Donald Maloney III is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He has also held positions outside the finance sector, including at the Wildwood Crest Police Department and Lululemon. 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, and institutional investors.

Daniel Jacobs is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2009. Outside of his advisory role, he serves as a co-trustee for a family life insurance trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Antonio Paturzo is a financial advisor at Merrill with 10 years of industry experience and holds the Series 66 designation. He has worked at Bank of America, N.A. and Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leslie Cruz is a financial advisor at Merrill with 5 years of industry experience and holds a Series 66 designation. She 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Mcilraith is a financial advisor at Merrill holding a Series 66 designation. He has worked at Merrill since 2017 and has prior experience at Bank of America and Uber. 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.

Peterson Decoteau is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles with PricePoint Valuations, Lincoln Appraisal Services, Douglas Elliman Realty, and Fillmore Real Estate. In addition to his advisory work, he serves as a financial counselor with the New York Legal Assistance Group. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies overseen by third-party asset managers.

Cooper Simon is a Series 66 licensed advisor with Merrill in Pennington, NJ, joining the firm in 2025. Prior to his current role, he held various positions outside the financial industry, including work at Smashed Waffles and Moe's Southwest Grill. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs model-based and discretionary strategies developed by internal and third-party managers, with portfolio options tailored for tax sensitivity and varying investment restrictions.

Vincent Miseo is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America, Pruco Securities LLC, and Allstate Financial Services. His outside business activities include receiving non-variable health insurance commission trails on policies written before 2022. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform combining advisory programs with brokerage and insurance products.

Elizabeth Scafa is a CFP® professional with 26 years of experience in the financial services industry. She is currently affiliated with Cetera and serves as a Senior Wealth Advisor at TruPlan Financial Advisors. Her background includes roles in mortgage lending and insurance sales, and she is co-trustee of two family living trusts. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, charitable, and institutional clients across a wide range of portfolio management and financial planning services. The firm supports various investment strategies through affiliated and third-party managers, serving over 10,000 advisors and managing more than $256 billion in assets.

Michael O Brien is a financial advisor at Merrill with Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Merrill since 2017 and is currently also affiliated with Bank of America, N.A. since 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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 and institutions.

Michael Powers is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 2014 after graduating from the University of Southern Indiana. Michael holds several professional designations, including CERTIFIED FINANCIAL PLANNER®, CERTIFIED PLAN FIDUCIARY ADVISOR®, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Michael focuses on helping clients develop potential solutions and providing investment guidance tailored to individuals, their families, and their businesses by understanding their short- and long-term financial objectives. His expertise spans areas such as college education planning, divorce transition planning, employee benefits, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, and tax minimization. Outside of his professional role, Michael serves on the board of directors for the Evansville Salvation Army and is involved with community organizations including the ARC of Evansville, Evansville Christian Life Center, and Lakeside Church. He resides in Evansville, Indiana with his wife, Jordan, and their daughters, Lainie and Eleanor. Michael's personal interests include golfing, hunting, music, spending time with his family, and traveling.

Eng Lian is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Citizens Securities, HSBC Bank USA, and Citigroup. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

David De Cerbo is a Senior Resident Director and Wealth Management Advisor at Merrill, where he has been serving clients since 1998. In his role, he focuses on creating and managing wealth management strategies tailored to individual needs. He works with high-net-worth clients, closely held businesses, and leads efforts with foundations, endowments, and nonprofit organizations. His responsibilities include discretionary investment portfolio management, asset allocation, investment selection, and performance monitoring to help clients achieve their financial objectives. David holds a Bachelor’s degree from Rochester Institute of Technology and an MBA in Finance from Rutgers University. He has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a member of the Knights of Columbus. Residing in Metuchen, New Jersey, David is active in his community, serving on the board of the Metuchen Golf & Country Club and participating in the Knights of Columbus. In his personal time, he enjoys golfing and spending time with his family.

Bruce Brittingham Jr. serves as a Financial Advisor with Merrill Wealth Management, specializing in advising affluent individuals, families, corporate executives, and business owners. Since beginning his career in financial services in 2017, Bruce has focused on developing customized wealth management strategies that integrate investment management, retirement planning, estate planning strategies, executive compensation planning, risk management, as well as banking and lending solutions through Bank of America. Bruce's approach centers on understanding client priorities and aligning their investments, wealth planning, lending strategies, retirement goals, and legacy objectives into comprehensive financial plans. He leverages Merrill's network of specialists to provide guidance across all stages of wealth creation, preservation, and transfer. Bruce holds a Bachelor's Degree from Wagner College and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is committed to providing objective, personalized, and relationship-driven advice to help clients navigate financial complexities and make confident decisions aligned with their personal and family goals.

Alexandra Ruszala is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Merrill since 2023. Prior to joining Merrill, she worked at UBS Financial Services from 2016 to 2023. She holds a Series 66 license and is based in East Brunswick, NJ. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sean Roarty is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and six years of industry experience. He has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brenda Dolan is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 credential and has been with Merrill since 2012. Outside of her advisory role, she is a managing member and owner of Krav Maga Invicta, a self-defense, fitness, and wellness center focused on teaching the Israeli self-defense system, Krav Maga. 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 individual and institutional clients.

Ronald Meehan is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and has held various roles including an employee position at Jenkinsons Pavilion, where he serves as an ocean rescue lifeguard. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via 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.

John Liston is a financial advisor with Merrill based in Pennington, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2007. 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, pension plans, corporations, and charitable organizations.

Jonathan Langley is a Wealth Management Advisor with Keller, Spedaliere and Langley at Merrill Lynch Wealth Management. He is also a qualified Portfolio Manager who provides traditional advice and guidance while helping clients pursue their objectives by building and managing personalized or defined strategies. These strategies may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, he may manage their strategies on a discretionary basis. Jonathan's interest in investing began at the age of ten when he requested a meeting with his family's financial advisor. He began interning with the wealth management team as a high school senior and continued through college while attending Rutgers University. Upon graduating in 2006, he joined the team officially. Jonathan holds a Bachelor's Degree from Rutgers University and is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Personal Investment Advisor (PIA) designation. Jonathan resides in Lebanon, New Jersey with his wife, Jonya, and their two children. He is an avid reader and follows the Dave Matthews Band and the New York Giants. His interests include traveling with his family, spending time on Long Beach Island, entertaining family and friends, home improvement projects, and the arts. Jonathan attained the rank of Eagle Scout in 1999 and serves as the 2002 St. Joseph High School Class Chair. He is active in community organizations, serving as a Cub Scout Den Leader, and he and his wife are sustaining members of PBS and supporters of St. Jude's Children's Hospital. They are parishioners of the Church of the Holy Spirit in Lebanon.