Janet Cook is a Series 66-licensed financial advisor with Merrill, where she has worked since 2014. She has 17 years of industry experience. 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, offering model-based and discretionary investment strategies managed by internal and third-party teams.

Sebastian Cornejo is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Merrill, he worked at Bank of America and The Vanguard Group. 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.

Ernest Luster is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at Bank of America, Merrill, Northwestern Mutual, Kohl's, and Rowan University. He also owned and operated Luster Services from 2010 to 2018. 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.

Jeremy Rumpf is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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.

Mary Batcha is a Wealth Management Advisor at Merrill Lynch Wealth Management and a key member of The Shannon Group. She and her team focus on serving multi-generational families across the country, addressing personalized financial goals such as college education planning, retirement income, legacy and philanthropic planning, and socially responsible investing. They develop customized investment approaches based on clients' unique financial situations and priorities, continuously reviewing and adjusting strategies as circumstances evolve. Mary joined Merrill Lynch in 2001 and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER®, Certified Divorce Financial Analyst®, Chartered Retirement Planning Counselor™, and Personal Investment Advisor. She has experience leading as the Resident Director of the Jenkintown, PA office for four years and participates in advisor education events, sharing insights to help other financial advisors serve their clients effectively. Her work has been recognized with inclusion on multiple Forbes lists such as "America's Top Women Wealth Advisors" and "Best-in-State Wealth Advisors," as well as recognition by Working Mother/SHOOK Research. Mary graduated from Dickinson College. She resides in Pennington, New Jersey, with her husband and three children. Her personal interests include hiking, ice hockey, reading, traveling, watching movies, and spending time with her family.

Peter Renna is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2004. 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.

Nicholas Burns is a financial advisor at Merrill with a Series 66 credential and one year of experience at the firm. His background includes roles in diverse sectors such as technology, sports, and education, including positions at Handshake AI, Major League Baseball Players Alumni Association, and Louisiana 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Brian Gibson is a financial advisor with Merrill in Pennington, NJ, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Merrill since 2005. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Christopher Romano is a financial advisor with Merrill, holding a Series 66 designation and 22 years of industry experience. He has been with Merrill since 2000. Outside of his advisory work, Romano serves as a referee for youth and adult soccer games and is involved with a local youth soccer association. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Jesse Bauta is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Merrill, as well as managing the DaddyO Bar and Restaurant for several 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 investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Deborah Van Doorne is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at MML Investors Services, MassMutual Life Insurance, Park Avenue Securities, and Guardian Life Insurance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary management, fund advisory, and model portfolio delivery.

Nazar Shkambara is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2008 and holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Nazar earned a Bachelor's Degree from Rutgers University. Throughout his career, Nazar has worked with high net worth families, professionals, and small business owners to manage their wealth through various market cycles by focusing on goals-based wealth management, wealth accumulation, preservation, and transfers. His expertise includes retirement planning, estate planning, insurance, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. He is a member of the Financial Planning Association. Outside of his professional work, Nazar enjoys fishing, golfing, running, spending time with his family, and traveling.

David Weaver is a financial advisor at Merrill with eight years of industry experience and a Series 66 credential. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Primary Financial, Axa Advisors, LLC, and six years at Cracker Barrel. Outside of advising, he is the sole owner of a rental property in New Jersey. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Erika Dodd is a Financial Consultant currently working at Fidelity Investments since 2021. She has about a decade of experience in the financial industry, with previous roles at The Vanguard Group, Inc. including Financial Advisor from 2020 to 2021, Client Consultant from 2019 to 2020, and Brokerage Investment Professional from 2017 to 2019. Throughout her career, Erika has focused on supporting, educating, and empowering clients to make informed financial decisions. She emphasizes understanding the emotional aspects that can influence financial planning, working collaboratively with clients to develop plans aimed at achieving their long-term goals. Outside of her professional work, Erika enjoys activities such as going to the beach, attending concerts, participating in family activities, fitness, reading, and practicing yoga.

Daniel Silveira is a Series 66-licensed financial advisor with Merrill in Pennington, NJ, with 11 years of industry experience. He has been working with Merrill and Bank of America, N.A. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Austin Damico is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work experience includes roles at Bank of America, Infiniti Energy, and The College of 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Gualtieri is a financial advisor with Merrill who holds a Series 66 designation and has one year of industry experience. Prior to joining Merrill, he was employed at Bank of America and has worked in roles at Uber, DoorDash, Acme, and Stockton University. 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.

Noah Ashker is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His background includes multiple roles at Wake Forest University and previous employment with Bank of America Merrill Lynch. He also worked at Pren Kitchen and Lakelands Park Middle School before joining Merrill. 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.

James King is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2005, with a brief period at Bofa Securities in 2019. 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 to a range of clients including individuals, high-net-worth investors, and institutional entities.

John Wesley is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Merrill since 2013 and at Bank of America, N.A. since 2014. 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 using model-based and discretionary investment strategies developed by internal and third-party managers.