Joseph Siragusa is a financial advisor with Wells Fargo Advisors, holding the Series 66 designation and possessing 13 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining Wells Fargo Advisors in 2023. Outside of his advisory work, he holds a real estate license in New Jersey and has a partial ownership interest in a rental property. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations based on proprietary research and planning tools, with planning engagements typically discrete and fees negotiated according to the scope and complexity of the service.

Michael Powers is a Series 66 licensed financial advisor at Merrill with 17 years of industry experience. He has been with Merrill since 2008. Merrill serves a broad range of clients—including individuals, retirement plans, corporations, and institutional clients—offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by a comprehensive suite of investment strategies.

Bruce Brittingham Jr. is a Financial Advisor with Merrill Lynch Wealth Management, specializing in advising affluent individuals, families, corporate executives, and business owners. Since entering the financial services industry in 2017, he has focused on developing customized wealth management strategies that integrate investment management, retirement planning, estate planning, executive compensation, risk management, banking and lending solutions. Bruce leverages Merrill's resources and specialist network to provide comprehensive financial planning tailored to his clients’ unique needs. Bruce’s consultative approach begins with understanding what matters most to his clients, allowing him to build tailored solutions aimed at helping them achieve their financial goals. He combines expertise in client wealth planning, lending strategies, retirement goals, and legacy objectives to create coordinated financial plans. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He holds a Bachelor's Degree from Wagner College. Bruce brings a relationship-driven approach to his advisory role, serving as a trusted resource to help clients navigate complex financial decisions. Outside of work, he enjoys basketball, biking, bowling, cooking, football, gardening, pickleball, running, swimming, and spending time with his family.

Brenda Dolan is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 credential and has been with Merrill since 2012. Outside of her advisory role, she is a managing member and owner of Krav Maga Invicta, a self-defense, fitness, and wellness center focused on teaching the Israeli self-defense system, Krav Maga. 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 individual and institutional clients.

Ronald Meehan is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and has held various roles including an employee position at Jenkinsons Pavilion, where he serves as an ocean rescue lifeguard. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

John Liston is a financial advisor with Merrill based in Pennington, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2007. 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.

Thomas Warenkiewicz is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has worked with Equitable Advisors since 2006 and was previously associated with Axa Advisors, LLC until 2020. Outside of his advisory role, he serves as executor for the Estate of Edward Manley. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and a combination of proprietary and third-party asset management programs.

Gerald Silver is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He is based in Lawrenceville, NJ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Ronald Klear is a financial advisor at Merrill with 24 years of industry experience. He has held his current role since 2007. Outside of his advisory work, he is involved part-time as an independent associate in a health solutions startup and works as a party planner, as well as serving as a consultant for the Cincinnati Reds Hall of Fame and Museum. 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.

Christopher Sylvester is a financial advisor at Merrill with 17 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2008 and has been with Bank of America, N.A. since 2012. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marianna Mansour is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan and JPMORGAN Chase Bank, N.A. since 2019, following eleven years at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates an ESG eligibility framework in its recommendations.

John Schade is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research with an ESG framework and includes broader derivatives and commodities capabilities.

Ryan Carson is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Bank of America, Pitt Ohio LLC, and Lincoln Financial Network. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rosana O'Brien is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2020 and at Bank of America, N.A. from 2024 to the present. Outside of finance, she has experience with A.C Amoore Arts & Crafts from 2013 to 2020. 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 both model-based and discretionary investment strategies for individuals and institutions.

Neil Larson is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2014, including his current tenure beginning in 2017. His prior experience includes roles at Bank of America, N.A. and My House Your Home. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Adam Behrens is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2010. 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, and various institutional investors.

Danny Bhasin is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch since 2008. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Laura Reeves is a CFP® professional with 29 years of industry experience, currently affiliated with Cetera. She previously held roles at Avantax Insurance Services and Kami Zonin and is the owner of LJR Financial LLC. Outside of her advisory work, Reeves serves on the Board of Directors for the Financial Planning Association, where she helps coordinate the annual conference. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Michael McGuire is the Vice President and Branch Leader at Fidelity Investments in Manalapan, New Jersey. In his role, he leads and coaches financial planning teams, focusing on comprehensive planning and client collaboration. His approach aims to provide an informative, warm, and approachable experience for clients. Since 2020, Michael has served as the Branch Leader, guiding his teams in delivering financial planning services. Further details about his education, credentials, or personal interests have not been provided.

Matthew Parker is a financial advisor at Merrill with 19 years at the firm and 12 years of industry experience. He holds the 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. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.