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 for six years at Before and After Properties and four years at Gallo Wines. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a broad range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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 at Merrill with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 1997. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with broader banking services, including lending and custody.

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 Series 66-licensed financial advisor with Merrill, based in Pennington, NJ, and has 22 years of industry experience. He has worked at Bank of America and Merrill Lynch since 2011. Merrill provides managed account services through the Select Portfolio Solutions program for Bank of America fiduciary clients, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm integrates its investment services with Bank of America’s broader platform, delivering access to a wide range of financial products and services.

Laura Conroy is a Series 66-credentialed advisor at Merrill with 16 years of industry experience, all of which she has spent at Merrill since 2010. She is based in Pennington, New Jersey. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jonathan Ling is a Series 66–licensed financial advisor at Merrill with eight years of industry experience. He has been with Merrill since 2016. 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 including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s platform, providing access to a wide range of products and services.

Gregory Boccia is a financial advisor with Merrill, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Merrill since 2016 and previously held positions 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 offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a broad client base that includes 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.

Matthew Waters is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, incorporating a broader range of financial product offerings than typical large institutional advisers.

Nicholas Salerno is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2017 and was previously with Emerging Growth Equities from 2014 to 2017. 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’s integration with Bank of America enables access to a broad set of financial products and services beyond typical managed accounts.

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 owns and operates a sole proprietorship e-commerce site, managing returns and site expenses. 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.

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.

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.

Brian Odelli is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

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.