Christopher Foley is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Foley serves as a power of attorney for his mother and is involved in managing multiple investment-related entities, including his own LLC and partnerships. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through various brokerage and advisory programs.

Aisha Khan is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services from 2018 to 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to client risk profiles through various investment managers and strategies.

Eilene Beck is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked at Primerica and its related entities since 2004 and has also held positions with several Vaco affiliates. Beck is involved in sales of investment-related products and part-time referrals of home security and automation services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established custodians.

Hema Joshi is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise in Flemington, NJ. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports that support income planning and Social Security decisions.

James Oertling is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2013 and Bank of America, N.A. since 2017. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Phillip Hopewell is a financial advisor at Merrill with Series 66 credentials and less than one year of industry experience. His background includes roles at Vanguard Marketing Corporation and The Vanguard Group, as well as service in the U.S. Navy from 2017 to 2023. He also has academic experience from Baruch College and brief positions in the hospitality sector. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

William King is a Series 66-licensed financial advisor at Merrill with 9 years of industry experience. He has been with Merrill since 2015. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Colin Douglas is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill in 2025, he was involved with Sidekicks Respite Services and operated Cafe Antonios, alongside roles in education and entrepreneurship. 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 clients including individuals, high-net-worth clients, and institutions.

Emre Hasmet is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Unity Bank and held roles in the private sector at Atlantic Supermarket Equipment and AmerAsia International. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Mario Digiacomo is a financial advisor with Merrill, holding a Series 66 designation and 28 years of industry experience. He has been with Merrill and its affiliate Bank of America N.A. since 2012. Merrill, together 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 strategies for a range of investors including individuals, high-net-worth clients, and institutional entities.

Arthur Vincent is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Glenn Guerin is a Certified Financial Planner (CFP®) with 35 years of industry experience, currently affiliated with LPL Financial in Bridgewater, NJ. He has held positions at Peapack-Gladstone Bank and Linsco/Private Ledger since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Joseph Nelligan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He serves as a financial quarterback for his clients, employing a comprehensive approach to wealth management that starts with attentive listening to understand each client's unique goals. Leveraging the investment insights of Merrill and the banking services of Bank of America, Joseph integrates various aspects of his clients' financial lives to provide tailored strategies. Joseph's expertise encompasses college education planning, divorce transition planning, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from Drexel University. Committed to community involvement, Joseph follows Merrill's tradition of participating in the communities served and volunteers with the Delaware Valley Alzheimer's Association. Outside of his professional life, he enjoys golfing, music, spending time with his family, and traveling.

Jenna Ball is a financial advisor at Morgan Stanley with 18 years of experience at the firm. She holds a Series 66 designation and is based in Lawrenceville, NJ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis models as part of its financial planning process.

Jeffrey Ferris is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill Lynch Pierce Fenner & Smith Incorporated since 2014. In addition to his advisory role, he coordinates special order services and credit at Lowe's Companies. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Rebecca Hayevy is a financial advisor with Merrill in Bridgewater, NJ, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at Merrill since 2016. 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.

Matthew Denardo is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory work, he serves as a Little League baseball coach. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

Bindu Menon is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to that, she was employed at PNC Investments and PNC Bank between 2005 and 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making investment recommendations.

Sayomi Uehara is a Series 66 licensed financial advisor with Merrill in Pennington, NJ. She has 13 years of industry experience and has been with Merrill since 2010. 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, retirement plans, corporations, and charitable organizations.

Amy Hurler is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. She has been with Merrill since 1993. 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.