Jacqueline Tregortha is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. Her prior work includes roles at Bofa Securities, Royal Alliance, Commonwealth Financial Network, and CPA firms. Outside of her advisory work, she is the sole owner of a rental property in Fort Myers, Florida. 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 investors.

Benjamin Painter is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has previously worked at The Travelers Company, Inc., Rutgers University, and The Home Depot. Painter was also involved with Enduring Charm LLC for ten years. 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 supported by internal and third-party managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Doyle is a financial advisor with Merrill in Yardley, PA, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America since 2014. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm offers a variety of program strategies and emphasizes manager selection and tax-efficient investment capabilities, supported by integration with Bank of America affiliates.

Steven Sabol is a financial advisor at Merrill with 29 years of industry experience. He holds the Series 63 and Series 66 designations and 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 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.

Lawrence Isaacman is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Primerica Advisors, Primerica Financial Services, and A.L. Williams since 1990. Isaacman is also a 50% owner of Future Legacy Group, LLC, an investment-related entity affiliated with Primerica. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-driven investment strategies managed by unaffiliated asset managers.

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 16 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Donald Maloney III is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Shi International. 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 and profit-sharing plans, corporations, and charitable organizations.

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.

Matthew Maskarinec is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 65 designation and one year of industry experience. He has also been involved with Hark Maskarinec, PC since 2015. 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 broad range of advisory and brokerage services, including financial planning and access to multiple portfolio management options, supported by a combination of proprietary research and third-party strategies.

Cooper Simon is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work history includes roles outside the financial sector, such as positions at Smashed Waffles and WineOland Jackson. 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, corporations, and charitable organizations.

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.

Mark Levine is a financial advisor at Mass Mutual Investors Services with 32 years of industry experience. He holds the ChFC® designation and Series 63 license. Levin has been with Mass Mutual Life Insurance Company since 1994 and MML Investors Services, Inc. since 1995. Outside of his advisory role, he owns a business consulting and training firm, Heartrepreneur LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved analytical tools and offers asset management, wrap programs, and educational seminars.

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.

Matthew Borzio is a financial advisor at Edward Jones with 26 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2000. Outside of his advisory role, he serves as an assistant wrestling coach for the Quakertown Community School District. 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 operates with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices.

Kimberly Halbom is a financial advisor with Edward Jones in Lahaska, PA, holding a Series 66 designation and 16 years of experience at the firm. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Michael Powers is a Series 66 licensed financial advisor at Merrill with 17 years of industry experience. He has been with Merrill since 2008. Merrill serves a broad range of clients—including individuals, retirement plans, corporations, and institutional clients—offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by a comprehensive suite of investment strategies.

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.