Brenda Bagonis Cooke is a financial advisor at OSAIC with 36 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Royal Alliance Associates and Signator Investors. Outside of her advisory role, she operates a short-term rental business called Gettysburg Getaway. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and efficient frontier analysis.

Tyler Di Mattia is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2018. Prior to his current role, he was employed at the Federal Communication Commission and attended the University of Miami Law School. He also has involvement with LICSF, LLC. 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas North is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill and Bank of America since 2010. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

Christopher Brown is a financial advisor with Merrill in Yardley, PA, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with Bank of America N.A. and Merrill since 2014. Outside of his advisory role, he serves as an advisory board member for MAGIC Charities Foundation, a nonprofit focused on supporting children in areas such as literacy, health, and foster care. Merrill provides a wide range of investment and financial services to individuals, retirement plans, corporations, charities, and institutional clients. The firm offers managed account programs, discretionary portfolio management, and brokerage services, supported by integration with Bank of America’s broader financial and capital markets platform.

Jaime Harper is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and previously worked at Prudential Financial for three years before joining Merrill in 2019. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies developed by internal investment teams and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

Sharon Harshbarger Kucera is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through both direct relationships and corporate financial planning agreements.

Daniel Michaluk is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has been with Merrill since 2013. Outside of his advisory role, he is involved in a family multimedia production business, Video and Vision Multimedia Productions, where he supports sales and client relationship development. 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.

Ryan Cass is a financial advisor at Merrill with seven years of industry experience and holds the Series 66 designation. He has been with Merrill since 2015. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gary Moody is a financial advisor at Merrill with 23 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020, previously spending significant time at Glen Eagle Wealth, LLC and Glen Eagle Advisors LLC. 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.

Irina Nevedomskaia is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has prior work experience at Bank of America, Citizens Bank, and telecommunications firms including Vimpel-Communications and MEGAFON. She also holds a fiduciary role as a power of attorney for her spouse. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Adam Kwietniak is a financial advisor at Merrill with eight years of experience in the industry. He holds the Series 66 designation and has held roles at Merrill since 2018. His prior work includes positions at Rider University and Rutgers Business School, among others. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Santosuosso is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His background includes roles outside of financial services, such as work in physical therapy, retail, and education. 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 clients including individuals, high-net-worth clients, and institutions.

Michael Knipe is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Eileen Pickard is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill Lynch since 2001. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Witner is a financial professional with five years of industry experience, currently associated with Cetera. He holds the Series 65 designation and has worked at various firms including Rosenzweig & Associates and Diversified, LLC. Witner is also involved with Van Pelt Wealth Advisors, where he conducts investment research and operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management services and operates a multi-manager platform that supports diverse investment strategies across discretionary and non-discretionary accounts.

Austin Parisi is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His career includes roles at Dubliner on the Delaware and T54, as well as academic experience at Penn State University. 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 a range of clients including individuals and institutions.

Elona Gera is a financial advisor at Equitable Advisors with 13 years of industry experience. She holds the Series 66 designation and has been with Equitable and its predecessor, AXA Equitable, since 2013. Outside of advising, she provides Albanian interpretation services for medical appointments. Equitable Advisors serves a broad range of clients, including individuals from non-HNW to high-net-worth, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers.

James Vessio is a financial advisor with Merrill, holding a Series 66 credential and 19 years of industry experience. He has been with Merrill since 2007, operating out of Pennington, NJ. 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 teams and third-party managers.

David Bruno is a financial advisor with LPL Enterprise, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm provides investment advisory and brokerage services, utilizing model-driven investment strategies and offering access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Christian Pothast is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to Merrill, he held positions at NBCUniversal and Nova Group Marketing, among other roles. He also spent four years affiliated with Seton Hall University. 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.