Preston Parrish II is a financial advisor with Merrill and holds a Series 66 designation. He has 10 years of industry experience and has been with Merrill and Bank of America since 2016. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Kambiz Amirzafari is a financial advisor with LPL Financial in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at PRUCO Securities, LLC for nine years before joining LPL Financial in 2011. Amirzafari is also involved with MacLean Agency, LLC, where he sells various insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

Matthew Podgurski is a financial advisor with OSAIC based in Princeton, NJ, holding a Series 66 designation and bringing nine years of industry experience. His work history includes roles at New Century Financial Group, HR Block, Royal Alliance Associates, and Veritas Investment Group, where he serves as a market analyst. Outside of financial services, he is an eBay reseller. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes various asset-allocation tools and automated rebalancing to construct portfolios across a broad range of investment types, managing accounts on both discretionary and non-discretionary bases.

Lawrence Lawson is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2016 to 2020. Outside his advisory role, Lawson serves as chairman of the Fredon Township Environmental Commission and president of the Fredon Volunteer Fire Company, as well as acting as a charter organization representative for a local scout troop. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service that provides retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Edward Bowen is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2013. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Godfroy is a financial advisor with Ameriprise, holding CFP®, ChFC®, and Series 66 credentials and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advisory work, he is involved in real estate ownership unrelated to his investment activities. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team, integrating advisory, brokerage, and insurance solutions.

Elizabeth Biava is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to her current role, she held positions at Michael Kors and has teaching experience at Moravian College and Stuart Country Day School of the Sacred Heart. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Gwynn is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America and Merrill. 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 institutions.

Stephen Moeller is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill for a total of nine years, with a two-year period at Recreation Equipment Inc in between. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Fawcett is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Ames is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He previously worked at Bank of America and has experience in other roles including university employment and hospitality. Outside of his advisory work, Ames owns a sole proprietorship that builds custom personal computers based on client budgets. 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, offering model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Sears is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007. Outside of his advisory role, he is a general partner and manager of a pool services business, High Quality H2O Pool Services, and serves as a member of the board of directors for Serv Behavioral Health Systems. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Thomas Fisher is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill since 2017. Outside of his advisory role, Fisher is involved with the Princeton Youth Hockey Association as a youth ice hockey coach and officiates games for USA Hockey. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Wayne Sholk is a financial advisor with Raymond James Financial Services Advisors Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, he manages a support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through a municipal advisor affiliation.

Lucas Collins is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and previously worked at Merrill and JPMorgan Chase Bank, N.A. Collins also served briefly in the United States Military. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Robert Les Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He has held roles at Morgan Stanley since 2008, including Morgan Stanley Smith Barney LLC, and previously worked at Merrill for eight years. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by structured processes and approved planning tools.

Maryann Chibbaro is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling as part of its comprehensive service approach.

Nathan Raccagno is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. His background also includes roles at the University of Mount Olive and Trenton Country Club. 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, pension plans, corporations, and charitable organizations.

Scott Nadle is a financial advisor with Charles Schwab holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2022, following a 15-year tenure at BlackRock Investments, Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and formal due diligence processes for alternative investments.

Mark Smalley is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bank of America and Merrill since 2016. Outside of his advisory role, he works part-time as an independent contractor driver for Uber and Lyft. 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 clients including individuals, high-net-worth clients, and institutions.