George Mccleary is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for FSC Securities Corporation for 25 years. He also operates a tax preparation business during tax season and sells insurance products when suitable for clients. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors. The firm provides integrated brokerage and investment advisory services with a range of portfolio management options and access to third-party managers.

Amy Hurler is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She has been with Merrill since 1993. 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, and charitable organizations. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide set of products and services.

Martin Hirsch is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2007. Hirsch serves as an advisory board member of the National Association of Stock Plan Providers. 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 related investment strategies to individual, high-net-worth, institutional, and charitable clients. The firm integrates investment management with Bank of America’s broader platform, delivering access to a wide array of financial products and services.

Rohini Nangpal is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and has been with Merrill since 2018. Prior to that, she worked at Swarovski Retail Ventures for four years. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Brendan Black is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside the financial sector, he served at Blue Star Lacrosse for four years. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through its proprietary research and capital markets platform.

Marc Wisotsky is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009, currently working at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including financial and estate planning, and manages approximately $2.74 trillion in client assets.

Dylan Burnheter is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to his current role, he has held positions at Bank of America, lululemon, and several other organizations across various 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its services within Bank of America’s corporate platform, providing access to a broad set of financial products and strategies.

Christopher Simone is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and has been with Merrill and its affiliated entities since 2006. Merrill provides managed account services through the Select Portfolio Solutions program, serving 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 and operates as part of Bank of America’s broader corporate platform.

Edward Guerin is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he is the owner of Learn & Play Basketball LLC and serves as a board member and treasurer for the nonprofit MaxStrong, which supports families affected by neuroblastoma. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes discretionary options, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Robert Mclarnon is a financial advisor with Cetera, holding a Series 66 credential and bringing 10 years of industry experience. He has worked at firms including LPL Financial and owns Strack Associates Inc., which provides income tax preparation and bookkeeping services. He is also involved as a partner in Bucks County Wealth Management LLC and BCWM Realty Group LLC. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and custodial relationships.

Christopher Bramwell is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has prior work history with Fisher Investments and Bank of America/Merrill Lynch. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Lucas Cirullo is a financial advisor with Merrill and holds a Series 66 designation. He has four years of industry experience, including roles at Merrill since 2022 and Bank of America since 2024. Prior to his financial services career, he worked various seasonal positions at golf clubs and attended the University of South Carolina from 2018 to 2022. 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 range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm leverages Bank of America’s broader platform, providing access to a wide set of products and services beyond many peers.

Zachary Gibson is a Series 66-credentialed financial professional affiliated with Cetera, with two years of industry experience. He has held roles at multiple firms, including 44th Street Capital Advisors LLC and Wealth Management Associates, and also operates GibsonMayer, LLC, where he provides tax preparation and bookkeeping services. Zachary serves clients from Yardley, PA. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform that serves individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform featuring both affiliated and third-party strategies.

Quinn Daly is a financial advisor at Merrill with 12 years at the firm and 8 years of industry experience. He holds a 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, and other fiduciaries. The firm’s integration with Bank of America enables access to a broad set of products and services beyond typical managed accounts.

Brian Marmar is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at PNC Investments, PNC Bank, and TIAA-CREF. 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, pension plans, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of products and services beyond typical managed account offerings.

Devin Shaffer is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked previously at Northwestern Mutual and Robert Half. 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. The firm is integrated into Bank of America’s broader corporate platform, providing access to various investment products and services.

Julian Bremser is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Merrill since 2003. 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. The firm integrates investment management with Bank of America’s broader platform, including lending, custody, and principal trading services.

Marlene Burns is a CFP® professional at Ameriprise with 30 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she works as a Decor Associate at Terrain at Delaware Valley University, engaging customers in home decor and gardening. Ameriprise serves high-net-worth individuals, offering retirement-income planning and a range of advisory, brokerage, and insurance solutions. The firm uses a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement recommendations focused on clients with significant assets under management.

Alexander Williams is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ, and has three years of industry experience. His prior work includes roles at Bank of America, Uber, Doordash, and several logistics and resource companies. 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 range of clients including individuals, high-net-worth clients, and corporate fiduciaries.

Edward Kania is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1994. 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.