Dominick Clemente is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2019 and also spent time at Bank of America. Clemente attended Pennsylvania State University from 2014 to 2018. 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 plans, corporations, and charitable organizations.

Jonathan Cates is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017, previously spending four years at Delaware Investments. 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 plans, corporations, and charitable organizations.

Joseph Endaya is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2022. Outside of finance, his prior experience includes roles in education and community organizations such as Westfield Public Schools and Saint Helen's Church. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal and third-party managers.

Margaret McMahon is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 designation and has been with Morgan Stanley since 2013. 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 and estate planning strategies, managing approximately $2.74 trillion in client assets.

Melanie Jimenez is a financial advisor at Edward Jones with 15 years of experience at the firm and holds a Series 66 designation. She is based in Newtown, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

John Harwick is a CFP® with 24 years of industry experience, currently serving at Fidelity. He has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, with a notable use of systematic methodologies and AI technologies in its investment process.

Christian Dailey is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. He has been with Merrill and its parent company, Bank of America, since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Pakis is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with Merrill since 2015. Outside of his advisory role, he serves as a board member of St. Demetrios Greek Orthodox Church in Perth Amboy, New Jersey. 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, and institutional investors, implementing trading, account administration, and custody support.

Ryan Harrison is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Merrill since 2015. Outside of his advisory role, he works as an Uber driver. 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 strategies for a range of individual and institutional clients.

Hank Gallacher is a financial advisor at Merrill with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has been involved with Black Whale Bar and Fish House for six years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sean Mc Keegan is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work history includes roles at Roxiticus Country Club, FedEx, and Barclay Water Management, as well as time spent at Rutgers University and Ocean County College. 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 supported by internal and third-party managers for a range of individual and institutional clients.

Mark Irwin is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has held various roles within Fidelity since 2011, including positions at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund advisory including multi-manager structures, and is noted for its use of systematic methodologies and AI-driven research tools.

Brian Comartin is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 15 years of industry experience. He previously worked at John Hancock and John Hancock Distributors LLC for eight years before joining Merrill in 2019. 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, and institutional investors.

Matthew Vaneekhoven is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 6 years of industry experience. He has been with Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Scott Ratajczak is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including CUNA Brokerage Services and Thrive Capital Management. Outside of his advisory role, he is a referral agent for Weichert Referral Associates Co., Inc., assisting friends and family in connecting with real estate agents. Fidelity’s Strategic Advisers division offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios and registered investment companies.

Mark Shapiro is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 1999. Outside of his advisory role, he serves as Treasurer and board member for the Princeton Learning Cooperative, a nonprofit homeschooling support center. 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 plans, corporations, and charitable organizations.

Christina Blackwell is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2011. 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.

Mahfuz Hassan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2010 and with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets with a network of over 14,000 financial advisors.

Thomas Kellerman is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Newbridge Securities Corporation, and Black River Wealth Management. Kellerman also spent four years at Muhlenberg College. 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 individuals, and institutional investors.

Stanley Robbins is a CFP® with 22 years of industry experience. He is currently with OSAIC and has previously worked at Lincoln Financial Advisors, Wells Fargo Clearing, PNC Wealth Management, and Ameriprise. Robbins is also an owner and agent at LIFE IDEAL LLC, where he offers disability insurance, fixed annuities, long-term care insurance, and traditional fixed life insurance. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment process focusing on asset allocation and portfolio optimization, and offers both brokerage and advisory services through a multi-advisor platform.