Drew Kenavan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Drew graduated from Washington and Lee University with a bachelor's degree in Business Administration, where he was also a four-year member of the Men's Lacrosse team. Drew focuses on helping clients achieve their financial goals through proactive communication, guidance, and collaboration. His expertise covers a range of areas including retirement planning, education planning, estate planning strategies, insurance and risk management, and lending services such as mortgages. He partners with clients at various life stages to assist with family wealth management, legacy planning, portfolio management, and services for endowments, foundations, and non-profits. Outside of his professional work, Drew is active in the lacrosse community. He enjoys spending time with his family and has interests that include camping, football, golfing, hiking, ice hockey, music, and reading.

Tucker Brown is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 1995. Prior to joining Merrill Lynch, he served as a senior loan officer at The Makefield Group. Tucker focuses on serving high net worth individuals, foundations, endowments, and corporations, helping them simplify complex financial lives. His practice areas include family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management, and socially responsible investing. He holds a B.A. from Wheaton College and a Master's of Divinity from Biblical Theological Seminary. Tucker has earned several professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a qualified Portfolio Manager authorized to manage portfolio strategies on a discretionary basis within the firm's Investment Advisory Program. Tucker resides in Titusville, New Jersey, with his wife and three children. He serves on the boards of The New Song Foundation and the Pennington Cemetery Association. His personal interests include golf, live music, travel, and spending time with his family.

Gregg Doyle is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has dedicated over 27 years to assisting individuals and businesses with their financial needs. Gregg began his career at Merrill Lynch in 1996 as a Vice President of Estate Planning and has experience advising clients on concentrated stock and stock option strategies through Merrill's Private Bank. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Chartered Retirement Planning Counselor (CRPC). Gregg earned a Bachelor's Degree in Business Administration from Monmouth University, where he attended on a full NCAA athletic scholarship. Outside of his professional work, Gregg is involved with the Friends of Ocean Grove Beaches Foundation and supports the Pennsbury High School Investment Management Class. He resides in Yardley, Pennsylvania with his wife Nicole and their two children, Connor and Caitlin.

Theodore Mcnulty III is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2007, bringing over 25 years of experience in the financial services industry, along with more than a decade of prior experience in the banking sector. Theodore focuses his practice on asset and liability management, retirement and estate planning services, and educational expense planning and advice. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards and completed the Merrill Longevity Training Program through the Davis School of Gerontology at the University of Southern California. This training supports his work assisting clients and their families through the transition from early to late retirement, including strategies for funding in-home care or assisted living, advanced estate planning, and developing personalized financial plans. Theodore is a graduate of The Hun School of Princeton and Colgate University. Theodore grew up in Princeton and currently lives in Hopewell Township with his wife and twin daughters. He is involved in community organizations such as the Mercer County Estate Planning Council and contributes to the Parent's Fund for the School of Engineering and Applied Science at Columbia University. In his personal time, he enjoys hiking, racquetball, reading, and spending time with his family.

Dawn Eichhorn is a financial advisor with Merrill in Princeton, NJ, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. She has been with Merrill since 1993. 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, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jonathan Gruca is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 designation 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

William Hipple is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing financial guidance in areas such as college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. William holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Wesley College. His professional focus is on helping clients develop strategies tailored to their unique financial goals.

Neda Sabbagh is a Financial Advisor with Merrill Lynch Wealth Management. In her role as a Merrill Financial Solutions Advisor, she works closely with clients to understand their priorities and develop strategies tailored to their short-, mid-, and long-term financial goals. Her services encompass a range of financial planning areas including general investing, retirement planning, and saving for unexpected events. Additionally, she facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Neda emphasizes building strong relationships based on trust and communication to provide ongoing advice and guidance as clients' needs evolve. She holds the Personal Investment Advisor (PIA) designation and has an educational background that includes a Bachelor's Degree from Northeastern University and a Master's of Business Administration (MBA) from the University of Massachusetts Boston. Outside of her professional activities, Neda enjoys various personal interests such as badminton, biking, interior decorating, music, reading, soccer, spending time with her family, swimming, traveling, and watching movies.

Michael Spina is a Series 66-licensed financial advisor with Merrill in Princeton, NJ, with three years of industry experience. Prior to joining Merrill and Bank of America, he held various roles including multiple positions at Seton Hall University and community involvement such as coaching Kiddie Soccer. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephanie Williams is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2014. 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 organizations.

Glenn O'Brien is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Morgan Stanley and has held various positions across education and corporate sectors. 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 strategies for individuals, high-net-worth clients, and institutions.

Donald Fowler is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leverages over 30 years of experience to provide clients with personalized wealth management strategies tailored to their individual financial situations and goals. Donald emphasizes a comprehensive approach that includes asset preservation, income, and growth, incorporating a diversified mix of cash, fixed income, global equities, and other investments. His practice also encompasses retirement planning, family wealth management, estate structuring, and business ownership considerations. Donald holds a Bachelor's Degree from Albright College and a High School Diploma from Nottingham High School. He has earned professional credentials as a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA). Early in his career, he developed expertise in bond portfolios, which informs his current use of a broad spectrum of fixed income investments. Donald is committed to client education and works closely with each individual to understand their financial history, concerns, and expectations to build strategies designed to help pursue long-term financial well-being. Born and raised in Mercer County, Donald continues to reside there with his wife, Margaret. He is involved in community activities, including volunteering with the Boy Scouts of America. Outside of work, he enjoys golfing, paddle tennis, and spending time with his four sons on family vacations.

