lasting impact. His practice is particularly attuned to clients with concentrated equity positions, helping them integrate these assets efficiently into their overall financial plan. Tanner's expertise includes corporate executive services, executive compensation, and equity compensation services. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Committed to the Merrill tradition of community involvement, Tanner dedicates time to volunteering with local organizations. Outside of his professional pursuits, he enjoys baseball, football, golfing, and traveling.

Jacob Rosenthal is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping clients develop personalized strategies to pursue their short-, mid-, and long-term financial goals. His approach involves taking the time to understand individual client priorities and providing ongoing advice in areas such as general investing, retirement planning, saving for unexpected events, and estate and legacy planning. Jacob also offers access to Bank of America specialists to support clients with banking, credit, home financing, and small business solutions. Jacob's expertise includes college education planning, family wealth management strategies, liquidity management, managing new wealth, individual and corporate investment strategies, and retirement income planning. He holds a Bachelor's Degree from Saint Mary's College of California and the Personal Investment Advisor (PIA) designation. Outside of his professional role, Jacob enjoys cooking, golfing, ice hockey, and soccer. He is also active in his community, serving on the board of a local car club in the Central Valley and participating in a recreational hockey league.