Aimee Conway is a financial advisor with Merrill who holds the Series 66 designation and has 24 years of industry experience. She has been with Merrill since 1999. 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 its investment services with Bank of America’s broader platform, including access to various products and services.

Greg Hoser is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2005. 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 is integrated within Bank of America’s broader platform, providing access to a wide set of products and services.

Yoshamel Gerald is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ, and has two years of industry experience. His prior work includes roles at Bank of America and several hospitality and staffing firms. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates model-based and discretionary investment strategies supported by Bank of America’s broader corporate platform.

Rebekah Schmierer is a financial advisor at Merrill with eight years of industry experience and holds the Series 66 designation. She has worked at Merrill since 2018, with prior roles at New Jersey Manufacturers Insurance Company and The College of New Jersey. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries, using model-based and discretionary investment strategies integrated with Bank of America’s platform.

Jermaine Wright is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015, following a period at Bank of America N.A. His professional activities are 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 that includes individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s broader corporate platform, enabling access to a wide range of investment products and services.

Thomas Strybuc is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Waddell & Reed, INC. and various insurance carriers. He previously operated Hicks-Strybuc, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supporting both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Christopher Kim is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America 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 and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s broader platform, providing access to a wide set of products and services.

Paul Fisch is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Ellis Fattizzi is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he serves as a Judge of Elections for Montgomery County, overseeing voting processes in Ward 3-2. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and employs asset-allocation tools and automated rebalancing to manage portfolios.

George Porreca Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 55 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Terence Benjamin is a financial advisor at Raymond James & Associates in Princeton, NJ, holding a Series 66 designation. He has been with Raymond James since 2025 and has prior experience serving eight years with the United States Golf Association and four years with Starmis Corporation. He is currently a voting member of the advisory board at Starmis Corporation, a family business, though he holds no beneficial ownership. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through non-discretionary advisory relationships and delivers institutional consulting and public finance services.

Chris Barnish Zusin is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Merrill since 1995 and has concurrently worked at Bank of America since 2009. Outside of his advisory role, he and a partner own a Marriott timeshare which they occasionally rent when not in use. 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.

Brian Scheiblein is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His prior roles include positions at The Vanguard Group and ADP LLC. He has experience outside finance in the restaurant industry and has been involved with advisory roles in independent registered investment advisors. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Brendan Porter is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America and Giant Food Stores. 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.

Alexandra Hobson is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She focuses on providing wealth management advice and strategies tailored to individuals, families, corporate executives, business owners, and institutions such as endowments, foundations, and non-profits. Her practice includes family wealth management, legacy planning, philanthropic and retirement income planning, as well as services tailored to managing new wealth and women’s wealth. Alexandra holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Personal Investment Advisor (PIA) credential. She earned a Bachelor of Arts degree from Pennsylvania State University with a major in Political Science and a minor in Economics. Alexandra works alongside her family as part of The Hipple Wealth Management Group, where they employ a holistic and disciplined goals-based approach to personal wealth management designed to simplify clients’ financial lives. Outside of her professional career, Alexandra participates in community volunteer work and engages in activities including cooking, gardening, golfing, hiking, running, traveling, yoga, and spending time with her family.

Elizabeth Newman is a financial advisor with Merrill, holding Series 66 and Series 63 credentials and over 11 years of industry experience. She has worked at Merrill since 2014 and Bank of America since 2017. Outside of her advisory role, she consults for Gunther Publications Monmouth Family Times, a local advertising newspaper, and is involved in a family-held manufacturing business, Hello Newman Inc. 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 that includes individuals, high-net-worth clients, and institutional investors.

Fred Lorenz is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 1983 after graduating with a Bachelor of Science degree in Commerce from Rider University. He partnered with his father until his retirement in 1985 and has since developed extensive experience in financial strategy, planning, and service. Fred holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®) awarded in 1986, Chartered Retirement Planning Counselor™ (CRPC™) obtained in 2007, and Certified Plan Fiduciary Advisor® (CPFA®) earned in 2018. His expertise encompasses family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and socially responsible investing. He works with individuals, businesses, and multi-generational families, providing ongoing reviews and sharing timely research to support client goals. Fred lives in Yardley, Pennsylvania, with his wife and four grown children, including triplets. He is involved in community outreach, particularly supporting the children of Urban Promise in Trenton. In his personal time, he enjoys boating, photography, reading, spending time with family, and table tennis.

Tracy Zeigler is a financial advisor with Merrill, holding a Series 66 designation and over 19 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith and Merrill since 1992, totaling 34 years in the financial services industry. 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.

Ian Geffers is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2002. 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 strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s services are integrated within Bank of America’s broader platform, providing access to various investment products and additional financial services.

Zachary Swol is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has been with Merrill since 2011. 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 individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, leveraging integration with Bank of America's broader platform.