David Mattos is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked for Royal Alliance Associates, Inc. for 15 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management and access to model portfolios and research.

Olivier Martinez is a CFP®-certified financial advisor with 12 years of industry experience, currently with Morgan Stanley in Lawrenceville, NJ. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2026, and previously held roles at Bank of America and Merrill. Martinez has also been involved with nonprofit and community organizations including Skema US Foundation and Room Circus Medical Clowning. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Janet Cook is a Series 66-licensed financial advisor with Merrill, where she has worked since 2014. She has 17 years of industry experience. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal and third-party teams.

Leonard Thor is a financial advisor with Ameriprise in Metuchen, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise and its affiliate since 2015. Thor serves as a trustee on the board of the Brookview Commons Homeowners Association. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, incorporating proprietary research, third-party data, and algorithmic tools to provide tailored recommendations.

Dan Liu is a financial advisor at Merrill with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and New York Life. Outside of his financial career, he was involved with the National Alliance on Mental Illness in New Jersey for four years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Sebastian Cornejo is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at The Vanguard Group and City of London Investment Management. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

William Santoriello is a financial advisor with Primerica Advisors based in Edison, NJ. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His work history includes roles at Westgate Recruiting, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory role, he assists with property management on a part-time basis. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts to individual and high-net-worth clients, operating primarily as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Robert Beylickjian is a financial advisor at Merrill with Series 63 and Series 65 licenses and 37 years of industry experience. He has worked at Merrill since 2017 and previously held positions at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeremy Rumpf is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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.

Mary Batcha is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of The Shannon Group, a family team dedicated to managing the financial lives of multi-generational families. She focuses on personalized financial planning including college education planning, retirement, legacy, philanthropic planning, and socially responsible investing. Mary joined Merrill Lynch in 2001 and serves clients nationwide by addressing their unique financial goals and adjusting strategies as personal situations and market conditions evolve. Mary holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Divorce Financial Analyst® (CDFA), and Chartered Retirement Planning Counselor™ (CRPC). She has served as the Resident Director for Merrill Lynch's Jenkintown, Pennsylvania office and participates in advisor education events within the firm. Mary graduated from Dickinson College and has been recognized on several industry lists including Forbes' "America's Top Women Wealth Advisors" and Working Mother/SHOOK Research's "Top Wealth Adviser Moms". She resides in Pennington, New Jersey with her husband and three children. Outside of her professional role, Mary spends time supporting her family's activities such as ice hockey and values a balance between work and family life.

Peter Renna is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2004. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Gibson is a financial advisor with Merrill in Pennington, NJ, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Merrill since 2005. 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, retirement plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Christopher Romano is a financial advisor with Merrill, holding a Series 66 designation and 22 years of industry experience. He has been with Merrill since 2000. Outside of his advisory work, Romano serves as a referee for youth and adult soccer games and is involved with a local youth soccer association. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Jesse Bauta is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Merrill, as well as managing the DaddyO Bar and Restaurant for several years. 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 for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Deborah Van Doorne is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at MML Investors Services, MassMutual Life Insurance, Park Avenue Securities, and Guardian Life Insurance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary management, fund advisory, and model portfolio delivery.

Nazar Shkambara is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2008 and holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Nazar earned a Bachelor's Degree from Rutgers University. Throughout his career, Nazar has worked with high net worth families, professionals, and small business owners to manage their wealth through various market cycles by focusing on goals-based wealth management, wealth accumulation, preservation, and transfers. His expertise includes retirement planning, estate planning, insurance, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. He is a member of the Financial Planning Association. Outside of his professional work, Nazar enjoys fishing, golfing, running, spending time with his family, and traveling.

Erika Dodd is a Financial Consultant currently working at Fidelity Investments since 2021. She has about a decade of experience in the financial industry, with previous roles at The Vanguard Group, Inc. including Financial Advisor from 2020 to 2021, Client Consultant from 2019 to 2020, and Brokerage Investment Professional from 2017 to 2019. Throughout her career, Erika has focused on supporting, educating, and empowering clients to make informed financial decisions. She emphasizes understanding the emotional aspects that can influence financial planning, working collaboratively with clients to develop plans aimed at achieving their long-term goals. Outside of her professional work, Erika enjoys activities such as going to the beach, attending concerts, participating in family activities, fitness, reading, and practicing yoga.

Daniel Silveira is a Series 66-licensed financial advisor with Merrill in Pennington, NJ, with 11 years of industry experience. He has been working with Merrill and Bank of America, N.A. since 2015. 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 accounts.

Austin Damico is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work experience includes roles at Bank of America, Infiniti Energy, and The College of New Jersey. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Gualtieri is a financial advisor with Merrill who holds a Series 66 designation and has one year of industry experience. Prior to joining Merrill, he was employed at Bank of America and has worked in roles at Uber, DoorDash, Acme, and Stockton University. 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, pension plans, corporations, and charitable organizations.