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 at Merrill with 13 years of industry experience and a Series 66 designation. She has been with Merrill since 2007, totaling 19 years at the firm. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated into Bank of America’s broader corporate platform.

Stephen Mazda is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 39 years of industry experience, including over two decades at Cantella & Co., Inc. and managing Mazda Capital Management LLC since 2001. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and proprietary strategies while maintaining documented controls related to affiliated strategies and advisor business relationships.

Justin Fein is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked with Bank of America, N.A. and MLPF&S since 2012. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety 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 is integrated into Bank of America’s broader platform, providing access to a wide range of investment products and services.

Jason Viglianti is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 credential and bringing eight years of industry experience. He has been with Merrill since 2015. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s investment approach incorporates model-based and discretionary strategies from both affiliated and third-party managers, integrated with Bank of America’s broader corporate platform.

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 Series 63 and Series 66 credentials and 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 is responsible for oversight of building and grounds. 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 including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Mi'aziah Johnson is a financial advisor at Merrill with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Merrill since 2019, following roles at multiple HSBC entities from 2016 to 2019. Merrill provides managed account services to Bank of America fiduciary clients through its 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. The firm operates within Bank of America’s broader corporate platform, providing clients access to a wide array of products and services.

Trevor Luyben is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His previous work includes multiple years of self-employment and a brief tenure at Willis Towers Watson. 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. The firm is integrated into Bank of America’s platform, providing access to a variety of investment products and services.

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, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Merrill since 2018 and at Bank of America since 2021. Merrill provides managed account services through its Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

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.

Jonathan Cates is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2017 and previously spent four years with Delaware Investments. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates investment strategies from its Chief Investment Office and third-party managers, offering model-based and discretionary options within a platform connected to Bank of America’s broader services.

Joseph Endaya is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He has worked at Merrill and Bank of America since 2022, following roles at Target, Blaze Pizza, and the University of Scranton. 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 including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated with Bank of America’s broader platform, enabling access to a wide range of products and services.

Michael Oliver is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in property management as the sole owner of a rental property in Bordentown, New Jersey. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and strategies.

Peter Forman is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He focuses on providing financial planning services tailored to meet the unique needs of his clients. Peter emphasizes establishing trust as a fundamental aspect of his client relationships by collaborating closely with clients to understand their goals and concerns. Peter's professional experience includes various positions at Fidelity Investments, where he worked as a Help Desk representative in Investment Solutions from 2021 to 2023 and as an Investment Solutions Representative in 2021. Prior to joining Fidelity, he was a Financial Consultant at Equitable Advisers from 2020 to 2021. Outside of his professional work, Peter has personal interests in beach activities, football, movies, skiing, and tennis.

Margaret McMahon is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley since 2013 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Melanie Jimenez is a Series 66-credentialed financial advisor with 15 years of experience at Edward Jones. She is based in Newtown, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.