Rodney Johnson I is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Bank of America and The Prudential Insurance Company of America. He is also the owner of Roxicyni Trading LLC, where he trades commodity contracts using his own funds. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Joseph Anderson is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bank of America and Merrill since 2020. Outside of finance, he has participated as a background artist, doing TV commercials, film, voiceovers, modeling, and print advertising. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ingrid Soprych is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2014 and was previously affiliated with Jerry Neumann and Naomi Richman. Outside of her advisory role, she assists a family friend as a personal assistant with household tasks. 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 plans, corporations, and charities.

Carly Gallanter is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and currently holds a position at Bank of America. Outside of her advisory role, she has been employed at Doordash on weekends and has engaged in selling items on eBay. 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 plans, corporations, and charitable organizations.

Arsene Eliacin is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Bank of America, Transamerica Agency Network, and Bankers Life and Casualty. Outside of finance, he owns Mixed Miles LLC, a car rental business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of client types including individuals, high-net-worth clients, and organizations.

Richard Zytko is a financial advisor at Merrill with 34 years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses and has previously worked at Nova Associates, TRA, BCG Securities Inc, and MA Mutual Life Insurance. He serves as a board member for Jersey Shore Calvary Chapel, where he participates in stewardship and church financial oversight. 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, pension plans, corporations, and charitable organizations.

Christopher Paterno is a financial advisor at Merrill with 27 years of industry experience. He has been with Merrill Lynch since 1999 and holds Series 63 and Series 66 credentials. 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 strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Linda Gatere is a Financial Solutions Advisor at Merrill, specializing in wealth management through Merrill Lynch. In her role, she works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. Her services include investment management, retirement planning, and preparing for unforeseen financial needs. Additionally, she facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Linda holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned a Bachelor's degree from Kenyatta University and a Master's degree from the University of Bath. Her approach focuses on helping clients identify what matters most to them and their families to create tailored financial strategies.

Oscar Catanese is a financial advisor at Merrill with a Series 66 designation and one year of experience at the firm. His prior experience includes roles in education at St. Augustine Preparatory School and Cape Trinity Catholic, as well as self-employment and work with D'Antonio Excavating Inc. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Nathan Jones is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2014. 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 designed for a range of clients including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Matthew Forst is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been working in the financial advisory field since 2016, previously serving as a Financial Advisor at Merrill Lynch until 2022. Matthew is a Certified Financial Planner (CFP4) professional with ten years of experience. Matthew partners with individuals and families to simplify their financial lives and provide clarity on complex decisions. He engages in a collaborative planning process and thoughtful execution to build personalized financial plans that align with clients' priorities. Outside of his professional work, Matthew has interests in fitness, golf, running, and snowboarding.

Madison Ubry is a CFP® with three years of industry experience, currently affiliated with Charles Schwab. Prior to joining Schwab, Madison worked at La Mezzaluna for four years and spent five years at Rider University. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by Schwab Center for Financial Research.

Kenneth Van Leeuwen is a financial advisor with LPL Financial in Princeton, NJ, holding Series 63 and Series 65 licenses and with 44 years of industry experience. He has worked at LPL Financial since 2016 and has operated his own firms, Van Leeuwen & Co., LLC and Van Leeuwen & Company, LLC, since 1997 and 2006 respectively. Additionally, he serves on the LPL PAC Advisor Advisory Board. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Christian Muli is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Merrill since 2022 and positions at Immediate Technical Services Inc. and Binghamton 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Megan McGuire is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2006. 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 plans, corporations, and charitable organizations.

Cary Hall Jr. is a financial advisor with LPL Financial based in Princeton, NJ, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at UBS Financial Services for 20 years and served in the United States Army Reserve for 22 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, retirement consulting, and brokerage services supported by a national network of investment adviser representatives.

Diva Jain is a Series 66-licensed financial advisor with Merrill in Pennington, New Jersey, and has 12 years of industry experience. She has been with Merrill and Bank of America 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nigel Francis is a Series 66 credentialed financial advisor with 18 years of industry experience. He has been with Merrill and Bank of America since 2013. Outside of his advisory role, he owns Nycis Entertainment, a disc jockey service based in New Jersey. 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 a range of individual and institutional clients.

William Cashel is a Series 66 registered advisor with Wells Fargo Clearing, bringing 12 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent five years at Bank of America. Cashel holds power of attorney for both of his parents in investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of investment advisory and fiduciary services grounded in modern portfolio theory. The firm’s offerings include both discretionary and non-discretionary options, with a notable inclusion of insurance-related products and bank deposit sweep solutions.

Joan Heffernan is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1990. 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.