Christopher Simone is a financial advisor at Merrill with 23 years of industry experience. He holds a Series 66 designation and has worked with Merrill and its affiliates since 2006. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutions.

Edward Guerin is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he is the owner of Learn & Play Basketball LLC and serves as a board member and treasurer for the nonprofit MaxStrong, which supports families affected by neuroblastoma. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes discretionary options, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Robert Mclarnon is a financial advisor with Cetera, holding a Series 66 credential and bringing 10 years of industry experience. He has worked at firms including LPL Financial and owns Strack Associates Inc., which provides income tax preparation and bookkeeping services. He is also involved as a partner in Bucks County Wealth Management LLC and BCWM Realty Group LLC. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and custodial relationships.

Christopher Bramwell is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has prior work history with Fisher Investments and Bank of America/Merrill Lynch. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Lucas Cirullo is a Series 66-licensed advisor with Merrill, based in Pennington, NJ, and has four years of industry experience. His work history includes positions at Merrill, Bank of America, and Janney Montgomery Scott. Outside of finance, he has been involved with multiple golf clubs, including Augusta National Golf Club and Springdale Golf Club. 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 a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Zachary Gibson is a Series 66-credentialed financial professional affiliated with Cetera, with two years of industry experience. He has held roles at multiple firms, including 44th Street Capital Advisors LLC and Wealth Management Associates, and also operates GibsonMayer, LLC, where he provides tax preparation and bookkeeping services. Zachary serves clients from Yardley, PA. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform that serves individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform featuring both affiliated and third-party strategies.

Quinn Daly is a financial advisor with Merrill, holding a Series 66 designation and bringing eight years of industry experience. He has been with Merrill since 2014. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Marmar is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at PNC Investments, PNC Bank, and TIAA-CREF. 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 plans, corporations, and charitable organizations.

Devin Shaffer is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Northwestern Mutual, and Robert Half. 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 accounts.

Julian Bremser is a financial advisor with Merrill in Pennington, NJ, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has been with Merrill since 2003. 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 and profit-sharing plans, corporations, and charitable organizations.

Marlene Burns is a CFP® professional at Ameriprise with 30 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she works as a Decor Associate at Terrain at Delaware Valley University, engaging customers in home decor and gardening. Ameriprise serves high-net-worth individuals, offering retirement-income planning and a range of advisory, brokerage, and insurance solutions. The firm uses a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement recommendations focused on clients with significant assets under management.

Alexander Williams is a financial advisor with Merrill holding a Series 66 credential and three years of industry experience. His work history includes roles at Bank of America, Merrill Lynch, Pierce, Fenner & Smith, DoorDash, Uber, and several logistics and resource companies. 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 a range of clients, including individuals, high-net-worth clients, and institutional entities, utilizing both internal and third-party investment management.

Edward Kania is a financial advisor with Merrill, holding a Series 66 designation and over 22 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1994. 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 institutional investors.

Matthew Ryan is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Prior to his financial services career, he spent several years in education at Martin Saints Classical High School and Ville de Marie Academy. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Ward is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior roles include positions at TD Private Client Wealth LLC, TD Bank N.A., and Wells Fargo, The Private Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Conor Durkin is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America, N.A. and Merrill since 2014. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alyssa Dedrick is a financial advisor with Merrill who holds a Series 66 designation and has six years of industry experience. She has worked at Merrill since 2020 and previously spent time at Bank of America Merrill Lynch. Outside of finance, she teaches dance at Eileen's Academy of Dance. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through model-based and discretionary strategies designed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of strategic and tax-aware investment approaches.

Michael Jarzyna is a financial advisor with Morgan Stanley, holding the CFA® designation and several securities licenses, with 25 years of industry experience. His prior roles include positions at Bank of America, Merrill, and self-employment in financial services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning agreements.

Timothy Mcdonald is a financial advisor with UBS Financial Services in Princeton, NJ, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kolapo Atanda is a financial advisor at Merrill with 14 years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Wells Fargo Bank NA and Wells Fargo Advisors, LLC, as well as teaching positions at Syracuse University and Queens College. 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.