Equity-compensation planning for tech executives defines Merrill Lynch Financial Advisor Jeremy Middleton's practice in downtown San Diego, operating from the firm's 24th-floor office on B Street. RSU cost-basis reconciliation, ISO exercise timing, and Section 83(b) election analysis form the equity-planning suite, a layer of executive risk management that complements the commercial coverage structured at Cavignac. An Emmanuel College graduate, Middleton maintains FINRA registrations across ten states including California, Texas, and Massachusetts, supporting a client base spanning multiple jurisdictions. Retirement income distribution sequencing and Roth conversion ladder strategies require net-unrealized-appreciation (NUA) calculations, an analytical overlap with the goals-based investment modeling practiced at Archipelago Wealth Management. Top-complexity cases involve coordinated vesting-schedule optimization and SEC Rule 144 restricted-stock liquidation planning for pre-IPO company executives.