Max Prager is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in 2011 at JPMorgan Chase, working as a client associate in the Private Bank. In 2013, Max joined Merrill Lynch Wealth Management, where he has developed strong relationships with many clients. Max works with affluent families, individuals, and business owners to develop long-term financial strategies tailored to their personal and business finances. Using Merrill's Total Merrill platform and a disciplined four-step wealth management process, he provides individualized strategies and strives to deliver attentive personal service and accountability. Max holds the designation of Personal Investment Advisor (PIA). He earned a Bachelor of Business Administration degree from Elizabethtown College. Outside of work, Max enjoys nature, animals, fitness, and sports, including playing golf. He also volunteers at a youth soccer club.

Scott Nash is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 35 years of experience in the financial services industry. Scott is part of The Nash Wealth Management Group, which combines investment insights and global capabilities of Merrill Lynch with the banking services of Bank of America to provide coordinated financial strategies. Scott's expertise includes college education planning, corporate executive services, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, women and wealth, individual and corporate investment strategy, and retirement income. He is dedicated to guiding investors through complex financial situations with personalized advice and ongoing education. Scott has completed the Graduate Wealth Management Advisor program and holds the Accredited Wealth Management Advisor (AWMA) designation as well as the Personal Investment Advisor (PIA) designation. He earned his high school diploma from South Philadelphia High School. Outside of work, Scott enjoys running and weightlifting. He lives in Marlton, NJ with his wife, Debbie, and they have two grown children.

Robert Falconiero is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in assisting business owners, 401(k) plan sponsors, and individuals with equity compensation plans navigate complex financial decisions and develop strategies focused on long-term financial confidence. His work centers on simplifying wealth planning, optimizing retirement strategies, and guiding clients through major business and personal financial transitions. With a background that includes serving as an Orthopedic Trauma Consultant at Johnson & Johnson prior to joining Merrill Lynch in 2019, Mr. Falconiero brings a unique perspective to his advisory role. He holds multiple professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC). His education includes a Bachelor’s degree from Drew University and an MBA in Finance from Drexel University’s LeBow College of Business. Outside of his professional duties, Robert serves on the Board of Goodwill Industries of Southern New Jersey and Philadelphia. He enjoys playing golf and tennis, and spending time with his wife, their three children, and their two dogs.