Hank Gallacher is a financial advisor at Merrill with a Series 66 designation. He has approximately one year of industry experience, having previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has been involved with Black Whale Bar and Fish House since 2020. 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.

Sean Mc Keegan is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. His work history includes roles at Merrill Lynch, Roxiticus Country Club, FedEx, Barclay Water Management, and Rutgers University, among others. 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. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of financial products and services.

Matthew Vaneekhoven is a financial advisor with Merrill, holding a Series 66 designation and 14 years of experience at the firm. He is based in Pennington, NJ, and has six years of industry experience. 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 fiduciaries. The firm is integrated with Bank of America’s broader platform, providing access to a wide variety of products and services.

Brenden Hellyer is a Financial Consultant at Fidelity Investments, where he focuses on helping clients design and execute financial plans aimed at pursuing their goals. In his role, he assists clients and families in growing and protecting their wealth, making investment decisions, and simplifying their financial lives. Prior to joining Fidelity Investments in 2025, Brenden worked as a Financial Solutions Advisor at Merrill Edge from 2012 to 2025. His experience spans over a decade in the financial services industry, providing him with a comprehensive understanding of financial planning and investment strategies. Outside of his professional career, Brenden has interests in baseball, boating, fishing, and outdoor adventures.

Michelle May is a Certified Financial Planner (CFP®) with 26 years of industry experience. She has been with Ameriprise since 1999, currently serving as a financial advisor in Lebanon, NJ. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis.

Nitin Shah is a Series 66 registered advisor with Merrill, based in Princeton Junction, NJ, bringing 16 years of industry experience. He has worked at Bank of America and Merrill since 2013. Outside of his advisory role, Shah holds real estate licenses used for family purposes and provides notary public services on a volunteer basis. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm implements a variety of model-based and discretionary investment strategies as part of an integrated platform within Bank of America.

Maria Gaspari is a financial advisor at RBC Capital Markets with 19 years of industry experience. She has held positions at RBC Capital Markets since 2020 and previously worked at Morgan Stanley Smith Barney LLC from 2009 to 2020. She holds a Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs and customizes investment strategies through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management and financial planning services.

Lisa Sehgal is a Vice President and Financial Consultant at Fidelity Investments. In her current role since 2022, she partners with clients to understand their financial needs and goals, identifying strategies that support their unique financial plans. She brings significant professional and personal experience to each client interaction and focuses on helping investors utilize Fidelity's investment products to pursue their financial objectives. Her experience at Fidelity spans several roles, including Financial Consultant from 2018 to 2022 and Associate Financial Consultant from 2017 to 2018. Prior to her tenure at Fidelity, she held marketing leadership positions such as Director of Marketing at Judico Capital in Singapore and Director of Retail Marketing at Fidelity Investments in Hong Kong. She also served as Senior Marketing Manager at Fidelity Investments and Assistant Vice President at PaineWebber, Inc. Lisa holds a California Insurance License.

Mark Shapiro is a financial advisor at Merrill with Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Merrill since 1999. Outside of his advisory role, Shapiro serves as Treasurer and board member of the Princeton Learning Cooperative, a nonprofit supporting homeschooling. 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 diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Christina Blackwell is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2011. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers a range of investment strategies implemented by Managed Account Advisors LLC and supported by Merrill’s Chief Investment Office, with access to various products through its integration with Bank of America’s platform.

Thomas Kellerman is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America and Merrill since 2018. Prior to that, he was employed at Newbridge Securities Corporation, Black River Wealth Management, and Muhlenberg College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries, integrating its services with Bank of America’s broader corporate platform.

Matthew Garber is a CFP® with 11 years of industry experience, currently serving as a financial advisor at OSAIC since 2020. Prior to joining OSAIC, he worked for Ameriprise Financial Services, Inc. for six years. Outside of his advisory role, he volunteers as a Boy Scouts committee member and coaches youth ice hockey. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options, using proprietary tools alongside third-party solutions to support its advisors and clients.

Marc Teitelbaum is a financial advisor at Merrill with 23 years of industry experience. He has held his current position since 2005 and holds Series 63 and Series 66 licenses. 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, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with other banking services available through Bank of America.

William Schetler Jr. is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Merrill since 2017 and Bank of America since 2020. Prior to his financial services career, he operated Schetler Landscaping Services LLC for eight 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 to a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Bryan Connolly is a CFP® with 39 years of industry experience. He has worked at OSAIC since 2023 and previously spent 25 years at FSC Securities Corporation. Outside of his advisory role, he owns Lumen Financial Group, a tax preparation business. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and nonprofits through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment solutions that include automated portfolio construction and access to third-party managers.

Brian Short is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 14 years of industry experience. He has worked with Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated 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.

Rohan Seth is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he held roles at Salesforce, Inc. and Sisense, Inc. He is currently based in Lawrenceville, NJ. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using tools such as Monte Carlo simulations and offers a range of investment and planning services across retail and institutional markets.

Karl Conrad is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Merrill since 1997. 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.

Sara Lemley is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, following five years at Oppenheimer. Merrill provides managed account services through the Select Portfolio Solutions program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm is integrated with Bank of America's corporate platform, providing access to a wide range of investment products and services.

Jerry Schapira is a financial advisor with Stifel in Yardley, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and planning analyses, while clients retain discretion over implementation.