Christopher Doyle is a Senior Financial Advisor with The Martinides Group at Merrill Lynch Wealth Management. He brings 12 years of industry experience to his role, combining expertise in complex trading strategies with leadership and supervision skills. He supports clients in areas including college education planning, employee benefits, executive compensation, retirement planning, legacy planning, philanthropic planning, and portfolio management services. Chris holds a Bachelor's Degree in Finance from the University of Connecticut's School of Business. He has held various roles at Merrill Lynch, including Financial Advisor and Premium Elite Relationship Manager specializing in Ultra High Net Worth Self-Directed Traders. He has also served in leadership positions, leading teams of early career advisors and participating in executive leadership for the Greater Philadelphia Market. Outside of his professional responsibilities, Chris enjoys adventure sports such as surfing and skiing, as well as golfing, traveling, and spending time with family. He is active in his community, supporting organizations including the Children's Hospital of Philadelphia and Waves of Strength.

David Ball is a Financial Advisor at Merrill Lynch Wealth Management who works with high-net-worth individuals, families, and business owners. His role focuses on goals-based planning and long-term decision-making aligned with each client's priorities. He specializes in areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and retirement income. David approaches financial advising with comprehensive wealth planning and investment management, emphasizing a planning-based strategy to help clients navigate complexity and bring structure to their financial lives. He often assists clients during transitional periods such as business succession and multigenerational wealth discussions, providing guidance through coordination of investment strategy and long-term wealth considerations. He collaborates with internal specialists at Merrill to address complex planning needs while delivering personalized strategies. He holds a Bachelor's Degree from the University of Massachusetts System and an MBA from Lehigh University. David is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor. Outside of work, he enjoys golfing, soccer, spending time with his family, and traveling.

Steven Sabol is a financial advisor at Merrill with Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Merrill since 1997. 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 and profit-sharing plans, corporations, and charitable organizations.

Kirti Rosenbaum is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. She previously worked at Bank of America, Dream Home Roofers, J&M Windows, Farmers Financial Solutions, Farmers Insurance, and operated Rosenbaum Insurance Agency for over a decade. Outside of finance, she was the sole owner and president of Upstream Media, LLC, a data collection and analytics company, which she plans to dissolve in 2024. 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 individual, high-net-worth, and institutional clients.

Jeffrey Mote is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Princeton, New Jersey. He provides a wide range of financial services aimed at simplifying complex financial situations for his clients. Jeff focuses his practice on assisting a select group of corporations, non-profit organizations, and high net-worth families and trusts. Jeff has been a financial advisor since 1999 and joined Merrill Lynch Wealth Management in 2006. Prior to this, he worked as an advisor with UBS Financial Services and Wachovia Securities. He holds several professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jeff graduated from Villanova University with a Bachelor of Science degree in Finance. He specializes in managing new wealth, personal retirement planning, and retirement income. Outside of his professional work, Jeff enjoys golfing, tennis, music, traveling, and spending time with his family. He resides in Doylestown, Pennsylvania with his wife and four sons.

Maryann Lim is a Planning Consultant at Fidelity Investments, where she has been working since 2020. In her role, she partners with individuals and families to assist them in planning for their financial futures. She is a Certified Financial Planner (CFP4) professional committed to taking a holistic approach to financial planning by understanding each client's unique needs, goals, and opportunities. Maryann's expertise involves integrating various aspects of clients' financial lives to create comprehensive plans. Outside of her professional work, she enjoys hiking, outdoor adventures, parenthood, reading, and traveling.

Jason Boultbee is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill since 1999, primarily working in East Client Services. Outside of his advisory role, he serves as an independent distributor for AdvoCare International, a health and wellness company. 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 strategies for individuals, high-net-worth clients, and institutional investors, utilizing both internal and third-party portfolio managers.

Colin Mc Cormick is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2010. 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 clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Donald Maloney III is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He has also held positions outside the finance sector, including at the Wildwood Crest Police Department and Lululemon. 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 individuals, high-net-worth clients, and institutional investors.

Daniel Jacobs is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2009. Outside of his advisory role, he serves as a co-trustee for a family life insurance trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Leslie Cruz is a financial advisor at Merrill with 5 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1997. 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.

Thomas Mcilraith is a financial advisor at Merrill holding a Series 66 designation. He has worked at Merrill since 2017 and has prior experience at Bank of America and Uber. 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.

Cooper Simon is a Series 66 licensed advisor with Merrill in Pennington, NJ, joining the firm in 2025. Prior to his current role, he held various positions outside the financial industry, including work at Smashed Waffles and Moe's Southwest Grill. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs model-based and discretionary strategies developed by internal and third-party managers, with portfolio options tailored for tax sensitivity and varying investment restrictions.

Elizabeth Scafa is a CFP® professional with 26 years of experience in the financial services industry. She is currently affiliated with Cetera and serves as a Senior Wealth Advisor at TruPlan Financial Advisors. Her background includes roles in mortgage lending and insurance sales, and she is co-trustee of two family living trusts. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, charitable, and institutional clients across a wide range of portfolio management and financial planning services. The firm supports various investment strategies through affiliated and third-party managers, serving over 10,000 advisors and managing more than $256 billion in assets.

Michael O Brien is a financial advisor at Merrill with Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Merrill since 2017 and is currently also affiliated with Bank of America, N.A. since 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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 and institutions.

Michael Powers is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 2014 after graduating from the University of Southern Indiana. Michael holds several professional designations, including CERTIFIED FINANCIAL PLANNER®, CERTIFIED PLAN FIDUCIARY ADVISOR®, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Michael focuses on helping clients develop potential solutions and providing investment guidance tailored to individuals, their families, and their businesses by understanding their short- and long-term financial objectives. His expertise spans areas such as college education planning, divorce transition planning, employee benefits, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, and tax minimization. Outside of his professional role, Michael serves on the board of directors for the Evansville Salvation Army and is involved with community organizations including the ARC of Evansville, Evansville Christian Life Center, and Lakeside Church. He resides in Evansville, Indiana with his wife, Jordan, and their daughters, Lainie and Eleanor. Michael's personal interests include golfing, hunting, music, spending time with his family, and traveling.

Bruce Brittingham Jr. serves as a Financial Advisor with Merrill Wealth Management, specializing in advising affluent individuals, families, corporate executives, and business owners. Since beginning his career in financial services in 2017, Bruce has focused on developing customized wealth management strategies that integrate investment management, retirement planning, estate planning strategies, executive compensation planning, risk management, as well as banking and lending solutions through Bank of America. Bruce's approach centers on understanding client priorities and aligning their investments, wealth planning, lending strategies, retirement goals, and legacy objectives into comprehensive financial plans. He leverages Merrill's network of specialists to provide guidance across all stages of wealth creation, preservation, and transfer. Bruce holds a Bachelor's Degree from Wagner College and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is committed to providing objective, personalized, and relationship-driven advice to help clients navigate financial complexities and make confident decisions aligned with their personal and family goals.

Sean Roarty is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and six years of industry experience. He has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brenda Dolan is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 credential and has been with Merrill since 2012. Outside of her advisory role, she is a managing member and owner of Krav Maga Invicta, a self-defense, fitness, and wellness center focused on teaching the Israeli self-defense system, Krav Maga. 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.

Magnita Kluvitse is a CFP® and holds a Series 66 license with 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions.