Michael Dirocco is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to address client needs.

Christian Batcha is a Wealth Management Advisor with Merrill Lynch Wealth Management and The Shannon Group, having joined the team in 2017. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., and the Personal Investment Advisor (PIA) credential. Prior to his current role, Christian accumulated 17 years of experience as an equity trader with Bank of New York (Pershing) and Mirae Asset Securities, as well as 4 years in risk and audit at BlackRock. Christian graduated from Lehigh University with a bachelor's degree in Finance and attended Princeton Day School. His team focuses on managing the financial lives of multi-generational families, addressing goals such as education planning, retirement income, and philanthropic planning through personalized investment approaches. Outside of his professional career, Christian lives in Pennington, New Jersey with his wife Mary and their three children. He is involved in the community as a coach for Nassau Ice Hockey and enjoys football, ice hockey, running, spending time with his family, and traveling.

Christopher Churney is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at J.P. Morgan Securities, Merrill, and Bank of America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversified investment strategies and offers both brokerage and advisory solutions across a large-scale platform.

Dustin Hoffman is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. from 2012 to 2017. Outside of his advisory role, he owns Curly Tail Ice Cream LLC, a food service business operating at festivals. 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 clients including individuals, high-net-worth investors, and institutions.

Evan Peterson is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at MSA Capital Group and Ampak Data and Electrical. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelli Diana is a Financial Consultant at the Bridgewater Investor Center with Fidelity Investments. In her role, she works closely with clients to understand their unique personal and financial situations, aiming to co-create and implement financial plans that provide peace of mind. Kelli's experience with Fidelity Investments spans several positions since 2020, including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, and an internship. She holds a California Insurance License.

Peter Carpenter is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Merrill since 1998, including roles at Merrill Lynch Canada starting in 2007. 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 developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carolyn Sanderson is a Certified Financial Planner (CFP®) with 23 years of industry experience. She has worked at Morgan Stanley since 2014 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she serves on the boards of The Watershed Institute, an environmental organization, and CIEE, an education nonprofit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

Ellen Baber is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Ellen serves as co-trustee for her spouse's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mark Zawistowski is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill Lynch since 2018. Outside of finance, he has experience in the restaurant industry, including roles at Haven Riverfront Restaurant, Grove Square, and HopsSotch. 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 with model-based and discretionary investment strategies.

Andrew Sullivan is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America, N.A., and various positions outside finance, including time at Camp All-Sport and the University of Edinburgh. 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 individuals, high-net-worth clients, and institutional investors.

Stephen Loughran is a Wealth Management Advisor with Merrill Lynch Wealth Management based in the Princeton, New Jersey office. He has been associated with Merrill Lynch for over 30 years. Before serving as a Wealth Management Advisor, he held the position of National Sales Manager for Merrill's Wealth Management Services and Special Investor Services. In these roles, he specialized in providing financial services to corporate executives, high-net worth individuals, and professional athletes. During his tenure, Stephen contributed to the development of various financial products, including stock option programs, alternative investment strategies, and private equity products. He also played a role in creating investment programs in collaboration with the PGA TOUR and the Association of Tennis Professionals to support professional athletes in managing their financial assets. Stephen holds a Bachelor of Arts degree in Economics from Princeton University and an MBA from Harvard Business School. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Lawrenceville, New Jersey, with his wife Barbara and their four children.

Christopher Mac Donald is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch since 2007. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dipal Patel is a Planning Consultant at Fidelity Investments. In this role, he works with clients to understand their priorities and collaborates with them to create customized financial plans that address their specific needs, goals, and circumstances. He has been with Fidelity Investments since 2022. Prior to this, Dipal held positions at Merrill Edge from 2011 to 2022, including Financial Solutions Advisor and Vice President. His experience spans over a decade in financial advisory roles.

Christopher Ashby is a financial advisor with Merrill based in Pennington, NJ, holding Series 63 and Series 66 licenses and totaling 24 years of industry experience. He has been with Merrill Lynch since 2010 and Bank of America since 2010. 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 using model-based and discretionary investment strategies developed by internal and third-party managers.

Michael Cross Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses and has been with Merrill and Bank of America since 2017. 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 individuals, high-net-worth clients, and institutional investors.

Andrew Murphy is a financial advisor at Merrill with a Series 66 license and one year of industry experience. His prior work includes roles at Bank of America and University of Virginia. Outside of finance, he has been involved with the Cherry Hill Varsity Lacrosse Camp for three years. 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 and profit-sharing plans, corporations, and charitable organizations.

Thomas Dupras II is a Series 66 licensed financial advisor at Merrill with 4 years of industry experience. He has worked at Bank of America, N.A. since 2022 and Merrill since 2004. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sylvie Feist is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 credential and possessing 22 years of industry experience. She has been with Merrill since 1996. Outside of her advisory role, she holds a 70% ownership stake in an engineering company located in Monroe, New Jersey. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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 Millahn is a Financial Advisor at Merrill Lynch Wealth Management with 17 years of experience in the financial services industry. He provides one-on-one guidance to individual clients, families, and small businesses to help them achieve their financial goals. Matthew specializes in areas including education planning, executive compensation, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and tax minimization. Matthew holds a Bachelor's Degree from Ramapo College of New Jersey and an Associate's Degree from County College of Morris. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). His approach involves understanding clients' priorities to create actionable strategies that support their short-, mid-, and long-term financial objectives. Outside of his professional work, Matthew volunteers with the American Humane Societies in Newark. He enjoys spending time with his fiancée, daughter, and pets, and engages in activities such as baseball, basketball, biking, cooking, football, gardening, music, running, and traveling.