Profile

Jolon has been in the financial service industry since 2006 and joined Merrill Lynch Wealth Management in 2012. Prior to joining Merrill, Jolon gained valuable outside experience as an institutional trader and financial advisor. For the last few years Jolon has been recognized by Forbes on the “Top Next Gen Wealth Advisors” in 2018, 2020, and 2021 (Published annually July – Sept. Rankings based on data as of March 31
of current year) and was on the Forbes Best in State Next Gen Advisors list in 2019 (Published on September 4, 2019. Rankings based on data as of March 31, 2019).

His focus is on providing tailored relationship based advice to affluent clients around their personal financial strategies and wealth management. The scope of advice and guidance includes concentrated stock issues, managing liquidity events, retirement planning, estate planning services, tax minimization strategies, asset management, and strategic lending.

Jolon is a graduate of St. Mary’s College of California, with a bachelor’s degree in Economics as well as Business Administration with a concentration in Financial Services. Jolon currently is an active member in the Greater Willow Glen Community and the Sacred Heart Community. He and his wife, Nicole, live in San Jose with their daughter and their two sons. He enjoys spending time with his family through involvement in their schools and sports - tennis and baseball.

*Lending Services are through Bank of America, N.A.

*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31
of current year.

Data provided by SHOOK® Research, LLC. Forbes “Top Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in
1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are
viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person
interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations;
and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a
criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on
the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome
and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors
choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past
performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement
on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on September 4, 2019. Rankings based on data as of
March 31, 2019.

Forbes “Best-in-State Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking
were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams;
joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures:
telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations;
and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a
criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based
on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or
investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes
is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment
success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings
should not be construed as an endorsement of the advisor.