Charles Romano is a financial advisor at Merrill with eight years of industry experience and a Series 66 designation. His prior roles include positions at Fidelity Investments, Kestra Advisory Services, J.P. Morgan Securities, and Bank of America. Romano's background also includes work outside the financial sector, such as at Wawa and Rutgers University. 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, and institutions.

Adam Andreski is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Merrill since 2001. 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 plans, corporations, and charitable organizations.

Shatorupa Ray Chaudhury is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. She holds the Series 66 designation and has previously worked with The Investment Center, Inc., and Strong Financial Partners. In addition to her advisory role, she is also an agent involved in insurance and benefits. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements.

Anthony Cusumano is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2003. 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 various client types including individuals, high-net-worth clients, and institutions.

Cory Wajda is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alice Lee is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services through a select group of Wealth Advisors, focusing on approved funds and strategies.

James Quigley is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and having 11 years of industry experience. He has been with Merrill since 2011. Outside of his advisory role, he is planning to start a business selling products on Amazon. 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.

Mario Walls is a financial advisor at Merrill with 24 years of industry experience. He has held his position at Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002 and holds a Series 66 designation. 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 investment strategies constructed by internal and third-party managers.

Christopher Stuppi is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2016 and at Bank of America, N.A. since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dexter Quime Uban is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to meet those objectives. He provides ongoing advice and adjusts plans as clients' situations evolve to help them manage various financial priorities. Dexter holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Southern New Hampshire University. His expertise encompasses helping clients address complex financial needs such as saving for education, retirement planning, healthcare funding, and managing competing financial demands. He is involved in the community through participation with organizations such as Founders Academy and Weston Elementary.

Monika Santos is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. She has been with Fidelity since 2012, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Brett Scharf is a CFP® professional with 12 years of experience in financial advisory services. He is currently with RBC Capital Markets and City National Bank, having previously worked at Morgan Stanley and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ risk profiles and administered through a combination of in-house and third-party managers.

Alexander Kandelaki is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 65 registrations. He has eight years of industry experience, including roles at Mass Mutual Investors Services since 2018 and MassMutual Life Insurance Company since 2017, as well as prior experience with Presidio. He is also involved in outside insurance sales through Kandelaki Solutions, focusing on life, disability, property and casualty, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software for client goal analysis and delivers written recommendations, with implementation requiring separate brokerage or insurance arrangements.

Richard Slater is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, following an 11-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its financial planning process.

Patricia Trapp is a financial advisor at OSAIC with 25 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services from 2001 to 2009. Trapp also sells annuities and life insurance through various vendors. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated financial advisers. The firm utilizes asset-allocation tools and third-party managed-account solutions to construct diversified portfolios tailored to client needs.

Brandon Roche is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing goals-based wealth management services to high net worth individuals and businesses. He began his career with Merrill Lynch in 2017 and focuses on delivering customized financial solutions tailored to clients' risk tolerance, time horizons, liquidity needs, and personal investment goals. His areas of expertise include corporate executive services, executive and equity compensation, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, and retirement income strategies. Brandon holds a Bachelor's Degree from Coastal Carolina University and holds the professional designations of Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He works alongside a team committed to helping clients understand and plan for what they value most, serving a range of clients including retirees, small businesses, foundations, private and public companies, and 401(k) and equity compensation plans. Outside of his professional responsibilities, Brandon enjoys spending time with family and friends and is an avid golfer. He is actively involved in community volunteer work and seeks to build long-term relationships with his clients while assisting them in pursuing their financial goals.

Georgeanne Moss is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Wells Fargo since 2016 and previously spent time at Prudential Equity Group, LLC. Outside of her advisory role, she serves as a power of attorney for her mother. 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, leveraging research and modern portfolio theory in its investment approach.

Charu Chandna is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2019 and also has experience at Bank of America, N.A. beginning in 2023. Merrill 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.

Brennan Warwick is a financial advisor with Merrill holding a Series 66 designation and four years of industry experience. He has worked at Bank of America, N.A. since 2023 and has been affiliated with Merrill since 2021. Prior to his current roles, he held positions at Duquesne University School of Law and The College of New Jersey. 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, and institutional investors, supported by internal and third-party portfolio managers.

Stephen Alburtus is a financial advisor at Merrill with 28 years of industry experience. He has been with Merrill since 1999 and holds Series 63 and Series 65 designations. 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 and profit-sharing plans, corporations, and charitable organizations.