Emily Wheatley is a Planning Consultant based in Princeton, currently working to assist clients in articulating and creating road maps to their financial goals. She brings a decade of experience in wealth management to her role. Prior to her current position, Emily worked as a Wealth Management Specialist at Merrill Lynch from 2015 to 2025. She joined Fidelity Investments as a Planning Consultant in 2025. Outside of her professional work, Emily has interests in music and yoga.

Harris Demarco is a financial advisor at Merrill with eight years of experience in the industry. He holds a Series 66 designation and previously worked at J.P. Morgan Chase. Outside of his advisory role, he is the CEO of Speiik LLC, a digital media company focused on content creation for social media. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Ryan Heese is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2023. His prior experience includes roles at the College of Charleston and Council Rock High School North. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Fernando Romero is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to Merrill, he worked at Bank of America, N.A. and has a background that includes roles at Drive Social Media and Veryable. 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.

Chris Alexander is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he collaborates with clients to develop customized financial strategies and plans tailored to their individual goals. Alexander brings over 20 years of experience in the financial services industry. His previous positions include Regional Director roles at Thrivent Mutual Funds, Schroders, Wells Fargo Advantage Funds, and MFS Investments, as well as a Financial Advisor position at Merrill Lynch. This extensive background reflects his expertise in financial consulting and regional management within the investment sector.

Kevin Crosby is a financial advisor with Merrill and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with Merrill since 1996. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage execution. The firm emphasizes manager-selection capabilities and tax-efficient investment strategies, supported by its integration with Bank of America affiliates and a comprehensive platform of investment and capital-markets services.

Michael Diekmann is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 credential and has worked at several firms including Fidelity Investments and ACA Foreside. Outside of finance, he has been involved with Matunuck Oyster Bar and Matunuck Oyster Farm. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management options through a multi-manager platform, combining affiliated and third-party strategies across various program structures and custodial relationships.

Nathan Jeanes 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sneha Salgam is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017, with prior roles at the University of Richmond in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains one of the largest networks of financial advisors and branch offices in the industry.

John Volk is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes six years at TD Ameritrade before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model investment solutions.

Kaylani Santiago is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. She has held roles at Bank of America, N.A., Merrill, and several other organizations including Amazon.com Inc. and B-MS Federal Credit Union. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Peter Baldeo is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on collaborating with clients to develop personalized wealth management strategies that align with their life priorities, family goals, and aspirations. Peter emphasizes service and client education to help clients avoid financial pitfalls and navigate both stable and turbulent market conditions in pursuit of financial independence. He brings experience in areas including corporate executive services, education planning, executive compensation, retirement income, socially responsible and ESG investing, as well as serving specialized client groups such as women and the LGBT community. Peter holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). He earned both his Bachelor's degree and MBA from Rider University and is affiliated with the College of Financial Planning, the CFP Board, and the Investments and Wealth Institute. Beyond his professional work, Peter is active in community service, volunteering with organizations such as Susan G Komen, Big Brothers and Big Sisters of Trenton, and Happy Healing Ideas. His personal interests include adventure sports, football, golfing, music, reading, scuba diving, skydiving, soccer, spending time with his family, and watching movies.

Iryna Reutska is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and two years of industry experience. She has worked at Merrill since 2023 and at Bank of America since 2024. 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.

John Song is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working at Jpmorgan Chase Bank, N.A. since 2003. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis where clients retain final decision authority.

James O'Neill is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Merrill since 2015. 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.

Sonakshi Sood is a financial advisor at Merrill with nine years of industry experience and a Series 66 designation. She has been with 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Soto is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2009, with a prior year at UBS Financial Services. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Joshua Salkin is a financial advisor at LPL Financial with a Series 66 credential. He has been associated with LPL Financial and its predecessor firms since 2023 and has prior experience working at Blue Owl Capital. Joshua’s background includes roles outside the financial industry, such as work at Metedeconk National Golf Club and Mangia Brick Oven Pizza. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Maiden II is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A., Wawa, the University of Phoenix, and T-Mobile. 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 developed by internal and third-party managers.

Erica Lehneis is a financial advisor at Merrill with 5 years of industry experience and holds a Series 66 designation. She has worked at Bank of America/Merrill Lynch since 2006. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.