Brian Leone serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Brian applies his expertise to help clients develop individual and corporate investment strategies, retirement income planning, and supports women and wealth initiatives. Prior to his current role, Brian transitioned from a background in education, holding a bachelor's degree from Temple University, to financial services. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), and Personal Investment Advisor (PIA). Brian is experienced in developing tailored financial strategies addressing diverse client needs and priorities. Outside of his professional work, Brian enjoys spending time with his family and has interests in baseball, basketball, football, music, soccer, and softball.

Binni Shah is a financial advisor at Merrill with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Bank of America, NYLIFE Securities LLC, and Motilal Oswal Financial Service Limited. 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.

Brandon Wasitowski is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill, he has held various roles in sports and education-related businesses, including involvement with multiple lacrosse organizations and academic institutions. 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 both model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Aimee Conway is a Series 66 licensed financial advisor with Merrill, where she has worked since 1999. She has 24 years of industry experience and is based in Pennington, New Jersey. 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Qiadong Zhao is a financial advisor with Cetera, holding CFP® and ChFC® designations, and has 16 years of industry experience. He has been with Cetera and its affiliated entities since 2013, with prior experience at LPL Financial and Cathay Bank. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with access to various investment strategies and program structures.

Greg Hoser is a Series 66 credentialed financial advisor with Merrill, based in Pennington, NJ. He has 19 years of industry experience and has been with Merrill for 21 years. 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.

Yoshamel Gerald is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A., and has a varied background including positions at ETS/Adecco and in the casino industry. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rebekah Schmierer is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018. Prior to that, she was employed at New Jersey Manufacturers Insurance Company, The College of New Jersey, and The Philly Pretzel Factory. 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 a range of client types, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Thomas Strybuc is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and 24 years of industry experience. His prior roles include positions at Hicks-Strybuc, LLC, various insurance carriers for W & R Insurance Agencies, and Waddell & Reed, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

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 at Merrill with 12 years of industry experience. She holds the Series 66 and Series 63 licenses. In addition to her advisory role, Newman consults with Gunther Publications Monmouth Family Times, a local advertising newspaper, and serves as a family-held administrative representative for Hello Newman Inc., a home goods manufacturer rep. 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.

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.

Fred Lorenz is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 1983 after graduating with a Bachelor of Science degree in Commerce from Rider University. He partnered with his father until his retirement in 1985 and has since developed extensive experience in financial strategy, planning, and service. Fred holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®) awarded in 1986, Chartered Retirement Planning Counselor™ (CRPC™) obtained in 2007, and Certified Plan Fiduciary Advisor® (CPFA®) earned in 2018. His expertise encompasses family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and socially responsible investing. He works with individuals, businesses, and multi-generational families, providing ongoing reviews and sharing timely research to support client goals. Fred lives in Yardley, Pennsylvania, with his wife and four grown children, including triplets. He is involved in community outreach, particularly supporting the children of Urban Promise in Trenton. In his personal time, he enjoys boating, photography, reading, spending time with family, and table tennis.

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.

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.