Jennifer Adamec is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She 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 its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Comartin is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 15 years of industry experience. He previously worked at John Hancock and John Hancock Distributors LLC for eight years before joining Merrill in 2019. 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, and institutional investors.

Matthew Vaneekhoven is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 6 years of industry experience. He has been with Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides 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.

Brenden Hellyer is a Financial Consultant at Fidelity Investments, where he focuses on helping clients design and execute financial plans aimed at pursuing their goals. In his role, he assists clients and families in growing and protecting their wealth, making investment decisions, and simplifying their financial lives. Prior to joining Fidelity Investments in 2025, Brenden worked as a Financial Solutions Advisor at Merrill Edge from 2012 to 2025. His experience spans over a decade in the financial services industry, providing him with a comprehensive understanding of financial planning and investment strategies. Outside of his professional career, Brenden has interests in baseball, boating, fishing, and outdoor adventures.

Michelle May is a Certified Financial Planner (CFP®) with 26 years of industry experience. She has been with Ameriprise since 1999, currently serving as a financial advisor in Lebanon, NJ. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis.

Nitin Shah is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 credential and has been with Merrill and Bank of America, N.A. since 2013. Outside of his advisory role, he maintains a part-time position with Weichert Realtors, holding real estate licenses for family use, and provides notary public services on a voluntary basis. Merrill, together with its affiliate Managed Account Advisors LLC, delivers 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.

Maria Gaspari is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney, Morgan Stanley & Co., and Merrill prior to joining RBC in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and integrates both in-house and third-party managers to implement client portfolios.

Sara Brown is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 2005. Equitable Advisors serves individuals, including both non‑high-net-worth and high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Lisa Sehgal is a Vice President and Financial Consultant at Fidelity Investments. In her current role since 2022, she partners with clients to understand their financial needs and goals, identifying strategies that support their unique financial plans. She brings significant professional and personal experience to each client interaction and focuses on helping investors utilize Fidelity's investment products to pursue their financial objectives. Her experience at Fidelity spans several roles, including Financial Consultant from 2018 to 2022 and Associate Financial Consultant from 2017 to 2018. Prior to her tenure at Fidelity, she held marketing leadership positions such as Director of Marketing at Judico Capital in Singapore and Director of Retail Marketing at Fidelity Investments in Hong Kong. She also served as Senior Marketing Manager at Fidelity Investments and Assistant Vice President at PaineWebber, Inc. Lisa holds a California Insurance License.

Justin Steele is a financial advisor with LPL Financial, holding Series 65 and 66 credentials and having 17 years of industry experience. His prior roles include positions at Janus Management Holdings Corp and Merrill. He is also the principal of Paradigm Wealth Advisory LLC, an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

Mark Shapiro is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 1999. Outside of his advisory role, he serves as Treasurer and board member for the Princeton Learning Cooperative, a nonprofit homeschooling support center. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christina Blackwell is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner and Smith Incorporated 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mary Ann DiAnna is a Financial Consultant at Fidelity Investments, a role she has held since 2021. She specializes in creating comprehensive financial plans for her clients, utilizing a personal and collaborative approach. Her professional identity is rooted in her certification as a Certified Financial Planner. Her career includes experience as a Financial Planner at Ernst & Young from 2019 to 2020, and as a Financial Advisor at Freedom Capital Management from 2016 to 2019. Prior to that, she served as Director of Client Services at both Biltmore Capital Advisors from 2015 to 2016 and Hyperion Wealth Advisors from 2013 to 2015. Mary Ann holds a California Insurance License. Outside of her professional work, Mary Ann enjoys boating, fitness, outdoor adventures, traveling, and volunteering.

Thomas Kellerman is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Newbridge Securities Corporation, and Black River Wealth Management. Kellerman also spent four years at Muhlenberg College. 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 a range of clients, including individuals, high-net-worth individuals, and institutional investors.

Matthew Garber is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at OSAIC since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for six years. Outside of his advisory role, Garber volunteers as a Boy Scouts committee member and coaches youth ice hockey. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm’s investment process relies on model-based asset allocation and portfolio optimization, providing advisors with multiple management and custodial options across an extensive platform.

Marc Teitelbaum is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill since 2005. 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 plans, corporations, and charitable organizations.

William Schetler Jr. is a financial advisor at Merrill with 8 years of industry experience. He holds Series 63 and Series 66 licenses and previously owned a landscaping business. At Merrill, he has been advising clients since 2017, and he has also worked at Bank of America since 2020. 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, and institutions.

Jonathan Barletta is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity in 2023, he worked in various roles including positions at Bright Data and Columbia Container Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration with the CFTC as a commodity pool operator, its advisory role to multiple registered investment companies, and its use of AI and algorithmic methods in research.

Brian Short 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 and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rohan Seth is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2023. Prior to joining Morgan Stanley, he held roles at Salesforce, Inc. and Sisense, Inc. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques.