Abhishek Patel is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at PNC Financial Services and Rem and Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Kennedy is a financial advisor at Merrill with 8 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2018 and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017. Prior to his current roles, he was affiliated with Rider University in 2016-2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dirk Alexander is a financial advisor with Osaic Wealth, Inc. based in Princeton, NJ. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. His prior roles include positions at New Century Financial Group, LLC, U.S. Allianz Securities, Inc., Eastern Point Advisors Inc., and Locust Street Securities, Inc. Outside of his advisory work, Alexander is involved in music as a session musician and manages a music publishing company. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of financial advisers. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Geraldine Rodrigues is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at Merrill since 2016, with additional experience at Bank of America and other financial firms. Outside of her advisory work, she serves with the Union Fire Company and rescue squad in Titusville, New Jersey, assisting in public safety during emergencies. Merrill, together with its affiliate Managed Account Advisors LLC, 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, and institutional investors.

Richard Jefairjian is an Investment Consultant at Fidelity Investments, where he has been working since 2026. In this role, he collaborates with clients to support their efforts in achieving financial goals. Prior to his current position, Richard served as a Financial Solutions Advisor at Merrill from 2023 to 2026. His professional experience encompasses providing financial guidance and investment consulting to clients. Outside of his professional work, Richard has personal interests that include fitness, football, running, and snowboarding.

Frank Lucchesi Jr. is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has prior experience at Merrill Lynch Wealth Management and The Mercadien Group. Outside of finance, he has worked briefly in the hospitality and security sectors. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured processes and advanced modeling tools.

Robert Grambor is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at Bank of America N.A. and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dana Turano is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016. Her prior experience includes a position at Prudential Equity Group, LLC. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Angela Cannon is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2017. Prior to that, she was associated with Nick Hilton Princeton and Rider University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves a variety of clients including individuals, high-net-worth clients, and institutional investors.

Rebecca Proske is a financial advisor with Charles Schwab, holding a Series 63 designation and 29 years of industry experience. She has been affiliated with Charles Schwab and her own business, Proske Financial Management Company, since 2013. Proske Financial Management is a non-investment-related activity through which she manages office expenses for a franchise. Charles Schwab serves primarily 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 both non-discretionary and discretionary investment options using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Alexander Tennant is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2020, he held roles at Bloomsburg University, Fox Pool Management, and Newtown Athletic Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Joseph Ward is a financial advisor with Merrill holding a Series 66 designation and four years of industry experience. He previously worked at Bank of America N.A. and has a background as a self-employed musician performing at weddings. Merrill, together with its affiliate Managed Account Advisors LLC, 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 range of individual and institutional clients.

Mona Abdel Malek is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at PNC Investments LLC and PNC Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tammy Eng Palmer is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill since 2006 and holds Series 63 and Series 65 licenses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Muneshwar Prashad is a financial advisor at Merrill with 27 years of industry experience. He has been with Merrill since 1998 and holds Series 63 and Series 65 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Wangari Gikanga is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Harish Pasupuleti is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, and tax minimization. Harish's financial planning process emphasizes putting clients and their goals at the center of his work. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Harish earned his Bachelor's Degree from Boston College, concentrating on Finance and Marketing with a minor in Philosophy. Harish maintains active community involvement as a member of the Hun School of Princeton Young Alumni Association. He divides his time between Brooklyn, New York and Princeton, New Jersey.

Tamara Naylor is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She joined Merrill in 2020 after working at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC from 2012 to 2020. Outside of her advisory work, she is a co-owner of a rental property in Trenton, NJ. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm combines internal Chief Investment Office teams and third-party managers to implement asset allocation and trading across various client types.

Chi Hong Chu is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Cambridge in 2022, he worked at American Portfolios Financial Services, Inc. for six years. Outside of advising, Chu serves as president and owner of several business entities and is the author of "The Retirement Pitfall." Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management options and proprietary as well as third-party strategies.

Matthew Frickmann is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has prior work experience in the hospitality and education sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.