David Leist is a financial advisor with Merrill, holding Series 63, 65, and 66 licenses and possessing 31 years of industry experience. He has worked at Merrill since 2011 and has been with Bank of America, N.A. since 2016. 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 individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, integrating its services with the broader Bank of America platform.

Christopher Foley is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Foley serves as a power of attorney for his mother and is involved in managing multiple investment-related entities, including his own LLC and partnerships. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through various brokerage and advisory programs.

Aisha Khan is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services from 2018 to 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to client risk profiles through various investment managers and strategies.

Eilene Beck is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked at Primerica and its related entities since 2004 and has also held positions with several Vaco affiliates. Beck is involved in sales of investment-related products and part-time referrals of home security and automation services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established custodians.

Hema Joshi is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise in Flemington, NJ. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports that support income planning and Social Security decisions.

James Oertling is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. He has been with Merrill since 2013 and concurrently with Bank of America, N.A. since 2017. 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 plans, charitable organizations, and corporate fiduciaries.

Phillip Hopewell is a financial advisor at Merrill with a Series 66 designation. He began his career at Merrill in 2026 and has prior experience at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as service in the U.S. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Colin Douglas is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill in 2025, he was involved in various roles including work with Sidekicks Respite Services, Cafe Antonios, and Rider University. He is also associated with Luggers LLC, an outside business activity. Merrill 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 to individuals, high-net-worth clients, and institutional investors, leveraging its integration with Bank of America’s broader corporate platform.

Mario Digiacomo is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America since 2012. 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, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The program features integration with Bank of America’s corporate platform, providing access to a wide range of products and services.

Daniel Cooney Jr. is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent 17 years at Jakks Pacific Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Arthur Vincent is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Merrill since 2010. 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. The firm integrates with Bank of America’s broader corporate platform, enabling access to a wide variety of financial products and services.

Jenna Ball is a financial advisor at Morgan Stanley with 18 years of experience at the firm. She holds a Series 66 designation and is based in Lawrenceville, NJ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis models as part of its financial planning process.

Jeffrey Ferris is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Merrill Lynch Pierce Fenner & Smith Incorporated since 2014 and concurrently holds a role at Lowe's Companies as a Special Order Services/Credit Coordinator. 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 to individuals, high-net-worth clients, pension plans, and other fiduciaries.

Matthew Denardo is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory work, he serves as a Little League baseball coach. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

Bindu Menon is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to that, she was employed at PNC Investments and PNC Bank between 2005 and 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making investment recommendations.

Sayomi Uehara is a financial advisor with Merrill, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Merrill since 2010. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform to offer a range of investment strategies, including model-based, discretionary, and tax-aware options.

George Mccleary is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for FSC Securities Corporation for 25 years. He also operates a tax preparation business during tax season and sells insurance products when suitable for clients. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors. The firm provides integrated brokerage and investment advisory services with a range of portfolio management options and access to third-party managers.

Amy Hurler is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She has been with Merrill since 1993. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide set of products and services.

Martin Hirsch is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2007. Hirsch serves as an advisory board member of the National Association of Stock Plan Providers. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and related investment strategies to individual, high-net-worth, institutional, and charitable clients. The firm integrates investment management with Bank of America’s broader platform, delivering access to a wide array of financial products and services.

Rohini Nangpal is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and has been with Merrill since 2018. Prior to that, she worked at Swarovski Retail Ventures for four years. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.