Christopher Junquet is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Ohio State University, MWWPR, and Forsgate Country Club. 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, institutions, and charitable organizations.

Barbara Glatz is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jane Vamos is a financial advisor at Merrill with 36 years of industry experience. She holds the Series 63 and Series 66 designations. Her career includes two separate tenures at Merrill totaling 19 years, as well as roles at Morgan Stanley Smith Barney LLC and Morgan Stanley & Co. LLC. 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.

Christian Dammann is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial industry. He began his career in 1997 as a trader on the New York Stock Exchange before transitioning to financial advising in 2007. Christian holds multiple FINRA registrations, including Series 7, 24, 25, 31, and 67, as well as Life and Health insurance licenses. He is also designated as a Personal Investment Advisor (PIA). Christian focuses on areas such as college education planning, family wealth management strategies, portfolio management services, and retirement income. He emphasizes building trusted relationships with clients, helping them plan for life’s changes and challenges through personalized and attentive financial advice. Christian is committed to guiding clients by advising them on making informed decisions rather than simply providing information. He earned a Bachelor of Science degree in Business Management in 1997 from Southern Connecticut State University, where he was a four-year starter and team captain on the football team. Christian engages in community service, having served as president of the Red Bank Kiwanis Chapter from 2013 to 2014, contributing to fundraising efforts for local children's organizations. His personal interests include biking, fishing, football, golfing, reading, surfing, and spending time with his family.

Lisa Natale is a financial advisor with Merrill in Red Bank, New Jersey, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, Natale serves as President of the American Legion Auxiliary and Vice President of Monmouth County. 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, pension plans, corporations, and charitable organizations.

Anne Schnuriger is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2013. Outside of her advisory role, she is associated with a plumbing and heating business operated by her husband. 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.

Helen Eglentowicz is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2014, following five years at Morgan Stanley and one year at Citigroup Global Markets. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Mastroberti is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. He specializes in serving high-net-worth individuals, business owners, their families, and their companies. Mark focuses on helping clients make informed financial decisions to achieve their goals, adapting strategies throughout various life stages. His approach involves thorough consultations to understand each client's unique investment objectives, followed by implementing tailored strategies that emphasize ongoing dialogue and portfolio risk management. Mark employs a balanced investment approach that includes tactical shifts within portfolios, utilizing a wide range of investment options across multiple sectors, industries, and international markets. Fixed income products play a key role in his strategies, and he advocates for discretionary management to address limitations found in traditional advisory services. His expertise encompasses areas such as divorce transition planning, retirement income, personal retirement planning, managing new wealth, portfolio management services, and investment consulting for defined contribution plans. He holds a Bachelor's Degree from Pace University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mark is involved in professional organizations such as AMICI of Red Bank and IATTO of Ocean. Prior to the COVID-19 pandemic, he volunteered for numerous Merrill Lynch events, reflecting his commitment to community involvement. Outside of work, Mark enjoys biking, gardening, golfing, hiking, spending time with his family, tennis, traveling, and yoga.

Joseph Farrell is a Financial Advisor at Merrill Lynch Wealth Management in Red Bank, New Jersey. He began his career at Merrill in 2015, advising clients and their families from the Home Office in Pennington, NJ. In June 2022, he transitioned to Red Bank, aligning his professional role with his roots as a native of Monmouth County. He currently resides in Ocean Township with his wife, Gianna. Joseph's expertise covers a range of client focus areas including college education planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. His approach to wealth management is collaborative, working closely with clients to identify life priorities, develop tangible plans, and employ innovative strategies. He emphasizes client service founded on respect, transparency, and honesty. He holds a Bachelor's Degree from Pennsylvania State University and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional pursuits, Joseph enjoys traveling, playing sports such as baseball, football, golfing, and skiing, as well as spending time with his family.

Alexander Napoli is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since March 2005. He specializes in areas including college education planning, corporate retirement plan services, divorce transition planning, philanthropic planning, and socially responsible investing, among others. His client focus also encompasses personal retirement planning, portfolio management, and services for endowments, foundations, and non-profits. Alexander holds a Bachelor of Science degree in Business Information Systems from Lehigh University's College of Business and Economics. He has earned several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He resides in Colts Neck, New Jersey, with his wife and daughter. His personal interests include music, reading, spending time with family, and watching movies.

