Sylvie Feist is a financial advisor at Merrill with 22 years of industry experience and holds the Series 66 designation. She has been with Merrill since 1996, totaling 30 years at the firm. Outside of her advisory role, she has a 70% ownership interest in Centra State Engineering, an engineering company based in New Jersey. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based, discretionary, and tax-aware investment strategies integrated with Bank of America’s broader platform.

Ryan Szaryko is a financial advisor with Charles Schwab in Princeton, NJ, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he is a part-owner of a hookah bar and lounge in Charlotte, NC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and order-routing services.

Andrew Abdelmalak is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America N.A., Grubhub, Tax Saving Solution, and EG Bank. Merrill 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 to a broad client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Salvatore Fortunato is a Series 66-licensed advisor with one year of industry experience, currently affiliated with Merrill. His prior roles include positions at LPL Enterprise, Prudential Advisors, and Bank of America. Outside of his financial advisory work, he has experience coaching at Saucon Valley Country Club. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Jon Strohl is Vice President and Branch Leader at Fidelity Investments, where he leads the local investment center. In this role, he oversees the provision of financial and investment guidance to clients, including one-on-one retirement planning, income strategies, college planning services, and integrated employee benefit strategies. He has been with Fidelity Investments since 2000, progressing through various roles including Trading Associate, Financial Representative, Financial Planning Consultant, and Regional Planning Consultant before becoming Branch Office Manager in 2018. His extensive experience within the firm reflects a breadth of knowledge in financial planning and client services. Details regarding his education, credentials, personal interests, or community involvement were not provided.

Gregory Roberts is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Michael Esposito is a Series 66-licensed financial advisor with Merrill in Pennington, NJ, where he has worked since 2011. He has 15 years of industry experience. Merrill offers managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm provides model-based and discretionary investment strategies supported by Bank of America’s broader corporate platform.

Lisa Kolbasowski is a financial advisor at Merrill with 22 years at the firm and 12 years of industry experience. She holds the Series 66 designation and is based in Princeton, 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide set of products and services.

Francis Gakpo is a financial advisor with Charles Schwab holding Series 65 and Series 66 credentials and nine years of industry experience. He previously worked at Merrill from 2016 to 2024 and has been involved with the American Red Cross since 2014. Gakpo is currently based in Princeton, NJ, and has been with Charles Schwab since 2025. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and an integrated operational structure.

Philip Kijek is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill since 2002 and has also worked at Bank of America, N.A. since 2017. Outside of his advisory role, he is involved in a rental property business in Philadelphia. 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.

Theodore Lesko is a CFP® with 37 years of industry experience. He has been with OSAIC since 2025 and previously worked for Lincoln Financial Advisors Corporation for 27 years. In addition to his advisory role, he is licensed as an insurance agent, offering accident, health, disability, fixed, and traditional insurance products as well as indexed annuities. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Stacey Heikkila is a financial advisor with Ameriprise in Phoenixville, PA, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise since 2010. Outside of her advisory role, she manages an advisory business through RXG Management LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gerard Lemly is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is a co-owner of Aiken Lemly Partnership, a business involved in buying and selling rental real estate. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. The firm provides a specialized retirement-income planning service targeting individuals with significant investable assets, combining research and modeling with tax-efficient strategies to deliver tailored, written recommendations.

Daniel Griffin is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Outside of his advisory work, he teaches fitness and cycling classes and works as a ski instructor. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

Louis Currie is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and having 12 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he owns a business involved in buying and selling Pokémon cards. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a broad range of model-based and discretionary investment strategies to individual, high-net-worth, and institutional clients.

Sally Parker Will is a financial advisor with Merrill in Pennington, NJ, holding Series 63, 65, and 66 licenses and 30 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she is an owner of a family summer home in Cape May, New Jersey, which is rented out to cover expenses and maintained under her oversight. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Megan Giaimo is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill in 2025, she worked in various roles including positions at Planet Fitness LLC and the U.S. House of Representatives. 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 fiduciaries.

Christian Mantuano is a financial advisor with Merrill, holding a Series 66 designation and based in Pennington, NJ. He has experience working with Merrill since 2026 and has been involved with other organizations including Trenton Country Club and Pennington Quality Market. Outside of his advisory role, he has had various engagements in sports and entertainment-related activities. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Clara Siegel is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Bank of America, N.A. and Merrill since 2019. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Robin Lewis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Primerica Financial Services since 2011 and PFS Investments Inc. since 2012. Outside of advisory work, he serves as an office manager for Jodie Banks, LLC and works as an independent contractor with Custom Benefit Plans. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies with a range of tactical and strategic approaches. The firm operates at scale with thousands of advisors and offices and utilizes third-party asset managers along with BNY Mellon Advisors and Pershing for trade execution and custody.