Jules Andrianantoandro is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2008 and Bank of America, N.A. since 2011. Outside of his advisory role, he represents a family-owned food facility in Antalaha on FDA matters related to import shipments when necessary. 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.

Alec Jurczynski is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill in 2022, he worked at Mercer County Community College and operated Villa Rosa Ristorante and Pizzeria. 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, institutions, and charitable organizations.

Zad Mahana is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works directly with clients to identify their financial goals and develop portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adapts portfolio strategies as clients' circumstances evolve. He brings expertise in various areas including general investing, retirement planning, and saving for unexpected events. Zad invests time in understanding his clients' priorities and concerns to offer personalized financial guidance. He holds the professional designation of Personal Investment Advisor (PIA). Zad earned a Bachelor's Degree from George Washington University and is proficient in both English and Arabic.

Kyle Dudek is a financial advisor at Merrill Lynch Wealth Management. He helps clients navigate complex financial challenges and develop tailored strategies to maximize resources and achieve long-term goals. Kyle's expertise includes education planning, legacy planning, liquidity management, personal retirement planning, portfolio management services, sports & entertainment, individual and corporate investment strategy, and tax minimization. He works with clients to create personalized strategies that account for their unique financial situations, using a proprietary Personal Wealth Analysis™ to assess their full financial picture and develop clear blueprints to optimize assets and reduce tax exposure. Kyle holds a Bachelor's Degree from the University of Delaware and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Kyle has interests in adventure sports, antiquing, basketball, football, ice hockey, music, running, spending time with his family, traveling, and watching movies.

Susan Cornford is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at Merrill since 2019 and has prior experience at Bank of America, N.A., among other firms. Outside of her advisory role, she is involved with Easter Seals, helping to fund recreational activities for her disabled son. Merrill provides managed account services through its Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Eric Mitchell Jr. is a Series 66-registered advisor with Merrill, based in Pennington, NJ, and has six years of industry experience. His prior roles include positions at Bank of America, Citizens Bank, and Investors Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based, third-party managed, and discretionary strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Papa Macisse Diop is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His background includes roles at sports organizations such as FC Cincinnati and Philadelphia Union, as well as positions at T3 Trading Group LLC and Rutgers University. 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 individual and institutional clients.

Iliana Nyktas is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior roles include work with the U.S. House of Representatives and the Mercer County Board of Elections. Merrill provides managed account services through its Select Portfolio Solutions program, serving a diverse client base that includes 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 into Bank of America’s broader platform.

Tony Wilson is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill 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, and other organizations. The firm’s integration with Bank of America enables access to a broad set of investment products and services.

Steven Janecek is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2002. Merrill offers managed account services through the Select Portfolio Solutions program to a wide range of clients, including individuals, high-net-worth clients, and institutional accounts. The firm integrates model-based and discretionary investment strategies and operates within the broader Bank of America corporate platform.

Thomas Kerest Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been affiliated with Linsco Private Ledger since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Karen Crovicz is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

David Hogan is a financial advisor at Merrill with Series 63 and Series 65 licenses and over 42 years of industry experience. He has been with Merrill since 1983. 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 plans, and other institutional investors.

Lleyton Soares is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior experience at institutions including Johnson & Johnson and Bentley University. Outside of his advisory role, he is the founder and CFO of the Metro Hockey League, where he manages budgeting, purchasing, and general operations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Marissa Baldoni is a Wealth Management Advisor with the Kent Mollo Group at Merrill Lynch Wealth Management in Princeton. She joined Merrill in 2017, initially working as a Financial Solutions Advisor at Merrill Edge before becoming part of the Kent Mollo Group in 2019. Marissa collaborates with her team to provide clients with personalized financial advice aimed at simplifying the complexities of wealth to help individuals and families achieve their financial goals. Marissa holds multiple professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Wealth Management Advisor™ (AWMA™), Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a Bachelor of Science degree in Finance with a minor in Spanish from The College of New Jersey. Marissa is proficient in English and Spanish. Outside of her professional work, Marissa enjoys golfing, downhill skiing, especially at Powder Mountain in Utah, horseback riding, and spending time with her family.

Casey Ortiz is a Series 66-licensed financial advisor with eight years of industry experience, currently working at Merrill since 2018. Prior to this, Ortiz held roles at private family offices and Joe Hand Promotions. 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.

Thomas Morici is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 1998, progressing through various roles including Customer Service Representative, Financial Representative, Financial Planning Consultant, and Vice President, Account Executive before assuming his current position in 2013. Thomas specializes in partnering with clients to understand their financial goals, values, and risk tolerance, and develops customized financial plans tailored to individual needs. He emphasizes building strong relationships with clients and their families, focusing on trust, respect, and transparency. He holds a California Insurance License. Outside of his professional role, Thomas enjoys boating and golf.

Jennifer Holiday is a Series 66-licensed financial advisor with Merrill, where she has worked since 2006. She has 19 years of industry experience. Outside of her advisory role, she volunteers as a coach and team manager for Patriot FC and serves on the Youth Aid Panel of Bucks County, reviewing cases as an alternative to juvenile justice. 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.

Mark Heusinkveld is a financial advisor with Charles Schwab in Yardley, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2015 and was previously with TD Ameritrade, Inc. from 2022 to 2024. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a differentiated operational model with integrated custody and centralized supervisory arrangements.

Ryan Adam is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at OppenheimerFunds Inc. for seven years before joining Merrill in 2020. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, and institutional investors. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s corporate platform.