Robert Dudek is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of financial services including college education planning, equity compensation services, family wealth management strategies, and retirement income planning. Robert applies his professional experience to individual and corporate investment strategy, portfolio management, and liquidity management. With over 20 years of experience, Robert has a background in financial, management, operational, sales, marketing, training, and e-business knowledge. His approach focuses on Total Asset Management, assessing clients' current financial situations and developing strategic plans to help them reach their future goals. He holds a Personal Investment Advisor (PIA) designation and a Bachelor's degree from Fairleigh Dickinson University. Additionally, he completed a Certificate of Professional Development focused in Strategy from the University of Pennsylvania. Outside of his professional role, Robert is involved in the Montgomery Youth Sports Leagues and enjoys various personal interests including baseball, basketball, cooking, football, golfing, swimming, traveling, and spending time with his family.

Brian Reppert is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill since 2019. Prior to joining Merrill, he worked at Foresters Financial Services and Tfs Securities Inc. 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. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products and services.

Steven Cerula is a Series 66-licensed financial advisor with Merrill in Pennington, NJ, where he has worked since 2013. He has 10 years of industry experience. Outside of his advisory work, he operates a sole proprietorship selling sports memorabilia on eBay. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Adrianne Vickers is a financial advisor at Stifel with 44 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals—both high net worth and non-HNW— institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Anthony Mak is a financial advisor with Merrill in Pennington, NJ, holding Series 66 and Series 63 designations and 30 years of industry experience. He has been with Merrill since 1996. Anthony serves as Vice President of the Northern NJ chapter of the International Society of Certified Employee Benefits Specialists, a professional networking group for Certified Employee Benefits Specialists. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Antonina Sabelnik is a financial advisor at Merrill with seven years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Citigroup, JPMorgan Chase Bank, and Santander Securities. 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.

Mario Livecchi is a financial advisor at OSAIC with 19 years of industry experience. He holds the Series 66 designation and has worked at OSAIC since 2024, with prior positions at Securities America Advisors, Inc. and Investacorp Advisory Services. In addition to his advisory role, he serves as a financial executive in Princeton Investment Services, an investment-related business. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and third-party money managers to construct diverse portfolios tailored to client needs.

Cara Werkheiser is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2010. 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. The firm integrates investment management with Bank of America’s broader platform, providing access to various products and services.

Michael Gregson is a financial advisor at Fisher Investments with 18 years of industry experience. He holds a Series 66 designation and previously worked at New York Life Insurance Company for seven years before joining Fisher Investments in 2022. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized Investment Policy Committee that employs both quantitative and qualitative methods. The firm is notable for its extensive international client base and sub-advisory roles across various pooled investment vehicles.

Arlene Peters is a financial advisor at Cetera with 13 years of industry experience and holds a Series 66 designation. Her career includes roles at Ameriprise Financial Services, Avantax Advisory Services, and BKC Wealth Management. She also serves as an Executive Administrative Assistant at BKC Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients. The firm operates a multi-manager platform offering a range of program options and manages over $256 billion in assets through a network of more than 10,000 advisors.

Igor Istratii is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. His career includes roles at Bank of America, Northwestern Mutual, and Equitable Advisors. Prior to his financial services career, he worked at Les Halles Downtown for three years. 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 including individuals, pension plans, and charitable organizations.

Peter Olsen is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000. 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.

Christopher Storch is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2009. 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 broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Robert Gaines is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors LLC. Outside of his advisory role, he serves as an umpire for the Suburban Travel Baseball League in Bensalem, PA. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Christopher Kelly is a CFP® professional with eight years of industry experience currently advising at Ameriprise Financial Services. He previously worked at LPL Financial and Cardiome Pharma Corp. Outside of his advisory role, he serves on the Board of Directors for the Delaware Valley Food Pantry and is involved in tax preparation through his ownership of Penn Wealth Accounting Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Thomas Psaltis is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. He has worked with Merrill Lynch since 1998, including roles at Merrill Lynch Asset Management. He serves on the board of the Holy Trinity Greek Orthodox Church in Wilmington, DE, where he is involved in governance and may assume leadership responsibilities. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Kiera Hennessy is a financial advisor at UBS Financial Services with a Series 66 designation and four years at UBS following prior roles at Merrill, Janney Montgomery Scott, and Macquarie Investment Management. She has two years of industry experience and is based in Newtown, PA. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets solutions through its extensive platform.

Gia Brophy is a financial advisor at Merrill with 20 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2005. Outside of her advisory role, she works as a waitress at La Piazza Ristorante in Pennington, NJ. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Michael Nemeroff is a financial advisor at Merrill with 24 years of industry experience. He has worked at Merrill since 2019, following roles at Morgan Stanley and FINRA. He serves on a FINRA committee responsible for writing and reviewing continuing education regulatory content. 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 individual, high-net-worth, and institutional clients. The firm integrates with the broader Bank of America platform, providing access to a wide set of investment products and services.

Matthew Geraci is a financial advisor with Raymond James & Associates in Newtown, PA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at J.P. Morgan Chase and Raymond James Financial, as well as academic positions at the University of Delaware. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering planning and recommendations on a non-discretionary basis.