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.

Ryan Murray is a financial advisor with Ameriprise based in Jamison, PA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Murray serves as Treasurer for Nestlewood Estates, is a member of the finance committee at Solomon's Lodge No. 3, and holds leadership positions including Honorary Chairman of the Business Advisory Council and President of Alternative Care Concepts. He also supports local education through involvement with the Jamison Elementary Home & School Association. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice, primarily focusing on assets held in Ameriprise Managed Accounts.

Samantha Rodrick is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes roles in education at McDaniel College and Monroe Township schools, as well as work with Impact XM and Green Leaf Pet Resort and Hotel LLC. 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 within Bank of America’s broader corporate platform, providing access to a wide range of investment products and services.

Rusty Todd is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Bleakley Financial Group and has held positions outside the financial industry in the restaurant and hospitality sectors, including roles at Itsurwiener Restaurant and Bar and Deal Lake Bar + Co. He also has experience in private lifeguarding and golf club operations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Michael Demarco is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2011. 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’s integration within Bank of America’s broader platform includes access to a wide array of products and services beyond traditional investment management.

Meenu Sharma is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and having 13 years of industry experience. Her prior work includes roles at Santander Bank, NA, Santander Securities, LLC, and HD Vest Investment Services. She also has experience in academia, having worked at Middlesex County Community College, New Jersey City University, and Hudson Community College. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Piazza is a financial advisor at Merrill with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill and Bank of America since 2010. Outside of his advisory role, he participates as a guitar player in a musical group called Decibel Syndrome. 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.

Raphael Hochberg is a financial advisor at Merrill with 30 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work includes roles at Bank of America, N.A., Icap Corporates LLC, Maxim Group LLC, and The Vertical Group. 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.

Andrew Bukowinski is a financial advisor with Merrill, holding a Series 66 credential and one year of industry experience. His background includes roles at Bank of America and a variety of positions in the fashion industry and education. He 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.

Richard Di Bono is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. His prior work includes roles at Bank of America, Capital One Investing, Swiss Farms LLC, and Holstein&Penn LLC. 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 including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates its investment offerings with Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Jesse Creem is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding a Series 66 designation and nine years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for one year before joining Wells Fargo in 2017. Outside of his advisory work, he serves as power of attorney for his father. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Andrew Ettlinger is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 credential and has been with Merrill since 2017, including its predecessor Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to his advisory career, he was affiliated with Pennsylvania State University for four years. Merrill 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 broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Julie Haber is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. 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 to individuals, high-net-worth clients, and institutional investors. The firm integrates its investment services within Bank of America’s broader platform, providing access to a wide array of products and services.