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.

James Potoka is a CFP®-credentialed financial advisor with 44 years of industry experience. He is currently affiliated with OSAIC and previously spent 25 years with FSC Securities Corporation. Potoka is also an independent insurance agent offering long-term care, life, disability, and health insurance products through his sole proprietorship. OSAIC serves a diverse client base including individual, high-net-worth, pension, and corporate investors, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and offers access to various investment vehicles and third-party managed accounts.

Michael Isaacson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, he worked at AT&T from 2011 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm follows an IPS-driven process based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment menus.

Leigh Mayer is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2001. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension plans, and corporate fiduciaries. The firm offers a range of investment strategies constructed and managed by its Chief Investment Office and affiliated managers, integrated within Bank of America’s broader platform.

Jagruti Panwala is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. She serves as an executive member of the American Hotel and Lodging Association Board of Directors and participates as a panel speaker for the nonprofit Castell College. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services across diverse asset classes, utilizing asset-allocation tools and third-party money managers to construct portfolios on both discretionary and non-discretionary bases.

Rituraj Shandilya is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2023 and was previously with Morgan Stanley Private Bank from 2015 to 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is driven by investment policy statements and modern portfolio theory, incorporating a diverse range of financial products including insurance-related vehicles and bank deposit sweep options.

Chintan Vora is a financial advisor with Merrill and holds a Series 66 designation. He has 22 years of industry experience, including 21 years at Merrill and 12 years at Bank of America, N.A. based in Pennington, NJ. 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 for individuals, high-net-worth clients, and various institutional investors.

Kevin Pogroszewski is a Financial Advisor at Merrill Lynch Wealth Management, specializing in legacy planning, personal retirement planning, small business strategies, individual and corporate investment strategy, and tax minimization. He assists individuals, families, and business owners in developing personalized financial strategies that align with their long-term goals. Before becoming a Financial Advisor, Kevin worked as an Investment Advisory Specialist, where he partnered with Financial Advisors and their clients to provide tailored investment guidance and portfolio insights. He holds a Bachelor’s degree in Finance and a Master of Business Administration (MBA), both from Rider University, and holds the Personal Investment Advisor (PIA) designation. Kevin's approach is informed by his background as the son of Polish immigrants and his commitment to helping clients build, preserve, and confidently navigate their wealth. He speaks English and Polish and enjoys personally golfing, ice hockey, music, skiing, soccer, tennis, traveling, and spending time with his family.

Kevin Anthony is a financial advisor with Cetera, holding a Series 66 license and two years of industry experience. He previously worked at Bucks County Wealth Management and provides accounting services at Strack Associates Inc. He also sells fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Jules Andrianantoandro is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2008 and Bank of America, N.A. since 2011. Outside of his advisory role, he represents a family-owned food facility in Antalaha on FDA matters related to import shipments when necessary. 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.

Alec Jurczynski is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill in 2022, he worked at Mercer County Community College and operated Villa Rosa Ristorante and Pizzeria. 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, institutions, and charitable organizations.

Zad Mahana is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works directly with clients to identify their financial goals and develop portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adapts portfolio strategies as clients' circumstances evolve. He brings expertise in various areas including general investing, retirement planning, and saving for unexpected events. Zad invests time in understanding his clients' priorities and concerns to offer personalized financial guidance. He holds the professional designation of Personal Investment Advisor (PIA). Zad earned a Bachelor's Degree from George Washington University and is proficient in both English and Arabic.

Kyle Dudek is a financial advisor at Merrill Lynch Wealth Management. He helps clients navigate complex financial challenges and develop tailored strategies to maximize resources and achieve long-term goals. Kyle's expertise includes education planning, legacy planning, liquidity management, personal retirement planning, portfolio management services, sports & entertainment, individual and corporate investment strategy, and tax minimization. He works with clients to create personalized strategies that account for their unique financial situations, using a proprietary Personal Wealth Analysis™ to assess their full financial picture and develop clear blueprints to optimize assets and reduce tax exposure. Kyle holds a Bachelor's Degree from the University of Delaware and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Kyle has interests in adventure sports, antiquing, basketball, football, ice hockey, music, running, spending time with his family, traveling, and watching movies.