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.

Omar Rasheed is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2002 following his tenure at Morgan Stanley and brings a background in hospitality management, where he owned and operated a business with 150 employees. This experience informs his approach to addressing the financial challenges faced by small business owners and individuals alike, emphasizing fairness and personalized service. Omar holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), Chartered Retirement Plans Specialist™ (CRPS™), Certified Plan Fiduciary Advisor® (CPFA), Certified 401(k) Professional (CKP), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He received his High School Diploma from Archbishop Ryan High School and communicates with clients in English, Turkish, and Arabic. His expertise covers areas such as college education planning, corporate executive services, divorce transition planning, executive compensation, family wealth strategies, defined contribution plan consulting, LGBT wealth planning, small business strategies, retirement income, and personal retirement planning. In his volunteer work, Omar has contributed to Big Brothers Big Sisters in the greater Philadelphia region. Outside of his professional responsibilities, he enjoys cooking, hiking, horseback riding, music, photography, and traveling. Omar resides in Newtown, Pennsylvania, with his wife, son, and their dog, Niko.

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.

Neil Auricchio II is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill since 2004, totaling 22 years at the firm. Outside of his advisory role, he is involved with Netflix Productions, LLC as a background/extra employee. 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 Smallwood is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to develop financial strategies aimed at building, preserving, and transferring wealth. Theodore focuses on understanding each client's priorities to provide tailored financial planning. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Pennsylvania State University. Theodore emphasizes building long-term relationships and serving as a trusted resource to support his clients' financial objectives.

Barry Shevlin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 42 years of industry experience. He has been with Cambridge since 2011 and also serves as president of Shevlin Investments, Inc., a firm he founded in 2002. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management strategies and platform arrangements.

Marc Porpora is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held various roles including positions at Bank of America, Ramapo College, and The Commencement Group. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated within Bank of America’s broader platform, providing access to a wide set of products and services.

Chunhua Xin is a financial advisor with Primerica Advisors in West Windsor, NJ, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Primerica, Xin has worked with firms including Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and various financial and real estate companies. Xin is also involved with Faithful Financial, LLC. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery investment strategies managed by unaffiliated asset managers and supports its services with custody and execution partnerships.

Misty Carroll Devine is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 10 years of industry experience. She has worked with Ameriprise and its affiliates since 2017, including prior experience at Creative Financial Group. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm serves a broad client base and provides advisory, brokerage, and insurance solutions through a large institutional platform.

Charles Ingulli Jr. is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 credential. His prior roles include positions at Hornor Townsend & Kent Inc and several other firms. Outside of advising, he is involved in community service as a borough councilperson in Langhorne, serves as president of Filitalia Bucks County, teaches as an adjunct at Holy Family University, and owns a tax preparation business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide written recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

David Lanka is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill Lynch & Co., Inc. since 2007. 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 is integrated into Bank of America’s broader corporate platform, providing access to a wide set of products and services.

Marko Milosevic is a financial advisor at Merrill with 10 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at both Merrill and Bank of America, N.A. since 2015. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

David Wallace is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ. He has 21 years of industry experience, including 16 years with Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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.

George Yarnall is a financial advisor with Raymond James Financial in New Hope, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Raymond James since 2011 and is also associated with Tower Financial Partners as an independent contractor. Yarnall has been involved with the New Hope Historical Society since 2005. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and public entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis, modeling tools, and firm research to tailor strategies for clients.

Ryan Noonan is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 2001. In his current role, he partners with high net worth clients and their families to address key financial topics including retirement planning, investment strategy, principal and income protection, equity compensation planning, and estate planning considerations. With over two decades of experience at Fidelity Investments, Ryan has held various positions including Investment Consultant and roles in client service and trading. He holds a California Insurance License, supporting his work in comprehensive financial consulting. Outside of his professional responsibilities, Ryan engages in family activities and enjoys fitness, outdoor adventures, parenthood, running, and traveling.

Michael Mcginn is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with MassMutual Life Insurance Company since 2016, following a prior role at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory work, he owns a CPA firm where he prepares individual tax returns. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved software for goal analysis and written recommendations.

Jess Muha is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Bank of America and Merrill since 2011. Outside of her advisory role, she tutors students with extended absences from school due to physical or mental illness through the Hamilton Township Public Schools' home instruction program. Merrill provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions program, offering a range of discretionary and model-based investment strategies to individuals, high-net-worth clients, pension plans, and other entities.

Cody Colville is a financial advisor at Osaic with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles including with Legacy Financial Group and as a steamfitter. Outside of his advisory work, he is involved with Lumen Financial Group in an administrative capacity. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, using a range of asset-allocation tools and automated rebalancing to construct diversified portfolios.

John Maziarz III is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has previously worked at M Holdings Securities, Inc. and JKJ Financial Services. Outside of advisory work, he was involved with GOAT Logistics LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management strategies and multiple custody and platform arrangements.

Farah Kazmi serves as a Wealth Management Advisor, providing financial guidance and strategies tailored to meet her clients’ distinct financial situations and goals. She works within Merrill Lynch Wealth Management, leveraging the firm’s broad investment insights and banking resources to support entrepreneurs, business owners, and individual clients in achieving their objectives. While specific details on Farah’s professional background, education, and credentials are not provided, her role focuses on delivering customized financial advice by understanding clients’ preferences, time horizons, liquidity needs, and risk tolerance. She follows a consultative approach, regularly engaging with clients to keep financial strategies current and aligned with their evolving goals. No information regarding Farah Kazmi’s personal interests or community involvement is available.