Alec Maraio 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 Round Pie, as well as positions in education at Monmouth University and Howell High School. 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.

Allison Faust is a financial advisor at Morgan Stanley with 20 years of industry experience. She has worked at Morgan Stanley and its affiliated firms since 2007. Outside of her advisory role, she is involved in customer service for a restaurant and nightlife business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Garnick is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including SGI and WSG & Solutions. Outside of advisory work, he owns and operates Garnick Tax Prep, a tax preparation business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to tailor recommendations.

Michael Pine is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Anthony Recupero is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses and one year of industry experience. He has prior experience at Partex.AI, PFS Investments Inc., and CytoGene Therapeutics, where he currently serves as a board director. In addition to his advisory role, he is involved with non-investment related activities through Primerica Mortgage and Primerica Client Services, including referrals for home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm offers model-based investment strategies supported by third-party managers and custodians, managing approximately $15.5 billion in assets with nearly 3,700 advisors across more than 1,800 offices.

Conor Watson 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 the New York State Department of Health, as well as teaching positions at Monmouth University and Iona Preparatory. He has also been involved with Touchcare LLC. 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.

David Fallas is a Series 66-licensed advisor with Merrill, based in Pennington, NJ, bringing 19 years of industry experience. He has worked at Bank of America, N.A. since 2011 and Merrill Lynch since 2008. 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 both model-based and discretionary investment strategies, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Rochonchou is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and 65 licenses, and has 43 years of industry experience. His prior roles include positions at BCG Securities from 2012 to 2024 and Signator Investors, Inc. from 2004 to 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Bradley Parker is a Series 66-licensed financial advisor with Merrill in Pennington, NJ, where he has worked since 2012, accumulating 14 years of experience in the industry. 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 a range of model-based and discretionary investment strategies.

William Sheehy III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at LPL Financial since 1993 and operates Sheehy Associates, an insurance agency selling life, health, and annuity products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research tools and a large advisor network.

Tyler Di Mattia is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has previously worked at the Federal Communications Commission and Hudson & Calleja, LLC. He also attended the University of Miami Law School and has been involved with LICSF, LLC for over a decade. 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.

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.

Lilly Peng is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she was affiliated with Bank of America, N.A. Lilly has also engaged in homemaking since 2005. 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, retirement 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.