Christian Issa is a financial advisor with Merrill in Yardley, PA, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he worked at Estee Lauder and KBRA Holdings Inc and has experience in academic and senior management roles. 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 designed for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Gregory Brez is a CFP® professional with 38 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. He holds a Series 63 license and is based in Princeton, NJ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its offerings.

Pargev Ayvazyan is a financial advisor with Merrill and holds Series 63 and Series 66 designations. He has eight years of industry experience, including roles at Bank of America and HSBC Bank. Outside of his advisory work, he owns and operates Exceluserform.com, a site that sells Excel VBA tools and publishes his book titled *Beyond Prediction*, with future projects focusing on AI-powered tools to detect synthetic video content. Merrill provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies, serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Sean Christman is a financial advisor with Merrill, holding a Series 66 credential and bringing 16 years of industry experience. He has worked at Merrill since 2009 and has been with Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s broader platform, providing access to a wide range of financial products and services.

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.

Victoria Seica is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Bank of America and Merrill since 2014. Merrill offers managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates model-based and discretionary investment strategies and is part of Bank of America’s broader corporate platform, providing access to a wide range of financial products and services.

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 antiques business, Bristol Antiques Market, where she sells antiques and refurbished furniture. 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.

Daniel Braile is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of America. Outside of his advisory role, he is a co-founder of Pax America, a charitable organization focused on promoting social and economic liberty as well as civic engagement. 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, and charitable organizations.

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 since 2019 and Bank of America, N.A. since 2021. Prior to her career in finance, she was employed at The College of New Jersey and Lambertville Station Restaurant and Inn. 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.

Alec Maraio is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2022 and Bank of America, N.A. since 2024. Prior to his advisory roles, he spent time as a lecturer at Monmouth University and a teacher at Howell High School. 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 services within Bank of America’s broader platform, providing access to a wide array of products and services.

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 with Merrill, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America N.A. and involvement with Touchcare LLC and the New York State Department of Health. Watson has also worked in education at Monmouth University and Iona Preparatory. Merrill offers managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm provides model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

David Fallas is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ, and has 18 years of industry experience. He has been with Merrill Lynch since 2008 and with Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based, discretionary, and tax-aware investment strategies to a wide range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated with Bank of America’s corporate platform, providing access to a broad array of investment products and services.

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 financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2012. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries, and is integrated into Bank of America’s broader platform.

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 with Merrill, holding a Series 66 designation and seven years of industry experience. He has worked at Merrill since 2018 and has prior experience at the Federal Communications Commission and Hudson & Calleja, LLC. He also attended the University of Miami Law School from 2014 to 2017. 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 diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Thomas North is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Bank of America and Merrill since 2010. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based, discretionary, and tax-aware investment strategies to a wide range of clients including individuals, high-net-worth clients, and institutional investors. The firm leverages integration with Bank of America’s corporate platform to provide access to a broad set of financial products and services.