Jermaine Wright is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015. Prior to and alongside this, he has experience with Bank of America N.A. beginning in 2023. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Kim is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2014. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Kayser is a financial advisor with Charles Schwab holding a Series 66 designation and 24 years of industry experience. He previously worked at BlackRock Investments, Inc. for 18 years before joining Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a broad range of integrated investment and custody services.

Terence Benjamin is a financial advisor with Raymond James & Associates in Princeton, NJ. He holds the Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked eight years with the United States Golf Association and served on the advisory board of Starmis Corporation, a family business, where he holds a voting board position without beneficial ownership. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting with access to various portfolio management styles and in-house research.

Brendan Porter is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Giant Food Stores, FedEx, Burger King, Bloomsburg University, and Pen Argyl High School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with various implementation approaches tailored to client needs.

Alexandra Hobson is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She focuses on providing wealth management advice and strategies tailored to individuals, families, corporate executives, business owners, and institutions such as endowments, foundations, and non-profits. Her practice includes family wealth management, legacy planning, philanthropic and retirement income planning, as well as services tailored to managing new wealth and women’s wealth. Alexandra holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Personal Investment Advisor (PIA) credential. She earned a Bachelor of Arts degree from Pennsylvania State University with a major in Political Science and a minor in Economics. Alexandra works alongside her family as part of The Hipple Wealth Management Group, where they employ a holistic and disciplined goals-based approach to personal wealth management designed to simplify clients’ financial lives. Outside of her professional career, Alexandra participates in community volunteer work and engages in activities including cooking, gardening, golfing, hiking, running, traveling, yoga, and spending time with her family.

Elizabeth Newman is a financial advisor with Merrill based in Pennington, NJ, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Merrill since 2014 and Bank of America, N.A. since 2017. Outside of her advisory role, Newman serves as a consultant for Gunther Publications Monmouth Family Times, a local advertising newspaper, and is involved in Hello Newman Inc., a family-held manufacturer representative business for home goods. 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.

Allan Samilow is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Merrill since 2009 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a consultant and independent contractor for Dream Vacations/World Travel Holdings, where he has access to travel agent pricing on cruises, hotels, and airfare. 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.

Tracy Zeigler is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 1992. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Larson is a financial advisor at Ameriprise with 24 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement income planning through detailed recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Ian Geffers is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill since 2002 and holds a Series 66 designation. 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.

Zachary Swol is a financial advisor at Merrill with a Series 66 credential and six years of industry experience. He has been with Merrill since 2011, totaling 15 years at the firm. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Aidan Bremer is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held positions at Stadium Graphics, SHI International Corp., Northwestern Mutual, and operated a catering business called Homplate Catering. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Roseana Holder is a financial advisor at Merrill with 32 years of industry experience. She has held her current position since 2007 and holds Series 63 and Series 65 licenses. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies managed by internal teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

Javier Tovar is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Hennion & Walsh Inc and 360 One FIrm, as well as experience at Seton Hall University and the Borough of Totowa. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Craig Rudisill is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2007 and Bank of America, N.A. since 2009. Outside of his advisory role, he owns a sole proprietorship involved with tax and compliance matters related to household 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. The firm delivers a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Kovener is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Osaic Wealth, Inc., having joined in 2024, following prior roles at Securities America and Investacorp. Outside of his advisory work, Kovener serves as Publishing Director for VUE NJ, a bi-monthly print magazine. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs various asset-allocation tools and third-party platforms to create portfolios encompassing stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Matthew Pusak is a Series 66-licensed financial advisor at Merrill with 15 years of industry experience. He has been with Merrill since 2010. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Giglio is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at various companies across different sectors. He is also involved with Daddy'O, an outside business activity. 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.

Christopher Dunning is a financial advisor at Merrill with 12 years of experience in the industry. He holds a Series 66 designation and has been with Merrill since 2014. 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 a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.