Daniel Keller is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior experience at Bank of America, Merrill, TD Bank, and several other firms. His background also includes a period at The College of New Jersey and involvement with Wabowl LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors, offers fund advisory and model portfolios, and maintains roles in commodity pool operations and registered investment companies.

Robert Fraser is a financial advisor at Merrill with 25 years of industry experience. He has held his current position at Merrill since 2002 and holds Series 63 and Series 66 designations. 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 a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Brendan Keeney is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2019. His prior roles include positions at DoorDash, Yardley Wealth Management, Barstool Sports, and Saint Joseph's 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, and institutional investors. The firm integrates with Bank of America’s broader platform, delivering access to various financial products and services.

James Rescigno is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Bank of America, Guardian Life Insurance Company of America, Park Avenue Securities, Penserra Securities, and KeyBanc Capital Markets Inc. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Miguel Vasquez is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at Bank of America and has a background that includes positions at Rutgers University, RE/MAX Tri County, and service in the United States Marine Corps Reserve. He is also the owner of Vaspro Realty LLC, a real estate holding company managed by his spouse. 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, charitable organizations, and corporate fiduciaries.

Roy Chereath is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Advisory Services and other financial and tax-related firms. In addition to advisory work, he is involved in tax preparation, accounting, insurance sales, and owns several businesses including a tax and payroll IT consulting firm and an online gift sales venture. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning solutions with access to third-party managers and manages over $256 billion in assets.

Nathan Lepore is a Series 66-licensed financial advisor with Merrill in Pennington, NJ, bringing 11 years of industry experience. He has worked at Merrill since 2015. Merrill provides managed account services through its Select Portfolio Solutions program to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Nina Caruso is a financial advisor at Merrill with five years of industry experience and a Series 66 designation. She has worked at Merrill since 2019 and previously held positions at the University of North Carolina - Wilmington and Old Navy. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Brittany Robinson is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Bank of America, N.A. and BGC Financial, L.P. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader financial platform.

Kristen Dichkus is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wealth Enhancement and LPL. She also provides administrative support to an independent investment advisory firm. J.P. Morgan Securities LLC offers 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.

Michael Dworacek is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ, and has 25 years of industry experience. He has been with Merrill since 2000. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment strategies developed by its Chief Investment Office with discretionary management by affiliated and third-party managers, alongside access to a wide range of financial products through its affiliation with Bank of America.

Rajan Patel is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill since 2017. His prior work includes roles at Kforce Inc, Adecco NA, and Forrest Solutions Inc, as well as a position at Rider University. 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, and institutional fiduciaries. The firm integrates investment management with Bank of America’s broader corporate platform, providing access to a wide range of financial products and services.

Joseph Bruno is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bloomberg LLC, Sustainalytics, Entelligent, ISS STOXX, and Bank of America. Outside of his advisory role, he provides consulting in AI-generated software sales and business strategy. 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, pension plans, and other institutional investors.

Emily Wheatley is a Planning Consultant based in Princeton, currently working to assist clients in articulating and creating road maps to their financial goals. She brings a decade of experience in wealth management to her role. Prior to her current position, Emily worked as a Wealth Management Specialist at Merrill Lynch from 2015 to 2025. She joined Fidelity Investments as a Planning Consultant in 2025. Outside of her professional work, Emily has interests in music and yoga.

Jennifer Volchik is a financial advisor at Merrill with 22 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2014. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad range of clients including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates investment strategies from its Chief Investment Office and third-party managers and is part of Bank of America’s broader financial platform.

Harris Demarco is a financial advisor at Merrill with eight years of experience in the industry. He holds a Series 66 designation and has prior work experience at J.P. Morgan Chase. Outside of his advisory role, he is the CEO of Speiik LLC, a digital media company focused on social media content creation. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ryan Heese is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2023 and previously worked at the College of Charleston and Council Rock High School North. 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, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s corporate platform, providing access to a broad set of products and services.

Brendan Biruk is a CFP® with 27 years of experience in the financial industry. He currently serves as a financial advisor at LPL Financial, where he has worked since 2021. Prior to that, he spent 12 years at UBS Financial Services Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, supported by research and technology-driven investment strategies.

Thomas Simcik is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Janney Montgomery Scott from 2008 to 2026. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and supports both discretionary and non-discretionary advisory relationships, with specialized services in public finance and municipal work.

Fernando Romero is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked in various roles including at Drive Social Media and Veryable. 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 plans, and charitable organizations. The firm integrates a wide range of investment options and services within the Bank of America platform.