Michael Leahy is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Bank of America, Mass Mutual Investors Services, MassMutual Life Insurance Company, and Edward Jones. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jarrett Dawson is a Series 66 licensed financial advisor with Merrill, where he has worked since 2010. He has 10 years of industry experience. Outside of his advisory role, he serves as a consultant for the Financial Industry Regulatory Authority, assisting with securities-related dispute resolution, and owns Wicked Willow, a separate business he operates independently. 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 entities.

Addo Kuhlmann is a financial advisor with Merrill, holding the Series 66 designation and over 21 years of industry experience. He has been with Merrill since 2004. 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.

Daevon Austin is a financial advisor with Merrill, holding a Series 66 designation and entering his second year in the industry. His prior experience includes roles at Adecco, The Vanguard Group, Inc., Randstad, and Merrill Lynch, Pierce, Fenner & Smith, as well as self-employment and positions at Big Lots, Inc. and Rowan University. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Tyler Jordan is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Tyler focuses on helping clients develop clear and confident financial plans by building long-term relationships based on trust and proactive service. He works closely with clients to anticipate their needs and adjust financial and retirement plans as circumstances and markets change. Outside of his professional work, Tyler enjoys fitness, hiking, skiing, and traveling.

John Quinn Jr. is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Merrill since 1996. Quinn serves as a director on the board of the LIMRA LOMA Secure Retirement Institute, a nonprofit organization based in Atlanta. 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.

Spencer Cowan is a financial advisor with Merrill in Pennington, NJ, holding Series 66 and Series 63 licenses and 10 years of industry experience. He has worked at Merrill since 2015 and Bank of America, N.A. since 2018. Merrill provides managed account services through the Select Portfolio Solutions program to a wide range of clients, including individuals, high-net-worth clients, and institutional fiduciaries, offering model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Virag Shah is a CFA® charterholder and holds a Series 66 license, with 17 years of experience in the financial industry. He has worked with LPL Financial since 2008 and is also associated with Van Leeuwen & Company, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual, institutional, and retirement plan clients through a network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Bradley Hargrave is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019. Prior to that, he was with PGIM Investments, Prudential Investment Management Services, and The Prudential Insurance Company of America from 2012 to 2019. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Nancy Scordo is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 credentials. She has nine years of industry experience, including over a decade at J.P. Morgan Securities and seventeen years with JPMorgan Chase Bank, N.A. She is based in Princeton, NJ. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

James Shaw is a Wealth Management Advisor with Merrill Lynch Wealth Management. He serves as a partner of Shaw, McNulty & Associates, where he works with professionals, business owners, and families to address complex financial needs. His client-focused approach encompasses comprehensive wealth structuring, personalized financial and retirement planning, tax-efficient portfolio construction, insurance and risk management, and retirement plan administration. James began his career in 2012 at BlackRock, gaining experience in client management, investment operations, and security analysis. His expertise includes investment strategies such as asset-backed debt securities, hedging strategies, and private equity. He holds the Chartered Financial Analyst® (CFA®) designation and is a CERTIFIED FINANCIAL PLANNER® (CFP®) Professional. James earned a bachelor's degree with a double major in Finance and Economics from The College of New Jersey and is active in his collegiate community, having previously served on the board of the TCNJ Alumni Association. Outside of his professional role, James enjoys traveling, golfing, boxing, skiing, and spending time with his wife and family.

Edward Marsh is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2003. 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. The firm is integrated with Bank of America’s corporate platform, providing access to a wide range of financial products and services.

Alexis Tucker is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Alexis held roles at Northwestern Mutual and MassMutual Tri State. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Margaret Walsh is a financial advisor at Merrill with a Series 66 designation and six years of experience, including roles at the University of Montana and the University of Notre Dame. She is based in Pennington, NJ. 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.

Stephen Scaccetti is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials, and has 42 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for nearly five decades. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through a platform that integrates advisor programs with sales of financial products and insurance.

Kevin Gonzalez Jacquez is a Series 66-credentialed advisor with Merrill, based in Colonia, NJ. He has been with Merrill since 2024 and also holds experience at Bank of America, N.A., where he has worked since 2025. Prior to joining Merrill, he held positions at several firms including Courier Network and Home Depot Inc. 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 integrates with Bank of America’s broader corporate platform to deliver a wide array of investment products and services.

John O'Leary is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has been with Merrill 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to lending, custody, and a wider set of products.

Lawrence Olivadoti Jr. is a Financial Advisor with Merrill Lynch Wealth Management, based in the Greater Philadelphia region. He specializes in serving professionals in healthcare, life sciences, biotechnology, pharmaceuticals, and medical technology sectors. His expertise includes equity compensation planning, retirement planning, investment management, concentrated stock strategies, business ownership, legacy and wealth transfer planning, and multigenerational wealth planning. As a Certified Financial Planner (CFP®) professional, Lawrence works closely with physicians, biotech professionals, pharmaceutical researchers, medical device engineers, and healthcare innovators to navigate the financial complexities associated with their careers. His approach emphasizes understanding each client's unique goals and creating personalized financial solutions to help grow, preserve, and transfer wealth effectively. He leverages comprehensive financial planning combined with Merrill Lynch and Bank of America's resources to assist clients in making informed financial decisions throughout various life stages. Lawrence holds a Bachelor's Degree from Rutgers University – New Brunswick and has completed a Certificate Program at the Yale School of Management. He also holds professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA).

Robert Lore is a Series 66-licensed financial advisor with Charles Schwab, based in Princeton, NJ, and has 17 years of industry experience. He previously worked at Blackrock Investments, LLC, serving there for seven years before joining Charles Schwab in 2019. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 guidance and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Brandon Blake is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2008 and at 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 model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates into Bank of America’s corporate platform, providing access to a wide range of investment products and related services.