Matthew Duhaime is a Planning Consultant at Fidelity Investments, where he assists clients in understanding their financial circumstances and developing personalized financial plans. He collaborates with advisors to implement strategies aimed at achieving long-term objectives such as retirement, wealth accumulation, and income planning. Matthew has held various roles within Fidelity Investments since 2023, including Relationship Manager and Financial Representative. Prior to his current tenure, he worked as a High Net Worth Consultant at TIAA from 2014 to 2017 and began his career as a Financial Representative at Fidelity Investments from 2013 to 2014. He holds a California Insurance License. Outside of his professional responsibilities, Matthew engages in activities such as biking, hiking, music, running, skiing, and swimming.

Natacha Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 21 years of industry experience. She has worked with LPL Financial since 2011, with a brief tenure at 1st GLOBAL ADVISORS, Inc. and 1st GLOBAL CAPITAL CORP. from 2018 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisers, utilizing various portfolio strategies and technology tools to support client accounts.

Corry Stapleton is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America and Aerotek, as well as a position at Rowan 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Jones is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Morgan Stanley since 2009 and also at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a range of investment services.

Justin Bartolucci is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Calvin Bushrod is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Before and After Properties for six years and Gallo Wines for four years. 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 plans, corporations, and charitable organizations.

Michael Becker is a financial advisor at Stifel with 19 years of industry experience. He has been with Stifel Nicolaus & Co since 2009 and holds the Series 66 designation. Outside his advisory role, Becker co-founded the Steering Committee for the Bio Pharma Networking Group on LinkedIn, contributing approximately four hours per month without compensation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Brian McMahon is a financial advisor with Merrill in Pennington, New Jersey, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Merrill since 1997. 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 a range of individual and institutional clients.

Preksha Vijaywargi is a Financial Consultant currently working at Fidelity Investments since 2020. Prior to this role, she held positions as a Financial Advisor Trainee at Merrill Lynch in 2019, Senior Advance Wealth Manager at HSBC India from 2014 to 2018, and Wealth Manager at HSBC India from 2012 to 2014. Her professional experience spans financial strategy development and wealth management. She holds a California Insurance License, enabling her to serve clients in insurance-related financial planning. Preksha emphasizes one-on-one conversations to better understand clients' individual goals and provide transparent guidance in financial decision-making. Outside of her professional work, Preksha engages in various personal interests including cooking and baking, attending social events with friends, watching movies, outdoor adventures, traveling, and practicing yoga.

Joseph Sensi is a financial advisor with Cetera Investment Advisors LLC, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His prior roles include positions at Ameriprise, TFS Securities, and Guardian Life Insurance Company. Outside of advisory work, he serves as Vice President of Employee Benefits Sales at Nottingham Agency, Inc. Cetera Investment Advisors LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Lisette Hernandez is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds a Series 66 designation and has been with UBS since 1996. Outside of her advisory role, she is involved in a small business making pretzels. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Anthony Magnier is a financial advisor with Merrill, holding a Series 66 designation and 22 years of industry experience. He has been affiliated with Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith, Inc. for 15 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, along with trading, administration, and custody support.

Laura Conroy is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Jonathan Ling is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill since 2016. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Boccia is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, with prior roles at LPL and Private Advisor Group. Outside of his advisory role, he serves as an administrator for a non-investment-related entity called J D B. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Daniel Derose is a financial advisor at Cetera with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at firms including Securian Financial Services and MargFinancial. Outside of his advisory work, he serves as an officer on the board of the Nottingham Babe Ruth Baseball League. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Sean Treanor is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and previously worked for TD Ameritrade Inc. for 11 years before joining Charles Schwab in 2021. Charles Schwab & Co., Inc. serves a large client base, 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 advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and due diligence on alternative investments.

Nicholas Salerno is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, and Emerging Growth Equities. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Dixon is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2017. Outside of his advisory role, he operates a sole proprietorship managing an e-commerce site. 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 delivers model-based and discretionary investment strategies to a diverse client base, including individuals, high-net-worth clients, and institutional investors.

Michael Peczinka is a financial advisor with Stifel, holding a Series 66 designation and five years of industry experience. Prior to joining Stifel in 2025, he worked at Merrill from 2020 to 2025 and held various roles at firms including Merrill Lynch, LCI, and ISD Jackson. Outside of his financial advisory career, he owns and operates ECO Hamilton LLC, a retail store specializing in electronic vaping products. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy developed through its Investment Strategy Group.