Ian Stewart is a Planning Consultant who collaborates with clients to develop financial plans tailored to their goals and objectives. He has professional experience as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Representative at Fidelity Investments from 2021 to 2022. In 2021, he also worked as a Financial Consultant at Equitable. Outside of his professional work, Ian is interested in family activities, fitness, football, parenthood, and pets.

Matthew Faleska is a financial advisor at Merrill with a Series 66 license and one year of industry experience. His prior work includes roles at Five Points Financial, Inc. and involvement with the Raritan Valley YMCA. Outside of finance, he has experience working in educational and recreational settings, including Rider University and Crystal Springs Family Waterpark. 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 and profit-sharing plans, corporations, and charitable organizations.

Nicholas Arcuri is a financial advisor at Merrill with a Series 66 designation and recent entry into the industry. His prior roles include positions at The LNS Group and UPS, along with experience in education and small business operations. Merrill, together with 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, pension plans, corporations, and charitable organizations.

Sonat Topuzoglu is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2017 and was previously employed at Broadridge Financial Solutions for one year. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Isaiah Burrows is a financial advisor at Raymond James & Associates with a Series 66 credential and three years of industry experience. Prior to joining Raymond James, he worked at Seton Hall University and was involved with Straight Edge Striping. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing around $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services with a variety of portfolio management styles.

Daniel Benster is a financial advisor with LPL Financial in Langhorne, PA, holding Series 63 and Series 65 designations and 32 years of industry experience. He has worked at several firms, including Janney Montgomery Scott, Wells Fargo Clearing, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology tools and a broad network of over 22,800 advisors.

Tiana Nelson is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 credential and one year of industry experience. Her prior work includes positions at Bank of America and retail roles at companies such as Lululemon and Savage X Fenty. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services focusing on model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paige Singer is a Series 66-licensed financial advisor at Merrill with 15 years of industry experience. She has been with Merrill since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

Chia Hu is a financial advisor at Merrill with 20 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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 overseen by internal and third-party managers.

Brooke Gomba is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has been with 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Charles Lovell is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. Outside of his advisory role, he owns and manages rental properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Edward Scull Jr. is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 65 credentials and 41 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of finance, he serves on the advisory board of canine support teams, a nonprofit organization focused on animal-related services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

James Mcgrath is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and over 34 years of industry experience. He has worked with Fulton Bank and Fulton Financial Corporation, where he is currently involved in investment sales and service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting, employing risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Ahmed Abdelbaki is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Merrill since 2013. Outside of his advisory role, he operates a sole proprietorship selling sports card collectibles on eBay. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Satya Ekambaram Narayana Reddy is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill in 2025, he held roles at Rider University and C2 Education, and has experience in education and entrepreneurial ventures, including involvement with Bamboo Shoots LLC. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alfred Toussaint is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill and its affiliate Bank of America since 2013. Outside of his advisory role, he is a general partner in a limited partnership focused on buying and reselling properties. 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 individual and institutional clients.

Jason Hodak is a financial advisor at Merrill with 21 years of industry experience. He has worked with Merrill since 2015. Outside of his advisory role, he works as an independent contractor consultant providing transportation services for Uber Technologies, Inc. Merrill, together 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 provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Welsh is a Series 66-licensed advisor at Merrill with two years of industry experience. Prior to joining Merrill, he worked at PNC Bank and has held various roles outside of the financial industry, including positions at Misericordia University and Prendergast Landscaping. 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 institutional investors.

John Mcdermott Jr. is a Series 66 licensed advisor with Raymond James & Associates in Newtown, PA, where he has worked for 13 years. Outside of his advisory role, he owns and operates Clear Horizons Window Cleaning, a business focused on development and operations. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing tailored financial planning and consulting through a range of portfolio management styles and affiliated research resources.

Mitchell Foreman is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ. He has 14 years of industry experience and has been with Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal and third-party managers.