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, 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.

Thomas Kellerman is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Newbridge Securities Corporation, and Black River Wealth Management. Kellerman also spent four years at Muhlenberg College. 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 a range of clients, including individuals, high-net-worth individuals, and institutional investors.

Marc Teitelbaum is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill since 2005. 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 plans, corporations, and charitable organizations.

William Schetler Jr. is a financial advisor at Merrill with 8 years of industry experience. He holds Series 63 and Series 66 licenses and previously owned a landscaping business. At Merrill, he has been advising clients since 2017, and he has also worked at Bank of America since 2020. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Brian Short is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rohan Seth is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2023. Prior to joining Morgan Stanley, he held roles at Salesforce, Inc. and Sisense, Inc. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques.

Karl Conrad is a financial advisor at Merrill with 22 years of industry experience. He has been with Merrill since 1997 and holds Series 63 and Series 66 licenses. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sara Lemley is a Series 66 licensed financial advisor with Merrill in Pennington, NJ, having 11 years of industry experience. She previously worked at Oppenheimer for five years before joining Merrill in 2019. Merrill, together 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.

Karl Falkenstein IV is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Morgan Stanley and its related entities since 2008. Falkenstein has worked primarily within Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning facilitated by dedicated Financial Advisors and specialized estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Kiranmai Ganti is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Bank of America and Educational Testing Service. Merrill, along 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 plans, corporations, and charitable organizations.

Justin Parisi is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles in sectors including automotive sales and food service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI in its research processes.

Melissa Swayne is a Wealth Management Senior Relationship Manager with Fidelity Investments, a position she has held since 2026. In this role, she works with clients to understand their financial situations and goals, aiming to develop personalized financial plans. She emphasizes trustworthiness and transparency in her client relationships. Melissa has nearly 30 years of experience in financial services. Her previous roles at Fidelity included Planning Consultant from 2020 to 2026 and Relationship Manager from 2019 to 2020. Prior to joining Fidelity, she worked as a Client Associate at Merrill Lynch from 2007 to 2018 and operated as a Virtual Bookkeeper from 1998 to 2007. Earlier in her career, she was a Small Business Loan Officer and SBA Lender at ATT Capital Corp from 1991 to 1998 and an Auditor for the Resolution Trust Corporation from 1989 to 1991.

Filippo Maiello is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and 18 years of industry experience. His career includes roles at Bank of America, Santander Securities, and Vivint Solar. Outside of his advisory work, he has performed part-time work for Uber. 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 for a range of individual and institutional clients.

Michael Jones is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1995. Outside of his advisory role, he serves as a poll/election worker in Doylestown, Pennsylvania. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm utilizes multiple program strategies and emphasizes tax-efficient investment solutions, supported by integration with Bank of America affiliates.

Gerasimos Melissaratos is a Branch Leader at Fidelity Investments, a role he has held since 2020. Prior to this, he served as a Branch Leader at TD Ameritrade from 2018 to 2020 and as a Senior Financial Consultant there from 2014 to 2018. His professional focus includes coaching and developing teams to deliver exceptional client experiences, emphasizing engagement and knowledge among associates. He is committed to fostering an environment that supports both associates and clients. Outside of work, Gerasimos is interested in family activities, fitness, social events, reading, traveling, and volunteering.

Marcus Maldonado is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and affiliated with JPMorgan Chase Bank, NA since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Paul Kolano is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1999. Outside of his advisory role, he serves as an advisory board member and trustee for Catholic Charities, Diocese of Trenton. 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 strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Robert Diprato is a Series 66-credentialed financial advisor with Merrill, based in Pennington, NJ. He has 31 years of industry experience and has been with Merrill since 1989. Outside of his advisory role, he serves as an advisory board member for UCP of Hudson County, a nonprofit organization providing advocacy and support services in northern New Jersey. 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.

Kelley Mack is a Wealth Management Advisor at Merrill Lynch Wealth Management with a professional tenure beginning in 2014. Before joining Merrill Lynch, she spent ten years at Harding Loevner, a boutique asset management firm specializing in international and global equities, where she worked closely with institutional and registered investment advisor clients. Currently, Kelley focuses on assisting individual investors in achieving their financial goals through a goals-based approach and a thorough planning process tailored to each client's situation and aspirations. Kelley holds the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments & Wealth Institute at the Wharton School of the University of Pennsylvania. She also has Merrill Lynch's Portfolio Manager designation, enabling her to manage Personalized or Defined Strategies on a discretionary basis. She graduated from Villanova University with a Bachelor of Science degree in Mathematics and a minor in Business. Outside of her professional role, Kelley enjoys traveling, running, and spending time with her husband and two young sons.

Jeffrey Boyarsky is a financial advisor at Equitable Advisors with 47 years of industry experience. He has been with Equitable Advisors since 1999, including time at its predecessor firm, Axa Advisors. Outside of his advisory role, he is a licensed residential real estate referral representative. Equitable Advisors serves individual clients across the wealth spectrum, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes financial planning, retirement plan consulting, and asset management through a network of advisers and third-party managers, offering a variety of investment options including mutual funds, ETFs, and alternative investments.