William Yates is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1984 and joined Merrill Lynch in 2004. In his role, he collaborates closely with clients to design long-term strategies aimed at achieving their life goals. He holds a Bachelor's Degree in Business/Economics from the University of California, Santa Barbara, earned in 1982, and holds the Personal Investment Advisor (PIA) designation. His consultative process customizes solutions based on each client's individual risk tolerance, time horizon, liquidity needs, investment goals, and cost considerations. His areas of focus include retirement planning, education funding, home buying, business growth, legacy building, and philanthropy. Outside of his professional work, William Yates serves as the Chair of BACCV. He is married to Deborah and is a father and grandfather.

John Birkett is a Planning Consultant at Fidelity Investments, where he assists clients in Silicon Valley with developing comprehensive wealth plans tailored to their individual situations. He emphasizes understanding his clients' interests, passions, and goals to create flexible plans that can evolve with their changing lives. John has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2023. Prior to joining Fidelity, he worked as a Client Service Specialist at Charles Schwab from 2019 to 2021. He holds a California Insurance License.

Antonio Da Roza is a Private Wealth Advisor with Merrill Private Wealth Management, where he leads the strategic process for his team. He has been in the financial services industry since 1989 and has held positions including Director of Investments at Morgan Stanley Private Wealth Management until 2011. Throughout his career, Antonio has worked closely with entrepreneurs, corporate executives, and their top employees. His expertise includes developing customized strategies focused on wealth preservation and enhancement, intergenerational wealth transfer, charitable giving, corporate executive services, family wealth management strategies, legacy planning, and managing new wealth. Antonio holds a B.S. in Finance and Banking from San Francisco State University and the Certified Investment Management Analyst® (CIMA®) designation. He lives in Hillsborough, California with his wife and two daughters. His personal interests include golfing, skiing, surfing, and tennis.