Merrill Lynch
Jacob Gibbs
Merrill Financial Solutions Advisor
Nathan Treadwell
Wealth Management Advisor, Senior Vice President Wealth Management
Thoeum Thaiy, Cfp®, Crpc™, Crps™, Aams™
Wealth Management Advisor, First Vice President
Paul Riley
Managing Director, Product And Strategy Executive For Merrill Edge
Zachary Schmidtke
Private Wealth Associate
Tom Kane
Private Wealth Manager, Managing Director
Nick Ong
Assistant Vice President
Lokpal Prasad
Team Lead
Sarah Evans
Associate General Counsel/MD
David Falb
Director Group Operations Manager
Yolanda Leddy
VP, Group Operations Manager Gwim Online Risk Management
Donald Han
Dire CTO R