Robert Wittpenn is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has been affiliated with Merrill and Bank of America since 2010. Outside of his advisory role, he serves as an elder and officer for Lamington Presbyterian Church in Bedminster, New Jersey. 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.

Edward Dorsey is a financial advisor at Merrill with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Merrill since 2016, with prior roles at Bank of America, Lincoln Investment LLC, and Oppenheimer & Co. Inc. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lynch Hunt Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He previously worked at Merrill for 10 years before joining Wells Fargo Bank and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and provides both brokerage and advisory solutions across a broad range of financial products.

Grayson Russo is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held positions across various industries including real estate, sports, and hospitality. 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.

Lowell Serhus is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Cantor Fitzgerald Wealth Partners and various positions within Wells Fargo Bank and Wells Fargo Clearing. 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 supported by research and analytics grounded in diversification principles and modern portfolio theory.

David Auterson is a financial advisor with Thrivent Investment Management in Princeton, NJ, holding a Series 66 designation and eight years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2014, with a brief period of unemployment from 2019 to 2020. Outside of his advisory role, he owns a vacation home in Florida that he rents seasonally. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers retirement, tax, estate, business continuation, divorce, and special needs topics, with clients able to combine planning with managed-account programs under a consolidated billing option while keeping services separate.

Shawn Gold is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in financial services, including six years in private banking. He specializes in addressing the sophisticated and often complex wealth management needs of client families, with a focus on corporate benefits, executive services, employee benefits planning, equity compensation, family wealth management strategies, legacy planning, LGBT wealth planning, new wealth management, personal retirement planning, and individual and corporate investment strategies. Shawn has worked extensively with a diverse clientele that includes private business owners, entrepreneurs, corporate executives, physicians, retired couples, widows, and divorced women, primarily in Metro New York and on both coasts. His comprehensive approach emphasizes managing intergenerational wealth and assisting clients through significant life transitions such as retirement, divorce, and loss of a spouse. Shawn holds a Bachelor’s Degree from Franklin Pierce University and maintains professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Outside of his professional work, Shawn enjoys football, gardening, golfing, soccer, and spending time with his family. He values cultivating long-term relationships with clients, often offering personal support beyond regular business hours, and leverages the research and resources of Merrill and Bank of America to provide tailored investment and estate planning strategies.

John Oreilly is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2010. 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.

Brendan Shadle is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill Lynch, and has experience outside finance with companies including DoorDash. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside due diligence on alternative investments.

Theresa Walker is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been providing financial guidance since 1982. She specializes in developing wealth management strategies tailored to individual client needs. Theresa works closely with clients to identify their primary financial goals, such as education funding, retirement planning, and trust services, and crafts strategies aimed at building, managing, and preserving wealth for current and future generations. Leveraging the investment resources of Merrill Lynch and the banking capabilities of Bank of America, Theresa is able to address various aspects of her clients’ financial lives. She also collaborates with a Wealth Management Lending Officer from Bank of America, N.A., who provides personalized home financing advice designed to complement overall financial strategies. Theresa holds the Personal Investment Advisor (PIA) designation and earned her high school diploma from Saint Maria Gorretti High School in Philadelphia, Pennsylvania.

Niki Patel is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. Prior to joining Merrill in 2017, Patel worked at Sunglass Hut 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 a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Brzozowski is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill and Bank of America since 2013. 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.

David Briggs is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies that align with clients’ short-, mid-, and long-term goals. David works closely with clients to address areas such as retirement income, college education planning, family wealth management, legacy planning, tax minimization, philanthropic planning, and managing new wealth. He also supports women and wealth and leverages resources from Bank of America specialists for banking, credit, home financing, and small business solutions. David holds a Bachelor's Degree from Rutgers College and has earned the Personal Investment Advisor (PIA) designation. He communicates fluently in English and Spanish, allowing him to serve a diverse clientele. David is also actively involved in his community as a member of the Isles Board of Trustees. Outside of his professional work, David enjoys biking, fishing, hiking, music, painting, pickleball, skiing, surfing, yoga, and spending time with his family.

Kevin Altman is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, RKL, Willis Towers Watson, and several university positions. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas O'Donnell Jr. is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2009 and Bank of America, N.A. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Dunne is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

John Dyer is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu covering cash-flow, retirement, education, risk, and wealth-transfer planning, along with specialized services such as business-owner transition and sports & entertainment planning.

Jason Gaffney is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Merrill since 2004. 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.

James Peters is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2005, as well as at Bank of America, N.A. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies developed by internal teams and third-party managers.

Gina Rogers is a financial advisor with Fidelity Investments, holding a Series 66 credential and 19 years of industry experience. Her prior roles include positions at Thrivent Financial, Morgan Stanley, and Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.