Jack McCormick is a Financial Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® professional. He specializes in retirement planning, family wealth management strategies, and personalized financial planning. Jack brings over five years of experience, having started his career on the operational side at Merrill, which provides him with a comprehensive understanding of building financial plans from the ground up. Jack holds a Bachelor of Science degree in Economics from the University of Redlands and an Associate's Degree from Santa Rosa Junior College. He was a dual-sport NCAA collegiate athlete in swimming and water polo. He is also a fifth-generation resident of Sonoma County and remains active in his community through volunteer work with the Made In Santa Rosa Education Foundation and coaching water polo at Santa Rosa Junior College. Jack is fluent in English and Spanish and holds the designations of CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His approach is hands-on and detail-oriented, focusing on helping affluent clients build goal-focused financial plans.

Samboun Sim is a Financial Advisor with Merrill Lynch Wealth Management, serving clients in the Santa Rosa and Sonoma County area. With over a dozen years of experience in the financial sector, he focuses on developing strategies that address clients' short-, mid-, and long-term financial goals. His client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Samboun holds a Bachelor's Degree from Sonoma State University and is designated as a Personal Investment Advisor (PIA). He provides a holistic approach by combining Merrill Lynch's investment and retirement planning expertise with access to Bank of America's banking, credit, home financing, and small business solutions. Samboun emphasizes honest and open conversations to understand what matters most to his clients and to deliver appropriate financial solutions. Outside of his professional role, Samboun enjoys basketball, cooking, drawing/sketching, fishing, football, spending time with his family, traveling, and watching movies.

Samuel Tonascia is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he and his team place clients at the center of the wealth management process, designing goals-based strategies tailored to individual financial situations and lifestyles. He focuses on providing personalized care and service to help clients prioritize and pursue the financial goals that matter most to them. Samuel’s areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income planning. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Samuel earned a Bachelor's Degree from Arizona State University. Outside of his professional work, Samuel enjoys cooking, hiking, music, reading, running, spending time with his family, and watching movies.

Clarence Souza is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2013. With a career in financial services beginning in 1999, Clarence specializes in developing and implementing financial strategies tailored to the unique needs of high-net-worth clients, including executives, entrepreneurs, and families. His expertise encompasses portfolio management, tax minimization strategies, customized lending, asset preservation, retirement income planning, cash flow analysis, trust and estate planning, and wealth transfer strategies. Clarence holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree in Economics from the University of California San Diego in 1999 and an MBA in Financial and Tax Planning from San Diego State University in 2004. He is also a qualified Portfolio Manager, authorized to build and manage customized investment strategies that may include individual securities, Merrill Lynch model portfolios, and third-party strategies, some on a discretionary basis. In addition to his professional work, Clarence values community involvement and upholds Merrill Lynch’s tradition of service. His personal interests include traveling, outdoor activities such as golfing and hiking, as well as baseball, bowling, football, music, reading, softball, and swimming.

Kevin Lee is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that reflect the unique financial goals and changing market conditions his clients face. Kevin provides access to investment insights from Merrill alongside the banking and lending solutions of Bank of America, aiming to help clients pursue their objectives through tailored financial planning. His expertise covers a broad range of client needs, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, individual and corporate investment strategy, and retirement income. Kevin holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Sacramento State University. Kevin is also involved in several community organizations, including the Cardinal Newman High School Dad's Club, Rincon Valley Christian High School, Maria Carrillo High School, and the Santa Rosa Chamber of Commerce.