John Abbracciamento is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Bank of America and Merrill. Stifel serves a diverse range of clients, including individuals, institutional investors, and nonprofit entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

Michele Gilligo is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 1999. She specializes in helping individuals, families, and businesses develop financial strategies tailored to their short- and long-term objectives. Michele's areas of focus include college education planning, retirement income and personal retirement planning, liquidity management, portfolio management services, small business strategies, socially responsible and ESG investing, as well as services for endowments, foundations, and non-profits. Michele holds FINRA Series 7 and 66 securities registrations and the Professional Investment Advisor (PIA) designation. She earned a Bachelor of Science degree in Business Management from the Richard Stockton College of New Jersey. Michele works with a team of advisors and specialists to provide personalized service and customized financial solutions. She is fluent in English and French. Outside of her professional role, Michele lives in Chesterfield, New Jersey, and enjoys activities such as baseball, billiards, boating, fishing, gardening, hiking, music, and spending time with her family.

Konstantinos Rigas is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 1995. Outside of his advisory role, he is involved with Elite Laundry Systems, LLC, a business he has been associated with since 2010. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides integrated brokerage, custody, and cash management services.

John Trzeciak is a financial advisor at Merrill with 22 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Merrill since 2009 and also works with Bank of America, N.A. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s broader platform, including access to derivatives, lending, custody, and other financial products.

Olivier Martinez is a CFP®-certified financial advisor with 12 years of industry experience, currently with Morgan Stanley in Lawrenceville, NJ. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2026, and previously held roles at Bank of America and Merrill. Martinez has also been involved with nonprofit and community organizations including Skema US Foundation and Room Circus Medical Clowning. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Robert Di Falco is a financial advisor with Raymond James & Associates in Pennington, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he serves on the Pennington Borough Board of Fire Commissioners. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, along with institutional consulting and public finance services.

Janet Cook is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 66 designation 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 model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm operates within Bank of America’s platform, providing access to a wide range of investment products and services.

Dan Liu is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and two years of industry experience. He has previously worked at Bank of America, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he was involved with the National Alliance on Mental Illness in New Jersey for four years. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other fiduciaries.

Sebastian Cornejo is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. Prior to Merrill, he worked at Bank of America and The Vanguard Group. He has also held various roles outside the financial sector, including positions in logistics and museum work. 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, and institutional investors.

Ernest Luster is a financial advisor at Merrill with the Series 66 designation and five years of industry experience. He has worked at Bank of America, Merrill, Northwestern Mutual, and Kohl’s, and previously operated Luster Services. 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, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Nevin Sari is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has previously worked at Citigroup and Citco Fund Services, as well as BNY Mellon. Outside of his advisory role, he serves as a board member of the Turkish Women's League of America, an organization focused on teaching and preserving the Turkish language. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary financial planning and discretionary portfolio management, with notable capabilities in public finance and municipal work.

Kevin Young is a financial advisor with UBS Financial Services in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services since 1995. Outside of his advisory role, he volunteers as a mentor on the LaSalle Leadership Council at LaSalle College High School. 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 plans aligned with clients’ goals and risk tolerances.

Jeremy Rumpf is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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.

Mary Batcha is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of The Shannon Group, a family team dedicated to managing the financial lives of multi-generational families. She focuses on personalized financial planning including college education planning, retirement, legacy, philanthropic planning, and socially responsible investing. Mary joined Merrill Lynch in 2001 and serves clients nationwide by addressing their unique financial goals and adjusting strategies as personal situations and market conditions evolve. Mary holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Divorce Financial Analyst® (CDFA), and Chartered Retirement Planning Counselor™ (CRPC). She has served as the Resident Director for Merrill Lynch's Jenkintown, Pennsylvania office and participates in advisor education events within the firm. Mary graduated from Dickinson College and has been recognized on several industry lists including Forbes' "America's Top Women Wealth Advisors" and Working Mother/SHOOK Research's "Top Wealth Adviser Moms". She resides in Pennington, New Jersey with her husband and three children. Outside of her professional role, Mary spends time supporting her family's activities such as ice hockey and values a balance between work and family life.

Peter Renna is a financial advisor at Merrill with 22 years at the firm and 14 years of industry experience. He holds the Series 66 designation and is based in Pennington, NJ. 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 its investment services with Bank of America’s broader platform, providing access to a wide set of products and services.

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.