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.

Christopher Brown is a Senior Financial Advisor at Merrill Lynch Wealth Management. With more than 20 years of experience in capital markets, he applies his background in institutional trading to provide tailored financial strategies that meet the unique goals and risk profiles of his clients. His expertise includes college education planning, executive compensation, portfolio management services, tax minimization, and retirement income. Mr. Brown holds a Bachelor's degree from Purdue University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is a board member of the MAGIC Charities Foundation, contributing to community initiatives through his involvement. Outside of his professional pursuits, Christopher enjoys adventure sports including marathon running and skiing. He lives in New Hope, PA with his wife and three children.

Jaime Harper is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. Prior to joining Merrill in 2019, Jaime worked at Prudential Financial from 2015 to 2018 and had brief roles including at Workforce Logiq. 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 diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s platform, providing access to a broad range of products and services beyond traditional investment management.

Sharon Harshbarger Kucera is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through both direct relationships and corporate financial planning agreements.

Daniel Michaluk is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill since 2013. Outside of his advisory role, he is involved in a family-owned multimedia production business, contributing to sales and client development. Merrill provides managed account services primarily 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.

Ryan Cass is a financial advisor at Merrill with Series 66 credentials and seven years of industry experience. He has been with Merrill since 2015. 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 range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated into Bank of America’s platform, which enables access to a wider set of products and services.

Lilly Peng is a financial advisor with Merrill in Rocky Hill, NJ, holding a Series 66 designation and three years of industry experience. She has been with Bank of America and Merrill since 2022. Outside of her advisory role, Peng has engaged in homemaking since 2005. 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, and institutional investors. The firm is integrated into Bank of America’s broader platform, providing access to a wide range of products and services.

Gary Moody is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2020 and previously spent 17 years with Glen Eagle Advisors LLC and 4 years with Glen Eagle Wealth, LLC. 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 is integrated into Bank of America's corporate platform, providing access to a variety of products and services beyond investment management.

Irina Nevedomskaia is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and previously worked at Bank of America, Citizens Bank N.A., and telecommunications companies including Vimpel-Communications and MEGAFON. She also serves as a Power of Attorney for her spouse in a fiduciary capacity. 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 including individuals, high-net-worth clients, pension plans, and charitable organizations.

Adam Kwietniak is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ, and has been with the firm since 2018. He has prior experience at Icon Information Consultants LP, Dynamic Engineering Consultants, PC, and has held academic roles at Rutgers Business School and Rider University. Merrill provides managed account services to Bank of America fiduciary clients via 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.

Brian Santosuosso is a financial advisor at Merrill, holding a Series 66 designation. He has been with Merrill since 2025 and has prior experience in diverse roles across industries including retail, physical therapy, and education. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional investors.

Michael Stewart is a CFP®-certified financial advisor with 25 years of industry experience, currently with UBS Financial Services in Princeton, NJ, where he has worked since 2009. He served as a trustee for The Parish of Our Lady Sorrows - St. Anthony, advising on parish financial stewardship from 2011 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by research and model-based asset allocations.

Eileen Pickard is a financial advisor at Merrill with 25 years of industry experience. She has been with Merrill Lynch since 2001 and holds Series 63 and Series 66 licenses. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of investment strategies implemented by Managed Account Advisors LLC and supported by Merrill’s Chief Investment Office. The firm serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.