Charles Gould Jr. is a financial advisor with Merrill in Yardley, PA, holding Series 63 and Series 65 designations and having 29 years of industry experience. He has been with Merrill for 30 years and has worked at Bank of America since 2009. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm emphasizes multiple program strategies with advisor or client discretion and integrates with Bank of America affiliates to support trading, lending, and capital-markets activities.

John Walsh is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2011. 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.

Kersti Jakobson is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and over 15 years of industry experience. She has been with Merrill since 2005. 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 plans, corporations, and charitable organizations.

Timothy Dunnigan is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2014 and at Bank of America, N.A. since 2023. Merrill, alongside 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.

Kevin Maxey is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been providing financial and wealth management advice and services since 1997. Kevin joined Merrill in 2000 after working at Prudential Insurance. His areas of expertise include corporate retirement planning, investment strategies, family wealth management strategies, legacy and liquidity planning, managing new wealth, personal retirement planning, and portfolio management services. He also focuses on socially responsible, values-based, and ESG investing, as well as tax minimization and retirement income planning. Kevin holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., and is a Personal Investment Advisor (PIA). He earned his high school diploma from Foothill High School. Raised in Northern California, Kevin and his wife, Nicole, have lived in Bucks County since 2000. They have two sons. Outside of his professional work, Kevin enjoys hiking, listening to music, and spending time with his family.

Michael Walters is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Merrill for 19 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marie Hopta is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 20 years of industry experience. She has worked with Merrill since 1998. 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.

Ryan Devine is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has worked at Bank of America and Merrill since 2013. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Estes is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with Merrill since 2000. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dana Brown is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2013. Outside of his advisory role, he is the sole owner of a rental property and serves as an executor for an estate. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Marcita Reese is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, Wells Fargo, Ameriprise, and Santander. In addition to her advisory role, she is the general partner and managing member of M.Bookkeeping LLC, which provides bookkeeping services to close friends and family businesses. Merrill, together with its affiliate Managed Account Advisors LLC, delivers 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.

Christopher Hensley is a financial advisor with Merrill in Pennington, NJ, holding Series 66 and Series 63 designations and with 18 years of industry experience. He has been with Merrill since 2002. Merrill, along 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.

Akash Patel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Wells Fargo in various roles since 2014, including positions at Wells Fargo Bank NA and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Jennifer Anderson is a financial advisor with Equitable Advisors in Moorestown, NJ, holding Series 63 and Series 65 licenses and 11 years of industry experience. Prior to her current role, she worked at AWH Financial, Quaker Wealth Management, and has operated Jennifer L Anderson LLC since 2002. Outside of financial advising, she is the owner and accountant at Mazzucco & Company CPAs and volunteers as a Eucharist Minister at Our Lady of Good Counsel. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party managers, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jean Magnier is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2011 and Bank of America, N.A. since 2012. From 2011 to 2017, he operated Jean Magnier Art Consulting. 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.

Jay Taylor is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Ameriprise and Choreo, LLC. Outside of his advisory work, Taylor is involved as a comic book artist with On The Square Comics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, featuring model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Jonathan Schmitt is a financial advisor at Merrill with Series 65 and Series 63 licenses. He has one year of industry experience and previously held roles at Bank of America, JPMorganChase, and New Century Financial Group. Prior to entering the financial industry, he worked in education at West Chester University and local schools. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Pirog is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been with Merrill 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Williams is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2011. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm provides investment management through multiple program strategies and emphasizes integration with Bank of America affiliates to support a wide range of financial and capital-markets activities.

Isaac Smith Walker is a Series 66 registered advisor with Merrill, based in Pennington, NJ, and has four years of industry experience. Prior to his current role, he worked at Bank of America, N.A. since 2022 and has held various positions outside the financial industry, including roles at Hand & Stone Massage and Facial Spa and Securitas Security Services USA. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.