Magnita Kluvitse is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Terence Kita is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliates since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ronald Meehan is a financial advisor with Merrill holding a Series 66 designation and three years of industry experience. Prior to joining Merrill, he held various roles across multiple industries, including a position as an ocean rescue lifeguard with Jenkinsons Pavilion. 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.

John Liston is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2007. 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 including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration with Bank of America’s corporate platform to provide access to a wide range of products and services.

Gerald Silver is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He is based in Lawrenceville, NJ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Ronald Klear is a financial advisor at Merrill with 24 years of industry experience, including 19 years at Merrill since 2007. He holds Series 63 and Series 66 credentials. Outside of his advisory role, he is involved part-time with OnDoc LLC, a health solutions startup, supporting his wife as a business partner, and also works as a party planner and as a consultant for the Cincinnati Reds Hall of Fame and Museum, assisting with events and baseball-related activities. 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 institutional investors. The firm integrates into Bank of America’s broader platform, providing access to a wide array of products and services.

Christopher Sylvester is a financial advisor with Merrill, holding a Series 66 designation and 17 years of industry experience. He has worked at Merrill since 2008 and concurrently at Bank of America, N.A. since 2012. 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 individual, high-net-worth, pension, charitable, and corporate clients. The firm integrates its advisory services with Bank of America’s broader platform, including lending, custody, and trading capabilities.

Marianna Mansour is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following an 11-year tenure at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ryan Carson is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America since 2015, including prior roles at Pitt Ohio LLC and Lincoln Financial Network. 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 various institutional clients. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products and services.

Rosana O'Brien is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Bank of America, N.A. and has a background that includes seven years at A.C. Amoore Arts & Crafts and four years at Rutgers State University. 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.

Neil Larson is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2014, with prior experience at Bank of America and a brief role at My House Your Home. Merrill provides managed account services primarily 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, pension plans, charitable organizations, and corporate fiduciaries.

Adam Behrens is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bank of America and Merrill Lynch 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 to individuals, high-net-worth clients, and various institutional investors. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide array of investment products and services.

Danny Bhasin is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. He has been with Merrill Lynch since 2008. 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’s integration with Bank of America allows access to a broad set of financial products and services beyond typical investment management.

Matthew Parker is a Series 66-licensed financial advisor with Merrill, where he has worked for 19 years. He has 12 years of industry experience and is 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 individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment services within Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Joseph Teti is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at Bank of America and Merrill since 2017. Outside of his advisory role, he occasionally DJs at private events for a fee. 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 including individuals, high-net-worth clients, and institutional investors.

Aileen Dailey is a Series 66-licensed advisor with Merrill, based in Pennington, NJ, and has 16 years of industry experience. She has been with Merrill since 1997. Outside of her advisory role, she serves as Treasurer for the St. Albert the Great Parents Association. Merrill provides managed account services to a broad client base, including individuals and institutional clients, through model-based and discretionary investment strategies integrated within the Bank of America platform.

Michael Ebert is a CFP®-designated financial advisor with Cambridge Investment Research Advisors, bringing 16 years of industry experience. Prior to joining Cambridge in 2020, he worked at Northwestern Mutual in various roles from 2009 to 2020. He serves as treasurer for both the Crossing Cooperative Nursery School and the Boy Scouts of America Troop 99. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, utilizing a range of portfolio management strategies and platform options tailored to client needs.

Dennis Angeles is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 22 years of industry experience. His prior work includes roles at Samuel A Ramirez & Co., Inc. and multiple tenures with Fidelity. No additional outside activities are noted. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages various advisory mandates, including registered investment companies and fund-of-funds.

Evan Metz is a Series 66-licensed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity Investments in 2025, he was the sole proprietor and general manager of Pink Skirt Desserts, a bakery, from 2021 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Matthew Mattia is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2011. Based in Princeton, NJ, he operates within one of the largest advisor networks in the firm. 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.