David Weaver is a financial advisor at Merrill with eight years of industry experience and a Series 66 credential. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Primary Financial, Axa Advisors, LLC, and six years at Cracker Barrel. Outside of advising, he is the sole owner of a rental property in New Jersey. 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.

Erika Dodd is a Financial Consultant currently working at Fidelity Investments since 2021. She has about a decade of experience in the financial industry, with previous roles at The Vanguard Group, Inc. including Financial Advisor from 2020 to 2021, Client Consultant from 2019 to 2020, and Brokerage Investment Professional from 2017 to 2019. Throughout her career, Erika has focused on supporting, educating, and empowering clients to make informed financial decisions. She emphasizes understanding the emotional aspects that can influence financial planning, working collaboratively with clients to develop plans aimed at achieving their long-term goals. Outside of her professional work, Erika enjoys activities such as going to the beach, attending concerts, participating in family activities, fitness, reading, and practicing yoga.

Daniel Silveira is a Series 66-licensed financial advisor with Merrill in Pennington, NJ, with 11 years of industry experience. He has been working with Merrill and Bank of America, N.A. since 2015. 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 accounts.

Austin Damico is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work experience includes roles at Bank of America, Infiniti Energy, and The College of New Jersey. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Gualtieri is a financial advisor with Merrill who holds a Series 66 designation and has one year of industry experience. Prior to joining Merrill, he was employed at Bank of America and has worked in roles at Uber, DoorDash, Acme, and Stockton University. 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, pension plans, corporations, and charitable organizations.

Noah Ashker is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His background includes multiple roles at Wake Forest University and previous employment with Bank of America Merrill Lynch. He also worked at Pren Kitchen and Lakelands Park Middle School before joining Merrill. 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.

James King is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2005, with a brief period at Bofa Securities in 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model‑based and discretionary strategies to a range of clients including individuals, high-net-worth investors, and institutional entities.

Christopher Heiser is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with J.P. Morgan entities since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

John Wesley is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2013 and Bank of America, N.A. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors, with support for trading, account administration, and custody.

Miguel Fiel is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Ryan Quillen is a financial advisor with LPL Financial in Skillman, NJ, holding a Series 66 designation and over 30 years of industry experience. Prior to joining LPL Financial in 2025, he spent nearly two decades at IC Advisory Services, Inc. and The Investment Center, Inc. He serves as a board member for the Montgomery Basketball Association, a local nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Cory Elliott is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2017. Outside of finance, he operates a part-time business selling used media through the eBay platform. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sean Driscoll is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill through its legacy partners in 1999 and has over 25 years of experience in the financial services industry. Sean works with individuals and families, focusing on retirement wealth accumulation, income planning, legacy wealth transfer, family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. He manages custom investment strategies on a discretionary basis and selects from a wide range of Merrill Lynch model portfolios and third-party investment strategies. Sean holds the Chartered Retirement Planning Counselor (CRPC) designation and maintains several FINRA registrations, including Series 3, 4, 6, 7, 9, 10, 24, 63, and 65, as well as life and health insurance licenses with a focus on long-term healthcare insurance. He earned a Bachelor of Arts degree in Economics from Saint Michael's College in Vermont and also studied International Economics and Money & Banking at Richmond College in London, England. Sean has maintained a global perspective through extensive travel and service in the U.S. Peace Corps in the Philippines and the Dominican Republic. Outside of his professional role, Sean supports Parent Project Muscular Dystrophy and has participated in three New York City Marathons to assist the organization. His personal interests include biking, boating, cooking, gardening, golfing, music, skiing, spending time with his family, and traveling. He is also involved with community organizations such as the Cape Cod Museum of Art, Duxbury Yacht Club, The Dennis Conservation Trust, and Parent Project Muscular Dystrophy.

Anthony Iacono is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ, and has 11 years of industry experience. He has been with Merrill since 2014 and concurrently works with Bank of America. Outside of his advisory role, he owns businesses providing website design services, life coaching and small business development consulting, as well as a publishing company. Merrill, along with its affiliate Managed Account Advisors LLC, offers 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.

Michael D'antico III is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 66 and Series 63 designations and has prior work experience with Thrivent Financial, the State of New Jersey, County of Somerset, and Atlantic Ambulance Corp. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations across areas such as retirement, tax, estate, and special needs planning without discretionary portfolio management.

Kylie Downing is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has previously worked at Granite Care Plus and has held teaching positions at The College of New Jersey and Ocean County College. 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.

David Shea is a Senior Financial Advisor with Merrill Lynch Wealth Management in Princeton. He joined Merrill Lynch in 1985 after graduating from Rider University with a Bachelor of Science in Commerce. David holds the professional designation of Personal Investment Advisor (PIA). Throughout his career, David has managed significant client portfolios, with approximately 550 million dollars in client balances as of February 1, 2022. He focuses on understanding his clients' financial goals and developing strategies to help achieve them. David resides in Robbinsville, New Jersey with his wife, Erin, and has two grown children. He has been active in his community, serving on various boards and committees and volunteering with local organizations.

Dalton Onifer is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. He has been with Merrill since 2015. 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.

David Mezynski is a Series 66-registered advisor with Merrill and has one year of industry experience. His prior work includes roles at Bank of America, Church & Dwight Co, and Pruco Securities LLC. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

Travis Jacobson is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2013. Outside of his advisory role, he owns a rental property 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.