Anthony Lafrano is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services with Morgan Stanley in 1999 and joined Merrill Lynch Wealth Management in 2004. Anthony works with corporate clients, executives, and individuals, focusing on areas such as college education planning, divorce transition planning, equity compensation services, liquidity management, managing new wealth, and retirement income. With experience in navigating challenging markets, Anthony develops investment plans tailored to clients' personal goals and monitors performance over time. He utilizes the resources of Merrill Lynch Wealth Management alongside a personalized wealth management process to support his clients. Additionally, Anthony participates in client education through seminars on global political and economic trends offered by the LM Team. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the California State University system. Outside of his professional work, Anthony enjoys camping, surfing, watching movies, and practicing yoga.

Thomas Demarois is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1996. Prior to joining Merrill Lynch, he spent five years as a Bond Trader for a regional bank. His professional focus includes personal retirement planning, portfolio management services, and retirement income. A native of Chico, California, Thomas earned a Bachelor's degree in Business from Chico State University, where he also participated in rugby. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his advisory role, Thomas enjoys fishing, golfing, and playing tennis. He has served as a board member of The Cast Hope Foundation, a nonprofit organization dedicated to teaching underprivileged youth the art of fly fishing and an appreciation for the outdoors.

Kenna Stukas is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She collaborates closely with clients to develop financial plans aligned with their individual goals and adapts these strategies to meet changing market conditions. Kenna leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support her clients' financial objectives. She holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kenna earned her Bachelor's Degree from Sonoma State University. She is also actively involved in her community through volunteer work, reflecting Merrill's tradition of community participation.

Albert Solano is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies that align with their unique ambitions and priorities. Albert’s approach centers on understanding what matters most to individuals and families to help guide them through areas such as investing, retirement planning, and preparing for unexpected financial challenges. Albert holds a Bachelor's Degree from the University of California, Davis, and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is a member of the Woodland Chamber of Commerce and communicates fluently in both English and Spanish.

Gina Hurford is Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2019. She has extensive experience in financial planning and wealth management, having worked in various advisory roles since 2008. Prior to her current role, she served as a Wealth Management Advisor at TIAA from 2014 to 2018, and held financial planner positions at The Advisory Group of San Francisco, Hokanson Associates, and Christopher Weil & Company. Throughout her career, Gina has focused on building collaborative client relationships, emphasizing attentive listening and understanding clients' backgrounds to help identify their financial objectives. She holds a California Insurance License, which supports her ability to provide comprehensive financial planning services. Gina's approach centers on creating an environment where clients feel at ease, facilitating the development of personalized plans for their financial futures.

Henrry Medrano is a Financial Advisor with Merrill Lynch Wealth Management, where he provides comprehensive wealth management services tailored to clients' individual needs. He works closely with clients to connect all aspects of their financial lives, helping prioritize and pursue goals through customized strategies that adapt to changing circumstances. Henrry and his team at TSPN Wealth Management Group offer guidance in areas such as retirement planning, business launching, and investment opportunities, leveraging access to banking and lending services through Bank of America. Henrry holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma/GED from Houston Community College. He is actively involved in professional organizations including the Greater Houston Partnership, Greater Houston Women's Chamber of Commerce, Greater Northside Chamber of Commerce, and Women's Energy Network. His community involvement extends to participation in groups such as the Greater Northside Chamber of Commerce, Houston Livestock Show & Rodeo Corral Club, Interfaith Ministries, Rescue America, SWAT Ministries International, United Way, Wesley Community Center, and Women's Energy Network. Outside of his professional work, Henrry enjoys camping, cooking, running, traveling, watching movies, practicing yoga, and spending time with his family. His approach emphasizes building robust financial strategies that provide security and adaptability, guiding clients through life's uncertainties toward their financial aspirations.

Curtis Godt is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in discretionary portfolio management for high net worth clients. With over three decades of experience in the investment management industry, he focuses on personal retirement planning, portfolio management services, and retirement income strategies. Curtis works to create flexible wealth management plans tailored to clients’ evolving financial goals and market conditions. A fifth generation Californian born in Berkeley and raised in Sacramento, Curtis holds a Bachelor's degree from the University of California, Berkeley, earned in 1986. He began his career in January 1989 with Merrill Lynch Wealth Management in Palo Alto. Curtis maintains the Personal Investment Advisor (PIA) designation and contributes to several professional and fraternal organizations, including Union-Tehama Lodge No. 3 of the California Free and Accepted Masons, the Sacramento Valley chapter of the Scottish Rite of Freemasonry, and the Ben Ali Shrine of Shriners International. Residing in Elk Grove with his wife and son, Curtis is committed to community involvement and participates in local organizations, including his high school reunion activities. Outside of his professional work, he enjoys golfing, reading, and spending time with his family.

Bobby Takhar is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to develop customized strategies aimed at achieving their short-, mid-, and long-term financial goals. His services encompass a wide range of areas including general investing, retirement planning, and preparing for unexpected expenses. He also facilitates access to Bank of America specialists for additional support in banking, credit, home financing, and small business solutions. Bobby holds the Professional Investment Advisor (PIA) designation and completed his high school education at Yuba City High School. He also earned an associate's degree from Cosumnes River College. His approach emphasizes ongoing advice and guidance tailored to the evolving needs of his clients.