Thomas Sonetto is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2015. Sonetto has also been involved with ARTMAN Lutheran Home since 2013. 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, pension plans, corporations, and charitable organizations.

Mark Bean is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2006 and Bank of America, N.A. since 2013. Outside of his advisory role, he serves as a board member for the Wild Bird Research Group, a nonprofit focused on bird conservation research in the Americas. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, third-party manager selection, discretionary portfolio management, brokerage, and custody services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by a CIO-managed platform.

Alexander Struck is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2010. 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.

Anthony Remboski 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, as well as positions at UPS and academic appointments at Rider University and Mercer County Community College. 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.

Saji Philip is a financial advisor with LPL Financial in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Ameriprise Financial Services and Equitable Advisors. Outside of his advisory role, Philip is a business owner of Growing Stars, Inc., an online tutoring service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Robin Wedeking is a Series 66-licensed advisor with Merrill, based in Pennington, NJ, and has 21 years of industry experience. He has been with Merrill for multiple tenures totaling over 30 years, including a brief period at BofA Securities in 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional accounts.

Eric Whitsett is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2011. 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.

Dakota Bethke is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, Dakota worked for eight years at Russo Music Center 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Amoroso is currently serving as a Branch Leader at Fidelity Investments, a role he has held since 2025. In this capacity, he focuses on fostering a culture that motivates advisors to reach their full potential through strategic coaching. He has extensive experience in the financial industry, having held various positions including Team Manager at Merrill from 2016 to 2025, Credit Risk Analyst at JP Morgan Chase between 2014 and 2016, and Investment Associate at Hennion & Walsh from 2013 to 2014. His professional background spans leadership, risk analysis, and investment management. Outside of his professional career, Anthony enjoys spending time at the beach, cooking and baking, engaging in family activities, and following football and soccer.

Victoria James is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2013. Outside of her advisory role, she participates as a shopper and delivery person for Instacart. 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.

Scott Bernstiel is a financial advisor with Raymond James Financial Services Advisors, Inc. in Windsor, NJ, holding Series 63 and Series 66 licenses with 31 years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, Kennedy Investment Group, and DWS Distributors. Outside of advisory work, he serves as Treasurer and Bookkeeper for Notre Dame High School Lacrosse, overseeing financial supervision. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains specialized programs in municipal advisory and employer SIMPLE IRA consulting.

Gerard Trapp is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2006 to 2009. Outside of his advisory role, he is involved with American Portfolios Financial Services in life insurance. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a variety of investment options managed on discretionary or non-discretionary bases.

Zachary Williams is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. Prior to that, he was employed at MarketGrader Capital and D&P Optical. 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 institutions.

Jason Peretson is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He previously worked at Prudential Equity Group, LLC, for five years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as an executor for his mother’s estate. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Hoyt Ammidon III is a Senior Financial Advisor with Merrill Lynch Wealth Management. He oversees and coordinates the financial affairs for a select group of families, retirees, corporate executives, and business owners in the Princeton, NJ area and across the country. Hoyt takes a holistic approach to his clients' financial affairs to help position them to achieve their goals and objectives. With over 40 years of experience in the financial industry, Hoyt's expertise includes commercial banking, equity and fixed income securities analysis, sales and trading, and portfolio management. His client focus areas encompass college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Hoyt holds a Bachelor's Degree from Middlebury College and a High School Diploma from St. Mark's School. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Hoyt enjoys biking, camping, cooking, ice hockey, skiing, yoga, and spending time with his family. He is also a member of the Schattenbaum PCA organization.

Pragnesh Ashar is a financial advisor at Merrill with 21 years of industry experience, including 20 years at Merrill. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved as a board member of the Country Woods Community Association in Fairfield, New Jersey, and participates in selling holistic and fashion items online through Celestial Artisan LLC. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Hearne Jr. is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with RBC Capital Markets since 2008 and has also worked at City National Bank. Outside of his advisory role, he serves as a member of the finance committee at Trinity Church in Princeton, NJ. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations by offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Michael Giambelluca is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has previously worked with Bank of America, Equitable Advisors LLC, and has held various roles outside of finance, including security and server positions at Killarney's Publick House and ownership of Prime Pressure Solutions LLC. 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.

Ellen Dollard is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Raymond James Financial Services. Outside of her advisory role, she is the owner of Wagtimeapp, a project focused on developing a mobile application related to dog parks and socialization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party model portfolios on discretionary and non-discretionary bases.

Barbara Clarke is a CFP® with over 42 years of experience in the financial services industry. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs that include tailored financial planning and a range of investment services. The firm manages approximately $2.74 trillion in client assets and provides planning tools that incorporate market simulations and return estimates.