Casey Ortiz is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, following roles with private family offices and Joe Hand Promotions. 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.

Thomas Morici is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 1998, progressing through various roles including Customer Service Representative, Financial Representative, Financial Planning Consultant, and Vice President, Account Executive before assuming his current position in 2013. Thomas specializes in partnering with clients to understand their financial goals, values, and risk tolerance, and develops customized financial plans tailored to individual needs. He emphasizes building strong relationships with clients and their families, focusing on trust, respect, and transparency. He holds a California Insurance License. Outside of his professional role, Thomas enjoys boating and golf.

Jennifer Holiday is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has worked at Merrill since 2006. Outside of her advisory role, she volunteers as a coach and team manager for Patriot FC, a civic league in Washington Crossing, Pennsylvania, and serves on the Youth Aid Panel of Bucks County, which reviews cases as an alternative to the juvenile justice system. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Dominic Pinto is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has prior experience at Bank of America and Merrill. Dominic is currently based in Bridgewater, NJ. 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 a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options.

Ryan Adam is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He worked at OppenheimerFunds Inc. for seven years before joining Merrill in 2020. 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 tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rafael Diaz is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked with Axa Advisors, LLC for 14 years. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels, and tailors services through a client intake process to document goals, risk tolerance, and time horizon.

Charissa Lockett is a financial advisor with Merrill and holds a Series 66 designation. She has eight years of industry experience and has been with Bank of America 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 for individual, high-net-worth, pension, corporate, and charitable clients.

Albert Krauza is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Bank of America and Merrill since 2011. He serves as a board member for Club 8744, a nonprofit providing meeting space for twelve-step groups in the Lower Bucks County, PA area. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors with a range of model-based and discretionary strategies.

Joshua Isernia is a Financial Advisor with Merrill Lynch Wealth Management. He provides financial advisory services as part of the Merrill Lynch team. Joshua holds a Bachelor's Degree from Monmouth University. No additional information about his professional experience, areas of expertise, or personal interests is available.

John Coonan is a financial advisor with Edward Jones in Princeton, NJ, holding a Series 66 designation and possessing 12 years of industry experience. He has been with Edward Jones since 2015. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Joseph Valeri is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 designations and possessing 12 years of industry experience. His prior work history includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and Bank of America. 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 developed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Pierson Burton is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Fenner & Pierce 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 and profit-sharing plans, corporations, and charitable organizations.

Anthony Trill is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work history includes roles in the pharmaceutical, automotive, and restaurant industries, as well as experience in education and municipal government. 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 clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Iannuzzo is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2016. He holds Series 63 and Series 66 licenses and is based in Princeton, NJ. Outside of his advisory role, he is a member of the Board of Directors for DisruptHR Princeton, an organization focused on business development and event planning. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies for clients.

John Abadiotakis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association, from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Michael Grant is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He also serves as a trustee in a financial-related trust. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning and utilizes proprietary tools and models to assist clients, managing approximately $2.74 trillion in assets.

Patricia Cashin is a financial advisor at UBS Financial Services in Princeton, NJ, holding a Series 66 designation with nine years of industry experience. She has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment plans.

John Provinsal is a financial advisor with LPL Financial based in Bridgewater, NJ, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Paradigm Wealth Advisory, PNC Bank, Capital One Bank, and Western Pest Services. He also provides investment advisory services through Paradigm Wealth Advisory, LLC, an independent registered investment advisor. 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 advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management with access to model portfolios and research.

Jeffrey Abrams is a Financial Consultant currently providing comprehensive financial planning services to clients and their families. He focuses on understanding clients' priorities and aligning strategies with their goals and objectives. Jeffrey emphasizes building meaningful, lifelong relationships and aims to ensure clients feel confident throughout their financial journey. He has been a Financial Consultant at Fidelity since 2024. Prior to this, he served as Vice President and Financial Advisor at Bank of America Merrill Lynch for 20 years, from 2004 to 2024. Outside of his professional career, Jeffrey has personal interests including baseball, biking, family activities, traveling, and volunteering.

Christopher Bubrow is a financial advisor at Merrill with 29 years of industry experience. He has been with Merrill since 1996 and holds a Series 66 designation. Outside of his advisory role, he is involved in a family business, Bubrow's TV & Appliance, where he dedicates a few hours monthly to property management. 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 supported by its internal Chief Investment Office and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.