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.

Alexander Salak is a financial advisor with Merrill, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at Merrill since 2006 and Bank of America since 2011. Outside of his financial advisory role, he is the owner of Riverview Dental, LLC, a for-profit business. 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 institutional investors.

Joseph Brauner is a financial advisor with Raymond James & Associates in Newtown, PA, holding a Series 66 designation and five years of industry experience. His work history includes roles at Raymond James & Associates Inc. since 2020 and prior positions at Pro Unlimited and Rutgers University. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by firm research and a range of portfolio management styles.

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.

Robert Maher is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has held positions at Merrill Lynch, Bank of America, and Charles Schwab since 2020. Prior to his advisory career, he worked in logistics and painting, and he was also employed at The Pennsylvania State University. Charles Schwab & Co., Inc. 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 guidance via multi-asset model portfolios and maintains a large, integrated operational structure supporting its extensive client base.

Joshua Schneider is a financial advisor with Merrill located in Princeton, NJ. He holds a Series 66 designation and has 25 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2011. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ross Hart is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Raymond James since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

William Stryker is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds a Series 63 designation and has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Geoffrey Carey is a financial advisor with Raymond James & Associates in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Raymond James since 2017 following a one-year tenure at Ameriprise Financial Services, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and research resources.

Jordan Taffin is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. Based in the Summit, NJ office, he collaborates with multiple advisory teams to provide personalized financial strategies aimed at addressing the complex needs of individuals, families, businesses, trusts, and charities. Jordan's approach focuses on uncovering clients' priorities to create tailored plans that pursue their financial goals effectively. With the resources of Merrill and a range of potential solution options, Jordan specializes in retirement planning, estate planning, financial planning, investment management, business needs, and lending through Bank of America, among other services. His expertise supports the delivery of experienced management, intricate planning, and sound recommendations to clients. Jordan holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of South Carolina System. Jordan was born and raised in Monmouth County, New Jersey, and resides in Lincroft, NJ with his wife, two daughters, son, and their chocolate lab. Outside of work, he enjoys an active lifestyle that includes basketball, chess, fishing, football, golfing, skiing, soccer, tennis, and watching movies. He is also a dedicated volunteer for the Don't Shock Me Foundation, which focuses on raising awareness of Toxic Shock Syndrome in women.

Benjamin Siewert is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at the International Planning Alliance and J.P. Morgan Services Inc. Elimination Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christine Weingart is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 1999 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management through a comprehensive platform that includes proprietary research and affiliated banking services.

Kathleen Coleman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.