Jacqueline Tregortha is a financial advisor with Merrill, holding a Series 66 credential and five years of industry experience. Her prior roles include positions at Bofa Securities, Royal Alliance, Commonwealth Financial Network, and CPA firms. She is also the sole owner of a rental property in Fort Myers, Florida. 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.

Chad Goerner is a CFP® professional with 28 years of industry experience, currently with RBC Capital Markets and City National Bank since 2021. He previously worked at UBS Financial Services Inc. for 12 years. Outside of his advisory role, he serves on the board of the New Jersey Conservation Foundation and the Hopewell Valley Arts Council, and he operates a farm-based hobby business, Mount Rose Farm & Distillery LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides tailored advisory programs with discretionary and non-discretionary portfolio management, integrating in-house and third-party investment managers, and offers a range of investment and financial planning services.

Benjamin Painter is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020. His prior experience includes roles at The Travelers Company, Inc., Rutgers University, The Home Depot, and he was involved with Enduring Charm LLC for ten years. 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.

David Ball is a Financial Advisor at Merrill Lynch Wealth Management who works with high-net-worth individuals, families, and business owners. His role focuses on goals-based planning and long-term decision-making aligned with each client's priorities. He specializes in areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and retirement income. David approaches financial advising with comprehensive wealth planning and investment management, emphasizing a planning-based strategy to help clients navigate complexity and bring structure to their financial lives. He often assists clients during transitional periods such as business succession and multigenerational wealth discussions, providing guidance through coordination of investment strategy and long-term wealth considerations. He collaborates with internal specialists at Merrill to address complex planning needs while delivering personalized strategies. He holds a Bachelor's Degree from the University of Massachusetts System and an MBA from Lehigh University. David is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor. Outside of work, he enjoys golfing, soccer, spending time with his family, and traveling.

Tinu Thompson is a financial advisor at Merrill with 20 years of industry experience. She has held her current position since 2016 and holds Series 63 and Series 66 designations. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration with Bank of America to offer access to a broad set of products and services beyond traditional investment management.

Steven Sabol is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 1997. Sabol also serves as a fiduciary with power of attorney responsibilities related to an IRA account. 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 integrated within Bank of America’s broader platform.

Kirti Rosenbaum is a Series 66-licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill and Bank of America, she held roles in insurance and roofing businesses, including ownership of Rosenbaum Insurance Agency, LLC. She was also the founder and president of Upstream Media, LLC, a data collection and analytics company. 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, and institutional investors.

Jeffrey Mote is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Princeton, New Jersey. He provides a wide range of financial services aimed at simplifying complex financial situations for his clients. Jeff focuses his practice on assisting a select group of corporations, non-profit organizations, and high net-worth families and trusts. Jeff has been a financial advisor since 1999 and joined Merrill Lynch Wealth Management in 2006. Prior to this, he worked as an advisor with UBS Financial Services and Wachovia Securities. He holds several professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jeff graduated from Villanova University with a Bachelor of Science degree in Finance. He specializes in managing new wealth, personal retirement planning, and retirement income. Outside of his professional work, Jeff enjoys golfing, tennis, music, traveling, and spending time with his family. He resides in Doylestown, Pennsylvania with his wife and four sons.

Maryann Lim is a Planning Consultant at Fidelity Investments, where she has been working since 2020. In her role, she partners with individuals and families to assist them in planning for their financial futures. She is a Certified Financial Planner (CFP4) professional committed to taking a holistic approach to financial planning by understanding each client's unique needs, goals, and opportunities. Maryann's expertise involves integrating various aspects of clients' financial lives to create comprehensive plans. Outside of her professional work, she enjoys hiking, outdoor adventures, parenthood, reading, and traveling.

Jason Boultbee is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill since 1999, working primarily in East Client Services. Outside of his advisory role, he is an independent distributor for AdvoCare International, a health and wellness company. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Colin Mc Cormick is a Series 66 licensed financial advisor with 15 years of industry experience. He has been with Merrill since 2010. 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. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Donald Maloney III is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He has held various roles in both the financial sector and other fields, including a brief period at the Wildwood Crest Police Department. Merrill provides managed account services through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm is integrated with Bank of America’s platform, providing access to diverse financial products and services.

Daniel Jacobs is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 17 years of industry experience, all with Merrill since 2009. He is a co-trustee of the A. L. J. Jr. Life Insurance Trust. 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.

Leslie Cruz is a financial advisor at Merrill with 29 years at the firm and five years of industry experience. She holds the Series 66 designation and is based in Pennington, New Jersey. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

George Burdge II is a financial advisor with Morgan Stanley in Flemington, NJ, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm’s approach includes structured planning processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Matthew Maskarinec is a financial advisor with LPL Financial, holding a Series 65 designation and based in Doylestown, PA. He has been with LPL Financial since 2025 and has over a decade of experience through his work at Hark Maskarinec, PC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Thomas Mcilraith is a financial advisor at Merrill with a Series 66 credential. He has been with Merrill since 2017 and has prior work experience at Uber and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and various institutional investors.

Cooper Simon is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work experience includes roles outside of finance, such as positions at Smashed Waffles and Moe's Southwest Grill. 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, and institutional investors.

Vincent Miseo is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America, Pruco Securities LLC, and Allstate Financial Services. His outside business activities include receiving non-variable health insurance commission trails on policies written before 2022. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform combining advisory programs with brokerage and insurance products.

Elizabeth Scafa is a CFP® professional with 26 years of experience in the financial services industry. She is currently affiliated with Cetera and serves as a Senior Wealth Advisor at TruPlan Financial Advisors. Her background includes roles in mortgage lending and insurance sales, and she is co-trustee of two family living trusts. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, charitable, and institutional clients across a wide range of portfolio management and financial planning services. The firm supports various investment strategies through affiliated and third-party managers, serving over 10,000 advisors and managing more than $256 billion in assets.