Jonathan Schlenger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Wells Fargo entities since 2014, including Wells Fargo Bank and Wells Fargo Advisors, and has worked at Wells Fargo Clearing since 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 grounded in modern portfolio theory, with a broader investment menu that includes 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.

Liet Han is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior experience includes five years at J.P. Morgan Securities. Outside of his advisory role, he owns and manages a business, LCH LLC. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Christian Dailey is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2011. Merrill offers managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment strategies with Bank of America’s broader platform, providing access to a wide range of products and services.

Andrew Pakis is a financial advisor with Merrill based in Pennington, NJ, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has been with Merrill since 2015. Outside of his advisory role, Pakis serves as a board member of St. Demetrios Greek Orthodox Church in Perth Amboy, New Jersey. 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 diverse client base including individuals and institutional investors.

Ryan Harrison is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Merrill since 2015. Outside of his advisory role, he works as a part-time Uber driver. 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, and institutional investors.

Hank Gallacher is a financial advisor at Merrill with a Series 66 designation. He has approximately one year of industry experience, having previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has been involved with Black Whale Bar and Fish House since 2020. 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.

Sean Mc Keegan is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. His work history includes roles at Merrill Lynch, Roxiticus Country Club, FedEx, Barclay Water Management, and Rutgers University, among others. 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 broader platform, providing access to a wide set of financial products and services.

Matthew Vaneekhoven is a financial advisor with Merrill, holding a Series 66 designation and 14 years of experience at the firm. He is based in Pennington, NJ, and has six years of industry experience. 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 fiduciaries. The firm is integrated with Bank of America’s broader platform, providing access to a wide variety of products and services.

Brenden Hellyer is a Financial Consultant at Fidelity Investments, where he focuses on helping clients design and execute financial plans aimed at pursuing their goals. In his role, he assists clients and families in growing and protecting their wealth, making investment decisions, and simplifying their financial lives. Prior to joining Fidelity Investments in 2025, Brenden worked as a Financial Solutions Advisor at Merrill Edge from 2012 to 2025. His experience spans over a decade in the financial services industry, providing him with a comprehensive understanding of financial planning and investment strategies. Outside of his professional career, Brenden has interests in baseball, boating, fishing, and outdoor adventures.

Nitin Shah is a Series 66 registered advisor with Merrill, based in Princeton Junction, NJ, bringing 16 years of industry experience. He has worked at Bank of America and Merrill since 2013. Outside of his advisory role, Shah holds real estate licenses used for family purposes and provides notary public services on a volunteer basis. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm implements a variety of model-based and discretionary investment strategies as part of an integrated platform within Bank of America.

Maria Gaspari is a financial advisor at RBC Capital Markets with 19 years of industry experience. She has held positions at RBC Capital Markets since 2020 and previously worked at Morgan Stanley Smith Barney LLC from 2009 to 2020. She holds a Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs and customizes investment strategies through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management and financial planning services.

Lisa Sehgal is a Vice President and Financial Consultant at Fidelity Investments. In her current role since 2022, she partners with clients to understand their financial needs and goals, identifying strategies that support their unique financial plans. She brings significant professional and personal experience to each client interaction and focuses on helping investors utilize Fidelity's investment products to pursue their financial objectives. Her experience at Fidelity spans several roles, including Financial Consultant from 2018 to 2022 and Associate Financial Consultant from 2017 to 2018. Prior to her tenure at Fidelity, she held marketing leadership positions such as Director of Marketing at Judico Capital in Singapore and Director of Retail Marketing at Fidelity Investments in Hong Kong. She also served as Senior Marketing Manager at Fidelity Investments and Assistant Vice President at PaineWebber, Inc. Lisa holds a California Insurance License.

Mark Shapiro is a financial advisor at Merrill with Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Merrill since 1999. Outside of his advisory role, Shapiro serves as Treasurer and board member of the Princeton Learning Cooperative, a nonprofit supporting homeschooling. 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 diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Christina Blackwell is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2011. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers a range of investment strategies implemented by Managed Account Advisors LLC and supported by Merrill’s Chief Investment Office, with access to various products through its integration with Bank of America’s platform.