Arvind Sood is a financial advisor with Equitable Advisors in Edison, NJ, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2000. Outside of his advisory role, Sood serves as president of the Global Organization of People of Indian Origin and consults for education and healthcare initiatives in India. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates dual registrations as an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to provide advisory and brokerage solutions.

Brendan Silva is a financial advisor at Merrill with Series 66 credentials and eight years of industry experience. He has been with Merrill since 2016 and has concurrently worked at Bank of America, N.A. since 2018. 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.

Debbi Friedman Peters is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at SagePoint Financial, LPL Financial, SII Investments, and Rosenblum & Co. She also serves as Executive Vice President of Rosenblum Wealth Management and Jupiter Tax Center, where she oversees administrative functions and tax preparation services. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, corporations, pension plans, and charitable organizations, offering integrated brokerage and advisory services through a broad network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management with access to third-party money managers and wrap programs.

Nicholas Ritchie is a financial advisor at Merrill with two years of industry experience and holds a Series 66 designation. His prior work includes roles in education and rehabilitation services. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Harvey is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 credential and has been with Bank of America and Merrill since 2016. Harvey serves as a power of attorney for his parents, which is noted as a fiduciary role outside of his advisory work. 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 for a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Danjie Guo is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, with prior experience at Bank of America and China Concentric Capital Group Ltd. 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.

Priti Patel is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with a prior tenure at JPMorgan Chase Bank, N.A. extending back to 1985. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Mark Elliott is a financial advisor at LPL Financial with 28 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

David St. Louis is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Eileen Washbourn is a financial advisor at Merrill with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1992. 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.

Jason Colaiaco is a financial advisor with Merrill in Pennington, NJ, holding Series 65 and Series 66 designations and possessing 21 years of industry experience. He has been with Merrill since 2009. 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.

Karen Kelly Arroyo is a financial advisor at Merrill with 23 years of industry experience. She has held her current position since 2009 and holds Series 65 and Series 66 licenses. 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 developed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott Kamm is a financial advisor with Primerica Advisors in Langhorne, PA, holding Series 63 and Series 65 licenses and with nine years of industry experience. His career includes roles at PFSI Investment Inc., Family First Funding, M&T Bank, and a long tenure at Primerica Financial Services. He also engages in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Bryan Nolan is a financial advisor at Stifel with seven years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Stifel in 2024, he worked at The Vanguard Group for six years and has experience with Randstad USA and Philadelphia University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations. The firm offers brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Philip Clippinger is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Lisa Brown is a financial advisor at Merrill in Princeton, NJ, holding a Series 66 designation with 24 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1996. 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 developed by internal and third-party managers.

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.