Irina Nevedomskaia is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and previously worked at Bank of America, Citizens Bank N.A., and telecommunications companies including Vimpel-Communications and MEGAFON. She also serves as a Power of Attorney for her spouse in a fiduciary capacity. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Adam Kwietniak is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ, and has been with the firm since 2018. He has prior experience at Icon Information Consultants LP, Dynamic Engineering Consultants, PC, and has held academic roles at Rutgers Business School and Rider University. Merrill provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Brian Santosuosso is a financial advisor at Merrill, holding a Series 66 designation. He has been with Merrill since 2025 and has prior experience in diverse roles across industries including retail, physical therapy, and education. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional investors.

Michael Knipe is a financial advisor with LPL Enterprise in Warrington, PA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for a combined total of nine years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with active sales of other financial products.

Michael Stewart is a CFP®-certified financial advisor with 25 years of industry experience, currently with UBS Financial Services in Princeton, NJ, where he has worked since 2009. He served as a trustee for The Parish of Our Lady Sorrows - St. Anthony, advising on parish financial stewardship from 2011 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by research and model-based asset allocations.

Eileen Pickard is a financial advisor at Merrill with 25 years of industry experience. She has been with Merrill Lynch since 2001 and holds Series 63 and Series 66 licenses. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of investment strategies implemented by Managed Account Advisors LLC and supported by Merrill’s Chief Investment Office. The firm serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Christian Grumm is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked previously at Freedom Mortgage, AT&T, and Nu-Wave Wireless. Outside of his advisory role, he co-owns WAC Entertainment LLC, a business focused on producing creative projects such as music and video content. Merrill 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 to individuals, high-net-worth clients, pension plans, and other institutional investors.

Matthew Gaeta is a financial advisor at J.P. Morgan Securities with 24 years of industry experience and holds a Series 66 designation. His prior roles include positions at Rockdale Financial Services, Cetera Advisors, and Wells Fargo Clearing. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Elona Gera is a financial advisor with Equitable Advisors in Yardley, PA, holding a Series 66 designation and 12 years of industry experience. She has been with Equitable and its predecessor, AXA Equitable, since 2013. Outside of her advisory work, she provides Albanian interpretation services for families at medical appointments. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and third-party managers.

Joshua Nyce is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at Fidelity Talentsource and has held roles at organizations including The Salvation Army and Macy's. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Paul Simonetti is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he served in the New Jersey Army National Guard for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

James Vessio is a Series 66-licensed advisor with Merrill in Pennington, NJ, and has 18 years of industry experience. He has been with Merrill since 2007. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Michael Chrzanowski is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2021. Prior to Merrill, he worked at UBS Financial Services for four years and was involved with E&R Tree Service for two years. Merrill 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 to individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide set of products and services.

Christian Pothast is a financial advisor with Merrill and holds a Series 66 designation. He has one year of industry experience and previously worked at NBCUniversal and Nova Group Marketing. Merrill 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide range of products and services.

Ryan Murray is a financial advisor with Ameriprise based in Jamison, PA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Murray serves as Treasurer for Nestlewood Estates, is a member of the finance committee at Solomon's Lodge No. 3, and holds leadership positions including Honorary Chairman of the Business Advisory Council and President of Alternative Care Concepts. He also supports local education through involvement with the Jamison Elementary Home & School Association. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice, primarily focusing on assets held in Ameriprise Managed Accounts.

Samantha Rodrick is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes roles in education at McDaniel College and Monroe Township schools, as well as work with Impact XM and Green Leaf Pet Resort and Hotel LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm is integrated within Bank of America’s broader corporate platform, providing access to a wide range of investment products and services.

Rusty Todd is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Bleakley Financial Group and has held positions outside the financial industry in the restaurant and hospitality sectors, including roles at Itsurwiener Restaurant and Bar and Deal Lake Bar + Co. He also has experience in private lifeguarding and golf club operations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Michael Demarco is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2011. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration within Bank of America’s broader platform includes access to a wide array of products and services beyond traditional investment management.

Daniel Casino is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. He previously worked at Wells Fargo Clearing from 2016 to 2019 and Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds ownership in Invictus Wealth Management, LLC, and serves as a trustee for its 401(k) plan. He is also a notary public in Doylestown, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Meenu Sharma is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and having 13 years of industry experience. Her prior work includes roles at Santander Bank, NA, Santander Securities, LLC, and HD Vest Investment Services. She also has experience in academia, having worked at Middlesex County Community College, New Jersey City University, and Hudson Community College. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.