Cole Garrow is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he was associated with LPL Enterprise LLC / Prudential Advisors. Outside of his advisory role, he has experience working with local sports organizations and schools. 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 plans, charitable organizations, and corporate fiduciaries.

Jordan Assentato is a financial advisor at Cetera with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Ameriprise, ADP, and Lincoln Financial Group. In addition to his advisory role, he serves as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Arthur Percario is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Merrill since 1989. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s corporate platform, providing access to a wide range of products and services.

Ian Stewart is a Planning Consultant who collaborates with clients to develop financial plans tailored to their goals and objectives. He has professional experience as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Representative at Fidelity Investments from 2021 to 2022. In 2021, he also worked as a Financial Consultant at Equitable. Outside of his professional work, Ian is interested in family activities, fitness, football, parenthood, and pets.

Matthew Faleska is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held various roles including work at Five Points Financial, Inc. and positions in education and community organizations such as Raritan Valley YMCA and Rider University. 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.

Nicholas Arcuri is a financial advisor with Merrill, holding a Series 66 designation and beginning his career in 2026. Prior to joining Merrill, he held positions at The LNS Group and UPS. Outside of finance, he has entrepreneurial experience running Prime Time Pools since 2023 and has worked in education at Rutgers University and Brookdale Community College. Merrill provides managed account services through the Select Portfolio Solutions program, serving a wide client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Sonat Topuzoglu is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2017, following a year at Broadridge Financial Solutions. 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.

Lori Mc Guinness is a financial advisor with J.P. Morgan Securities in Princeton, NJ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Her previous roles include positions at Morgan Stanley and David Lerner Associates, among others. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Daniel Benster is a financial advisor with LPL Financial in Langhorne, PA, holding Series 63 and Series 65 credentials and having over 31 years of industry experience. His prior experience includes roles at Janney Montgomery Scott and Waddell & Reed, Inc., as well as various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of investment strategies supported by in-house and third-party research.

Tiana Nelson is a financial advisor with Merrill, holding a Series 66 credential and one year of industry experience. Prior to joining Merrill, she worked in retail roles at Lululemon, Savage X Fenty, and Gap. She is 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 to individual and institutional clients.

Paige Singer is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Chia Hu is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Brooke Gomba is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated 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, and institutional investors. The firm integrates investment management with Bank of America’s broader platform, including lending and custody services.

Eric Penna is a financial advisor with Ameriprise in East Brunswick, NJ, holding a Series 66 designation and 14 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, using a centralized consulting team to deliver written recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients and offers a range of advisory, brokerage, and insurance solutions through affiliated entities.

Edward Scull Jr. is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 65 credentials and 41 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of finance, he serves on the advisory board of canine support teams, a nonprofit organization focused on animal-related services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

Ahmed Abdelbaki is a financial advisor at Merrill with 14 years of industry experience. He has been with Merrill since 2013 and holds Series 63 and Series 66 designations. Outside of his advisory role, he owns a sole proprietorship that sells sports card collectibles on eBay. 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, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Satya Ekambaram Narayana Reddy is a Series 66-licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill, he held roles in education and small business, including positions at Rider University and C2 Education, as well as involvement with Bamboo Shoots LLC. 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 individual, high-net-worth, and institutional clients.

Eileen Keenan is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Alfred Toussaint is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2013. Outside of his advisory role, he serves as a general partner in a for-profit limited partnership focused on buying and reselling properties. 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, pension plans, and charitable organizations.

Jason Hodak is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Merrill since 2015. Outside of advising, he works as an independent contractor driver for Uber Technologies, providing transportation services. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, delivering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.