James Ulrich is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with business owners and clients who have concentrated stock positions to develop strategies that align with their broader financial goals. James focuses on education planning, family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds a bachelor's degree in Finance and Information Technology Management with a concentration in Data Analytics from Seton Hall University. James has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional career, James enjoys playing hockey, hiking, and exploring national parks.

Geraldine Rodrigues is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at Merrill since 2016, with additional experience at Bank of America and other financial firms. Outside of her advisory work, she serves with the Union Fire Company and rescue squad in Titusville, New Jersey, assisting in public safety during emergencies. 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 to individuals, high-net-worth clients, and institutional investors.

Brian Wong is a financial advisor with LPL Financial, holding a Series 66 designation and having 20 years of industry experience. His prior roles include positions at Cetera and Foresters Financial Services. Outside of his advisory work, he is a commissioned notary public in New Jersey. 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 range of financial planning and investment management services through a large network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Richard Jefairjian is an Investment Consultant at Fidelity Investments, where he has been working since 2026. In this role, he collaborates with clients to support their efforts in achieving financial goals. Prior to his current position, Richard served as a Financial Solutions Advisor at Merrill from 2023 to 2026. His professional experience encompasses providing financial guidance and investment consulting to clients. Outside of his professional work, Richard has personal interests that include fitness, football, running, and snowboarding.

Frank Lucchesi Jr. is a financial advisor at Morgan Stanley with five years of experience in the industry. He holds a Series 66 designation and has previously worked at Merrill Lynch Wealth Management, The Mercadien Group, and has experience in security services and hospitality. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis.

Carol Tomensky is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 1995. Outside of her advisory role, she acts as a power of attorney for her sister. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines large-scale research and analytics with a broad range of brokerage and advisory solutions.

Robert Grambor is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at Bank of America N.A. and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dana Turano is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding a Series 63 designation and 30 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

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.

Hugo Bartell is a financial advisor with Equitable Advisors, holding the Series 66 designation and bringing 25 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm uses a range of advisory models often implemented through third-party sponsors and offers services covering mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

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.

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.

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.

Eddie Jimenez is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2008, including Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

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.