Vincent Farry is a financial advisor at Merrill with 34 years of industry experience. He has held his current position at Merrill since 1980. His credentials include the Series 63 and Series 66 licenses. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Gualtieri is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill Lynch since 1981. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lee Hoffman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 30 years of experience providing wealth management and investment management services to individuals, corporations, and employee benefit plans across both for-profit and non-profit sectors. Before joining Merrill Lynch in 1997, Lee spent 10 years in trust banking, administering employee benefit plans for corporate clients. His deep understanding of ERISA regulations and related legislation is highly valued by the plan sponsors he serves. Lee holds a Bachelor's degree from the University of Virginia McIntire School of Commerce. He has earned multiple professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Lee previously taught the CFP retirement curriculum at The George Washington University and is a member of both the CFA Institute and the CFA Society of Washington, DC. His client focus areas include Corporate Executive Services, Divorce Transition Planning, Institutional Consulting, Services for Endowments, Foundations, and Non-profits, and Socially Responsible, Values-Based, and ESG Investing. Lee also has personal interests in baseball, basketball, cooking, football, music, reading, and traveling.