Brian Bertolini is a financial advisor at Merrill with 17 years of experience at the firm and 8 years in the industry. He holds a Series 66 designation and is based in Pennington, 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Reilly is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors for 14 years before joining Osaic in 2025. Reilly is also active as an insurance agent, offering various health and life insurance products including disability coverage, fixed and indexed annuities, and health savings accounts. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple platforms. The firm utilizes firm-provided asset allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers.

Cole Garrow is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at LPL Enterprise LLC / Prudential Advisors and has a background that includes roles outside the financial sector. He has been involved with local sports organizations, including the Flemington Baseball Academy and Hopewell Basketball Association. 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 a range of clients including individuals, high-net-worth clients, and institutional plans.

Jordan Assentato is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Cetera in 2025, he worked at Ameriprise, ADP, and Lincoln Financial Group. He is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies across various program structures and custodial relationships.

Chirag Shah is a financial advisor with J.P. Morgan Securities in Bensalem, PA, holding Series 63 and 66 licenses and having 10 years of industry experience. His work history includes roles at JPMorgan Chase Bank, Wells Fargo Clearing, and Wells Fargo Bank. Outside of his advisory role, he is involved as a caregiver through Priva LLC, a home care agency, where he provides care for his parents. 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.

Arthur Percario is a financial advisor at Merrill with 38 years of industry experience. He has held his current position at Merrill since 1989 and holds Series 63 and Series 66 designations. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal and third-party teams.

Ian Stewart is a Planning Consultant who collaborates with clients to develop financial plans tailored to their goals and objectives. He has professional experience as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Representative at Fidelity Investments from 2021 to 2022. In 2021, he also worked as a Financial Consultant at Equitable. Outside of his professional work, Ian is interested in family activities, fitness, football, parenthood, and pets.

Matthew Faleska is a financial advisor at Merrill with a Series 66 license and one year of industry experience. His prior work includes roles at Five Points Financial, Inc. and involvement with the Raritan Valley YMCA. Outside of finance, he has experience working in educational and recreational settings, including Rider University and Crystal Springs Family Waterpark. 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 and profit-sharing plans, corporations, and charitable organizations.

Nicholas Arcuri is a financial advisor at Merrill with a Series 66 designation and recent entry into the industry. His prior roles include positions at The LNS Group and UPS, along with experience in education and small business operations. Merrill, together with 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.

Sonat Topuzoglu is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2017 and was previously employed at Broadridge Financial Solutions for one year. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lori Mc Guinness is a financial advisor with J.P. Morgan Securities in Princeton, NJ, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. Her prior roles include positions at Morgan Stanley and David Lerner Associates, among others. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Howard Lashner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and also operates Lashner Financial Group. Outside of his advisory work, Lashner is an author and serves as a consultant for American Fence Systems. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts for individual and high-net-worth clients, operating primarily as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities while maintaining oversight of its investment models.

Isaiah Burrows is a financial advisor at Raymond James & Associates with a Series 66 credential and three years of industry experience. Prior to joining Raymond James, he worked at Seton Hall University and was involved with Straight Edge Striping. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing around $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services with a variety of portfolio management styles.

Daniel Benster is a financial advisor with LPL Financial in Langhorne, PA, holding Series 63 and Series 65 designations and 32 years of industry experience. He has worked at several firms, including Janney Montgomery Scott, Wells Fargo Clearing, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology tools and a broad network of over 22,800 advisors.

Tiana Nelson is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 credential and one year of industry experience. Her prior work includes positions at Bank of America and retail roles at companies such as Lululemon and Savage X Fenty. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services focusing on model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paige Singer is a Series 66-licensed financial advisor at Merrill with 15 years of industry experience. She has been with Merrill since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

Chia Hu is a financial advisor at Merrill with 20 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies overseen by internal and third-party managers.

Brooke Gomba is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Lovell is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. Outside of his advisory role, he owns and manages rental properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Edward Scull Jr. is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 65 credentials and 41 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of finance, he serves on the advisory board of canine support teams, a nonprofit organization focused on animal-related services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.