Alyssa Fielding is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in managing new wealth, personal retirement planning, portfolio management, socially responsible and values-based investing, as well as retirement income planning. Alyssa collaborates with clients to develop personalized strategies that align with their unique ambitions, priorities, and financial goals. Alyssa earned her bachelor’s degree from Rider University in 2013 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification through the Certified Financial Planner Board of Standards, Inc. She also holds the Personal Investment Advisor (PIA) designation. Since beginning her career at Merrill Lynch Wealth Management, Alyssa has focused on creating comprehensive wealth management plans tailored to clients’ individual circumstances. Outside of her professional role, Alyssa enjoys cooking, snowboarding, traveling, and spending time with her family.

David Giegerich Jr. is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant from 2023 to 2025 and as a Financial Representative from 2021 to 2023, all within Fidelity Investments. Before joining Fidelity, he worked as a Branch Ambassador at Capital One from 2018 to 2021. David's approach to financial consulting emphasizes building relationships based on trust and confidence through holistic financial planning. He focuses on understanding clients both personally and financially to develop tailored financial plans aimed at helping clients pursue their goals. He holds a California Insurance License. Outside of his professional work, David enjoys family activities, fitness, exploring food, hiking, visiting museums, and skiing.

Kathleen Joyal is a financial advisor with Merrill in Bridgewater, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Merrill since 1983 and has been affiliated with Bank of America since 2009. Outside of her advisory role, she serves as an executor for an estate. 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.

Louis Currie is a financial advisor at Merrill with 17 years at the firm and 12 years of industry experience. He holds the Series 66 designation. Outside of his advisory role, he owns a business buying and selling Pokémon cards. 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.

Francis Scally serves as the Senior Resident Director at Merrill Lynch Wealth Management in Flemington, New Jersey. He has been with Merrill since 1996, bringing over 28 years of experience in the financial services field. In his role, he manages the Flemington office while providing wealth management advice centered on a diversified, risk-based investment process aimed at managing risk and generating absolute returns. Francis is a qualified portfolio manager and a CERTIFIED FINANCIAL PLANNER® professional. He offers clients a comprehensive approach that includes personalized strategies involving individual securities, Merrill model portfolios, and third-party investment options. His expertise spans a range of client focus areas such as college education planning, family wealth management, retirement planning, tax minimization, and legacy planning. Francis holds a bachelor's degree from Molloy College, where he also played basketball and earned a scholarship. Residing in Flemington with his wife Michele and their three children, Francis is active in the local community. He coaches youth sports, including his son's lacrosse team, and enjoys activities such as cooking, music, and reading.

Sally Parker Will is a financial advisor with Merrill, holding Series 63, 65, and 66 designations and has 30 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she is an owner of a family summer home in Cape May, New Jersey, which she helps manage for rental purposes. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a variety of model-based and discretionary investment strategies.

Megan Giaimo is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Planet Fitness LLC and the U.S. House of Representatives. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christian Mantuano is a financial advisor with Merrill, holding a Series 66 designation and based in Pennington, NJ. His work history includes roles at Trenton Country Club and Pennington Quality Market, alongside his current position at Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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.

Clara Siegel is a financial advisor with Merrill, holding a Series 66 credential and seven years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Victoria Esarey is a financial advisor with Primerica Advisors in Lebanon, NJ, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. Her career includes roles at Faneuil Inc and long-term engagements with PFS Investments Inc and Primerica Financial Services. She is involved in sales of investment-related products and also receives compensation for referrals related to mortgage loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional or pension plan services.

David Briegs serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been providing guidance since 1989. He is part of The Kugel Briegs Group, which offers client-focused wealth management services that combine personalized attention with the resources of a large financial institution. His approach to wealth management centers on understanding clients' goals and developing long-term, planning-based strategies tailored to each individual's needs. David's areas of expertise include education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He holds multiple industry designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor of Science degree in Business Economics from Rutgers University and completed the CFP® Professional Education Program at the College for Financial Planning as well as the Certified Investment Management Analyst® Program at the University of Pennsylvania Wharton School of Business. Outside of his professional career, David is a retired three-time U.S. National Champion in Skysurfing with over 2,500 jumps, has competed in three ESPN X-Games, and was a member of the U.S. Team in the World Championships in 1999. He holds a 4th degree black belt in Combat Hapkido.

Jerald Aloof is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He previously worked at Royal Alliance Associates, Inc. for 15 years and UBS Financial Services for one year. Jerald operates under the DBA JL Aloof Financial Services connected to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial services with discretionary and non-discretionary management supported by in-house and third-party research.

Thomas Lahey is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at Bank of America and Merrill since 2010. Outside of advisory, he is a partner at Emerson Reid, where he acts as a group health insurance broker for small businesses. 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 diverse client base including individuals, high-net-worth clients, and charitable organizations.

Joe Burgoyne is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he acts as an advocate for clients to ensure that financial plans are customized to address their families' unique needs. Joe collaborates with clients to build financial plans, identify strategies aligned with those plans, and maintain open communication. Joe has extensive experience in the financial services industry, having worked at Fidelity Investments since 2010 in various roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, he worked as a Financial Advisor at Ameriprise Financial from 2006 to 2008 and as a Client Service Associate at Morgan Stanley from 2008 to 2011. Outside of his professional work, Joe engages in family activities, fitness, social events with friends, parenthood, snowboarding, and surfing.

Jeffrey Wiedmann is a Series 66 licensed financial advisor with 12 years of industry experience. He has been with Merrill since 2011. Outside of his advisory role, he is involved with Jeff Wiedmann, an outside business located in Philadelphia. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Robert Jarvis is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1996, totaling 30 years at the firm. 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.

John Molinelli is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor with LPL Financial since 2013. He operates out of Hamilton, NJ, and holds Series 63 and Series 65 licenses. His other business activities include managing operations under Sheehy & Molinelli, a DBA entity for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Cole Peake is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities and developing tailored strategies to help pursue their short-, mid-, and long-term financial goals. His services include guidance on general investing, retirement planning, and preparing for unexpected financial needs. Cole also connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Cole holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's degree from Rutgers University. Through ongoing discussions with clients, he offers advice and guidance that adapts to changing financial situations and objectives.

Thomas Panebianco Jr. is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1992. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Matthew Greiner is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Bank of America and Merrill for 12 years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage, distribution, and investment management capabilities.