Louis Currie is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and having 12 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he owns a business involved in buying and selling Pokémon cards. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a broad range of model-based and discretionary investment strategies to individual, high-net-worth, and institutional clients.

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 in Pennington, NJ, holding Series 63, 65, and 66 licenses and 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 is rented out to cover expenses and maintained under her oversight. 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 broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Megan Giaimo is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill in 2025, she worked in various roles including positions at Planet Fitness LLC and the U.S. House of Representatives. 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.

Christian Mantuano is a financial advisor with Merrill, holding a Series 66 designation and based in Pennington, NJ. He has experience working with Merrill since 2026 and has been involved with other organizations including Trenton Country Club and Pennington Quality Market. Outside of his advisory role, he has had various engagements in sports and entertainment-related activities. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Clara Siegel is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Bank of America, N.A. and Merrill since 2019. 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 that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Robin Lewis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Primerica Financial Services since 2011 and PFS Investments Inc. since 2012. Outside of advisory work, he serves as an office manager for Jodie Banks, LLC and works as an independent contractor with Custom Benefit Plans. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies with a range of tactical and strategic approaches. The firm operates at scale with thousands of advisors and offices and utilizes third-party asset managers along with BNY Mellon Advisors and Pershing for trade execution and custody.

Austin Radomski is a financial advisor at LPL Enterprise with a Series 66 designation and 2 years of industry experience. His prior work history includes roles at Pruco Securities LLC, Shannon Fidler, PennWest California, Giant Eagle, Supremos Pizza, and Mars Area High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, model portfolio management, and access to third-party asset management, combining adviser programs with a range of financial products and specialized lending programs.

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.

Thomas Lahey is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill and Bank of America since 2010. Outside of his advisory work, he serves as a partner in Emerson Reid, a for-profit insurance business where he acts as a group health insurance broker for a small number of clients. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm employs a range of model-based and discretionary investment strategies integrated with Bank of America’s broader financial platform.

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 financial advisor at Merrill with 15 years of experience at the firm and 12 years in the industry. He holds the Series 66 designation. Outside of Merrill, he is involved with an outside business organization based in Philadelphia. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Robert Jarvis is a financial advisor with Merrill, holding a Series 66 designation and over 21 years of industry experience. He has been with Merrill since 1996. 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.

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.

Jared Lynch is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and has four years of industry experience. He previously worked at The Vanguard Group and Revity Consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Thomas Panebianco Jr. is a Series 66-licensed advisor with Merrill in Pennington, NJ, with 21 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1992. 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, and institutional investors.

Barry Duran Harris is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 credential and has been with Merrill since 2004. Harris serves as a representative for the North Brunswick Democratic Organization, where he works to identify and address the needs of local residents. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, utilizing model-based and discretionary investment strategies implemented by Managed Account Advisors LLC. The firm serves a broad client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Rong Diao is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and Raymond James & Associates. 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 investment recommendations.