Matthew Alonge is a Financial Advisor with Merrill Lynch Wealth Management, serving as part of the Donnelly Associates Wealth Management team in the Princeton office. He brings over six years of experience within the firm, beginning as a Corporate Intern in 2019 and joining full-time in 2020. His roles have included participating in wealth management development programs, supporting clients through the Paycheck Protection Program, and nearly four years as a Registered Client Associate, providing a solid foundation in client relationships, operations, and financial planning. Matthew holds a bachelor's degree in Finance with minors in Economics and Political Science from Rutgers University, graduating in 2020. He has obtained the SIE, Series 7, and Series 66 FINRA registrations, is licensed in insurance, and is a CERTIFIED FINANCIAL PLANNER® professional. His expertise covers a broad range of client needs including corporate executive services, divorce transition planning, executive and equity compensation, family wealth management, legacy planning, personal retirement planning, portfolio management, small business strategies, and sports and entertainment. He works closely with individuals, families, and business owners across the United States to develop and implement long-term wealth management strategies that address their current financial needs and future goals. Outside of his professional responsibilities, Matthew enjoys golfing, pickleball, running, reading, and writing.

Jack Olsen is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes roles at Bank of America and Merrill, as well as various positions outside finance, including teaching and work at Six Flags Great Adventure. 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 a range of individual and institutional clients.

Amanda Rapolla is a financial advisor with Merrill in Princeton, NJ, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill since 2011. 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 teams.

Chris Maniaci is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management in Princeton, NJ. He began his career at Merrill in 1989, initially working in Operations and eventually becoming an Operations Manager in several branch offices. His dedication to serving clients led him to transition to a role as a Financial Advisor, where he focuses on providing personalized wealth management strategies tailored to each client's goals. Chris adheres to Merrill's principle that the client's interests must come first and is committed to delivering a high level of service and attention to detail. Chris brings expertise in areas including college education planning, executive compensation, family wealth management strategies, portfolio management, and retirement income planning, among others. He holds a Bachelor of Science in Economics from the State University of New York at Cortland and has earned the Certified Investment Management Analyst® designation through the Investments & Wealth Institute®. Additionally, he holds the Personal Investment Advisor (PIA) designation. Beyond his professional work, Chris participates in community service and volunteers with organizations such as the Hemophilia Association of New Jersey. His personal interests include golfing, ice hockey, skiing, softball, and spending time with his family.

Matthew Pron is a Senior Financial Advisor with the Pron Wealth Management Group at Merrill Lynch Wealth Management in Princeton, New Jersey. He joined Merrill in 2016 and works with individuals, families, and business entities to provide wealth management solutions including portfolio management, financial strategy, liquidity solutions, banking needs, and legacy planning. Before his career in financial advising, Matthew served five years in the United States Marine Corps, including deployments in Guantanamo Bay, Cuba, the Middle East, and the South Pacific. After an honorable discharge in 2014, Matthew graduated magna cum laude from Drexel University with a Bachelor of Science degree in Finance. He holds the Personal Investment Advisor (PIA) designation and is involved in professional and community organizations such as the Drexel Veteran's Alumni Network and the Marine Corps Law Enforcement Foundation. Matthew currently resides in Fairless Hills, PA with his wife Katie and their two sons, Calvin and Carson. Outside of his professional work, Matthew participates in activities like golfing at The Union League Golf Club at Torresdale and spending time with his family. He also serves as the President of Drexel's Veteran Alumni Network, mentoring veterans transitioning from military service to higher education and new career paths.

Danielle Escobar is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over eight years of experience in the financial services industry, focusing on wealth management, investment analysis, and portfolio design. Danielle works closely with clients to understand their financial goals and priorities, developing clear strategies to help them achieve those aims. She emphasizes a thorough understanding of each client's financial situation as well as their long-term vision. Before joining Merrill in 2021, Danielle spent more than two and a half years as an Investment Analyst with Wells Fargo Advisors and served as a Valuation Analyst and Advisory Support Consultant with Hartford Funds from 2016 to 2019. Her areas of focus include college education planning, executive compensation, family wealth management strategies, LGBT wealth planning, personal retirement planning, philanthropic planning, special needs planning strategies, women and wealth, sports and entertainment, and retirement income. Danielle earned a Bachelor of Science in Finance and International Business from Cabrini University, where she graduated Magna Cum Laude and participated in the Honors Program and Semester at Sea. She completed her MBA with a concentration in Finance and Strategic Management from Villanova University. She is a Personal Investment Advisor (PIA) and a member of the Semester at Sea Alumni. Danielle resides in Philadelphia and enjoys playing soccer, traveling, and following professional sports teams.

Francesco Mollo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been part of the financial services industry since 2006 and joined Merrill Lynch in 2010, bringing years of independent financial advising and investment experience. Francesco primarily works with real estate investors and business owners to develop long-term wealth management strategies. He specializes in services for defined benefit and defined contribution plans, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Francesco collaborates closely with clients' attorneys and accountants to address financial, retirement, education, tax, trust, and estate matters, including wealth transfer and business succession strategies. His team also focuses on tax deferral strategies for business and property owners seeking to liquidate real estate holdings or business interests. Francesco earned a bachelor's degree in economics from Rowan University. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is an active member of his community and the Sons of Italy in the Cherry Hill, New Jersey area. Francesco enjoys golfing, ice hockey, skiing, soccer, spending time with his family, and traveling.

Katharine Biernacki is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2006 and also works with Bank of America, N.A. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.