Jennifer Bentley is a Financial Advisor with more than 20 years of experience in the financial services industry. She has worked extensively with individuals, families, and business owners, applying her broad expertise in wealth management, business banking, international banking, and leadership to address a range of financial challenges and opportunities. She holds a Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from Illinois Central College. Jennifer emphasizes a personalized approach to financial planning, focusing on understanding her clients' values, priorities, and goals in order to create adaptable strategies that evolve alongside their lives and changing market conditions. Outside of her professional role, Jennifer is active in her community and serves as the President of the PTO at Bayshore Middle School. She balances her career with family life and engages in various personal interests such as adventure sports, biking, camping, hiking, ice hockey, reading, soccer, traveling, and yoga.

Dylan Mc Laughlin is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping individuals and families pursue their financial goals through customized planning and proactive guidance. Dylan works closely with clients to develop strategies that address short-, mid-, and long-term objectives, providing ongoing advice and adapting portfolios as clients' situations evolve. His areas of expertise include divorce transition planning, education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and tax minimization. Dylan holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Pennsylvania State University. Outside of his professional role, Dylan's personal interests include basketball, golfing, hiking, reading, spending time with his family, and watching movies.

Jonathan Curatola is a Senior Financial Advisor with Merrill Lynch Wealth Management, operating out of the Red Bank, NJ office. He specializes in working with executives, business owners, and families to navigate financial decisions associated with significant wealth. His areas of focus include concentrated stock positions, equity compensation, liquidity events, retirement planning, investment management, and multigenerational wealth planning. Jonathan employs a goals-based approach to create personalized wealth management strategies that integrate investments, planning, and resources from Merrill and Bank of America. His client focus areas include college education planning, family wealth management, liquidity management, sports and entertainment financial strategies, tax minimization, and retirement income planning. He holds a Bachelor's Degree and a Master's Degree from Saint John's University. Jonathan has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional pursuits, he enjoys boating, cooking, football, golfing, and spending time with his family.

Mark Morris is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Chartered Retirement Planning Counselor (CRPC). Mark has completed his Bachelor's Degree from Seton Hall University. His role focuses on providing financial advice and planning services to clients. Further details about his experience, personal interests, or community involvement are not provided.

Andrew Christopher is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to clients' long-term goals, focusing on a holistic approach to investment planning. His work encompasses various client focus areas, including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, socially responsible and values-based investing, special needs planning strategies, and retirement income. Andrew holds a Bachelor's Degree from Rutgers and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes providing clients with appropriate solutions rather than simply offering products, emphasizing clear direction and proactive advice to help clients achieve their financial objectives. In addition to his professional work, Andrew participates in community involvement through organizations such as the Bladder Cancer Advocacy Network and Autism Speaks. His personal interests include music, photography, and swimming.

Gabrielle Goldwert is a Financial Advisor at Merrill Lynch Wealth Management, where she works on The Goldwert Group alongside her parents, Sylvan and Dalit. In this role, she focuses on providing personalized wealth management strategies tailored to clients' unique goals and lifestyles. Gabrielle's client focus areas include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Gabrielle holds a Bachelor of Business Administration degree in Finance and Management from the University of Miami. She has earned several professional designations including Chartered Retirement Planning Counselor™ (CRPC™), Accredited Wealth Management Advisor™ (AWMA™), and Personal Investment Advisor (PIA). Additionally, she has passed the Securities Industry Essentials (SIE) exam, Series 7 exam, Series 66 exam, as well as Life Insurance and Accident & Health Insurance examinations, qualifying her as a Broker-Dealer Agent, Investment Advisor Representative, and Licensed Insurance Agent. Outside of her professional work, Gabrielle enjoys activities such as cooking, hiking, music, pickleball, skiing, spending time with her family, tennis, and traveling. Her approach emphasizes collaboration and clear communication to help clients develop financial strategies that support their long-term objectives.

Lauren Hall is a financial advisor with Merrill in Red Bank, NJ, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2005. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Bianchi III is a financial advisor with Merrill holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Merrill and Bank of America, he was involved with Big Dog Construction LLC for three years. 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 clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Cremonni is a financial advisor with Merrill in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been associated with Merrill since 1980 and Bank of America since 2011. Outside of his advisory work, he serves as a committee member for St. John's Feed the Hungry Soup Kitchen in Newark, focusing on assistance for underserved populations. 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, and institutional investors, implementing various portfolio management approaches with support from internal and third-party managers.

Nicholas Schwed is a financial advisor with Merrill and holds the Series 66 designation. He has three years of industry experience and has worked at Bank of America and Merrill since 2022. His background also includes roles in educational and community organizations, such as Rutgers University and the Somerset Hills YMCA. 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.