Alexander Borsuk is a financial advisor at Ameriprise with 57 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role starting in 2020, he worked with Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory work, he has been involved in independent insurance brokering and marketing activities through Compass Advisors Group, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Marcus Ranalli is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch since 2008. Outside of his advisory role, he serves as Treasurer and a Board Member of the Warren Hills Youth Baseball Association, a charitable organization in his hometown. 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.

Nicholas Bravoco is a financial advisor with Merrill holding a Series 66 designation and no prior industry experience. His recent work history includes roles at Bank of America, Merrill, and Equitable Advisors. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and organizations.

Leon Ferro is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior work includes roles at Standard Chartered Bank and Minnesota Life Insurance Company. He serves on the advisory board of Samaritan Outreach Services, a nonprofit supporting disadvantaged and homeless men. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors.

Michael Sylvester is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill, he held positions at BeOne Medicines, Oppenheimer, Inc., Pfizer, Inc., and worked in education at Council Rock High School North and Newtown Middle School. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Samirah Abdul Alim is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked with Primerica Financial Services since 1991 and PFS Investments Inc. since 1988. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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.

Thomas Fleites is a Series 66 licensed financial advisor at Merrill with six years of experience, including prior roles at United Supply Company and the University of Delaware. He 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Massimiliano Verduci is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2026. Outside of his advisory role, he is involved with Verduci Athletics LLC. 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.

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 17 years of industry experience. He has worked at Merrill since 2009 and has been associated with 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.

Ryan Oram is a financial advisor at Charles Schwab with a Series 66 designation. He began his career in the financial industry in 2024 with Morgan Stanley before joining Charles Schwab in 2025. Prior to his financial roles, he held various positions in education and construction. Charles Schwab & Co., Inc. 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 management with a multi-asset model portfolio approach, supported by a large integrated operational infrastructure.

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 19 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2008. 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 range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Burrows II is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as power of attorney for his son. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

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.

Cynthia Spekhart is a CFP® professional with 27 years of experience in the financial services industry. She is currently with OSAIC and has prior experience at Woodbury Financial Services and Questar Asset Management. In addition to her advisory roles, she is also an attorney specializing in trust and estate law and real estate closings. OSAIC serves a diversified client base, including individuals, high-net-worth investors, pension plans, and charitable organizations, through a broad network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer tailored investment solutions.

Kevin Aridas is a financial advisor with Fidelity in Princeton, NJ, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and Mondo. Outside of finance, he has experience working in the hospitality industry as an employee at Squan Tavern. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising 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.