Juliana Joern, CFP®, is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Santa Fe, New Mexico. Since joining Merrill Lynch in 2011, she has earned her Series 7 and 66 FINRA registrations and attained the CERTIFIED FINANCIAL PLANNER® designation. Juliana brings a holistic approach to wealth management, focusing on education planning, family wealth management strategies, retirement planning, portfolio management, and areas including LGBT and women’s wealth planning. Juliana's advisor philosophy emphasizes building strong client relationships grounded in trust, open communication, and transparency. She partners closely with clients to develop customized financial strategies that address their short- and long-term goals, covering wealth accumulation, preservation, transfer, trusts and estates, and liquidity management. Her prior career as a fine art painter and education at Tyler School of Art inform her thoughtful, client-centered approach. Originally from Philadelphia and New York, Juliana has resided in Santa Fe since 1995. Outside of her advisory practice, she continues to pursue painting, gardening, hiking, and cooking. Juliana lives with her husband, David Jenkins, a former firefighter and current assistant district attorney, and their dog, Charlie. She and her family are engaged in community activities through volunteering and fundraising with organizations including Espanola Humane and The Food Depot.

Katrina Johnson is a Senior Financial Advisor based in Santa Fe and a member of The Andrews Group team with Merrill Lynch Wealth Management in Manhattan, New York. She is committed to providing wealth management, advisory services, and financial strategies, along with access to banking and lending solutions through Bank of America, N.A. Katrina works with a diverse clientele that includes entrepreneurs, small business owners, high-net-worth individuals, families, not-for-profits, trusts, and corporate retirement plans. With over a decade of experience in the financial services industry, Katrina previously served as an Investment Officer at Los Alamos National Bank and held sales and services roles at Thornburg Investment Management and Wachovia Securities (now Wells Fargo Advisors). She employs a confident and consistent approach to financial planning, aiming to help clients achieve long-term financial independence through customized strategies. Katrina earned a Bachelor of Science degree in Biology from the University of Texas at Arlington and holds the Series 7 and Series 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. She lives in Santa Fe, New Mexico, and enjoys hiking, cycling, skiing, and dancing. Katrina’s professional philosophy includes leveraging the global resources of Merrill Lynch and Bank of America to explore financial possibilities for her clients.

Kaitlyn Kimzey is a financial advisor with The Kimzey Group at Merrill Lynch Wealth Management based in Santa Fe. She helps clients develop personalized financial strategies that align with their long-term goals, balancing living in the moment with preparing for the future. Kaitlyn focuses on areas including family wealth management strategies, personal retirement planning, portfolio management services, socially responsible and ESG investing, and women and wealth. Kaitlyn holds a Bachelor's Degree in English Literature from Temple University and maintains her Series 7 and 66 FINRA registrations. She also holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her diverse background includes experience teaching ESL in Chile and regenerative cattle ranching in Colorado. In addition to her professional work, Kaitlyn is involved in her community as a board member of the Santa Fe Farmers Market Institute. Her personal interests include camping, cooking, fishing, gardening, horseback riding, reading, running, skiing, and traveling.

Terese Zimmerman is a Financial Solutions Advisor (FSA) at Merrill, specializing in wealth management services through Merrill Lynch. In her role, she works closely with clients to understand their individual priorities and develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Her advisory services encompass areas such as general investing, retirement planning, and saving for unexpected events, with access to additional resources from Bank of America specialists in banking, credit, home financing, and small business solutions. Zimmerman holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her High School Diploma/GED from Phoenix College. She is committed to helping clients identify what matters most to them and their families in order to create tailored financial strategies.

Roxane Rose serves as the Resident Director and Wealth Management Advisor at Merrill Lynch, where she collaborates with families and individuals to develop personalized wealth strategies. With nearly three decades of experience, she focuses on family wealth management, legacy planning, special needs planning, and supporting clients through various financial stages, including managing new wealth and personal retirement planning. Roxane holds a Master of Science in Accounting from the University of North Texas and a Bachelor's Degree from North Texas State University. She is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a retired CPA, maintaining memberships in professional organizations such as the American Institute of CPAs® (AICPA). Additionally, she holds several FINRA registrations and broker licenses. Beyond her professional duties, Roxane has been actively involved in community organizations including the Espanola Animal Shelter, the Georgia O'Keeffe Museum, and the Lensic. Her approach emphasizes inclusion, respect, and collaboration, aiming to create meaningful impacts in the lives of the families she serves.

Michael Knutstrom is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on creating personalized financial strategies tailored to clients’ individual goals and changing market conditions. He leverages investment insights from Merrill Lynch along with banking and lending solutions provided by Bank of America to support his clients’ wealth management needs. Michael holds a Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the University of Notre Dame and a Master's Degree from Harvard University.