Eric Trimble is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry and joined Merrill Lynch in November 2008. Eric works closely with affluent families, high net worth individuals, and closely-held businesses to develop customized financial strategies. His approach involves personal consultations to set quantifiable goals, prioritize client needs, and implement tailored plans using a variety of financial instruments. Eric collaborates with clients’ tax advisors and estate planning attorneys to help ensure their financial affairs are well-managed. His areas of focus include college education planning, divorce transition planning, family wealth management, retirement planning, portfolio management, small business strategies, investment strategy, tax minimization, and retirement income. Eric holds a Bachelor of Arts degree in Business Administration from Lafayette College and is a member of the Investments & Wealth Institute™. He also carries the designation of Personal Investment Advisor (PIA). In addition to his professional work, Eric is involved in his community through organizing fundraisers for the Hearing Loss Association of America.

Brendan Shadle is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill Lynch, and has experience outside finance with companies including DoorDash. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside due diligence on alternative investments.

Theresa Walker is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been providing financial guidance since 1982. She specializes in developing wealth management strategies tailored to individual client needs. Theresa works closely with clients to identify their primary financial goals, such as education funding, retirement planning, and trust services, and crafts strategies aimed at building, managing, and preserving wealth for current and future generations. Leveraging the investment resources of Merrill Lynch and the banking capabilities of Bank of America, Theresa is able to address various aspects of her clients’ financial lives. She also collaborates with a Wealth Management Lending Officer from Bank of America, N.A., who provides personalized home financing advice designed to complement overall financial strategies. Theresa holds the Personal Investment Advisor (PIA) designation and earned her high school diploma from Saint Maria Gorretti High School in Philadelphia, Pennsylvania.

Niki Patel is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Prior to her career in finance, she was employed at Sunglass Hut and Rutgers University. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Andrew Connolly is a CFP® professional with 12 years of industry experience. He is currently with OSAIC, having joined the firm in 2023 after nine years at FSC Securities. Outside of his advisory work, Connolly operates a tax preparation business and serves as a notary public. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various portfolio construction tools and third-party solutions to manage accounts on both discretionary and non-discretionary bases.

David Briggs is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies that align with clients’ short-, mid-, and long-term goals. David works closely with clients to address areas such as retirement income, college education planning, family wealth management, legacy planning, tax minimization, philanthropic planning, and managing new wealth. He also supports women and wealth and leverages resources from Bank of America specialists for banking, credit, home financing, and small business solutions. David holds a Bachelor's Degree from Rutgers College and has earned the Personal Investment Advisor (PIA) designation. He communicates fluently in English and Spanish, allowing him to serve a diverse clientele. David is also actively involved in his community as a member of the Isles Board of Trustees. Outside of his professional work, David enjoys biking, fishing, hiking, music, painting, pickleball, skiing, surfing, yoga, and spending time with his family.

Anna Kayeva is a financial advisor at Fidelity with six years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Merrill and Umbrella Auto Transport, as well as a period at Penn State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on systematic portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.

Kevin Altman is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and RKL, as well as experience in staffing and risk management firms. He also spent several years in academic positions at the University of Pittsburgh and the University at Albany. Merrill provides 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 utilizes model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Thomas O'Donnell Jr. is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. and Merrill since 2009 and 2011, respectively. 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 that includes individuals, high-net-worth clients, and institutional investors.

Frank Mignoni is a financial advisor with Merrill in Newtown, PA, holding a Series 66 designation and 15 years of industry experience. He has been with Bank of America and 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s broader corporate platform, providing access to a wide range of investment products and services.

Patrick Dunne is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2015. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader financial platform.

John Dyer is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu covering cash-flow, retirement, education, risk, and wealth-transfer planning, along with specialized services such as business-owner transition and sports & entertainment planning.

Jerry Gross is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked at Grove Point Investments, LLC and Grove Point Advisors, LLC since 2021, and H. Beck, Inc. from 2016 to 2021. Outside of his advisory work, Gross serves as president of a local networking group and is vice president of the social committee at Adelphi Lodge. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing a range of portfolio construction tools and access to third-party money managers across multiple investment platforms.

Jennifer Garomon is a financial advisor at Merrill with 32 years of industry experience. She has held her current role at Merrill since 2006. Her credentials include the Series 63 and Series 65 designations. 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. The firm serves a broad client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jason Gaffney is a financial advisor at Merrill with 26 years of industry experience. He has been with Merrill since 2004 and holds Series 63 and Series 66 designations. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration within Bank of America’s platform to provide access to a wide range of products and services.

James Peters is a Series 66-licensed financial advisor at Merrill with 20 years of industry experience. He has worked at Merrill since 2005 and has been with Bank of America, N.A. since 2011. Merrill offers managed account services through its Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm provides model-based and discretionary investment strategies integrated within Bank of America’s platform, featuring a range of taxable and tax-aware investment options.

Gina Rogers is a financial advisor with Fidelity Investments, holding a Series 66 credential and 19 years of industry experience. Her prior roles include positions at Thrivent Financial, Morgan Stanley, and Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Charles Gentile is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Merrill 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 diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Jordan Litz is a financial advisor with Merrill and holds Series 63 and Series 65 credentials. He has 18 years of industry experience, including 14 years with Bank of America and Merrill. Outside of his advisory role, he is a partner in a company developing a social networking application for smartphone users. 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.

Sean Mcgee is a Wealth Management Advisor with over 30 years of experience in assisting individuals, families, and business owners in achieving their financial goals. He is one of a limited group of Senior Portfolio Managers qualified to manage investments directly without delegating decisions, offering clients discretionary management through his own personalized or defined strategies, which may include individual stocks, bonds, Merrill model portfolios, and third-party investment strategies. Sean works with Merrill Lynch Wealth Management and also provides support for banking needs, home financing, and securities-based lending through Bank of America, N.A. Sean's expertise encompasses executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He begins client relationships with a personalized planning process to understand the full financial picture and tailors account structuring and investment allocation to match clients' risk levels, objectives, time horizons, and liquidity needs. He holds the Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Sean earned a Bachelor of Science in Mechanical Engineering from Lehigh University and a Master of Business Administration from the Darden Graduate School of Business Administration at the University of Virginia. His involvement in professional and community organizations includes former roles as Chair of the Reunion Committee at Lehigh University, Foundation Board Member at Raritan Valley Community College, and Vice President of the Board of Trustees at the Hunterdon Art Museum. In his personal time, Sean enjoys biking, photography, swimming, and traveling.