Joshua Denton is a Financial Consultant I with over a decade of experience in the financial industry. He has previously held roles including Senior Branch Premier Banker at Wells Fargo Bank from 2019 to 2024 and Senior Branch Leader at Wells Fargo from 2014 to 2019. His professional focus includes wealth, income, and retirement planning, as well as tax-efficient investing. Joshua holds a California Insurance License. Outside of his professional work, he spends time with his family and enjoys activities such as football, outdoor adventures, and traveling.

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.

Maylin Lema is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, she collaborates with clients and their families to integrate benefits into their overall financial plans through personalized education on benefits and equity compensation, as well as wealth planning and guidance. She emphasizes forming strong relationships with clients to maintain trust, reliability, and competency. Her professional experience includes various positions at Fidelity Investments since 2021, progressing from Investment Solutions Representative I to her current role. Prior to Fidelity, Maylin held roles such as Investment Advisor Representative at Creative Financial Designs and Registered Representative at Avantax Investment Services, Inc. She also has experience as a Financial Manager at Discovery Counseling Center, and as a Master Tax Advisor and Enrolled Agent at H&R Block. Maylin holds insurance licenses in Arkansas and California.

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.