Doretta Alexander is a financial advisor with Merrill in Florham Park, NJ, holding a Series 66 license and bringing 25 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 1999. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

J Tansey is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Merrill since 1993 and is also affiliated with Bank of America since 2009. Outside of his advisory role, he and his wife own a vacation home that is occasionally rented. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Carol Doyle is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2018 and previously held roles at Next Financial Group, Michael ZawadiwskyI, and AXA Advisors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Principe Jr. is a financial advisor at Merrill with 52 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1991. Principe also serves as a lender for Morrisville Redevelopment LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michellyne Macdonald is a financial advisor at Merrill with 21 years of industry experience and a Series 66 designation. She has been with Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Clinton Factor is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1993, working closely with families to manage all aspects of their financial lives. Clinton focuses on creating personalized wealth management plans tailored to each client's unique financial situation and goals. His areas of expertise include college education planning, family wealth management strategies, legacy planning, portfolio management services, tax minimization, and retirement income. By gaining a thorough understanding of clients and their priorities, he offers a flexible approach that adapts to both changing market conditions and client needs. Additionally, Clinton provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America. Clinton holds a Bachelor's Degree from Seton Hall University and holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, he enjoys baseball, golfing, and spending time with his family.

Matthew Lapera serves as an Associate Resident Director at Merrill, where he provides personalized wealth management strategies tailored to individual client needs. He specializes in areas including equity compensation services, family wealth management, investment consulting for defined contribution plans, liquidity management, retirement income planning, and values-based investing. His approach centers on developing strategies that reflect clients' long-term financial goals and adapting to changing market conditions. A native of New Jersey, Matthew began his financial career as a Merger Arbitrage Analyst on the New York Stock Exchange before transitioning into wealth management. He spent four years as a financial planner at Morgan Stanley before joining Merrill to leverage its resources for improved client service. Matthew holds a Bachelor's Degree from Monmouth University and maintains professional designations as a Certified Private Wealth Advisor, Chartered Retirement Planning Counselor, and Personal Investment Advisor. He is a member of the IMCA & Investments and Wealth Institute®. Outside of his professional role, Matthew participates in community volunteering activities consistent with Merrill's tradition of community involvement. He also enjoys billiards, boating, chess, fishing, football, golfing, running, swimming, traveling, and spending time with his family.

John Lynch is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1986, including through its affiliation with Bank of America. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage and custody services. The firm’s investment management approach includes multiple program strategy types and manager-constructed strategies, supported by a centralized CIO and platform oversight.