Laura Conroy is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Stephen Alburtus is a financial advisor at Merrill with 28 years of industry experience. He has been with Merrill since 1999 and holds Series 63 and Series 65 designations. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Pargev Ayvazyan is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 credentials and has previous experience at Bank of America and HSBC Bank. Outside of his advisory role, he owns and operates Exceluserform.com, a website selling MS VBA Excel tools, and has authored a book titled Beyond Prediction. 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 institutions.

Christine Peli is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2006. Outside of her advisory role, she participates in a family business called Bristol Antiques Market, where she sells antiques and refurbished furniture. 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.

Joshua Nyce is a financial advisor with Merrill holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fidelity Talentsource and The Salvation Army. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

James Vessio is a financial advisor with Merrill, holding a Series 66 credential and 19 years of industry experience. He has been with Merrill since 2007, operating out of 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 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 teams and third-party managers.

Richard Di Bono is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill Lynch, Capital One Investing, Swiss Farms LLC, and Holstein & Penn LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Naomi Roach is a financial advisor with Merrill in Pennington, NJ, holding the Series 66 designation and eight years of industry experience. She has worked at Merrill since 2018 and previously held positions at Enterprise Holdings and Chesapeake Collision Co. Outside of her advisory role, she serves as a gymnastics instructor for the charitable organization Sokol Baltimore Inc. and owns an LLC focused on personal and group fitness training along with the sale of exercise equipment and natural beauty products. 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 a range of model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, and institutional investors.

Jarrett Dawson is a financial advisor with Merrill, holding a Series 66 designation and offering 10 years of industry experience. He has been with Merrill since 2010. Outside of his advisory role, he serves as a consultant for the Financial Industry Regulatory Authority (FINRA) assisting with securities-related dispute resolution and operates a business called Wicked Willow in Lambertville, NJ. 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.

Dustin Hoffman is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 credential and previously worked at Bank of America, N.A. for five years. In addition to his advisory role, he owns and operates Curly Tail Ice Cream LLC, a food service business at festivals. 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.

Michael Cross Jr. is a financial advisor with Merrill in Pennington, NJ, holding Series 63, Series 65, and Series 66 licenses and bringing 13 years of industry experience. He has worked at Merrill and Bank of America since 2017. 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, and institutions.

Justin Fein is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Bank of America N.A. and MLPF&S 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.

Vaughn Woodard is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2013. 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 and supports a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edward Bowen is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2013. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Fawcett is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Doris Mcgann is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Brian Gibson is a financial advisor with Merrill in Pennington, NJ, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Merrill since 2005. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Anthony Iacono is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ, and has 11 years of industry experience. He has been with Merrill since 2014 and concurrently works with Bank of America. Outside of his advisory role, he owns businesses providing website design services, life coaching and small business development consulting, as well as a publishing company. Merrill, along with its affiliate Managed Account Advisors LLC, offers 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 with model-based and discretionary investment strategies.

Urmi Parikh is a Financial Services Advisor (FSA) with Merrill Lynch Wealth Management. In this role, she focuses on connecting clients to tailored financial plans and strategies that align with their individual ambitions and priorities. She works with clients to address various personal financial goals, including funding education, planning for retirement, managing potential health care costs, and developing long-term family financial strategies. Urmi holds the Professional Investment Advisor (PIA) designation and earned her bachelor's degree from the University of North Carolina System. Her approach centers on simplifying the complexities of investing, ensuring transparency, and creating personalized strategies that reflect each client’s unique perspectives and priorities.

Jacqueline Tregortha is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. Her prior work includes roles at Bofa Securities, Royal Alliance, Commonwealth Financial Network, and CPA firms. Outside of her advisory work, she is the sole owner of a rental property in Fort Myers, Florida. 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, and institutional investors.