Patrick Clewell is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has worked at Bank of America N.A. and Merrill since 2014. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Abhishek Patel is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at PNC Financial Services and Rem and Company, and has an academic background from Villanova University. 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.

Matthew Kennedy is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017, alongside his tenure at Bank of America, N.A. since 2018. 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 that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Dirk Alexander is a financial advisor at Osaic with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with New Century Financial Group, LLC and Osaic Wealth, Inc. for over 20 years. Outside of his advisory work, he is involved in music as a session musician and manages a music publishing company. Osaic Wealth, Inc. serves a diverse clientele, including individual investors, institutions, and charitable organizations, through a large network of advisors and platforms. The firm provides integrated brokerage and advisory services along with retirement plan consulting and access to third-party money managers, employing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Geraldine Rodrigues is a financial advisor at Merrill with 9 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Empower, KinderCare, Advised Assets Group, GWFS Equities, and Bank of America. Outside of her financial advisory role, she is involved with the Union Fire Company and Rescue Squad in Titusville, New Jersey, providing traffic direction support during emergencies. Merrill offers managed account services to a diverse client base through the Select Portfolio Solutions program, utilizing model-based and discretionary investment strategies integrated within Bank of America's broader corporate platform.

Richard Jefairjian is an Investment Consultant at Fidelity Investments, where he has been working since 2026. In this role, he collaborates with clients to support their efforts in achieving financial goals. Prior to his current position, Richard served as a Financial Solutions Advisor at Merrill from 2023 to 2026. His professional experience encompasses providing financial guidance and investment consulting to clients. Outside of his professional work, Richard has personal interests that include fitness, football, running, and snowboarding.

Riley Masterson is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Newtown, PA. He has two years of industry experience, having worked with Cambridge Investment Research, Inc. prior to his current role. His background includes positions outside finance, such as at Sycamore Grill and Penn Community Bank. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals of varying net worth, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies across multiple platform arrangements.

Bruce Dimicco is a financial advisor at Stifel with 42 years of industry experience. He has worked with Stifel since 2007 and holds a Series 63 designation. Outside of his advisory role, he serves as treasurer for the Middletown Monthly Meeting of Friends and the Coxton Lake Environment Preserve, and he is a board member of the A Marlyn Moyer Scholarship Foundation, which awards first-year college scholarships. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses as a basis for client decisions.

Frank Lucchesi Jr. is a financial advisor at Morgan Stanley with five years of experience in the industry. He holds a Series 66 designation and has previously worked at Merrill Lynch Wealth Management, The Mercadien Group, and has experience in security services and hospitality. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis.

Robert Grambor is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2014. 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 tailored to individuals, high-net-worth clients, pension plans, and corporate fiduciaries. The firm integrates closely with Bank of America’s platform, providing access to a broad set of financial products and services.

Dana Turano is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding a Series 63 designation and 30 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with 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, delivering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Angela Cannon is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2017, following prior roles at Nick Hilton Princeton and Rider University. 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 platform, providing access to various financial products and services.

Patrick Brown is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Patrick earned his Bachelor's Degree from West Virginia University. Further details regarding his experience, areas of expertise, personal interests, or community involvement have not been provided.

Alexander Tennant is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020. Prior to his current role, his background includes positions at Bloomsburg University and Fox Pool Management. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Marc Hicks is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Waddell & Reed, Inc. and various insurance carriers. Hicks also operated Hicks-Strybuc, LLC prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to deliver both discretionary and non-discretionary management.

Joseph Ward is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2021 and at Bank of America N.A. since 2023. Outside of his advisory role, Ward is a self-employed musician who performs at weddings on weekends. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Mona Abdel Malek is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at PNC Investments LLC and PNC Bank. 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.

Tammy Eng Palmer is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill since 2006 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 investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm benefits from its integration with Bank of America’s corporate platform, providing access to a wide range of products and services.

Muneshwar Prashad is a financial advisor at Merrill with 27 years of industry experience. He has been with Merrill since 1998 and holds Series 63 and Series 65 credentials. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of investment strategies including model-based, discretionary, and tax-aware options. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Kenneth Dusablon is a financial advisor at Primerica Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Primerica Advisors and Primerica Financial Services since 2022. In addition to his advisory role, he is an Associate Management Consultant with Greencastle Consulting. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.