Glenn O'Brien is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Morgan Stanley and has held various positions across education and corporate sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Patrick Carpio is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2008. Prior to and during his tenure at Merrill, he has also worked at Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, and institutional accounts.

Brian Bertolini is a financial advisor at Merrill with 17 years of experience at the firm and 8 years in the industry. He holds a Series 66 designation and is based in Pennington, NJ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cole Garrow is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at LPL Enterprise LLC / Prudential Advisors and has a background that includes roles outside the financial sector. He has been involved with local sports organizations, including the Flemington Baseball Academy and Hopewell Basketball Association. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional plans.

Jordan Assentato is a financial advisor at Cetera with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Ameriprise, ADP, and Lincoln Financial Group. In addition to his advisory role, he serves as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Arthur Percario is a financial advisor at Merrill with 38 years of industry experience. He has held his current position at Merrill since 1989 and holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal and third-party teams.

Robert Pallitto is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012. 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.

Ian Stewart is a Planning Consultant who collaborates with clients to develop financial plans tailored to their goals and objectives. He has professional experience as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Representative at Fidelity Investments from 2021 to 2022. In 2021, he also worked as a Financial Consultant at Equitable. Outside of his professional work, Ian is interested in family activities, fitness, football, parenthood, and pets.

Matthew Faleska is a financial advisor at Merrill with a Series 66 license and one year of industry experience. His prior work includes roles at Five Points Financial, Inc. and involvement with the Raritan Valley YMCA. Outside of finance, he has experience working in educational and recreational settings, including Rider University and Crystal Springs Family Waterpark. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Arcuri is a financial advisor at Merrill with a Series 66 designation and recent entry into the industry. His prior roles include positions at The LNS Group and UPS, along with experience in education and small business operations. Merrill, together with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sonat Topuzoglu is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2017 and was previously employed at Broadridge Financial Solutions for one year. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lori Mc Guinness is a financial advisor with J.P. Morgan Securities in Princeton, NJ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Her previous roles include positions at Morgan Stanley and David Lerner Associates, among others. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Tiana Nelson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles outside of finance at companies such as Lululemon, Savage X Fenty, and Gap. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paige Singer is a Series 66-licensed financial advisor at Merrill with 15 years of industry experience. She has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chia Hu is a financial advisor at Merrill with 20 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies overseen by internal and third-party managers.

Brooke Gomba is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edward Scull Jr. is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 65 credentials and 41 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of finance, he serves on the advisory board of canine support teams, a nonprofit organization focused on animal-related services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

Ahmed Abdelbaki is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Merrill since 2013. Outside of his advisory role, he operates a sole proprietorship selling sports card collectibles on eBay. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Satya Ekambaram Narayana Reddy is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill in 2025, he held roles at Rider University and C2 Education, and has experience in education and entrepreneurial ventures, including involvement with Bamboo Shoots LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eileen Keenan is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.