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.

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.

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.

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.

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.

Stanley Robbins is a CFP® with 22 years of industry experience. He is currently with OSAIC and has previously worked at Lincoln Financial Advisors, Wells Fargo Clearing, PNC Wealth Management, and Ameriprise. Robbins is also an owner and agent at LIFE IDEAL LLC, where he offers disability insurance, fixed annuities, long-term care insurance, and traditional fixed life insurance. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment process focusing on asset allocation and portfolio optimization, and offers both brokerage and advisory services through a multi-advisor 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.

Bryan Connolly is a CFP® professional with 39 years of experience in the financial services industry. He has worked at Osaic since 2023 and previously spent 25 years at FSC Securities Corporation. Outside of his advisory role, he owns Lumen Financial Group, a tax preparation business. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a wide range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and access to third-party managers and alternative investments.

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.

Karl Conrad is a financial advisor at Merrill with 22 years of industry experience. He has been with Merrill since 1997 and holds Series 63 and Series 66 licenses. 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, pension plans, corporations, and charitable organizations.

Sara Lemley is a Series 66 licensed financial advisor with Merrill in Pennington, NJ, having 11 years of industry experience. She previously worked at Oppenheimer for five years before joining Merrill in 2019. 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 with model-based and discretionary investment strategies developed by internal and third-party managers.

Jerry Schapira is a financial advisor with Stifel in Yardley, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and planning analyses, while clients retain discretion over implementation.

Scott Schwartzman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with PFS Investments Inc. and Primerica Financial Services since 2010 and 2011, respectively. Outside of his advisory role, Schwartzman provides bookkeeping and tax services for individuals and nonprofit organizations on a part-time basis. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, maintaining oversight of model selection and implementation.

Karl Falkenstein IV is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Morgan Stanley and its related entities since 2008. Falkenstein has worked primarily within Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning facilitated by dedicated Financial Advisors and specialized estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Angela Augustine is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Securities America Inc. and Securities America Advisors for 15 years. Augustine also serves as president of Augustine Financial Group, which is involved in life insurance and fixed annuity sales. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization using risk-tolerance questionnaires and efficient frontier analysis.

Kiranmai Ganti is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Bank of America and Educational Testing Service. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.