Michael O Brien is a financial advisor with Merrill, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked with Merrill since 2017 and has been employed by Bank of America, N.A. since 2021. 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 integrates investment management with broader banking services, including swaps, derivatives, lending, and custody.

Matthew Borzio is a financial advisor at Edward Jones with 26 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2000. Outside of his advisory role, he serves as an assistant wrestling coach for the Quakertown Community School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices.

Kimberly Halbom is a financial advisor with Edward Jones in Lahaska, PA, holding a Series 66 designation and 16 years of experience at the firm. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Michael Powers is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 2014 after graduating from the University of Southern Indiana. Michael holds several professional designations, including CERTIFIED FINANCIAL PLANNER®, CERTIFIED PLAN FIDUCIARY ADVISOR®, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Michael focuses on helping clients develop potential solutions and providing investment guidance tailored to individuals, their families, and their businesses by understanding their short- and long-term financial objectives. His expertise spans areas such as college education planning, divorce transition planning, employee benefits, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, and tax minimization. Outside of his professional role, Michael serves on the board of directors for the Evansville Salvation Army and is involved with community organizations including the ARC of Evansville, Evansville Christian Life Center, and Lakeside Church. He resides in Evansville, Indiana with his wife, Jordan, and their daughters, Lainie and Eleanor. Michael's personal interests include golfing, hunting, music, spending time with his family, and traveling.

Bruce Brittingham is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop strategies that address their short-, mid-, and long-term financial goals. Bruce provides resources for investing, retirement planning, and saving for unexpected events, as well as access to specialists in banking, credit, home financing, and small business solutions. With seven years of experience, Bruce has supported high net worth clients including C-suite executives, professional athletes, attorneys, and physicians. His expertise includes strategic wealth planning and investment management, tax-efficient strategies and multi-generational legacy planning, risk mitigation through estate planning, and coordination with legal and accounting professionals. Bruce applies a relationship-driven approach, informed by his background as a two-sport Division 1 athlete, emphasizing collaboration and strategic thinking. Bruce holds a Bachelor's Degree from Wagner College and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).

Brenda Dolan is a financial advisor at Merrill with 13 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2012. Outside of her advisory role, she is a managing member and owner of Krav Maga Invicta, a self-defense, fitness, and wellness center focused on teaching the Israeli self-defense system, Krav Maga. 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, and corporate fiduciaries.

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.

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.

Jonathan Langley is a Wealth Management Advisor with Keller, Spedaliere and Langley at Merrill Lynch Wealth Management. He is also a qualified Portfolio Manager who provides traditional advice and guidance while helping clients pursue their objectives by building and managing personalized or defined strategies. These strategies may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, he may manage their strategies on a discretionary basis. Jonathan's interest in investing began at the age of ten when he requested a meeting with his family's financial advisor. He began interning with the wealth management team as a high school senior and continued through college while attending Rutgers University. Upon graduating in 2006, he joined the team officially. Jonathan holds a Bachelor's Degree from Rutgers University and is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Personal Investment Advisor (PIA) designation. Jonathan resides in Lebanon, New Jersey with his wife, Jonya, and their two children. He is an avid reader and follows the Dave Matthews Band and the New York Giants. His interests include traveling with his family, spending time on Long Beach Island, entertaining family and friends, home improvement projects, and the arts. Jonathan attained the rank of Eagle Scout in 1999 and serves as the 2002 St. Joseph High School Class Chair. He is active in community organizations, serving as a Cub Scout Den Leader, and he and his wife are sustaining members of PBS and supporters of St. Jude's Children's Hospital. They are parishioners of the Church of the Holy Spirit in Lebanon.

Jeffrey Bach is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes both discretionary and non-discretionary options, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

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.

Robert Korlesky is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides personalized and comprehensive wealth management services focused on preserving and growing client assets, optimizing tax-efficient retirement distributions, and implementing tax-advantaged estate strategies. His client work includes family wealth management, legacy planning, retirement income, portfolio management, liquidity management, and socially responsible investing. Robert holds a Bachelor’s Degree from East Stroudsburg University and is designated as a Personal Investment Advisor (PIA). He applies Merrill’s goals-based wealth management approach to help clients articulate their financial objectives and navigate complex wealth challenges. Robert emphasizes educating clients and their families about the wealth management process and investment strategies. Committed to community involvement, Robert participates in local organizations through volunteer work. His personal interests include camping, fishing, golfing, and woodworking. He believes in adapting investment strategies in response to life changes to support clients’ retirement lifestyles and long-term financial goals.

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.

Timothy Baltz is a financial advisor with LPL Financial based in Doylestown, PA, holding a Series 66 designation and 22 years of industry experience. He previously worked at Bank of America and Merrill Lynch for over a decade each. Baltz has a business entity, BIG INQ LLC, unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios and research to support diversified and tactical investment strategies.

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.