Angela Cannon is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2017. Prior to that, she was associated with Nick Hilton Princeton and Rider University. 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 and serves a variety of clients including individuals, high-net-worth clients, and institutional investors.

Jason Wacaster is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 license. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of investment strategies and affiliated products supported by a nationwide network of more than 23,700 advisors.

Alexander Tennant is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2020, he held roles at Bloomsburg University, Fox Pool Management, and Newtown Athletic 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Marc Hicks is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Waddell & Reed, various insurance carriers, and leading Hicks-Strybuc, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Ward is a financial advisor with Merrill holding a Series 66 designation and four years of industry experience. He previously worked at Bank of America N.A. and has a background as a self-employed musician performing at weddings. 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.

Mona Abdel Malek is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at PNC Investments LLC and PNC 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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, 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 various institutional investors.

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 designations. 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.

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.

Wangari Gikanga is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2006. Merrill, along 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 with model-based and discretionary investment strategies developed by internal and third-party managers.

Gerald Barlow is a financial advisor at Ameriprise Financial Services LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LLC and Penn Wealth Planning. Outside of his advisory role, he is a business owner of Penn Wealth Accounting Group, where he prepares and reviews tax returns. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies, relying on proprietary investment research and third-party data.

Alexander Salak is a financial advisor with Merrill, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at Merrill since 2006 and Bank of America since 2011. Outside of his financial advisory role, he is the owner of Riverview Dental, LLC, a for-profit business. 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.

Eddie Jimenez is a financial advisor at Fidelity with 17 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios through intermediary platforms.

Joseph Brauner is a financial advisor with Raymond James & Associates in Newtown, PA, holding a Series 66 designation and five years of industry experience. His work history includes roles at Raymond James & Associates Inc. since 2020 and prior positions at Pro Unlimited and Rutgers University. Raymond James & Associates, Inc. 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, non-discretionary investment consulting, and institutional fiduciary solutions supported by firm research and a range of portfolio management styles.

Harish Pasupuleti is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, and tax minimization. Harish's financial planning process emphasizes putting clients and their goals at the center of his work. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Harish earned his Bachelor's Degree from Boston College, concentrating on Finance and Marketing with a minor in Philosophy. Harish maintains active community involvement as a member of the Hun School of Princeton Young Alumni Association. He divides his time between Brooklyn, New York and Princeton, New Jersey.

Tamara Naylor is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She joined Merrill in 2020 after working at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC from 2012 to 2020. Outside of her advisory work, she is a co-owner of a rental property in Trenton, NJ. Merrill 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, and institutional investors. The firm combines internal Chief Investment Office teams and third-party managers to implement asset allocation and trading across various client types.

Matthew Frickmann is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has prior work experience in the hospitality and education sectors. 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, and institutions.

Robert Maher is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has held positions at Merrill Lynch, Bank of America, and Charles Schwab since 2020. Prior to his advisory career, he worked in logistics and painting, and he was also employed at The Pennsylvania State University. 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 offers both non-discretionary and discretionary investment guidance via multi-asset model portfolios and maintains a large, integrated operational structure supporting its extensive client base.

Joshua Schneider is a financial advisor with Merrill located in Princeton, NJ. He holds a Series 66 designation and has 25 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2011. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karen Machin is a financial advisor with Ameriprise in Langhorne, PA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at KPMG, LLP from 2016 to 2018 and Ameriprise Financial from 2018 to the present. She serves on the Board of Directors for Philly Phinancial Literacy Week and participates as a planning committee member. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement income planning, combining investment research and algorithmic tools to deliver written recommendations and ongoing advice.