Jamie Zibelman is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, Jamie worked at Bank of America and buybuy Baby. 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 clients including individuals, high-net-worth clients, and institutional investors.

Timothy Hulme Jr. is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill and Bank of America, N.A. since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a broad client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.

Asra Kiani is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2022, Kiani worked at PNC Bank and has a background in site construction and steel. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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 various institutional clients.

John Veas is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with Bank of America and Merrill Lynch Pierce Fenner & Smith Incorporated since 2013. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brent Coleman is a financial advisor with UBS Financial Services in Newtown, PA, holding a Series 66 designation and nine years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers a range of services including fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes proprietary research to tailor investment solutions.

Peter Schintzler is a Series 66-licensed financial advisor at Merrill with 31 years of industry experience. He has worked at Merrill since 2018 and previously spent 12 years at Blackrock Investments, Inc. 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 strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Adewale Akinrinde is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Prior to that, he held positions at Vicvanny International Services Limited, African Leadership University School of Business, and Sterling Bank plc. Outside of his advisory role, Akinrinde serves as Treasurer for Freehold Area Open Door, a nonprofit supporting individuals in the Freehold, NJ area. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Alfred Imbro is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 credential and seven years of industry experience. He has been with Merrill since 2000. 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, pension plans, corporations, and charitable organizations.

Jonathan Farina is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2007. Outside of his advisory role, he manages a personal rental property business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Jared Chud is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. He has worked at Merrill since 2016, including time at Merrill Lynch prior to the firm's rebranding. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies with support from internal and third-party managers.

Sejal Patel is a financial advisor at Merrill with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Merrill in 2025, she worked at AT&T Services Inc for five years and held roles at Suntrust Advisory Services, Inc and Portfolio Evaluations Inc. She is also affiliated with Boston University's Questrom School of Business. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Michael Tekin is a financial advisor at LPL Financial with 31 years of industry experience. He held a position at FSC Securities Corporation for 23 years prior to joining LPL Financial in 2023. He holds a Series 63 designation and is based in Flemington, NJ. His outside business activity includes insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on diversified investment strategies and technology-supported advisor tools.

Victor Ladolcetta is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and Equitable Advisors, among others. He is also involved with The Clark Group, LLC, where he provides insurance and financial product sales and services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Robert Moses is a Certified Financial Planner (CFP®) at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management to provide a broad range of services.

Brian Donlon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Merrill and Janney Montgomery Scott. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with clients able to choose whether to implement recommendations through brokerage or advisory programs.

Christopher Rieger is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Financial Engines Advisors L.L.C. and Bank of America, N.A., where he worked for over a decade. 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 strategies, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rashon Holmes is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works closely with clients to develop comprehensive financial plans tailored to their life stages and individual circumstances. Prior to joining Fidelity Investments, Rashon served as a Premier Advisor at Citizens Bank from 2019 to 2022 and as a Relationship Banker at Santander from 2018 to 2019. His experience spans various aspects of financial advising and client relationship management. Rashon emphasizes building long-term relationships based on mutual respect and trust. He leverages the tools available at Fidelity to assist clients throughout their financial journeys, aiming to provide them with confidence in their overall financial plans.

Jacob Wise is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill in 2025, he held positions at Bank of America, Secure Income Management, and other financial firms. Outside of his advisory role, he operates several creative businesses, including voiceover narration, tabletop board game hosting, and creating fictional literary content, as well as managing a travel-focused video production venture. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Thomas Dziubek Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 registrations and bringing 14 years of industry experience. His career includes roles at Cetera Wealth Services, VOYA Financial Advisors, and Falzone Financial Services. Outside of his advisory work, he operates as an Independent Insurance Agent and owns TJD Financial Services LLC, which offers insurance, securities, investment products, and personal tax preparation. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Daniel Pfeiffer is a Series 66 licensed advisor with 17 years of industry experience, currently with Mass Mutual Investors Services since 2017. He previously worked at MetLife Securities Inc. from 2015 to 2017. Pfeiffer serves as the treasurer of the VE Soccer Club, where he manages financial operations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.