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.

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.

Lynn Sandt is a financial advisor at Charles Schwab with 17 years of industry experience. She holds the Series 66 designation and previously worked at Lear Investment Management and Phlox Capital Management, among other roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational and custody arrangements.

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.

Patricia Niles is a financial advisor with Raymond James Financial and holds a Series 66 designation. She has 25 years of industry experience, including a decade at Janney Montgomery Scott prior to joining Raymond James. She also serves as Branch Manager for Lutschaunig Wealth Management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and maintains a notable presence in municipal and public finance.

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.

Matthew Greiner is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Bank of America and Merrill for 12 years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage, distribution, and investment management capabilities.

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.

Edward Adams is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cetera since 2006 and has been involved in multiple related business activities, including serving as an adjunct professor at Rider University since 1988 and managing his own CPA practice focused on tax and audit services. He also holds board roles in organizations such as Paedeia, Inc., a medical development company, and the Trenton Cycling Revolution. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and unaffiliated third-party managers.

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.

Oliver Hannay is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch since 2003. 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. The firm’s integration with Bank of America’s broader platform allows access to a wide set of products and services beyond typical investment management.

Joshua Flesch is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 designation and has worked at Merrill, Bank of America, Dworetsky Financial, and other firms. Outside of his advisory role, he is a general partner and managing member of NJ Wire Guys, a small business unrelated to investments. 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 including individuals, high-net-worth clients, and institutional investors. The firm integrates into Bank of America’s broader platform, providing access to a wide range of products and services.

Marcus Bolton is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has a background including roles at Bank of America, Target Transportation, and FedEx Ground. 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 for individuals, high-net-worth clients, pension plans, and other fiduciaries.

Patrick Seiler is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has been with Raymond James & Associates since 2011 and has held a FINRA registration since 2016. He is based in Newtown, PA. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus that includes municipal clients and institutional fiduciary solutions.