Connor Taylor is a financial advisor at Merrill with Series 65 and Series 66 credentials and two years of industry experience. His prior work includes roles at Bank of America and Metedeconk National Golf Club. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Brandon Myers is a Financial Advisor and Junior Partner with The De Cerbo & Associates Team at Merrill, part of Merrill Lynch Wealth Management. He serves a select group of individuals and families, including professional athletes, coaches, senior corporate professionals, and others navigating significant life transitions. His client focus areas include education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, and tax minimization. Brandon holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®), and Chartered Retirement Planning Counselor™ (CRPC™). He earned a Bachelor of Science in Finance from Rutgers Business School, graduating cum laude. During his time at Rutgers University, he was a Division I football player, a three-time Academic All-Big Ten honoree, and a 2021 Big Ten Distinguished Scholar. Outside of his professional work, Brandon enjoys golfing, spending time with his family and friends, and staying connected to the game of football. He is a lifelong resident of Somerset County, New Jersey. His community involvement includes associations with Athletes.org, Bridgewater-Raritan High School Football, Bridgewater-Raritan High School Hall of Fame, and the Somerset County Business Partnership.

Fei Luo is a Financial Advisor with Merrill Lynch Wealth Management based in Orlando, Florida. Fluent in English and Mandarin, Fei specializes in serving clients from diverse cultural backgrounds, including Chinese families, by providing tailored financial planning and investment management strategies. With expertise in family wealth management, personal retirement planning, portfolio and investment strategy, as well as retirement income, Fei focuses on helping individuals and families develop and achieve their short-, mid-, and long-term financial goals. As a Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA), Fei offers comprehensive guidance on topics such as retirement planning, tax optimization, and asset preservation. Outside of work, Fei is an avid pickleball, skiing, and tennis enthusiast and actively participates in the Orlando pickleball community. He is committed to building strong, lasting relationships with clients by delivering accessible and knowledgeable advice to support critical financial decisions.

Michael Carpio is a financial advisor at Charles Schwab with 15 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank of America, N.A. from 2011 to 2023 before joining Charles Schwab in 2023. 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, combining non-discretionary advisory with access to affiliated discretionary separately managed accounts and alternative investment options.

Edward Shown is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 2006 and Bank of America, N.A. since 2011. 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.

Victor Montas is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career with New York Life in 2009 and joined Merrill Lynch in April 2015. Prior to entering financial services, Victor worked for ten years as a legal professional at Am Law 100 law firms in Washington DC and New York. In his current role, he specializes in serving growing and successful business owners, focusing on comprehensive wealth management strategies that address complex financial needs such as business growth, succession planning, and employee benefits. Victor’s approach is consultative, emphasizing thorough client engagement, periodic communication, and leveraging the investment insights of Merrill alongside the banking services of Bank of America. Victor earned both a Bachelor’s degree in History and Political Science and a Master’s degree in History from Rutgers University. He holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also registered through FINRA Series 7, 63, and 65, and holds licenses for Annuity, Life, and Health products. Victor is a native Spanish speaker and a member of Lambda Theta Phi Fraternity. Beyond his professional responsibilities, Victor is involved in his community through participation with St. Matthias School. He resides in Montgomery, New Jersey, with his wife and two children. Victor is an avid Rutgers football fan and enjoys baseball, basketball, football, reading, soccer, tennis, and spending time with his family.

Graham Dendler is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and Merrill, as well as experience outside finance working at Trenton Country Club. He also competes in golf events organized by the Philadelphia Section PGA. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Rosemary Neidermeyer is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Cetera Investment Services and Foresters Financial Services. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with access to model portfolios and research.

Caroline Posthumus is a Series 66-licensed advisor with Merrill, based in Pennington, NJ, and has 23 years of industry experience. She has been with Merrill since 2004. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Warenkiewicz is a financial advisor with Equitable Advisors, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he is a member of the BNI Manalapan NJ networking group and is involved with Savoy-Health. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves client risk assessment and matching to program models or discretionary managers, with services delivered through a network of Investment Adviser Representatives and a variety of third-party asset management programs.

Todd Hess is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2016. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gina Logsdon is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm‑approved tools.

Joseph Marino is a financial advisor with Merrill, holding Series 63 and Series 66 designations and possessing 16 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Quinn Im is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with LPL Financial. He has worked with IC Advisory Services, Inc. and The Investment Center, Inc. since 2009. Outside of advising, he is an avid photographer with over 25 years of experience pursuing this interest personally. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a wide range of advisory and brokerage services supported by various investment programs and research resources.

Robin May is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley and its affiliated Private Bank since 2009. Robin holds Series 63 and Series 65 licenses and is also a commissioned notary public. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning supported by advanced modeling tools and a range of investment and brokerage offerings.

Elizabeth Brain is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at David Lerner Associates for nine years before joining Ameriprise in 2023. Outside of her advisory role, she is involved with Yoga4Sobriety, where she contributes by researching venues for annual yoga retreats. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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 with Merrill in Pennington, NJ, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill since 2007. 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 supported by internal and third-party investment teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Victor Vyas is a financial advisor with Mass Mutual Investors Services and holds the CFP® designation and Series 63 license. He has 24 years of industry experience, including roles at METLIFE Securities Inc and Massmutual Life Insurance Co. Outside of advising, he is involved in individual life and health insurance sales and servicing existing annuity contracts. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, annual planning engagements using firm-approved analysis tools.

Justin Fein is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Bank of America N.A. and MLPF&S since 2012. 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.