James Waltman is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2019 before joining Wells Fargo in 2019. Outside of his advisory role, he serves as mayor of Delaware Township, New Jersey, with responsibilities including attending meetings, setting agendas, and managing municipal business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Fran Buckley is a financial advisor with Wells Fargo Advisors in Princeton, NJ, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, Buckley has ownership interests in coal mining businesses and manages a financial practice through Sparrow Financial LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research and planning tools to develop tailored recommendations. The firm serves clients who meet a net-worth threshold and provides a broad range of planning services including specialized areas such as business-owner transition and special-needs planning.

Gavin Skinner is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2015. Outside of his advisory role, he teaches guitar and performs as a musician. 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 a variety of model-based and discretionary investment strategies.

Cathy Stelling is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Bank of America, N.A. and has experience in education through roles at Vipkid and Sylvan Learning Center. 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 CIO teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Troast III is a financial advisor at Merrill with 23 years of industry experience. He has held his current position at Merrill since 2008 and holds the Series 66 designation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jasmine Muhammad is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Merrill, Bank of America Corporation, Morgan Stanley, and Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and diversified investment evaluation.

Maryanne Bohlinger is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Cetera. Her career includes positions at Avantax Advisory Services and 1st Global Advisors, alongside maintaining her own CPA firm since 1991. She also serves as CFO of an engineering consulting firm and is involved in business consulting and tax services through other ventures. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to both affiliated and unaffiliated portfolio managers and provides a range of portfolio management and financial planning services.

Matthew Kristire is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2020. His prior roles include positions at MassMutual Eastern PA and Arpeggio BYOB. 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 a variety of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Christopher Chmielinski is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with Merrill since 2005 and also works with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies developed by internal and third-party managers.

Corrie Evangeliou is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on developing personalized financial strategies that align with clients' long-term goals, taking time to understand their unique situations, needs, and preferences. Corrie offers expertise in managing new wealth, personal retirement planning, socially responsible and values-based investing, individual and corporate investment strategy, tax minimization, and retirement income. Corrie holds a Bachelor's degree and a Master's degree from Brigham Young University. She has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, and holds Series 7 and 66 registrations through FINRA. Fluent in both English and French, Corrie brings a broad perspective to her advisory role, supported by a strong educational foundation. Outside of her professional work, Corrie enjoys football, gardening, golfing, hiking, photography, running marathons, traveling, watching movies, and spending time with her family. She lives in Kaysville, Utah, with her husband Michael and their four children.

Rondon Suayan is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and 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 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.

Matthew Saldutti is a Series 66-credentialed financial advisor with Thrivent Investment Management, where he has worked since 2021. He has four years of industry experience and previously held roles at Liberty University, Marshall Support Services, and Sayreville High School. Outside of his advisory work, he serves as Vice President of the Matawan-Aberdeen Chamber of Commerce Board, overseeing administrative duties and community engagement initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering a wide range of topics and offers clients the option to combine planning with managed-account services under a consolidated billing program.

Olga Ivanova is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has worked at Merrill since 2007 and at Bank of America, N.A. since 2011. Outside of her advisory role, Ivanova is involved part-time with Golden Age Home Care Inc., providing personal care services to elderly clients. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, delivering model-based and discretionary investment strategies for a range of individual and institutional clients.

Ethan Blatz is a financial advisor with Merrill and holds a Series 66 designation. He has two years of industry experience and has worked at Bank of America, Merrill, and Equitable Advisors. 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 institutions.

Rajpreet Saran is a Financial Advisor with Merrill Lynch Wealth Management. He provides individualized financial planning and investment advice, focusing on helping clients pursue their unique financial goals through carefully tailored strategies. His client focus areas include divorce transition planning, employee benefits planning, family wealth management, investment consulting for defined contribution plans, portfolio management, and small business strategies. Rajpreet holds a Bachelor's Degree in Business Administration from the University of Southern California. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). His approach to wealth management views it as an art dedicated to assisting individuals and families in realizing their visions for the future and achieving financial well-being. Outside of his professional role, Rajpreet enjoys playing tennis and pickleball and spending time with his family. His personal philosophy centers on uncovering what matters most to clients and their families in order to create meaningful financial plans aligned with their values and aspirations.

Zachary Fischer is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life and Casualty before joining Merrill and Bank of America N.A. in 2021. 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.

Benjamin Gallanter is a financial advisor with Merrill holding a Series 66 designation and beginning his industry career in 2024. Prior to joining Merrill, he worked at Griffin Alexander, P.C. and has experience in various roles including at Bernikow Jewish Community Center of Staten Island and Sunrise Day Camp. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Seth Diener is a financial advisor with LPL Financial in Newtown, PA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. Before joining LPL Financial in 2018, he worked at Nationwide Securities, LLC for 10 years and James Barton Agency for 14 years. He is also involved in a marketing services business called Oak and Stone Marketing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Ralph Grill is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bank of America and Merrill Lynch since 2011. 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 designed by internal and third-party managers, serving individual, high-net-worth, pension, corporate, and charitable clients.

Lauren Quatrocchi is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1991. Outside of her advisory role, she is employed at Bentley's Fine Jewelers and serves as an officer for the Bulldog Club of New Jersey, where she helps coordinate specialty shows and educational seminars. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies.