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.

Christian Grumm is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked previously at Freedom Mortgage, AT&T, and Nu-Wave Wireless. Outside of his advisory role, he co-owns WAC Entertainment LLC, a business focused on producing creative projects such as music and video content. 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 other institutional investors.

Matthew Gaeta is a financial advisor at J.P. Morgan Securities with 24 years of industry experience and holds a Series 66 designation. His prior roles include positions at Rockdale Financial Services, Cetera Advisors, and Wells Fargo Clearing. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Elona Gera is a financial advisor with Equitable Advisors in Yardley, PA, holding a Series 66 designation and 12 years of industry experience. She has been with Equitable and its predecessor, AXA Equitable, since 2013. Outside of her advisory work, she provides Albanian interpretation services for families at medical appointments. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and third-party managers.

Joshua Nyce is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at Fidelity Talentsource and has held roles at organizations including The Salvation Army and Macy's. 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.

Paul Simonetti is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he served in the New Jersey Army National Guard for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

James Vessio is a Series 66-licensed advisor with Merrill in Pennington, NJ, and has 18 years of industry experience. He has been with Merrill since 2007. 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.

Michael Chrzanowski is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2021. Prior to Merrill, he worked at UBS Financial Services for four years and was involved with E&R Tree Service for two years. 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 is integrated into Bank of America’s broader corporate platform, providing access to a wide set of products and services.

Christian Pothast is a financial advisor with Merrill and holds a Series 66 designation. He has one year of industry experience and previously worked at NBCUniversal and Nova Group Marketing. 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 a wide range of products and services.