Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Alyssa D

Series 66

Pennington, NJ

Merrill

Alyssa Dedrick is a financial advisor with Merrill who holds a Series 66 designation and has six years of industry experience. She has worked at Merrill since 2020 and previously spent time at Bank of America Merrill Lynch. Outside of finance, she teaches dance at Eileen's Academy of Dance. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through model-based and discretionary strategies designed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of strategic and tax-aware investment approaches.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Kieran M

Series 66

Pennington, NJ

Merrill

Kieran Mac Donough is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His background includes roles at State Street and a three-year period at Texas Roadhouse. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Laurie K

Series 66

Pennington, NJ

Merrill

Laurie Kowalski is a financial advisor with Merrill, holding a Series 66 designation and 22 years of industry experience. She has been with Merrill since 2004. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Simarpreet K

Series 66

Pennington, NJ

Merrill

Simarpreet Kalra is a financial advisor at Merrill with nine years of experience, including three years at Wells Fargo Bank prior to joining Merrill in 2017. He holds the Series 66 designation and is based in Pennington, NJ. 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 offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Benjamin A

Series 66

Pennington, NJ

Merrill

Benjamin Amon is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bank of America, USA Prime, and The College of New Jersey. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies implemented by internal teams and third-party managers, with options for tax-aware versions and customizable investment restrictions.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Danielle B

Series 66

Pennington, NJ

Merrill

Danielle Burns is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2006, based in Pennington, NJ. 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 offers model-based and discretionary investment strategies constructed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Bartosz W

Series 66

Pennington, NJ

Merrill

Bartosz Wojciechowski is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill and affiliated firms since 2017, and has prior experience at JP Morgan and Cetera Advisor Networks. 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 plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Rory C

Series 66

Pennington, NJ

Merrill

Rory Carmody is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2016. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Dustin R

Series 66

Pennington, NJ

Merrill

Dustin Ream is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2019 and is also associated with Bank of America, N.A. Ream is an owner of Dustin Ream Photography and a contributor to Getty Images, providing photographic content for licensing. 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 individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Melody F

Series 66

Pennington, NJ

Merrill

Melody Fadako is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2022. Prior to that, she spent eight years with Wells Fargo Bank, NA in various roles, including Wells Fargo Clearing and Wells Fargo Advisors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Corey W

Series 66

Pennington, NJ

Merrill

Corey Woodson Sr. is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill since 2010. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Dannys R

Series 63, Series 66

Pennington, NJ

Merrill

Dannys Ramirez is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Northwestern Mutual. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Richard W

Series 66

Pennington, NJ

Merrill

Richard Winkle is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 credential and six years of industry experience. He has been with Merrill and Bank of America since 2020, following eight years at Bank of America prior to that. 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.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Rebecca M

Series 66

Pennington, NJ

Merrill

Rebecca Meyer is a financial advisor at Merrill with nine years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith since 2016 and holds a Series 66 designation. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Christopher H

Series 63, Series 66

Pennington, NJ

Merrill

Christopher Hellmann is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 securities licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. 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.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Daniel S

Series 63, Series 65

Pennington, NJ

Merrill

Daniel Saperstein is a financial advisor at Merrill with 30 years of industry experience. He has held Series 63 and Series 65 designations and has been with Merrill since 2002. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Langston P

Series 66

Pennington, NJ

Merrill

Langston Payne is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2007 and Bank of America, N.A. since 2011. Payne serves as an advisory board member for the Brittany Commons Community Association, where he provides financial oversight. 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, delivering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Joshua C

Series 66

Pennington, NJ

Merrill

Joshua Cumberland is a financial advisor at Merrill with 16 years of industry experience and holds the Series 66 designation. He has been with Bank of America and Merrill since 2006. Outside of his advisory role, he serves as Treasurer and board member for Middletown Thunder Fastpitch Softball, overseeing banking relationships and financial reporting for the organization’s teams. 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, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Jessica L

Series 63, Series 65

Pennington, NJ

Merrill

Jessica Larson is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2012. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Andrew F

Series 66

Pennington, NJ

Merrill

Andrew Fitzmaurice is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and at Bank of America, N.A. since 2024. In addition to his financial career, Fitzmaurice has been affiliated with Rider University since 2015. 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 offers model-based and discretionary strategies developed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)