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.

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® and Series 66-registered financial advisor with 22 years of industry experience. He is currently with OSAIC and has previously worked at Lincoln Financial Advisors and Wells Fargo in various advisory roles. Outside of advisory services, he owns and operates an insurance agency offering disability, long-term care, and fixed life insurance products. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, diversification, and access to multiple investment platforms and third-party managers.

Marc Teitelbaum is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill since 2005. 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.

William Schetler Jr. is a financial advisor at Merrill with 8 years of industry experience. He holds Series 63 and Series 66 licenses and previously owned a landscaping business. At Merrill, he has been advising clients since 2017, and he has also worked at Bank of America since 2020. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Bryan Connolly is a CFP® with 39 years of industry experience. He has worked at OSAIC since 2023 and previously spent 25 years at FSC Securities Corporation. Outside of his advisory role, he owns Lumen Financial Group, a tax preparation business. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and nonprofits through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment solutions that include automated portfolio construction and access to third-party managers.

Rohan Seth is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he held roles at Salesforce, Inc. and Sisense, Inc. He is currently based in Lawrenceville, NJ. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using tools such as Monte Carlo simulations and offers a range of investment and planning services across retail and institutional markets.

Karl Conrad is a financial advisor at Merrill with 22 years of industry experience. He has been with Merrill since 1997 and holds Series 63 and Series 66 licenses. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sara Lemley is a Series 66 licensed financial advisor with Merrill in Pennington, NJ, having 11 years of industry experience. She previously worked at Oppenheimer for five years before joining Merrill in 2019. 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 with model-based and discretionary investment strategies developed by internal and third-party managers.

Jerry Schapira is a financial advisor with Stifel in Yardley, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and planning analyses, while clients retain discretion over implementation.

Scott Schwartzman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with PFS Investments Inc. and Primerica Financial Services since 2010 and 2011, respectively. Outside of his advisory role, Schwartzman provides bookkeeping and tax services for individuals and nonprofit organizations on a part-time basis. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, maintaining oversight of model selection and implementation.

Karl Falkenstein IV is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Morgan Stanley and its related entities since 2008. Falkenstein has worked primarily within Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning facilitated by dedicated Financial Advisors and specialized estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Joseph Maxwell is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. In this role, he works with high net worth clients and families, providing insight and support to help them work toward their financial goals. Mr. Maxwell has over 25 years of experience in the financial industry. Prior to his current role, he held several positions at Fidelity Investments, including Financial Planning Consultant and Investment Representative. His experience also includes roles as a Financial Analyst at Ayco Goldman Sachs Company, Financial Advisor at UBS PaineWebber, and Generalist at Thomas Weisel Partners. Outside of his professional work, Joseph Maxwell enjoys gardening, golf, kayaking, spending time with his pets, and traveling.

Kiranmai Ganti is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Bank of America and Educational Testing Service. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Jenkins II is a CFP® professional affiliated with LPL Financial, with 31 years of experience in the financial services industry. His prior roles include positions at Raymond James Financial Services Advisors and Wealth Advisory Services, where he spent 17 years. He is also an agent for non-variable insurance products, selling term and universal life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Filippo Maiello is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and 18 years of industry experience. His career includes roles at Bank of America, Santander Securities, and Vivint Solar. Outside of his advisory work, he has performed part-time work for Uber. 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 a range of individual and institutional clients.

Michael Jones is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1995. Outside of his advisory role, he serves as a poll/election worker in Doylestown, Pennsylvania. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm utilizes multiple program strategies and emphasizes tax-efficient investment solutions, supported by integration with Bank of America affiliates.

Gerasimos Melissaratos is a Branch Leader at Fidelity Investments, a role he has held since 2020. Prior to this, he served as a Branch Leader at TD Ameritrade from 2018 to 2020 and as a Senior Financial Consultant there from 2014 to 2018. His professional focus includes coaching and developing teams to deliver exceptional client experiences, emphasizing engagement and knowledge among associates. He is committed to fostering an environment that supports both associates and clients. Outside of work, Gerasimos is interested in family activities, fitness, social events, reading, traveling, and volunteering.

Vito Depalo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to providing personalized financial guidance. Vito earned a Bachelor's Degree from the State University of New York at Oswego, which underpins his expertise in the financial services industry. His role focuses on assisting clients with wealth management strategies tailored to their individual investment goals.