Kenton Mcmahon is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 65 and Series 63 designations and has been with Ameriprise and its related entities since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, incorporating both proprietary research and third-party data.

David Shea is a Senior Financial Advisor with Merrill Lynch Wealth Management in Princeton. He joined Merrill Lynch in 1985 after graduating from Rider University with a Bachelor of Science in Commerce. David holds the professional designation of Personal Investment Advisor (PIA). Throughout his career, David has managed significant client portfolios, with approximately 550 million dollars in client balances as of February 1, 2022. He focuses on understanding his clients' financial goals and developing strategies to help achieve them. David resides in Robbinsville, New Jersey with his wife, Erin, and has two grown children. He has been active in his community, serving on various boards and committees and volunteering with local organizations.

Dalton Onifer is a Series 66 licensed advisor at Merrill with 11 years of experience, all spent at the firm. He is based in Pennington, NJ. 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, and institutional investors. The firm is integrated into Bank of America’s platform, providing access to a wide range of financial products and services.

David Mezynski is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Bank of America, Church & Dwight Co, and Pruco Securities LLC. 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 with Bank of America’s broader platform, providing access to a wide array of products and services.

Travis Jacobson is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked at Merrill since 2013. Outside of his advisory role, he owns a rental property business in Asbury Park, New Jersey. 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.

Elizabeth Burton is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith since 2006. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a broad range of model-based and discretionary investment strategies to individual, high-net-worth, pension, charitable, and corporate clients. The firm operates within Bank of America’s broader platform, providing access to various products and services beyond typical investment offerings.

Urmi Parikh is a Financial Services Advisor (FSA) with Merrill Lynch Wealth Management. In this role, she focuses on connecting clients to tailored financial plans and strategies that align with their individual ambitions and priorities. She works with clients to address various personal financial goals, including funding education, planning for retirement, managing potential health care costs, and developing long-term family financial strategies. Urmi holds the Professional Investment Advisor (PIA) designation and earned her bachelor's degree from the University of North Carolina System. Her approach centers on simplifying the complexities of investing, ensuring transparency, and creating personalized strategies that reflect each client’s unique perspectives and priorities.

Eric Rosen is a financial advisor with UBS Financial Services in New Hope, PA, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with UBS since 2000. Outside of his advisory work, he serves as Finance Chairperson for Kehilat Hanahar, where he assists with budget reconciliation and fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to provide a comprehensive platform for its clients.

Kelly Nilsen is a financial advisor at Merrill with Series 63 and Series 66 credentials and 30 years of industry experience. She has been with Merrill Lynch since 2000. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies implemented by affiliated managers and integrated within Bank of America’s broader corporate platform.

Jean Marie Foreman is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and six years of industry experience. Her work history includes positions at Merrill since 2019 and Bank of America, N.A. since 2021. 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 a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates into Bank of America’s broader corporate platform, providing access to a wide set of products and services beyond traditional investment management.

Timothy Kent is a Series 66-credentialed financial advisor with Merrill, based in Princeton, NJ. He has 17 years of industry experience and has worked at both Merrill Lynch and Bank of America since 2008. Outside of his advisory role, he is the owner of the Kent Family Gift Fund, a donor-advised fund through which he and his spouse make charitable donations. 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.

Joel Spangler is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing decades of experience in the financial services industry. He began his career in 1990 with Prudential, followed by roles at Lehman Brothers in Manhattan, Merrill Lynch, and Morgan Stanley, before returning to Merrill in 2016. Joel focuses on retirement and personalized investment planning for individuals and families, as well as providing business and institutional advice in cash management, retirement plans, and business lending services. Joel holds the CERTIFIED FINANCIAL PLANNER® designation from the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Plans Specialist™ designation, and is recognized as a Personal Investment Advisor. He earned a Bachelor of Science degree in Finance from The Pennsylvania State University and an MBA in Finance from New York University’s Stern School of Business. In addition to his advisor role, Joel serves as an adjunct professor at Temple University’s Fox Business School, teaching Financial Planning in the MBA program. Outside of his professional commitments, Joel enjoys spending time with his family, including his wife Lisa and their two sons. He is active in outdoor pursuits such as golfing, hiking, racquetball, and scuba diving, often organizing family vacations centered around these activities.

Owen Black is a financial advisor at UBS Financial Services with five years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Owen has a Series 66 designation and is based in Princeton, NJ. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Kharmia Powell is a Wealth Management Advisor with Merrill Lynch Wealth Management. She leads a team that assists individuals and families in identifying their financial goals and implementing tailored wealth management strategies. Her work includes collaboration with other family advisors on estate planning matters, such as strategic philanthropic giving. Prior to joining Merrill Lynch in 2001, Ms. Powell was a bond analyst at J.P. Morgan Securities in New York. Before her tenure at J.P. Morgan starting in 1994, she served as president of an international management consulting firm based in New York City. Ms. Powell holds a Bachelor of Arts degree from Smith College and has studied law and finance at the University of Pennsylvania Law School and New York University Stern School of Business. She holds the Certified Private Wealth Advisor (CPWA) designation and a Personal Investment Advisor (PIA) designation, maintaining ongoing education in finance and ethics. Ms. Powell has served on the board of directors of the Gift Planning Council of New Jersey, a professional organization dedicated to education and training in philanthropy. Her approach emphasizes collaboration to create personalized financial plans aligned with clients’ life priorities, family goals, and aspirations.

John Bondea is a financial advisor at Wells Fargo Advisors in Princeton, NJ, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked with Wells Fargo Advisors since 2013 and also owns and operates J Bondea Wealth Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services across a broad range of areas, including retirement, education, risk, and wealth-transfer planning. The firm offers tailored recommendations supported by proprietary research and planning tools, with optional implementation through various brokerage and advisory programs.

Yan Pollack is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Asset Management and Goldman Sachs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and comprehensive investment research.

William Trudell is a financial advisor with Merrill, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Stephen Council is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is the owner of PBD Productions, a photography and videography business, and serves as an officer delivering magazines for The Positive Community Magazine. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ashwin Mudiraj is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America since 2017. Prior to his career in finance, he was involved with Aloha Grove Surf Shop for three years. 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. The firm is integrated with Bank of America’s corporate platform, providing access to a wider set of products and services.

Joseph Maida is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services since 1999 and has owned Maida & Maida LLC, an accounting and tax preparation firm, since 2008. Maida serves as a trustee and member of the Finance and Budget Committee at the Princeton Senior Resource Center. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform with various program structures and custodial relationships.