Mark Bogdon is a Series 66-credentialed advisor with 26 years of industry experience. He has been with Merrill since 2022, following a 22-year tenure at Equitable Advisors and overlapping service at Axa Advisors, LLC. Outside of his advisory work, he holds power of attorney for his mother, managing her affairs as needed. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Luke Brown is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, First Financial, The Vanguard Group, Inc., and Ranstadt. Outside of his advisory work, Brown also serves as an Uber driver in San Francisco. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining adviser programs with active financial product sales.

Elkin Parker Jr. is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prudential Investment Management Services and PGIM Investments before joining J.P. Morgan in 2019. Outside of advisory services, he is a joint owner of a real estate property rented on Airbnb. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Ryan Csencsitz is a financial advisor at Merrill with 24 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. Merrill provides managed account services through the Select Portfolio Solutions program to a broad range of clients, including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers model-based and discretionary investment strategies implemented by Managed Account Advisors LLC and affiliated managers, integrated within Bank of America's corporate platform.

Brendan Silva is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. since 2018. Silva has also been with Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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 a Series 66 designation and two years of industry experience. His previous work includes roles at Temple University, Presto Tape, and Penn Jersey Rehab. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, allowing access to a wide set of products and services beyond typical managed accounts.

Ryan Harvey is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 10 years of industry experience. He has worked at Bank of America and Merrill since 2016. Harvey also serves as a power of attorney for family members in a fiduciary capacity. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America's broader platform, providing access to a wide range of products and services.

Danjie Guo is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at China Concentric Capital Group Ltd. from 2011 to 2019. She is based in Princeton, NJ. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wider set of products and services.

Roger Cortina Hernandez is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this position, he focuses on understanding clients' financial goals and situations to develop tailored plans aimed at providing clear guidance and peace of mind for their financial futures. Prior to this, he worked as a Senior Premier Banker at Wells Fargo Advisors from 2014 to 2024, where he gained extensive experience in financial services and client relationship management. Roger holds a California Insurance License, which supports his ability to provide comprehensive financial planning and insurance solutions. His approach emphasizes client education and utilizes advanced tools to enhance service delivery and client satisfaction. Outside of his professional work, Roger enjoys engaging in art, attending social events with friends, watching movies, listening to music, reading, and traveling.

Robert Angelo is a CFP® professional with 31 years of experience in the financial industry. He is currently affiliated with LPL Financial, where he has worked since 2023. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing, spanning over a decade. Angelo also operates Second Level Financial, a tax preparation and accounting business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Eileen Washbourn is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Merrill since 1992. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jason Colaiaco is a financial advisor at Merrill with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Merrill since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm is integrated with Bank of America’s corporate platform, providing access to a broad set of financial products and services.

Karen Kelly Arroyo is a financial advisor with Merrill, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. She has been with Merrill since 2009. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies and operates within the Bank of America platform, offering a wide range of products and services.

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 Series 66-licensed advisor with Merrill in Princeton, NJ, with 24 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1996. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, which includes access to a wide set of products and services beyond typical investment management.

Kourtney Clarke is a Series 66 licensed advisor with 11 years of industry experience, currently with Fidelity Investments. Her prior work includes roles at Wells Fargo Advisors and Morgan Stanley Smith Barney LLC. She is based in Branchburg, New Jersey. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and utilizes AI and algorithmic methods in its research.

Charles Romano is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Fidelity Investments, and J.P. Morgan. Romano has also been involved with Reich Asset Management, LLC in a financial advisor role. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.