Nicholas Amstutz is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in retirement planning, family wealth management strategies, and legacy planning. He is part of a multi-generational advisory team, focusing on helping clients pursue personal financial goals through individualized planning and portfolio management services. Nicholas holds a Bachelor's Degree in Political Science from Syracuse University and completed his high school education at Highland High School in Bakersfield, California. He began his career in Washington D.C., working in the United States House of Representatives for four years before joining Merrill Lynch in Bakersfield in 2007. He completed the PMD training program and earned the Certified Private Wealth Advisor® designation in 2015, alongside the Personal Investment Advisor (PIA) credential. Outside of his professional role, Nicholas is involved with the organization Goodwill and spends his free time enjoying activities such as golfing, skiing, and spending time with his wife Jill and their two children.

Blake Goehring is the Resident Director and Wealth Management Advisor at Merrill, specializing in delivering comprehensive wealth management strategies tailored to individual clients and their families. He emphasizes understanding a client’s full financial picture and personal priorities to create flexible strategies that adapt to evolving market conditions. Blake leverages the investment expertise of Merrill alongside the banking and lending solutions of Bank of America to address clients' diverse financial needs. With a focus on areas such as divorce transition planning, education planning, family wealth management, portfolio management, and small business strategies, Blake applies his professional designations—including CFP, CPFA, CRPC, CkP, PIA, and RBC—to guide clients through complex financial decisions. He holds a bachelor’s degree from the University of Southern California and is committed to providing personalized service aimed at helping clients pursue their long-term goals. Blake is actively involved in community organizations, including the National Multiple Sclerosis Society and Rotary International, reflecting his dedication to the Merrill tradition of community engagement. His personal interests include adventure sports, biking, cooking, music, running, tennis, traveling, and spending time with his family.

Brian Self is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides personalized, comprehensive financial advice tailored to help clients meet their financial goals. His approach begins with understanding a client's family, financial situation, and priorities, allowing him to develop customized wealth management strategies that adapt to changing needs and market conditions. He leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of clients' financial lives. Brian's areas of expertise include managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His educational background includes a Master's Degree from Chapman University and Bachelor's Degrees from Claremont McKenna College and Harvey Mudd College. A fourth-generation native of Bakersfield, Brian is active in his church and has served as Chairman of the Board of Stockdale Christian School. He enjoys football, golfing, spending time with his family, traveling, and supports the Dodgers and the Dallas Cowboys. He has traveled to 32 countries and values community involvement as part of his professional philosophy.

Janssen Carr Barfield is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of client-focused areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and services tailored for endowments, foundations, and non-profits. Janssen integrates both fundamental and technical analysis in his approach and educates clients on global economic factors influencing inflation. He also provides access to alternative investments across various sectors such as precious metals, agriculture, energy, and private equities as part of diversified portfolio strategies. With a Bachelor's Degree from the University of California System, Janssen holds the Personal Investment Advisor (PIA) designation. Fluent in English, Spanish, French, Hebrew, and Greek, he communicates with a broad range of clients. Janssen is committed to linking clients’ personal perspectives and priorities with financial planning, emphasizing the importance of connecting all aspects of financial life to help clients pursue their most important goals. Outside of his professional work, Janssen is a family man with nine children and a strong personal commitment to his family, including raising his niece and nephew. His personal interests include camping, chess, dancing, fishing, music, reading, scuba diving, skydiving, surfing, and spending time with his family. He also engages in agricultural activities and enjoys preparing large meals for family and friends. Janssen’s community philosophy is guided by principles found in Matthew 6:3-4.