Timothy Dunnigan is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2014, also affiliated with Bank of America, N.A. since 2023. 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.

Geetha Mathew is a financial advisor at Ameriprise with a Series 66 designation and over 11 years of industry experience, including a decade at Arthur J Gallagher. She joined Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

Kevin Maxey is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been providing financial and wealth management advice and services since 1997. Kevin joined Merrill in 2000 after working at Prudential Insurance. His areas of expertise include corporate retirement planning, investment strategies, family wealth management strategies, legacy and liquidity planning, managing new wealth, personal retirement planning, and portfolio management services. He also focuses on socially responsible, values-based, and ESG investing, as well as tax minimization and retirement income planning. Kevin holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., and is a Personal Investment Advisor (PIA). He earned his high school diploma from Foothill High School. Raised in Northern California, Kevin and his wife, Nicole, have lived in Bucks County since 2000. They have two sons. Outside of his professional work, Kevin enjoys hiking, listening to music, and spending time with his family.

Jason Geller is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 17 years of industry experience. He has worked at Bank of America and Merrill since 2012. 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.

Michael Walters is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Merrill since 2007. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration with Bank of America’s broader corporate platform to provide access to a wide array of investment products and services.

Marie Hopta is a Series 66-licensed advisor at Merrill with 19 years of industry experience. She has been with Merrill since 1998. 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, and other institutions. The firm integrates with Bank of America’s broader corporate platform, providing access to various products and services.

Ryan Devine is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America, N.A. since 2013. 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 is integrated into Bank of America’s broader corporate platform, providing clients access to a wide range of products and services.

Jennifer Estes is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2000. 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 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 set of products and services.

Jeffrey Salton is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked with Bank of America since 2010 and Merrill Lynch since 2009. Outside of his advisory role, he is a general partner and managing member of a family-owned LLC used for tax and estate planning purposes. 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.

Dana Brown is a financial advisor at Merrill with 14 years of industry experience and holds Series 63 and Series 66 licenses. He has worked at Merrill since 2013. Outside of his advisor role, he is the executor of an estate and the sole owner of a rental property in New Jersey. 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, charitable organizations, and corporate fiduciaries.

Marcita Reese is a financial advisor with Merrill, holding Series 63 and Series 66 certifications and 13 years of industry experience. She has worked at firms including J.P. Morgan Securities, Wells Fargo, Ameriprise, and Santander. Outside of her advisory role, she is a general partner of M.Bookkeeping LLC, a bookkeeping service created for friends and family business owners. 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.

Christopher Hensley is a financial advisor with Merrill, holding Series 66 and Series 63 licenses and 18 years of industry experience. He has worked at Merrill since 2002. Merrill offers managed account services through the Select Portfolio Solutions program to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s investment approach includes model-based and discretionary strategies implemented by affiliated managers, supported by Merrill’s Chief Investment Office and integrated within Bank of America’s broader corporate platform.

Akash Patel is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing and Wells Fargo Bank NA since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Peters is a financial advisor with Ameriprise, holding a Series 63 designation and 29 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with the Mercer County Republican Party committee, which helps select Republican candidates for local and state offices. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports, primarily focusing on assets held within Ameriprise-managed accounts.

Josephine Aynat Molina is a financial advisor with Primerica Advisors in Perkasie, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Primerica Advisors since 1989 and Primerica Financial Services since 1988. In addition to her advisory role, she is a notary and engages in part-time referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure while overseeing portfolio management and trading through established custodians.

Jean Magnier is a financial advisor with Merrill, holding a Series 66 designation and over 21 years of industry experience. He has been with Merrill since 2011 and Bank of America since 2012. From 2011 to 2017, he operated Jean Magnier Art Consulting. 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.

Eric Pirog is a financial advisor with Merrill based in Pennington, NJ, holding a Series 66 designation and with 20 years of industry experience. He has been with Merrill since 2006. 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.

Richard Williams is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Richard earned a Bachelor's Degree from St. Francis University. His role involves providing financial advisory services within the wealth management sector.

Kiona Hall is a financial advisor at Merrill in Princeton, NJ, holding a Series 66 designation. She has 15 years of experience with Merrill and prior work history at Amazon, CVS, and DoorDash. 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.

Isaac Smith Walker is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His background includes roles at Bank of America and Merrill since 2022, as well as experience in security services, retail, and the United States Air Force. 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 individual and institutional clients. The firm is integrated with Bank of America’s broader platform, providing access to various financial products and services.