John Abbracciamento is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Bank of America and Merrill. Stifel serves a diverse range of clients, including individuals, institutional investors, and nonprofit entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

Paul Krause is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at SagePoint Financial and RBC Capital Markets. Krause is also the owner of Krause Investment Advisory Group, LLC, an investment-related LLC. OSAIC serves a diverse client base, including retail and institutional clients, offering a range of brokerage and advisory services with a model-based investment approach emphasizing asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

John Trzeciak is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Bank of America, N.A. since 2011 and Merrill since 2009. 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.

Olivier Martinez is a CFP® with 12 years of experience in financial advising. He is currently with Morgan Stanley, having previously worked at Bank of America and Merrill. His background includes involvement with nonprofit and community organizations such as the Skema US Foundation and Room Circus Medical Clowning. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Nakia Martin is a financial advisor at Raymond James Financial with 21 years of industry experience. He has held positions at firms including LPL Financial, Thrivent Investment Management, Lincoln Financial Advisors, and Cambridge Investment Research. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports a broad advisor network with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Robert Di Falco is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2009. Outside of his advisory role, he serves on the Pennington Borough Board of Fire Commissioners in New Jersey. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Frank Doyle is a financial advisor at Cetera with 39 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cetera, he worked at VOYA Financial Advisors and has been operating Doyle Financial, LLC since 2009. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with various investment program options.

Ernest Luster is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at Bank of America, Merrill, Northwestern Mutual, Kohl's, and Rowan University. He also owned and operated Luster Services from 2010 to 2018. 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.

Nevin Sari is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at CITIGROUP and Citco Fund Services, and spent 18 years at BNY Mellon. He serves as a board member of the Turkish Women's League of America, an organization focused on teaching and preserving the Turkish language. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering a range of financial planning, investment consulting, and municipal advisory services.

Kevin Young is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as a mentor on the LaSalle Leadership Council at LaSalle College High School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocation with institutional trading capabilities and wealth management solutions.

Jeremy Rumpf is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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.

Peter Renna is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2004. 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.

Nicholas Burns is a financial advisor at Merrill with a Series 66 credential and one year of experience at the firm. His background includes roles in diverse sectors such as technology, sports, and education, including positions at Handshake AI, Major League Baseball Players Alumni Association, and Louisiana State University. 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.

Brian Gibson is a financial advisor with Merrill in Pennington, NJ, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Merrill since 2005. 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, retirement plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Christopher Romano is a financial advisor with Merrill, holding a Series 66 designation and 22 years of industry experience. He has been with Merrill since 2000. Outside of his advisory work, Romano serves as a referee for youth and adult soccer games and is involved with a local youth soccer association. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

David Weaver is a financial advisor at Merrill with eight years of industry experience and a Series 66 credential. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Primary Financial, Axa Advisors, LLC, and six years at Cracker Barrel. Outside of advising, he is the sole owner of a rental property in New Jersey. 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.

Ira Fox is a financial advisor with Cetera, holding a Series 63 designation and 26 years of industry experience. He has worked at Cetera since 2004 and is also the owner of Fox & Company PC, a CPA firm providing accounting and tax services since 1983. Outside of advising, he is involved with Creative Financial Services, Inc., which supports his investment practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment strategies through a large nationwide network of independent advisors.

Daniel Silveira is a Series 66-licensed financial advisor with Merrill in Pennington, NJ, with 11 years of industry experience. He has been working with Merrill and Bank of America, N.A. since 2015. 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.

Austin Damico is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at both Merrill and Bank of America, N.A. since 2024 and has prior experience in education and energy sectors. 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 institutions.

Evan Levitsky is a Series 66-licensed financial advisor with LPL Enterprise, based in Warrington, PA, and has three years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has worked in retail security and functions as a sports referee and coach. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.