Peter Baldeo is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on collaborating with clients to develop personalized wealth management strategies that align with their life priorities, family goals, and aspirations. Peter emphasizes service and client education to help clients avoid financial pitfalls and navigate both stable and turbulent market conditions in pursuit of financial independence. He brings experience in areas including corporate executive services, education planning, executive compensation, retirement income, socially responsible and ESG investing, as well as serving specialized client groups such as women and the LGBT community. Peter holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). He earned both his Bachelor's degree and MBA from Rider University and is affiliated with the College of Financial Planning, the CFP Board, and the Investments and Wealth Institute. Beyond his professional work, Peter is active in community service, volunteering with organizations such as Susan G Komen, Big Brothers and Big Sisters of Trenton, and Happy Healing Ideas. His personal interests include adventure sports, football, golfing, music, reading, scuba diving, skydiving, soccer, spending time with his family, and watching movies.

Iryna Reutska is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior work includes roles at Bank of America and Engel and Volkers, as well as time spent pursuing travel and education. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies across a broad client base that includes individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates its investment services with Bank of America’s broader corporate platform, providing access to a wide range of financial products and services.

John Song is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working at Jpmorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis where clients retain final decision authority.

James O'Neill is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2015. 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 wide range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm operates within Bank of America’s platform, enabling access to a broad set of products and services beyond typical advisory firms.

Sonakshi Sood is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Merrill since 2014. 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.

Daniel Soto is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2015. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies. The firm serves a broad client base including individuals, high-net-worth clients, and institutional investors, leveraging its integration with Bank of America’s corporate platform to provide access to a wide array of financial products and services.

Joshua Salkin is a financial advisor at LPL Financial with a Series 66 designation and experience gained since 2024. His background includes roles at Blue Owl Capital, Van Leeuwen and Company (now part of LPL), and involvement with Seton Hall University. Outside of finance, he has experience working with Metedeconk National Golf Club and in the food service industry. 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 advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various technology tools.

Michael Maiden II is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and is currently based in Pennington, NJ. Prior to joining Merrill, Maiden held positions at Bank of America, University of Phoenix, T-Mobile, and Wawa. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America's broader corporate platform.

Erica Lehneis is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. She has been with Bank of America / Merrill Lynch since 2006, totaling 20 years in various roles. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers a range of model-based and discretionary investment strategies implemented by Managed Account Advisors LLC and affiliated managers, integrated within Bank of America’s broader corporate platform.

Elvin Diaz Ozuna is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at State Farm for three years and has held various roles in education and retail. 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.

Travis Rosa is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Raymond James since 2018. Prior to his career in finance, he was involved with Spring Lake Golf Club in various roles over nearly two decades. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, offering non-discretionary financial planning and active involvement in municipal and public finance markets.

Matthew Mrazik is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Bank of America, Merrill, EquityBee Inc., and North Capital Private Securities. Outside of his advisory work, he produces music and releases it on streaming platforms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services, including financial planning and portfolio management.

Andrew Siwiec is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bank of America since 2017. Prior to that, his career included a brief period at Source4Teachers in 2017. 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 wider platform.

Ciro Iovine is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley and Mayo Law. Outside of his financial career, he has entrepreneurial experience running Anitmo's Italian Kitchen for seven years. 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 that includes individuals, institutional investors, and charitable organizations.

Robert Cundari is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously at TD Ameritrade from 2014 to 2018. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ray Greenberg is a CFP® with over 50 years of experience in the financial industry. He has been associated with Cetera since 2025 and previously worked with Concourse Financial Group Securities Inc for nearly two decades. Greenberg serves as a board member at both the Southampton Free Library and Quaint Oak Bank. Cetera Investment Advisers LLC is an SEC-registered firm providing a wide range of advisory services to individuals, retirement plans, corporate and charitable clients, and institutions. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various investment program structures.

Devashish Shah is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent ten years at UBS Financial Services Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Adam Altman is a financial advisor with Charles Schwab, holding a Series 66 designation and 20 years of industry experience. He has worked at Charles Schwab since 2021 and previously held positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he is a partner in White Pelican Development, an investment venture focused on multi-family real estate. Charles Schwab serves primarily 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with alternative investments and centralized custodial services.

Bryant Perez is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2011, progressing through roles including Relationship Manager and Investment Consultant before his current position since 2016. His professional focus includes market trends, investments, and economic analysis. Bryant emphasizes transparency, education, and empowering clients, aiming to provide value in every interaction and offering a unique perspective. Outside of his professional work, Bryant has personal interests in comedy, fitness, football, pets, and running.

Denis Kenny is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America and Wells Fargo in various capacities. Outside of his advisory role, he serves as an executor in a non-investment related capacity. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries.