James Gomatos is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2012, he has focused on delivering a comprehensive approach to wealth management that starts with understanding each client's unique needs and goals. He leverages the investment resources of Merrill Lynch and the banking services of Bank of America to address multiple aspects of clients' financial lives. James holds the designation of Senior Portfolio Advisor, allowing him to provide traditional advisory services as well as build and manage custom investment strategies. He utilizes a wide range of Merrill model portfolios and third-party investment options, and when managing clients' portfolios through the firm’s Investment Advisory Program, he may do so on a discretionary basis. His areas of client focus include Family Wealth Management Strategies, Managing New Wealth, Personal Retirement Planning, and Retirement Income. James earned a bachelor's degree from the University of Central Florida. He also holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Outside of his professional work, James’s personal interests include biking, golfing, and running.

David Burns is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in the Central Florida area since 1985. He focuses on retirement and income planning strategies, helping clients construct investment portfolios aligned with their objectives, risk tolerance, and time horizon. David provides expertise in family wealth management, personal retirement planning, portfolio management, tax minimization, and retirement income. Throughout his career, David has collaborated closely with clients’ tax advisors and attorneys to promote the use of tax-efficient strategies and the implementation of appropriate estate plans. He has extensive experience in tax-exempt municipal bonds and other income-producing investments. David holds the Personal Investment Advisor (PIA) designation. He earned his high school diploma from Moeller High School and attended Ohio State University and the University of Central Florida without obtaining a degree. Outside of his professional work, David enjoys fishing, football, and golfing. He is recognized as a "Diamond Knight" for his support of The University of Central Florida’s athletic and scholarship programs.

Paige Brach is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Burns Group advisory team. She began her career as a financial advisor in 2011 and works alongside her father, David Burns, and husband, Chris Brach. The team draws on over 40 years of combined experience serving clients, with a focus on retirement planning strategies, retirement income, portfolio analysis, and comprehensive wealth management services. Paige holds a Bachelor of Science degree in Psychology from the University of Georgia, where she was a member of the gymnastics program that won four consecutive Division I NCAA National Championships. She has earned several professional designations, including Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her expertise encompasses cash flow projections, tax minimization strategies, retirement analysis, portfolio reviews, and education planning, helping clients achieve their financial goals and sustain retirement income. Outside of her professional role, Paige supports the University of Georgia community and volunteers as a foster for rescued bulldogs through Florida English Bulldog Rescue. She is also active in the Delta Delta Delta Orlando/Winter Park Alumnae Chapter. Paige enjoys spending time with her husband, Christopher, their children, Brooks and Brielynn, and their English Bulldog, Squintz.

Jose Lopez Rodriguez is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help them develop financial strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance in areas such as general investing, retirement planning, philanthropic planning, LGBT wealth planning, and retirement income, while also facilitating access to Bank of America specialists for services including banking, credit, lending, and small business solutions. Raised in the Dominican Republic by parents with careers in banking, Jose developed an early understanding of the importance of guiding clients toward meaningful financial objectives. He earned a Bachelor's Degree from American University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jose is a member of Sigma Chi Fraternity and communicates with clients in both English and Spanish. Outside of his professional responsibilities, Jose enjoys fishing, horseback riding, skiing, traveling, and spending time with his family. He lives in Washington, DC, with his Standard Schnauzer, Mangu.