Gregory Fennell is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2015. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Massimiliano Verduci is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and various positions in education and athletics. He is also involved with Verduci Athletics 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mark Coddington is a Series 66 licensed financial advisor at Merrill with 20 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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 model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party style managers.

Philip Cupo is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill since 2009 and has worked at Bank of America, N.A. since 2011. Prior to that, he was with Equitable Advisors for one year. 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.

Ryan Oram is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and in several roles outside finance, including positions at AMA Pizza and Ferreira Construction. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Scott Cox is a Senior Financial Advisor based in Princeton, NJ, serving within Merrill Lynch Wealth Management. He holds the position of the Barry Team's business manager. Scott has more than a decade of experience with Merrill Lynch, specializing in servicing 401(k), Pension, and Stock Option plans. Throughout his career, he has focused on connecting various aspects of clients' financial lives to help prioritize and pursue their key goals. Scott earned his Bachelor's degree and an MBA in Finance from Rutgers University. He holds professional designations including Certified Equity Professional (CEP) and Personal Investment Advisor (PIA). He is fluent in both English and Spanish. Scott resides in Whitehouse Station, NJ with his wife, Rishita, and their two daughters, Jiyana and Anaya. Outside of work, he enjoys exercising, traveling, and learning about different cultures, and he is a fan of the New York Giants, Rangers, and Yankees.

Jason Arbittier is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2008. His prior experience includes roles at Redhawk Wealth Advisors, Inc. and Principal Financial Services. 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, pension plans, corporations, and charitable organizations.

James Burrows II is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016. Previously, he worked at Prudential Equity Group, LLC from 2002 to 2003. Outside of his advisory role, he serves as a power of attorney for his son. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its investment approach.

Willard Schriver III is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. He has worked at Bank of America and Merrill since 2014. Outside of his advisory role, he is involved with PL Hospitality Group LLC, where he occasionally works bartending shifts on weekends. 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 and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

Joseph Xerri is a financial advisor with Wells Fargo Advisors in Morganville, NJ, holding Series 63 and Series 66 licenses and possessing 39 years of industry experience. His career includes multiple roles within Wells Fargo entities dating back to 2009. Outside of his work at Wells Fargo, he has ownership interests in Knight's Pledge Wealth Management LLC and Xerri Wealth Management LLC, both investment-related practices. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services covering areas such as retirement, education, business-owner transition, and special-needs planning.

Albert Merz is a financial advisor with Edward Jones in Monmouth Junction, NJ, holding Series 63 and Series 66 credentials and possessing 30 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Kevin Aridas is a financial advisor with Fidelity Investments in Princeton, NJ, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and Mondo. Outside of finance, he has experience working as an employee at Squan Tavern, a restaurant in Manasquan, New Jersey. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios utilizing mutual funds, ETFs, and ETPs.

Anthony Dimaiuta is a CFP® and CFA® charterholder with 12 years of experience in the financial industry. He has worked at Fisher Investments since 2024 and previously held roles at BlackRock Investments and Royal Alliance Associates. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm employs a centralized, research-driven investment process and offers a range of sub-advisory and retirement plan services.

Lyudmyla Baranov is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2017. Prior to joining Merrill, she worked at Dressbarn for one year. Outside of her advisory role, she assists on weekends with data entry for her husband's histology consulting business. 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.

Teddy Lafharis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes prior roles at Merrill, Banc of America Investment Services, and A. G. Edwards & Sons. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

April Stephens is a financial advisor at Merrill with 11 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith since 2016. Stephens holds Series 63 and Series 66 credentials and is based in Pennington, NJ. 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, offering model-based and discretionary investment strategies developed by internal and third-party managers.

John Ventriello is a financial advisor at Merrill with Series 63 and Series 66 credentials and 41 years of industry experience. He has worked extensively at Merrill, including a long tenure from 1979 to 2017, and held a position at Morgan Stanley from 2017 to 2019 before returning to Merrill in 2019. 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, pension plans, corporations, and charitable organizations.

Tricia Pape is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2018. Outside of her advisory role, she is also licensed as an insurance agent offering life, disability, long-term care, and fixed annuity products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software tools to deliver goal-based written recommendations.

Michael Daoust is a financial advisor at Merrill with 28 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2004, with a five-year tenure at Harrisdirect LLC between 2011 and 2016. He is based in Pennington, NJ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Varun Raghuveer is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers.