Natalie Russano is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2015. Merrill, together 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.

Alyssa Soto is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. Prior to joining Merrill in 2020, she co-invented a product designed to help children put their shoes on the correct feet through her involvement with PairMe Products LLC. She also serves as a board member of the Lambertville Area Education Foundation, a nonprofit focused on raising funds and granting educational support to students in the South Hunterdon Regional School District. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Polhemus is a Senior Financial Advisor and Portfolio Manager with Loughran, Condit & Associates, a wealth management team based in Princeton, New Jersey. He has been with Merrill Lynch Wealth Management since 2005 and brings over 20 years of experience in the financial services industry. Gregory focuses on wealth management planning for high-net worth individuals, families, businesses, and foundations, providing customized financial strategies tailored to clients' goals. Gregory's expertise spans a wide range of areas including retirement and education planning, equity award and stock option programs, retirement plans such as 401(k) and defined benefit pensions, concentrated stock management, cash and fixed income management, alternative investments, trust and estate planning services, insurance needs, and tax strategies. He is a qualified Portfolio Manager and facilitates access to investment strategies from Merrill and approved third-party managers. His clients include senior executives, private and public companies, 401(k) and equity compensation plans, foundations, and trusts. He holds a Bachelor of Arts degree in Economics from Lafayette College and an MBA from Villanova University. Gregory also holds the Certified Plan Fiduciary Advisor® (CPFA) designation, is a Retirement Benefits Consultant (RBC), and maintains FINRA Series 7 and 66 registrations. He resides in Ewing, New Jersey with his wife.

Dustin Illgen is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and organizations with tailored investment strategies through various advisory programs, combining in-house and third-party managers to provide discretionary and non-discretionary portfolio management and financial planning services.

Gregory Kizelevich is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2016 and previously spent seven years at UBS Financial Services Inc. Merrill, together 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.

Brian Shaw is a financial advisor with Merrill, holding a Series 66 designation and 33 years of industry experience. He has worked at Merrill and its affiliate Bank of America, N.A. since 2013. Merrill, together with 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 plans, corporations, and charitable organizations.

Jeremy Mc Kenna is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill in 2026, he held roles at Bausch + Lomb and several hospitality businesses including Sitting Duck Tavern and Bottle Hill Tavern. 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 strategies for individuals, high-net-worth clients, and institutions.

Michael Lennox is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2008. 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 with model-based and discretionary investment strategies.

Jacqueline Tregortha is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. Her prior work includes roles at Bofa Securities, Royal Alliance, Commonwealth Financial Network, and CPA firms. Outside of her advisory work, she is the sole owner of a rental property in Fort Myers, Florida. 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 investors.

Chad Goerner is a CFP® professional with 28 years of industry experience, currently with RBC Capital Markets and City National Bank since 2021. He previously worked at UBS Financial Services Inc. for 12 years. Outside of his advisory role, he serves on the board of the New Jersey Conservation Foundation and the Hopewell Valley Arts Council, and he operates a farm-based hobby business, Mount Rose Farm & Distillery LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides tailored advisory programs with discretionary and non-discretionary portfolio management, integrating in-house and third-party investment managers, and offers a range of investment and financial planning services.

Benjamin Painter is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has previously worked at The Travelers Company, Inc., Rutgers University, and The Home Depot. Painter was also involved with Enduring Charm LLC for ten 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. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Ball is a Financial Advisor at Merrill Lynch Wealth Management who works with high-net-worth individuals, families, and business owners. His role focuses on goals-based planning and long-term decision-making aligned with each client's priorities. He specializes in areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and retirement income. David approaches financial advising with comprehensive wealth planning and investment management, emphasizing a planning-based strategy to help clients navigate complexity and bring structure to their financial lives. He often assists clients during transitional periods such as business succession and multigenerational wealth discussions, providing guidance through coordination of investment strategy and long-term wealth considerations. He collaborates with internal specialists at Merrill to address complex planning needs while delivering personalized strategies. He holds a Bachelor's Degree from the University of Massachusetts System and an MBA from Lehigh University. David is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor. Outside of work, he enjoys golfing, soccer, spending time with his family, and traveling.

Tinu Thompson is a financial advisor with Merrill in Somerville, NJ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Thompson has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Reilly is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 63 designation and has worked previously with Allied Wealth Partners and Securian Financial Services. Outside of advising, he is also an insurance agent and broker. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary program options.

Steven Sabol is a financial advisor at Merrill with Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Merrill since 1997. 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 and profit-sharing plans, corporations, and charitable organizations.

Kirti Rosenbaum is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. She previously worked at Bank of America, Dream Home Roofers, J&M Windows, Farmers Financial Solutions, Farmers Insurance, and operated Rosenbaum Insurance Agency for over a decade. Outside of finance, she was the sole owner and president of Upstream Media, LLC, a data collection and analytics company, which she plans to dissolve in 2024. 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 strategies for individual, high-net-worth, and institutional clients.

Jeffrey Mote is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Princeton, New Jersey. He provides a wide range of financial services aimed at simplifying complex financial situations for his clients. Jeff focuses his practice on assisting a select group of corporations, non-profit organizations, and high net-worth families and trusts. Jeff has been a financial advisor since 1999 and joined Merrill Lynch Wealth Management in 2006. Prior to this, he worked as an advisor with UBS Financial Services and Wachovia Securities. He holds several professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jeff graduated from Villanova University with a Bachelor of Science degree in Finance. He specializes in managing new wealth, personal retirement planning, and retirement income. Outside of his professional work, Jeff enjoys golfing, tennis, music, traveling, and spending time with his family. He resides in Doylestown, Pennsylvania with his wife and four sons.

Matthew Teevan is a CFP® professional with 16 years of industry experience, currently advising clients at Ameriprise Financial Services, LLC. His prior roles include positions at various Cetera affiliates, GWFS Equities/Empower, and Russell Investments Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Maryann Lim is a Planning Consultant at Fidelity Investments, where she has been working since 2020. In her role, she partners with individuals and families to assist them in planning for their financial futures. She is a Certified Financial Planner (CFP4) professional committed to taking a holistic approach to financial planning by understanding each client's unique needs, goals, and opportunities. Maryann's expertise involves integrating various aspects of clients' financial lives to create comprehensive plans. Outside of her professional work, she enjoys hiking, outdoor adventures, parenthood, reading, and traveling.

Jason Boultbee is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill since 1999, primarily working in East Client Services. Outside of his advisory role, he serves as an independent distributor for AdvoCare International, a health and wellness company. 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, and institutional investors, utilizing both internal and third-party portfolio managers.