Brian Gibson is a financial advisor at Merrill with 31 years of industry experience. He has held his current position at Merrill since 2005. Gibson holds Series 63, Series 65, and Series 66 designations. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program. The firm offers a range of investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, integrating model-based and discretionary approaches supported by Merrill’s Chief Investment Office.

Christopher Romano is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2000. Outside of his advisory role, Romano serves as a referee for youth and adult soccer games and is involved with the Hulmeville Soccer Club. 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.

Jesse Bauta is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and at Bank of America since 2024. Outside of finance, he previously managed DaddyO Bar and Restaurant from 2015 to 2020. 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.

Nazar Shkambara is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2008 and holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Nazar earned a Bachelor's Degree from Rutgers University. Throughout his career, Nazar has worked with high net worth families, professionals, and small business owners to manage their wealth through various market cycles by focusing on goals-based wealth management, wealth accumulation, preservation, and transfers. His expertise includes retirement planning, estate planning, insurance, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. He is a member of the Financial Planning Association. Outside of his professional work, Nazar enjoys fishing, golfing, running, spending time with his family, and traveling.

David Weaver is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Merrill and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, Primary Financial, and Axa Advisors. Outside of his advisory role, he is the sole owner of a rental property in New Jersey. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Erika Dodd is a Financial Consultant currently working at Fidelity Investments since 2021. She has about a decade of experience in the financial industry, with previous roles at The Vanguard Group, Inc. including Financial Advisor from 2020 to 2021, Client Consultant from 2019 to 2020, and Brokerage Investment Professional from 2017 to 2019. Throughout her career, Erika has focused on supporting, educating, and empowering clients to make informed financial decisions. She emphasizes understanding the emotional aspects that can influence financial planning, working collaboratively with clients to develop plans aimed at achieving their long-term goals. Outside of her professional work, Erika enjoys activities such as going to the beach, attending concerts, participating in family activities, fitness, reading, and practicing yoga.

Ira Fox is a financial advisor with Cetera, holding a Series 63 designation and 26 years of industry experience. He has worked at Cetera since 2004 and is also the owner of Fox & Company PC, a CPA firm providing accounting and tax services since 1983. Outside of advising, he is involved with Creative Financial Services, Inc., which supports his investment practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment strategies through a large nationwide network of independent advisors.

Daniel Silveira 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 and Bank of America since 2015. 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, including individuals, high-net-worth clients, and institutional investors.

Austin Damico is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he has held various roles in education and the energy sector. 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.

Michael Gualtieri is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America, Uber, and DoorDash. He has a background that spans both financial services and technology sectors. 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, and institutional investors.

James King is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 credential and has been with Merrill for a total of 21 years, including a brief tenure at Bofa Securities, Inc. in 2019. 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.

Christopher Heiser is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with J.P. Morgan entities since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

John Wesley is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2013 and Bank of America, N.A. since 2014. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Miguel Fiel is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Ryan Quillen is a financial advisor with LPL Financial in Skillman, NJ, holding a Series 66 designation and over 30 years of industry experience. Prior to joining LPL Financial in 2025, he spent nearly two decades at IC Advisory Services, Inc. and The Investment Center, Inc. He serves as a board member for the Montgomery Basketball Association, a local nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Cory Elliott is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 designations and eight years of industry experience. He has been with Merrill since 2017 and has additional business activities including part-time sales on the eBay platform. 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.

Sean Driscoll is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill through its legacy partners in 1999 and has over 25 years of experience in the financial services industry. Sean works with individuals and families, focusing on retirement wealth accumulation, income planning, legacy wealth transfer, family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. He manages custom investment strategies on a discretionary basis and selects from a wide range of Merrill Lynch model portfolios and third-party investment strategies. Sean holds the Chartered Retirement Planning Counselor (CRPC) designation and maintains several FINRA registrations, including Series 3, 4, 6, 7, 9, 10, 24, 63, and 65, as well as life and health insurance licenses with a focus on long-term healthcare insurance. He earned a Bachelor of Arts degree in Economics from Saint Michael's College in Vermont and also studied International Economics and Money & Banking at Richmond College in London, England. Sean has maintained a global perspective through extensive travel and service in the U.S. Peace Corps in the Philippines and the Dominican Republic. Outside of his professional role, Sean supports Parent Project Muscular Dystrophy and has participated in three New York City Marathons to assist the organization. His personal interests include biking, boating, cooking, gardening, golfing, music, skiing, spending time with his family, and traveling. He is also involved with community organizations such as the Cape Cod Museum of Art, Duxbury Yacht Club, The Dennis Conservation Trust, and Parent Project Muscular Dystrophy.

Mark Uehling is a financial advisor with UBS Financial Services in Newtown, PA, holding a Series 66 designation and eight years of industry experience. He has worked at UBS since 2017 and previously held a position at Smith and Nephew from 2011 to 2017. Uehling serves on the board of The ARC Alliance, a charity providing therapy services to children with developmental disabilities. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Anthony Iacono is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has worked at both Bank of America and Merrill since 2014. Outside of his advisory role, he owns a sole proprietorship providing website design services, a consulting firm focused on life coaching and small business development, and a publishing company. 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.

Michael D'antico III is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 66 and Series 63 designations and has prior work experience with Thrivent Financial, the State of New Jersey, County of Somerset, and Atlantic Ambulance Corp. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations across areas such as retirement, tax, estate, and special needs planning without discretionary portfolio management.