Christopher Hellmann is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s corporate platform, providing access to a broad range of products and services.

Lisa D'amelio is a Series 66-licensed financial advisor with 28 years of industry experience. She has been with Merrill since 2016. 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 is integrated into Bank of America's broader platform, providing access to a wide set of investment products and services.

Daniel Saperstein is a financial advisor at Merrill with 30 years of industry experience. He has held his current role since 2002 and holds Series 63 and Series 65 licenses. 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.

Walter Podgurski is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Osiac Wealth, Inc. since 2008. Outside of his primary role, he is involved in other investment-related activities, including ownership of Veritas Investment Group LLC and serving as an investment adviser representative at New Century Financial Group LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a broad range of integrated brokerage and advisory services utilizing various asset allocation tools, risk assessments, and third-party platforms to manage portfolios across multiple asset classes.

Langston Payne is a financial advisor at Merrill with 22 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2007 and Bank of America since 2011. Payne serves as an advisory board member for the Brittany Commons Community Association, providing financial oversight. Merrill offers managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm utilizes model-based and discretionary investment strategies integrated within Bank of America’s platform.

Jessica Shea is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding a Series 66 credential and 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Glenn Demarrais Jr. is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked previously at firms including IC Advisory Services Inc, The Investment Center Inc, KBK Wealth Management, Commonwealth Financial Network, and UBS Financial Services Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by research and diversified strategies.

Joshua Cumberland is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. He has been associated with both Merrill and Bank of America since 2006. Outside of his advisory role, he serves as treasurer and board member for Middletown Thunder Fastpitch Softball, a travel softball organization in Pennsylvania. 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.

Samuel Maxey is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2025, he worked at Life Time from 2019 to 2025 and spent several years at Temple University. Outside of his advisory role, he provides workout training plans to friends and family on a volunteer basis. Merrill offers managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment strategies constructed by its Chief Investment Office with third-party management and access to Bank of America’s broader platform.

Jessica Larson is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2012. 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 these services within Bank of America’s broader platform, providing access to a wide set of products and related financial services.

David Woloff is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior work includes roles at Santander Bank, Santander Securities, and PNC Financial Services Group. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including those using mutual funds, ETFs, and ETPs.

Paul Klimkowski is a CFP® professional with eight years of industry experience, currently serving as an advisor at Osaic Wealth, Inc. He previously worked at FSC Securities and DB Schenker. In addition to his advisory work, he is involved in tax preparation, handling federal and state filings. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm utilizes asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage portfolios featuring a variety of asset classes, offering both discretionary and non-discretionary account management.

Andrew Fitzmaurice is a financial advisor with Merrill and holds a Series 66 designation. He has three years of industry experience, including roles at Merrill and Bank of America, N.A. Outside of financial services, he has worked at Shoprite of Hunterdon County and has been affiliated with Rider University since 2015. 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.

Jason Mancini is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2014. In his role, he focuses on delivering wealth management strategies tailored to help clients pursue their financial goals through a personalized process. This approach begins with understanding clients’ priorities, followed by developing and executing customized savings and investment plans, with ongoing oversight and adjustments as needed. Jason’s professional background includes experience as a portfolio analyst and trader at a boutique investment firm in New York City. He holds a Bachelor's and a Master's Degree in Economics from Kent State University. His expertise encompasses a comprehensive four-pillar system involving assets, debt, trusts and estates, and banking solutions through Bank of America, N.A. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Residing in Westfield, New Jersey, Jason lives with his wife Amanda, their son Giuseppe, and their dog Pongo. Outside of his professional life, he enjoys running, hiking, reading, playing chess, and CrossFit. Jason maintains involvement in his community through participation with organizations such as Knights of Columbus and The Father's Heart Ministries.

James Linnehan is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank, N.A., and J.P. Morgan Securities. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of investment products. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Jennifer Caylo is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in estate-related business activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Megan Conroy is a financial advisor at Merrill with Series 63 and Series 66 credentials and 10 years of industry experience. She has been with Merrill since 1997. 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 plans, and charitable organizations. The firm leverages its integration with Bank of America to offer a wide range of products and services beyond typical managed accounts.

Thomas Allardice is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His career includes a long tenure at Merrill, interrupted briefly by roles at Rockefeller Financial LLC and a period of unemployment. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Akhil Anand is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with busy professionals, business owners, and families to develop clear, actionable financial plans that align with their personal goals. Akhil's approach centers on creating personalized wealth management strategies that incorporate tax-aware investment management, retirement income design, estate and legacy planning, and ongoing coordination with clients' other professional advisors. With expertise in areas such as college education planning, divorce transition planning, philanthropic planning, and managing new wealth, Akhil serves clients including executives with investable assets, business owners navigating liquidity events, and families seeking straightforward processes for preserving and growing their wealth. He holds the Personal Investment Advisor designation from Merrill and has completed executive education at Harvard Business School. Akhil earned his bachelor's degree from Wayne State University. Outside of his professional role, Akhil participates in community volunteer activities, reflecting Merrill's tradition of community involvement. His personal interests include basketball, music, reading, and tennis.

Daniel Preece III is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been associated with Merrill since 2008 and with Bank of America, N.A. since 2011. 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, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.