Adam Finstein is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at DoorDash and various educational institutions. He also has ongoing involvement with St. Ambrose University. 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.

Stephanie Kern is a Series 66 licensed financial advisor at Merrill with two years of industry experience. She previously worked at Ameriprise and Branderhorst, PLC, and spent five years at Wells Fargo. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Brady is a CFP® professional with 21 years of industry experience, currently serving at J.P. Morgan Securities. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2005. Brady was also the owner of Brady Innovations LLC for 11 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, incorporating an ESG eligibility framework and leveraging the broader capabilities of affiliated investment-management entities.