John Wesley is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2013 and Bank of America, N.A. since 2014. 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, and various institutional investors, with support for trading, account administration, and custody.

Miguel Fiel is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Cory Elliott is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2017. Outside of finance, he operates a part-time business selling used media through the eBay platform. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily for 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, pension and profit-sharing plans, corporations, and charitable organizations.

Sean Driscoll is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill through its legacy partners in 1999 and has over 25 years of experience in the financial services industry. Sean works with individuals and families, focusing on retirement wealth accumulation, income planning, legacy wealth transfer, family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. He manages custom investment strategies on a discretionary basis and selects from a wide range of Merrill Lynch model portfolios and third-party investment strategies. Sean holds the Chartered Retirement Planning Counselor (CRPC) designation and maintains several FINRA registrations, including Series 3, 4, 6, 7, 9, 10, 24, 63, and 65, as well as life and health insurance licenses with a focus on long-term healthcare insurance. He earned a Bachelor of Arts degree in Economics from Saint Michael's College in Vermont and also studied International Economics and Money & Banking at Richmond College in London, England. Sean has maintained a global perspective through extensive travel and service in the U.S. Peace Corps in the Philippines and the Dominican Republic. Outside of his professional role, Sean supports Parent Project Muscular Dystrophy and has participated in three New York City Marathons to assist the organization. His personal interests include biking, boating, cooking, gardening, golfing, music, skiing, spending time with his family, and traveling. He is also involved with community organizations such as the Cape Cod Museum of Art, Duxbury Yacht Club, The Dennis Conservation Trust, and Parent Project Muscular Dystrophy.

Mark Uehling is a financial advisor with UBS Financial Services in Newtown, PA, holding a Series 66 designation and eight years of industry experience. He has worked at UBS since 2017 and previously held a position at Smith and Nephew from 2011 to 2017. Uehling serves on the board of The ARC Alliance, a charity providing therapy services to children with developmental disabilities. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Anthony Iacono is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ, and has 11 years of industry experience. He has been with Merrill since 2014 and concurrently works with Bank of America. Outside of his advisory role, he owns businesses providing website design services, life coaching and small business development consulting, as well as a publishing company. Merrill, along with its affiliate Managed Account Advisors LLC, offers 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 with model-based and discretionary investment strategies.

Kylie Downing is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has previously worked at Granite Care Plus and has held teaching positions at The College of New Jersey and Ocean County College. 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 plans, corporations, and charitable organizations.

Kenton Mcmahon is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 65 and Series 63 designations and has been with Ameriprise and its related entities since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, incorporating both proprietary research and third-party data.

Brian Lee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked previously with Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. In addition to his advisory role, Lee is an agent for Emerson Reid, selling health insurance commissions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

John West is a Series 66-licensed financial advisor at Ameriprise with 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of advising, he serves on the board of directors for the Fanny Chapman Pool and owns a consulting business, 27teen Consulting, LLC. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset thresholds, delivering written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to support advisors and clients, offering a broad range of advisory, brokerage, and insurance solutions.

Dalton Onifer is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. He has been with Merrill since 2015. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

David Mezynski is a Series 66-registered advisor with Merrill and has one year of industry experience. His prior work includes roles at Bank of America, Church & Dwight Co, and Pruco Securities LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kathleen Lansing is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Advisors since 2019 and previously spent six years at Oppenheimer & Co Inc. and one year in a position listed as Home. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized planning such as business-owner transition and special-needs analysis. The firm supports advisors with proprietary research and planning tools while integrating advisory services with various financial products and referral channels.

Brooks Guzman is a Financial Consultant at Fidelity Investments, where he works directly with clients to develop personalized financial plans. He aims to serve as a long-term partner, providing ongoing guidance as markets and life circumstances change. Brooks utilizes Fidelity's resources to help clients feel heard, understood, and confident in their financial strategies. Prior to becoming a Financial Consultant in 2024, Brooks worked as an Investment Consultant at Fidelity Investments from 2023 to 2024. Before that, he was a High Net Worth Client Representative at Vanguard from 2021 to 2023. This experience has provided him with expertise in investment consulting and client relationship management. Outside of his professional work, Brooks enjoys cooking and baking, participating in family activities, exploring food culture as a foodie, and engaging in sports such as football and golf. He also has an interest in music.

Allan Sanford is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in the financial industry in August 2000, following over eight years of service in the United States Army and the management of a radiology group. Allan specializes in working with clients to develop individualized asset allocation strategies aligned with their financial goals. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Allan holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Allan earned his high school diploma from Vernon Township High School and holds an associate’s degree from the American College of Radiology. He is a life member of the Disabled American Veterans and the Veterans of Foreign Wars and has served as an Ambassador for the Newark Regional Business Partnership and as President of the Franklin Lakes Chamber of Commerce from 2000 to 2004. Allan resides in Pittstown, New Jersey, and his personal interests include fishing, football, golfing, hiking, photography, spending time with family, and traveling.

Travis Jacobson is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2013. Outside of his advisory role, he owns a rental property business. 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.

Elizabeth Burton is a Series 66 licensed financial advisor with Merrill in Pennington, NJ. She has 12 years of industry experience and has been with Merrill Lynch, Pierce, Fenner & Smith since 2006. 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 plans, corporations, and charitable organizations.

Urmi Parikh is a Financial Services Advisor (FSA) with Merrill Lynch Wealth Management. In this role, she focuses on connecting clients to tailored financial plans and strategies that align with their individual ambitions and priorities. She works with clients to address various personal financial goals, including funding education, planning for retirement, managing potential health care costs, and developing long-term family financial strategies. Urmi holds the Professional Investment Advisor (PIA) designation and earned her bachelor's degree from the University of North Carolina System. Her approach centers on simplifying the complexities of investing, ensuring transparency, and creating personalized strategies that reflect each client’s unique perspectives and priorities.

Eric Rosen is a financial advisor with UBS Financial Services in New Hope, PA, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with UBS since 2000. Outside of his advisory work, he serves as Finance Chairperson for Kehilat Hanahar, where he assists with budget reconciliation and fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to provide a comprehensive platform for its clients.

Jean Marie Foreman is a financial advisor at Merrill with Series 63 and Series 66 credentials and six years of industry experience. Her work history includes roles at Merrill since 2019 and Bank of America, N.A. since 2021. 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 individuals, high-net-worth clients, and various institutional investors.