Christian Batcha is a Wealth Management Advisor with Merrill Lynch Wealth Management and The Shannon Group, having joined the team in 2017. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., and the Personal Investment Advisor (PIA) credential. Prior to his current role, Christian accumulated 17 years of experience as an equity trader with Bank of New York (Pershing) and Mirae Asset Securities, as well as 4 years in risk and audit at BlackRock. Christian graduated from Lehigh University with a bachelor's degree in Finance and attended Princeton Day School. His team focuses on managing the financial lives of multi-generational families, addressing goals such as education planning, retirement income, and philanthropic planning through personalized investment approaches. Outside of his professional career, Christian lives in Pennington, New Jersey with his wife Mary and their three children. He is involved in the community as a coach for Nassau Ice Hockey and enjoys football, ice hockey, running, spending time with his family, and traveling.

Christopher Churney is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at J.P. Morgan Securities, Merrill, and Bank of America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversified investment strategies and offers both brokerage and advisory solutions across a large-scale platform.

Jack Demouth is a financial advisor at Merrill Lynch Wealth Management. He focuses on delivering personalized financial planning services for individuals, families, and businesses, helping clients prepare for retirement, education, and estate planning. Jack and his experienced team utilize strategic planning to build personalized portfolios around clients' financial goals. Jack earned a Bachelor's degree in Finance from Rowan University. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). With expertise in areas such as college education planning, family wealth management strategies, retirement income, and tax minimization, Jack provides comprehensive advisory services. A native of Princeton Junction, Jack actively participates in his community through volunteering. He has over 10 years of volunteer experience with the West Windsor Little League and the West Windsor Volunteer Fire Company No. 1.

Dustin Hoffman is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 credential and previously worked at Bank of America, N.A. for five years. Outside of his advisory role, he owns and operates Curly Tail Ice Cream LLC, a food service business active at festivals. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering various model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Kyle Braender is a financial professional with 13 years of industry experience, currently associated with Cetera. He holds the Series 66 designation and has worked at various firms including Grove Point Investments, H. Beck, and Northwestern Mutual. In addition to his advisory role, he is involved with RMB Wealth Advisors, LLC, providing financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors, employing a multi-manager platform with various program structures and investment options.

Evan Peterson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he spent two years at MSA Capital Group and has work experience in data and electrical work, as well as roles in education and at a country club. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, offering model-based and discretionary investment strategies integrated with the broader Bank of America platform.

Peter Carpenter is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 1998, including roles at Merrill Lynch Canada. 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, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Carolyn Sanderson is a Certified Financial Planner (CFP®) with 23 years of industry experience. She has worked at Morgan Stanley since 2014 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she serves on the boards of The Watershed Institute, an environmental organization, and CIEE, an education nonprofit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

Ellen Baber is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Ellen serves as co-trustee for her spouse's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Andrew Sullivan is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A. and has a diverse background including roles in education and hospitality. 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.

Michael Gallagher is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He focuses on guiding clients through various financial challenges and life milestones by developing personalized wealth management strategies. His approach integrates investment portfolio management, estate planning services, and wealth transfer techniques to address a wide range of client needs. Gallagher’s expertise encompasses college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing including ESG, and retirement income planning. He combines the resources of a major financial services firm with his team’s capabilities to deliver customized solutions. He holds a Bachelor’s Degree from The College of New Jersey and maintains professional designations including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Gallagher is active in community organizations such as the Girl Scouts of Eastern Pennsylvania, Boy Scouts of America, and Habitat For Humanity. Outside of work, his interests include baseball, basketball, cooking, fishing, football, gardening, golfing, music, traveling, and spending time with his family.

Stephen Loughran is a Wealth Management Advisor with Merrill Lynch Wealth Management based in the Princeton, New Jersey office. He has been associated with Merrill Lynch for over 30 years. Before serving as a Wealth Management Advisor, he held the position of National Sales Manager for Merrill's Wealth Management Services and Special Investor Services. In these roles, he specialized in providing financial services to corporate executives, high-net worth individuals, and professional athletes. During his tenure, Stephen contributed to the development of various financial products, including stock option programs, alternative investment strategies, and private equity products. He also played a role in creating investment programs in collaboration with the PGA TOUR and the Association of Tennis Professionals to support professional athletes in managing their financial assets. Stephen holds a Bachelor of Arts degree in Economics from Princeton University and an MBA from Harvard Business School. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Lawrenceville, New Jersey, with his wife Barbara and their four children.

Christopher Mac Donald is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 16 years of industry experience. He has been with Merrill Lynch since 2007. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Christopher Ashby is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill Lynch since 2010. Ashby also has a concurrent affiliation with Bank of America, NA. 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 individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Michael Cross Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at both Merrill and Bank of America since 2017. 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, pension plans, and charitable organizations. The firm integrates into Bank of America’s platform, enabling access to a wide range of products and services beyond typical managed account offerings.

Steven Szmak is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. He is also the sole proprietor of Albri, LLC, an investment-related business based in Flemington, New Jersey. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

Andrew Murphy is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior work experience at Bank of America, Merrill Lynch, and the University of Virginia. Outside of his advisory role, he has been involved with the Cherry Hill Varsity Lacrosse Camp for several years. 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.

Thomas Dupras II is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. since 2022 and Merrill since 2004. Merrill provides 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 within the broader Bank of America platform.

Sylvie Feist is a financial advisor at Merrill with 22 years of industry experience and holds the Series 66 designation. She has been with Merrill since 1996, totaling 30 years at the firm. Outside of her advisory role, she has a 70% ownership interest in Centra State Engineering, an engineering company based in New Jersey. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based, discretionary, and tax-aware investment strategies integrated with Bank of America’s broader platform.

Joseph Silerto is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Scottrade, Inc., National Securities Corp, and Prudential-related firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management supported by research and model portfolios.