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.

Yasmeen Kassim is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America N.A. throughout her career. Outside of her advisory role, she is a co-owner of a family rental property business. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Warenkiewicz is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has worked with Equitable Advisors since 2006 and was previously associated with Axa Advisors, LLC until 2020. Outside of his advisory role, he serves as executor for the Estate of Edward Manley. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and a combination of proprietary and third-party asset management programs.

Gerald Silver is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He is based in Lawrenceville, NJ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Robert Korlesky is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides personalized and comprehensive wealth management services focused on preserving and growing client assets, optimizing tax-efficient retirement distributions, and implementing tax-advantaged estate strategies. His client work includes family wealth management, legacy planning, retirement income, portfolio management, liquidity management, and socially responsible investing. Robert holds a Bachelor’s Degree from East Stroudsburg University and is designated as a Personal Investment Advisor (PIA). He applies Merrill’s goals-based wealth management approach to help clients articulate their financial objectives and navigate complex wealth challenges. Robert emphasizes educating clients and their families about the wealth management process and investment strategies. Committed to community involvement, Robert participates in local organizations through volunteer work. His personal interests include camping, fishing, golfing, and woodworking. He believes in adapting investment strategies in response to life changes to support clients’ retirement lifestyles and long-term financial goals.

Ronald Klear is a financial advisor at Merrill with 24 years of industry experience. He has held his current role since 2007. Outside of his advisory work, he is involved part-time as an independent associate in a health solutions startup and works as a party planner, as well as serving as a consultant for the Cincinnati Reds Hall of Fame and Museum. 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.

Christopher Sylvester is a financial advisor at Merrill with 17 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2008 and has been with Bank of America, N.A. since 2012. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Marianna Mansour is a financial advisor with J.P. Morgan Securities in Princeton, NJ, holding a Series 66 designation and 18 years of industry experience. She has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2019 and worked previously at Bank of America and Merrill from 2008 to 2019. J.P. Morgan Securities LLC 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 recommendations.

John Schade is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm operates on a non-discretionary basis, combining institutional advisory services with brokerage and investment management capabilities.

Ryan Carson is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Bank of America, Pitt Ohio LLC, and Lincoln Financial Network. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeel Patel is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill, he worked at Bank of America, Newfield National Bank, and Todd's news agency. He is a partial owner of a small family business, JilKrish LLC. 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.

Rosana O'Brien is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2020 and at Bank of America, N.A. from 2024 to the present. Outside of finance, she has experience with A.C Amoore Arts & Crafts from 2013 to 2020. 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 both model-based and discretionary investment strategies for individuals and institutions.

Neil Larson is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2014, including his current tenure beginning in 2017. His prior experience includes roles at Bank of America, N.A. and My House Your Home. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Adam Behrens is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2010. 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, and various institutional investors.

Michelle Lindquist is a financial advisor at Merrill with 15 years at the firm and eight years of industry experience. She holds the Series 66 designation and is based in Iselin, 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various types of organizations.

Danny Bhasin is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch since 2008. 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 plans, corporations, and charitable organizations.

Michael McGuire is the Vice President and Branch Leader at Fidelity Investments in Manalapan, New Jersey. In his role, he leads and coaches financial planning teams, focusing on comprehensive planning and client collaboration. His approach aims to provide an informative, warm, and approachable experience for clients. Since 2020, Michael has served as the Branch Leader, guiding his teams in delivering financial planning services. Further details about his education, credentials, or personal interests have not been provided.

Matthew Parker is a financial advisor at Merrill with 19 years at the firm and 12 years of industry experience. He holds the Series 66 designation and is based in Pennington, NJ. 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 developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Teti is a financial advisor at Merrill with 19 years of industry experience. He has been with Merrill and Bank of America since 2017. Outside of his advisory role, he occasionally works as a DJ for private events. Merrill, in conjunction 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 various institutional investors.