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.

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.

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.

Evan Levitsky is a financial advisor with LPL Enterprise in Warrington, PA, holding a Series 66 credential and three years of industry experience. He previously worked with The Prudential Insurance Company of America and Pruco Securities LLC, and he has held roles outside finance, including employment at Boscov’s involving video surveillance and loss prevention. Outside of his advisory role, he is involved as a referee and coach in sports and fitness. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios and third-party asset management programs, and a range of brokerage and insurance products.

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.

Elizabeth Fizell Jenkins is a Wealth Management Advisor specializing in helping clients manage their wealth in alignment with their individual needs and values. She incorporates Sustainable, Responsible, and Impact (SRI) investing considerations and Environmental, Social, and Governance (ESG) analysis to assist clients in pursuing measurable social and environmental impact alongside their financial goals. Elizabeth has particular experience working with women, individuals going through divorce, and members of the LGBT community, recognizing the unique needs of non-traditional families. Before joining Merrill Lynch Wealth Management, Elizabeth spent 25 years as a technologist and consultant. She holds a B.A. in Economics from the University of Virginia and has earned several professional designations, including Certified Divorce Financial Analyst (CDFA), Certified Private Wealth Advisor (CPWA), and Chartered SRI Counselor (CSRIC). She co-founded a nonprofit organization dedicated to supporting clients through the challenges of divorce. Elizabeth is involved in her community through various organizations, including serving as a Board Member for the Cancer Support Community of Greater Philadelphia and participating in local chambers of commerce and cultural groups. She lives in Bucks County with her husband and has interests in live music, crocheting, and ice hockey.

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.

Denise Martin is a Wealth Management Advisor, First Vice President, and Portfolio Advisor at Merrill Lynch in Doylestown, Pennsylvania. She has provided integrated wealth management and financial advice for over three decades, serving affluent individuals, business owners, and corporate executives. Denise focuses on retirement income planning and analysis, distribution options for employer-sponsored retirement plan assets, estate planning issues, and strategic investment processes. She leads a team that delivers annual in-depth strategic analyses of portfolios, considering risk tolerance, time horizon, liquidity needs, and asset allocation to support clients in pursuing their financial goals. Denise holds several professional designations, including Accredited Asset Management Specialist (AAMS®), Certified Plan Fiduciary Advisor (CPFA®), Chartered Retirement Planning Counselor (CRPC™), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA®). She is a licensed long-term health care and life insurance agent, including annuities, and is a member of the Bucks County Estate Planning Council. Denise earned her bachelor's degree from LaSalle University, where she also studied in Switzerland at the University of Fribourg. She graduated from Villa Joseph Marie High School in Holland, Pennsylvania. In addition to her professional work, Denise is involved with various non-profit organizations in the Bucks County community. She enjoys biking, cooking, football, music, reading, running, spending time with her family, swimming, traveling, and yoga. Denise values meeting clients face-to-face and fostering an educational environment through webinars and in-person events to facilitate shared learning and financial growth.

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.

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.

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.