Pargev Ayvazyan is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 credentials and has previous experience at Bank of America and HSBC Bank. Outside of his advisory role, he owns and operates Exceluserform.com, a website selling MS VBA Excel tools, and has authored a book titled Beyond Prediction. 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 institutions.

Sean Christman is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2009 and Bank of America 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 supported by internal and third-party management teams for individuals, high-net-worth clients, and institutional investors.

Shelley Mau is a CFP® professional with 31 years of experience in the financial services industry. She has been with Ameriprise since 2005, currently serving as an advisor at their Langhorne, PA office. Outside of her advisory role, she serves on the Board of Directors for Divine Grace Condominium and works as an independent consultant through Generational Partners, LLC. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a notable retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team that uses research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

Kevin Dobes is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Parx Casino/Sportsbook and Rutgers University Athletics. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and approved tools, offering a range of investment and financial services without providing individual security recommendations as part of standalone plans.

Philip Calandra is a financial advisor with Merrill in Columbus, NJ, holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at Merrill from 2006 to 2022 and at Mershon Concrete LLC from 2022 to 2025 before rejoining Merrill and Bank of America in 2025. 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.

Victoria Seica is a Series 66 licensed advisor with Merrill in Pennington, NJ, with nine years of industry experience. She has been with Bank of America, N.A. and Merrill since 2014. 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 and third-party investment teams.

Christine Peli is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2006. Outside of her advisory role, she participates in a family business called Bristol Antiques Market, where she sells antiques and refurbished furniture. 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.

Daniel Braile is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. He previously held roles at Bank of America and has a background that includes work at Seton Hall University and in retail. Braile is a co-founder of Pax America, a nonprofit organization focused on promoting social and economic liberty and civic engagement through community service. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Megan Smallwood is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2019 and 2021, respectively. Prior to her advisory roles, she was employed at The College of New Jersey and worked at Lambertville Station Restaurant and Inn from 2015 to 2019. 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 and profit-sharing plans, corporations, and charitable organizations.

Alec Maraio is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Round Pie, as well as positions in education at Monmouth University and Howell High 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 and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Allison Faust is a financial advisor at Morgan Stanley with 20 years of industry experience. She has worked at Morgan Stanley and its affiliated firms since 2007. Outside of her advisory role, she is involved in customer service for a restaurant and nightlife business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Pine is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Conor Watson is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and the New York State Department of Health, as well as teaching positions at Monmouth University and Iona Preparatory. He has also been involved with Touchcare LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

David Fallas is a Series 66-licensed advisor with Merrill, based in Pennington, NJ, bringing 19 years of industry experience. He has worked at Bank of America, N.A. since 2011 and Merrill Lynch since 2008. 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 both model-based and discretionary investment strategies, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Rochonchou is a financial advisor with LPL Financial in Langhorne, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including 12 years with BCG Securities prior to joining LPL Financial in 2024. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Bradley Parker is a Series 66-licensed financial advisor with Merrill in Pennington, NJ, where he has worked since 2012, accumulating 14 years of experience in the industry. 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 a range of model-based and discretionary investment strategies.

William Sheehy III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with LPL Financial since 1993 and also maintains Sheehy Associates, a firm he has been involved with since 1969. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a nationwide network of investment adviser representatives.

Tyler Di Mattia is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has previously worked at the Federal Communications Commission and Hudson & Calleja, LLC. He also attended the University of Miami Law School and has been involved with LICSF, LLC for over a decade. 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 and profit-sharing plans, corporations, and charitable organizations.

Thomas North is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill and Bank of America since 2010. 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 and profit-sharing plans, corporations, and charitable organizations.

Christopher Brown is a Senior Financial Advisor at Merrill Lynch Wealth Management. With more than 20 years of experience in capital markets, he applies his background in institutional trading to provide tailored financial strategies that meet the unique goals and risk profiles of his clients. His expertise includes college education planning, executive compensation, portfolio management services, tax minimization, and retirement income. Mr. Brown holds a Bachelor's degree from Purdue University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is a board member of the MAGIC Charities Foundation, contributing to community initiatives through his involvement. Outside of his professional pursuits, Christopher enjoys adventure sports including marathon running and skiing. He lives in New Hope, PA with his wife and three children.