Cody Colville is a financial advisor at Osaic with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles including with Legacy Financial Group and as a steamfitter. Outside of his advisory work, he is involved with Lumen Financial Group in an administrative capacity. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, using a range of asset-allocation tools and automated rebalancing to construct diversified portfolios.

Farah Kazmi serves as a Wealth Management Advisor, providing financial guidance and strategies tailored to meet her clients’ distinct financial situations and goals. She works within Merrill Lynch Wealth Management, leveraging the firm’s broad investment insights and banking resources to support entrepreneurs, business owners, and individual clients in achieving their objectives. While specific details on Farah’s professional background, education, and credentials are not provided, her role focuses on delivering customized financial advice by understanding clients’ preferences, time horizons, liquidity needs, and risk tolerance. She follows a consultative approach, regularly engaging with clients to keep financial strategies current and aligned with their evolving goals. No information regarding Farah Kazmi’s personal interests or community involvement is available.

Robert Dudek is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of financial services including college education planning, equity compensation services, family wealth management strategies, and retirement income planning. Robert applies his professional experience to individual and corporate investment strategy, portfolio management, and liquidity management. With over 20 years of experience, Robert has a background in financial, management, operational, sales, marketing, training, and e-business knowledge. His approach focuses on Total Asset Management, assessing clients' current financial situations and developing strategic plans to help them reach their future goals. He holds a Personal Investment Advisor (PIA) designation and a Bachelor's degree from Fairleigh Dickinson University. Additionally, he completed a Certificate of Professional Development focused in Strategy from the University of Pennsylvania. Outside of his professional role, Robert is involved in the Montgomery Youth Sports Leagues and enjoys various personal interests including baseball, basketball, cooking, football, golfing, swimming, traveling, and spending time with his family.

Brian Reppert is a financial advisor with Merrill, holding the Series 66 designation and eight years of industry experience. He has worked at Merrill since 2019 and previously at Foresters Financial Services and Tfs Securities Inc. 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 plans, corporations, and charitable organizations.

Steven Cerula is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill since 2013. Outside of his advisory role, he operates a sole proprietorship selling sports memorabilia on eBay. 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 and profit-sharing plans, corporations, and charitable organizations.

Adrianne Vickers is a financial advisor at Stifel with 44 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals—both high net worth and non-HNW— institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Anthony Mak is a financial advisor with Merrill in Pennington, NJ, holding Series 66 and Series 63 designations and having 30 years of industry experience. He has been with Merrill since 1996. Mak serves as Vice President of the Northern NJ chapter of the International Society of Certified Employee Benefits Specialists, a professional networking organization. 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.

Antonina Sabelnik is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including Citigroup and JPMorgan Chase Bank. 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.

Mario Livecchi is a financial advisor at OSAIC with 19 years of industry experience. He holds the Series 66 designation and has worked at OSAIC since 2024, with prior positions at Securities America Advisors, Inc. and Investacorp Advisory Services. In addition to his advisory role, he serves as a financial executive in Princeton Investment Services, an investment-related business. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and third-party money managers to construct diverse portfolios tailored to client needs.

Cara Werkheiser is a financial advisor at Merrill with a Series 66 designation and 13 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 the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Gregson is a financial advisor at Fisher Investments with 18 years of industry experience. He holds a Series 66 designation and previously worked at New York Life Insurance Company for seven years before joining Fisher Investments in 2022. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized Investment Policy Committee that employs both quantitative and qualitative methods. The firm is notable for its extensive international client base and sub-advisory roles across various pooled investment vehicles.

Arlene Peters is a financial advisor at Cetera with 13 years of industry experience and holds a Series 66 designation. Her career includes roles at Ameriprise Financial Services, Avantax Advisory Services, and BKC Wealth Management. She also serves as an Executive Administrative Assistant at BKC Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients. The firm operates a multi-manager platform offering a range of program options and manages over $256 billion in assets through a network of more than 10,000 advisors.

Igor Istratii is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Northwestern Mutual, and Equitable Advisors. Prior to his financial services career, he worked at Les Halles Downtown for three 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Peter Olsen is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Christopher Storch is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. He has been with Merrill since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

Jigna Patel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously worked at Valley National Bank from 2007 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities as a subsidiary of J.P. Morgan.

Thomas Psaltis is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. and Merrill Lynch Asset Management since 1998. Outside of his advisory role, he serves on the board of Holy Trinity Greek Orthodox Church and is expected to take on a vice president position. Merrill, along 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 a range of model-based and discretionary investment strategies.

Gia Brophy is a financial advisor with Merrill, holding a Series 66 designation and possessing 20 years of industry experience. She has been with Merrill since 2005. Outside of her advisory role, she works as a waitress at La Piazza Ristorante in Pennington, NJ. 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 individuals, high-net-worth clients, and various institutional investors.

Michael Nemeroff is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and FINRA. He serves on a FINRA committee responsible for writing and reviewing continuing education regulatory content. 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, and institutional investors.

Matthew Geraci is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. His prior roles include positions at J.P. Morgan Chase and University of Delaware. Matthew is based in Newtown, PA. 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 supported by a nationwide adviser network.