Michael Isaacson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, he worked at AT&T from 2011 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm follows an IPS-driven process based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment menus.

Leigh Mayer is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2001. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension plans, and corporate fiduciaries. The firm offers a range of investment strategies constructed and managed by its Chief Investment Office and affiliated managers, integrated within Bank of America’s broader platform.

Rituraj Shandilya is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2023 and was previously with Morgan Stanley Private Bank from 2015 to 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is driven by investment policy statements and modern portfolio theory, incorporating a diverse range of financial products including insurance-related vehicles and bank deposit sweep options.

Chintan Vora is a financial advisor with Merrill and holds a Series 66 designation. He has 22 years of industry experience, including 21 years at Merrill and 12 years at Bank of America, N.A. based in Pennington, NJ. Merrill provides managed account services to 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, and various institutional investors.

Kevin Pogroszewski is a Financial Advisor at Merrill Lynch Wealth Management, specializing in legacy planning, personal retirement planning, small business strategies, individual and corporate investment strategy, and tax minimization. He assists individuals, families, and business owners in developing personalized financial strategies that align with their long-term goals. Before becoming a Financial Advisor, Kevin worked as an Investment Advisory Specialist, where he partnered with Financial Advisors and their clients to provide tailored investment guidance and portfolio insights. He holds a Bachelor’s degree in Finance and a Master of Business Administration (MBA), both from Rider University, and holds the Personal Investment Advisor (PIA) designation. Kevin's approach is informed by his background as the son of Polish immigrants and his commitment to helping clients build, preserve, and confidently navigate their wealth. He speaks English and Polish and enjoys personally golfing, ice hockey, music, skiing, soccer, tennis, traveling, and spending time with his family.

Jules Andrianantoandro is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2008 and Bank of America, N.A. since 2011. Outside of his advisory role, he represents a family-owned food facility in Antalaha on FDA matters related to import shipments when necessary. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Alec Jurczynski is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill in 2022, he worked at Mercer County Community College and operated Villa Rosa Ristorante and Pizzeria. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, institutions, and charitable organizations.

Zad Mahana is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works directly with clients to identify their financial goals and develop portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adapts portfolio strategies as clients' circumstances evolve. He brings expertise in various areas including general investing, retirement planning, and saving for unexpected events. Zad invests time in understanding his clients' priorities and concerns to offer personalized financial guidance. He holds the professional designation of Personal Investment Advisor (PIA). Zad earned a Bachelor's Degree from George Washington University and is proficient in both English and Arabic.

Kyle Dudek is a financial advisor at Merrill Lynch Wealth Management. He helps clients navigate complex financial challenges and develop tailored strategies to maximize resources and achieve long-term goals. Kyle's expertise includes education planning, legacy planning, liquidity management, personal retirement planning, portfolio management services, sports & entertainment, individual and corporate investment strategy, and tax minimization. He works with clients to create personalized strategies that account for their unique financial situations, using a proprietary Personal Wealth Analysis™ to assess their full financial picture and develop clear blueprints to optimize assets and reduce tax exposure. Kyle holds a Bachelor's Degree from the University of Delaware and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Kyle has interests in adventure sports, antiquing, basketball, football, ice hockey, music, running, spending time with his family, traveling, and watching movies.

Susan Cornford is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at Merrill since 2019 and has prior experience at Bank of America, N.A., among other firms. Outside of her advisory role, she is involved with Easter Seals, helping to fund recreational activities for her disabled son. Merrill provides managed account services through its Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Eric Mitchell Jr. is a Series 66-registered advisor with Merrill, based in Pennington, NJ, and has six years of industry experience. His prior roles include positions at Bank of America, Citizens Bank, and Investors Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based, third-party managed, and discretionary strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Papa Macisse Diop is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His background includes roles at sports organizations such as FC Cincinnati and Philadelphia Union, as well as positions at T3 Trading Group LLC and Rutgers University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individual and institutional clients.

Iliana Nyktas is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior roles include work with the U.S. House of Representatives and the Mercer County Board of Elections. Merrill provides managed account services through its Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated into Bank of America’s broader platform.

Tony Wilson is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other organizations. The firm’s integration with Bank of America enables access to a broad set of investment products and services.

Steven Janecek is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2002. Merrill offers managed account services through the Select Portfolio Solutions program to a wide range of clients, including individuals, high-net-worth clients, and institutional accounts. The firm integrates model-based and discretionary investment strategies and operates within the broader Bank of America corporate platform.

Gerard Melley is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 1988 and holds the Series 63 and Series 65 designations. Outside of his advisory work, he is a part-owner of Phantom House Farms, a thoroughbred horse ownership business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Thomas Kerest Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been affiliated with Linsco Private Ledger since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Karen Crovicz is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

David Hogan is a financial advisor at Merrill with Series 63 and Series 65 licenses and over 42 years of industry experience. He has been with Merrill since 1983. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other institutional investors.

Lleyton Soares is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior experience at institutions including Johnson & Johnson and Bentley University. Outside of his advisory role, he is the founder and CFO of the Metro Hockey League, where he manages budgeting, purchasing, and general operations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.