Allan Samilow is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2009 and Bank of America since 2011. Outside of his advisory role, he works as a consultant and independent contractor for Dream Vacations/World Travel Holdings, where he has access to travel agent pricing on cruises, hotels, and airfare. 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 plans, and corporate fiduciaries.

Tracy Zeigler is a financial advisor with Merrill, holding a Series 66 designation and over 19 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith and Merrill since 1992, totaling 34 years in the financial services industry. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Gregory Larson is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2015, including its affiliated entity Ameriprise Financial Services, Inc. Prior firm history beyond Ameriprise is not noted. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jerome Fiordimondo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has extensive tenure at Prudential Insurance Company of America and Pruco Securities, LLC, where he worked from 1977 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, consulting, and access to various investment programs and products.

Ian Geffers is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2002. 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 strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s services are integrated within Bank of America’s broader platform, providing access to various investment products and additional financial services.

Zachary Swol is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has been with Merrill since 2011. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, leveraging integration with Bank of America's broader platform.

Aidan Bremer is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Stadium Graphics, SHI International Corp., Northwestern Mutual, and Homplate Catering. 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 institutional clients.

Roseana Holder is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2007. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s broader platform, providing access to various products and services beyond typical investment management.

Ryan Forman is a Series 66-licensed financial advisor at Wells Fargo Advisors with one year of industry experience. Before joining Wells Fargo Advisors in 2022, he worked at APPS Paramedical, Chariot Valet, and Green Valley Country Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services including retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and planning tools to develop tailored recommendations.

Javier Tovar is a financial advisor with J.P. Morgan Securities in Princeton, NJ, holding Series 65 and Series 63 licenses and bringing three years of industry experience. His prior roles include positions at Hennion & Walsh Inc. and 360 One Firm. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence to inform recommendations. The firm operates within the larger J.P. Morgan organizational structure and applies an ESG eligibility framework in its investment selections.

Craig Rudisill is a financial advisor with Merrill and holds Series 63 and Series 65 registrations. He has 18 years of industry experience, including roles at Merrill since 2007 and Bank of America since 2009. Outside of his advisory work, he is involved in managing two sole proprietorships related to household employment tax registrations. 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, and institutional investors.

Peter Valenti is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He previously spent 34 years with Pruco Securities, LLC and has been associated with Prudential Insurance Company of America since 1990. Valenti also acts in a fiduciary capacity through a personal business entity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of model portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage services.

Brian Kovener is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Osaic Wealth, Inc., having joined in 2024, following prior roles at Securities America and Investacorp. Outside of his advisory work, Kovener serves as Publishing Director for VUE NJ, a bi-monthly print magazine. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs various asset-allocation tools and third-party platforms to create portfolios encompassing stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Matthew Pusak is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ. He has 15 years of industry experience, having worked at Merrill since 2010. Merrill offers 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 integrates model-based and discretionary investment strategies, leveraging its connection with Bank of America to provide access to a wide range of products and services.

Nicholas Giglio is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work includes roles at various companies such as B&C Specialist, Daddy'O, and Recjr Enterprise/Uber. Outside of finance, he has been involved with Daddy'O for two years. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Christopher Dunning is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 credential and has been with Merrill since 2014. 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. The firm operates within Bank of America’s broader corporate platform, providing access to various products and services.

Michael Manners is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work includes roles with the New Jersey Tutoring Corps and the Claremont Institute, and he has experience in tutoring and educational activities. 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, and institutional investors.

Aedres Nadjem is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Prudential-related firms. Outside of his advisory role, Nadjem works as a delivery driver for logistic services and food delivery companies. 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 individuals, high-net-worth clients, pension plans, and corporate fiduciaries.

Brian Adelberger is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo entities since 2008, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s process 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.

Dwight Dudas is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1991 and more recently joined LPL Enterprise in 2024. Outside of his advisory role, he owns Dudas Insurance & Financial Services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model portfolios, and a range of brokerage and insurance products through an integrated platform combining advisory programs with other financial services.