David Sabol is a financial advisor with Merrill, holding a Series 66 designation and 24 years of industry experience. He has worked with Merrill since 2002, including a brief tenure at BOFA Securities in 2019. 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 a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Thomas Hoagland is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2012. Outside of his advisory work, he serves as a board member for Cobblestone Country Club in Lawrence Township, New Jersey. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and modeling techniques, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Charles Quatrocchi is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding a Series 63 designation and bringing 41 years of industry experience. His prior roles include positions at LPL Financial and A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 advisors.

Grant Hess IV is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2006. Outside of his advisory role, he serves as Treasurer for the charitable organization AHEPA Service Dogs for Warriors, which provides service dogs to veterans with PTSD. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Phaedon Kapetanakis is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill and Bank of America, N.A. since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jordan Mroczkowski is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2018. His prior experience includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank from 2015 to 2018, as well as PS Wolf Media/Cablevision. 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 plans, corporations, and charitable organizations.

Alexa La Rue is a Series 66-licensed financial advisor with Merrill in Pennington, NJ, bringing six years of industry experience. Prior to joining Merrill in 2019, she held roles at Savvy-Marketers LLC, Nardis Tavern, Sink R Swim Men's Shop, Quality Auto Truck and Tire, Rider University, and Montgomery Kid Connection. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies supported by internal and third-party managers.

Ryan Craft is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He focuses on helping clients bridge the knowledge gap between financial planning and investing by working with them on topics such as retirement planning, investment strategy, and income planning. Ryan emphasizes a tailored approach, co-creating strategies that align with each client's specific goals rather than applying a one-size-fits-all plan. Before his current role, Ryan served as a Planning Consultant at Fidelity Investments from 2024 to 2025 and held positions as a Relationship Manager at Fidelity Investments between 2022 and 2024. His experience also includes roles at Merrill Edge, where he worked as a Life Services Relationship Consultant from 2020 to 2021 and as a Financial Services Representative from 2019 to 2020. Outside of his professional career, Ryan enjoys activities with family and friends, exploring food culture, spending time with pets, solving puzzles, and traveling.

David Leist is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Merrill since 2011, also working with Bank of America since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Foley is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Foley serves as a power of attorney for his mother and is involved in managing multiple investment-related entities, including his own LLC and partnerships. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through various brokerage and advisory programs.

Aisha Khan is a financial advisor at RBC Capital Markets in Princeton, NJ, holding a Series 66 designation with seven years of industry experience. She has worked at RBC Capital Markets since 2021 and previously at Raymond James Financial Services from 2018 to 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with tailored investment strategies and a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Eilene Beck is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked at Primerica and its related entities since 2004 and has also held positions with several Vaco affiliates. Beck is involved in sales of investment-related products and part-time referrals of home security and automation services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established custodians.

Hema Joshi is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise in Flemington, NJ. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports that support income planning and Social Security decisions.

James Oertling is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2013 and Bank of America, N.A. since 2017. 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 strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Phillip Hopewell is a financial advisor with Merrill holding a Series 66 designation. He has been with Merrill since 2026. His prior experience includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as service in the U.S. Navy from 2017 to 2023. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

William King is a Series 66-licensed financial advisor at Merrill with 9 years of industry experience. He has been with Merrill since 2015. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Colin Douglas is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill in 2025, he was involved with Sidekicks Respite Services and operated Cafe Antonios, alongside roles in education and entrepreneurship. 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 clients, and institutions.

Emre Hasmet is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Unity Bank and positions in the equipment and international business sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Mario Digiacomo is a financial advisor with Merrill, holding a Series 66 designation and 28 years of industry experience. He has been with Merrill and its affiliate Bank of America N.A. since 2012. Merrill, together with 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 strategies for a range of investors including individuals, high-net-worth clients, and institutional entities.

Anthony Molfino is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Planning Alliance, Richards Rentals and Stylized Events, Dick's Sporting Goods, Stockton University, and Magic Wash Car Wash. 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, and various institutional investors.