Daevon Austin is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work background includes roles at Merrill Lynch, The Vanguard Group, Adecco, Randstad, and Big Lots, as well as self-employment. 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 designed for individuals, high-net-worth clients, and institutions.

Tyler Jordan is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Tyler focuses on helping clients develop clear and confident financial plans by building long-term relationships based on trust and proactive service. He works closely with clients to anticipate their needs and adjust financial and retirement plans as circumstances and markets change. Outside of his professional work, Tyler enjoys fitness, hiking, skiing, and traveling.

John Quinn Jr. is a financial advisor at Merrill with 29 years of industry experience. He has been with Merrill since 1996 and holds Series 63 and Series 66 licenses. He serves as a director on the board of the LIMRA LOMA Secure Retirement Institute, a nonprofit organization. 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.

Spencer Cowan is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has been with Merrill since 2015 and has worked at Bank of America, N.A. since 2018. 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.

Virag Shah is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at LPL Financial in Princeton, NJ. He has worked at LPL Financial and Van Leeuwen & Company, LLC since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management with access to various model portfolios and research.

Drake Bayard is a financial advisor with Raymond James & Associates. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining Raymond James, he held positions in education and technology sectors, including roles at The College of New Jersey and Infor. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Nancy Scordo is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 credentials. She has nine years of industry experience, including over a decade at J.P. Morgan Securities and seventeen years with JPMorgan Chase Bank, N.A. She is based in Princeton, NJ. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

James Shaw is a Wealth Management Advisor with Merrill Lynch Wealth Management. He serves as a partner of Shaw, McNulty & Associates, where he works with professionals, business owners, and families to address complex financial needs. His client-focused approach encompasses comprehensive wealth structuring, personalized financial and retirement planning, tax-efficient portfolio construction, insurance and risk management, and retirement plan administration. James began his career in 2012 at BlackRock, gaining experience in client management, investment operations, and security analysis. His expertise includes investment strategies such as asset-backed debt securities, hedging strategies, and private equity. He holds the Chartered Financial Analyst® (CFA®) designation and is a CERTIFIED FINANCIAL PLANNER® (CFP®) Professional. James earned a bachelor's degree with a double major in Finance and Economics from The College of New Jersey and is active in his collegiate community, having previously served on the board of the TCNJ Alumni Association. Outside of his professional role, James enjoys traveling, golfing, boxing, skiing, and spending time with his wife and family.

Matthew Hartman is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Massachusetts Mutual Life Insurance Company and MML Investors Services, Inc. outside of his advisory role, he is involved in non-variable insurance related to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Kevin Keaveney is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch Wealth Management in 2004 and transitioned to working individually with wealthy families and business owners in 2020. Prior to his private practice, Kevin held various leadership roles within the firm, primarily as a Wealth Management Specialist collaborating with Trust, Alternative Investment, Annuity, and Retirement specialists to serve the largest clients in the Mid-Atlantic Market. Kevin's expertise includes areas such as LGBT wealth planning, managing new wealth, women and wealth, and retirement income. He holds a Bachelor's Degree in Economics from Rowan University and maintains the Professional Investment Advisor (PIA) designation. Kevin is affiliated with the Alpha Phi Delta National Fraternity and participates in community involvement as a St. Jude Partner in Hope. Outside of his professional activities, Kevin enjoys golfing, soccer, traveling, and spending time with his family. He resides in Holland, PA with his wife Jen and their two daughters, Hailey and Stella.

Edward Marsh is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2003. 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alexis Tucker is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Alexis held roles at Northwestern Mutual and MassMutual Tri State. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Margaret Walsh is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience, including her current role since 2020. Her earlier work history includes positions at the University of Montana and the University of Notre Dame. 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.

Stephen Scaccetti is a financial advisor at LPL Enterprise with Series 63 and Series 65 designations and 43 years of industry experience. He has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC, beginning his career there in 1976. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines investment adviser programs with insurance products and lending solutions.

Kevin Gonzalez Jacquez is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Courier Network, Home Depot Inc., and other companies. 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.

John O'Leary is a financial advisor at Merrill with 30 years at the firm and 20 years of industry experience. He holds a Series 66 designation and is based in Pennington, NJ. 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.

Lawrence Olivadoti Jr. is a Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management for physicians, biotech, and healthcare professionals. He assists clients including physicians, biotech and pharmaceutical professionals, business owners, and healthcare innovators with financial decisions related to equity compensation, retirement plans, concentrated stock positions, estate and retirement planning, business ownership, and wealth transfer. Based in the Greater Philadelphia region, Lawrence works with businesses, individuals, and families across healthcare, biotechnology, life sciences, pharmaceuticals, and business ownership to align financial resources with long-term goals. His specialties include working with physicians, biotech professionals, pharmaceutical professionals, and medical device professionals, focusing on equity compensation, concentrated stock, retirement planning, investment management, business ownership, legacy planning, and estate planning. Lawrence holds a Bachelor's Degree from Rutgers University - New Brunswick and completed a certificate program at Yale School of Management. He holds professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA).

Robert Lore is a Series 66-licensed financial advisor with Charles Schwab, based in Princeton, NJ, and has 17 years of industry experience. He previously worked at Blackrock Investments, LLC, serving there for seven years before joining Charles Schwab in 2019. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 guidance and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Brandon Blake is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill since 2008 and concurrently with Bank of America since 2011. 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.

Lawrence Cherney is a financial advisor with LPL Financial in Hamilton, NJ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.