Anthony Vignola is a CFP® and holds a Series 66 license, currently with Cetera, where he has worked since 2025. He has 12 years of industry experience, including a decade at Commonwealth Financial Network. In addition to his advisory role, he is a financial professional at King Financial Network, providing investment management and financial planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network. The firm offers a multi-manager platform with various portfolio management and financial planning options, supported by more than 10,000 advisors and over $256 billion in assets under management.

Evan Metz is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2025, he was the sole proprietor and general manager of Pink Skirt Desserts, a bakery, from 2021 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investment products.

Matthew Mattia is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill since 2011. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Russo is a Series 66 licensed financial advisor with Merrill, based in Pennington, NJ, and has one year of industry experience. Prior to his advisory role, he worked at Bank of America and has experience in entrepreneurial ventures, including operating Capitol City Vending. Merrill serves a broad range of clients—from individuals and retirement plans to corporations and institutional clients—providing managed account programs, discretionary portfolio management, and brokerage services supported by integration with Bank of America’s capital markets platform.

Jeff Rainess is a Financial Consultant at Fidelity Investments since 2026. He has previously worked as an Investment Consultant at Fidelity Investments from 2024 to 2026 and served as a Registered Financial Advisor at Park Avenue Securities from 2018 to 2024. Jeff focuses on empowering clients to achieve financial security by building trusted partnerships and simplifying complex financial planning, utilizing Fidelity's resources. His approach integrates his background as both a coach and an advisor, emphasizing that long-term financial success requires discipline and collaboration. Jeff's planning process is designed to provide clients with guidance at every step. He has lived in Monmouth County for over 25 years and has been married for more than 20 years, with three children. Outside of his professional responsibilities, Jeff engages in family activities and enjoys fishing, fitness, football, golf, and spending time with his pets.

Richard Oring is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at New Century Financial Group, LLC for 22 years and Osaic Wealth, Inc. for 24 years. Outside of his advisory role, he serves as vice president and treasurer for nonprofit organization Congregation Beth El and acts as trustee for a charitable remainder unitrust. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across multiple programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a range of investment strategies and third-party managers.

Scott Janusz is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at Lifetouch NSS for 14 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth individuals, and institutions.

Andrew Minard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab, Evermore Global Advisors, Brookline Capital Markets, and Capitals Circle Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

John Doran is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients develop personalized financial strategies to pursue their goals. His client focus areas include college education planning, family wealth management strategies, institutional investment consulting, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and tax minimization. John holds a Bachelor's Degree from Kings College and has earned several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His approach centers on uncovering what matters to clients and their families to create strategies tailored to their financial objectives. Outside of his professional work, John enjoys boating, fishing, spending time with his family, and watching movies.

Anthony Roman is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tyler Aportela is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2021. His prior work history includes roles at Monmouth University and Jenkinson's Boardwalk. 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, and institutional clients such as pension plans and charitable organizations.

Michael Fasano is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Vector Marketing, Bill Vinces Bridgewater Acura, Fullerton Ford, Shoprite of Flemington, and Hunterdon Central Regional High School. 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 and profit-sharing plans, corporations, and charitable organizations.

Kanisha Scott is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2022 and previously held roles at the University of Pennsylvania, the City of Philadelphia Department of Revenue, and EDM Americas. Outside of her advisory role, she is employed as a bartender and concessions worker at Profit Legends Hospitality LLC in New York. 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 and profit-sharing plans, corporations, and charitable organizations.

Thomas Mclaughlin is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2010. 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.

Wade Martin is a financial advisor with RBC Capital Markets in Princeton, NJ, holding a Series 63 designation and 38 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Martin is also an owner and active partner in a family investment partnership. RBC Wealth Management serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Rachel Schmiege is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2018, including seven years with Bank of America, N.A. prior to her current role. Before joining the financial services industry, she was employed at Freedom Federal Credit Union and Wegmans Food Markets. 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 and profit-sharing plans, corporations, and charitable organizations.

Jason Schneiweiss is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ, and has 12 years of industry experience. He has been with Merrill since 2006. Merrill, together 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.

Vincent Cacciolo is a financial advisor with Merrill and holds a Series 66 designation. He has five years of industry experience, including roles at Bank of America, N.A. since 2021 and Merrill since 2019. Prior to his current positions, he worked with Battleground Country Club and the International Planning Alliance. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors. The firm uses model-based and discretionary strategies developed by its Chief Investment Office and third-party managers, offering a range of investment solutions including tax-aware strategies and customized investment restrictions.

Andrew Salmon Jr. is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes roles in education at various institutions and employment at Pennington Quality Market. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sean Mc Intyre is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked for T-Mobile from 2016 to 2024. 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 and profit-sharing plans, corporations, and charitable organizations.