Brian Prusicki is a financial advisor at Merrill with 24 years of industry experience and holds Series 63 and Series 66 licenses. He has been with Merrill since 2005. 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, and institutions.

Lawrence Lawson is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2016 to 2020. Outside his advisory role, Lawson serves as chairman of the Fredon Township Environmental Commission and president of the Fredon Volunteer Fire Company, as well as acting as a charter organization representative for a local scout troop. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service that provides retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Edward Bowen is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2013. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Godfroy is a financial advisor with Ameriprise, holding CFP®, ChFC®, and Series 66 credentials and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advisory work, he is involved in real estate ownership unrelated to his investment activities. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team, integrating advisory, brokerage, and insurance solutions.

Douglas Phillips is a financial advisor with Cetera, holding the Series 63 and Series 66 designations and possessing 20 years of industry experience. His career includes roles at Foresters Financial and its affiliated entities from 2011 to 2019 before joining Cetera in 2019. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform supporting both discretionary and non-discretionary strategies.

Elizabeth Biava is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to her current role, she held positions at Michael Kors and has teaching experience at Moravian College and Stuart Country Day School of the Sacred Heart. Merrill 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.

Daniel Sopher is a CFP® with 11 years of industry experience, currently an advisor at LPL Financial. He previously worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of his advisory role, he operates the Sopher Financial Group, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Brett Basarab is a financial advisor with Equitable Advisors in Woodbridge, NJ. He holds a Series 66 designation and began his advisory career in 2026. Prior to entering the financial industry, his work experience includes positions at Meadowbrook Country Day Camp and Cedar Hill Golf and Country Club. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm emphasizes risk assessment and matching clients to advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Charles Gwynn is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America and Merrill. 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 institutions.

Brian Kaplan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2011, serving in various roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Brian worked as Vice President Financial Advisor at Chase Investments Services Corp. and as a Municipal Bond Specialist at Hennion and Walsh, Inc. With over 17 years of experience in the financial industry, Brian focuses on helping clients develop straightforward financial plans tailored to their individual goals. He collaborates with clients to educate them on financial concepts and create efficient, structured plans aimed at achieving both long and short term financial objectives. Brian holds a California Insurance License.

Stephen Moeller is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill for a total of nine years, with a two-year period at Recreation Equipment Inc in between. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Fawcett is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Ebisch is a financial advisor with Equitable Advisors in Woodbridge, NJ. He holds a Series 66 designation and has recently begun his career in the financial services industry. Prior to joining Equitable Advisors, his work history includes roles at Johnston & Murphy, R.I.C.H. Planning, and involvement with United Way of Passaic County. He has also been active in college athletics and student affairs at Ramapo College of New Jersey. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and a variety of third-party advisory programs to deliver tailored investment solutions.

Earl Mckenzie is a CFP® with 43 years of industry experience, currently serving at Cetera since 2023. He previously worked at Cetera Wealth Services, LLC beginning in 2013. Outside of his advisory role, Mckenzie acts as an insurance agent offering fixed life, health, disability, annuities, and long-term care products, and serves as a volunteer member on the Monmouth County District Fee Arbitration Committee reviewing legal fee arbitration complaints. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Michael Ames is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He previously worked at Bank of America and has experience in other roles including university employment and hospitality. Outside of his advisory work, Ames owns a sole proprietorship that builds custom personal computers based on client budgets. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Sears is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007. Outside of his advisory role, he is a general partner and manager of a pool services business, High Quality H2O Pool Services, and serves as a member of the board of directors for Serv Behavioral Health Systems. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Thomas Fisher is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill since 2017. Outside of his advisory role, Fisher is involved with the Princeton Youth Hockey Association as a youth ice hockey coach and officiates games for USA Hockey. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Wayne Sholk is a financial advisor with Raymond James Financial Services Advisors Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, he manages a support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through a municipal advisor affiliation.

Marc Ferrari is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Bridgewater, New Jersey. He is a member of Cohen Howard Ferrari & Associates, a team specializing in personalized wealth management solutions for individuals, families, and business owners. Since joining Merrill in 2005 and Cohen Howard Ferrari in 2016, Marc has focused on wealth planning, asset management, and helping clients pursue their targeted financial goals through planning and risk management strategies. Marc's expertise includes asset allocation, investment selection, and developing customized financial plans. He collaborates closely with colleagues Josh Cohen and Dan Howard to provide comprehensive services such as tax-efficient strategies, education funding, insurance planning, trust and estate considerations, retirement readiness, and special needs support. He places importance on understanding each client’s life priorities to create strategies that align with their unique situations, goals, and values. Marc earned a High School Diploma from Westfield High School and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he lives in Richboro, Pennsylvania with his wife and son. Marc’s personal interests include photography, swimming, traveling, watching movies, and spending time with his family. He also participates in community activities and volunteers with local organizations.

Lucas Collins is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and previously worked at Merrill and JPMorgan Chase Bank, N.A. Collins also served briefly in the United States Military. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.