Todd Hess is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2016. 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.

Gina Logsdon is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm‑approved tools.

Joseph Marino is a financial advisor with Merrill, holding Series 63 and Series 66 designations and possessing 16 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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.

Quinn Im is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with LPL Financial. He has worked with IC Advisory Services, Inc. and The Investment Center, Inc. since 2009. Outside of advising, he is an avid photographer with over 25 years of experience pursuing this interest personally. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a wide range of advisory and brokerage services supported by various investment programs and research resources.

Robin May is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley and its affiliated Private Bank since 2009. Robin holds Series 63 and Series 65 licenses and is also a commissioned notary public. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning supported by advanced modeling tools and a range of investment and brokerage offerings.

Elizabeth Brain is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at David Lerner Associates for nine years before joining Ameriprise in 2023. Outside of her advisory role, she is involved with Yoga4Sobriety, where she contributes by researching venues for annual yoga retreats. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Margaret Finney is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Brendan Foley is a financial advisor with Wells Fargo Advisors in Cranbury, NJ, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a public notary in New Jersey. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, delivered through tailored recommendations based on Wells Fargo research and tools.

Julia Bialoglowa is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 13 years of industry experience. She 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 supported by internal and third-party investment teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Fein is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Bank of America N.A. and MLPF&S since 2012. 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.

Jason Viglianti is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 8 years of industry experience. He has been with Merrill since 2015. 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.

Steven Kim is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on working in the best interest of his clients to maximize their resources and execute sound financial plans tailored to their unique priorities. Steven’s areas of experience include college education planning, family wealth management strategies, personal retirement planning, and retirement income. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Virginia and a Master of Business Administration (MBA) from Yonsei University Graduate School of Business. Steven is fluent in both English and Korean. Outside of his professional role, Steven enjoys bowling, cooking, golfing, pickleball, and tennis. He is committed to prioritizing his clients’ financial well-being and takes pride in making an impactful difference in their lives.

Christopher Slowey is a financial advisor with UBS Financial Services in Newtown, PA, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, G.distributors, LLC, and Gabelli & Company, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

April Halloran is a financial advisor with Merrill, holding the Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with Merrill since 2004. Outside of her advisory role, she serves as a trustee on the board of Morrisville Presbyterian Church, a charitable organization, where she oversees building and grounds matters. 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.

Robert Sunbury Jr. is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial For Lutherans since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Mi'aziah Johnson is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at HSBC in various capacities, including HSBC Securities USA and HSBC Bank USA. 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. The firm offers model-based and discretionary investment strategies supported by internal CIO teams and third-party managers.

Trevor Luyben is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked briefly at Willis Towers Watson. His background also includes multiple years of 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Kenneth Lesesne is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Prior to joining LPL Financial in 2021, he spent 13 years at Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies, Inc. 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 provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by model portfolios, research, and various technology-driven investment options.

Paulyn Gow is a financial advisor with Merrill based in Pennington, NJ, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at Merrill since 2018 and concurrently at Bank of America, N.A. since 2021. 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 a range of individual and institutional investors.

Roger Hicks is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.