Noah Hochrun is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill and Bank of America, he worked at The Vanguard Group and has a background that includes roles in both educational and food service sectors. Outside of finance, he has an ongoing involvement with Brooklyn Square Pizza. 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 tailored to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries.

Jacob Lukis is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes multiple roles at Merrill as well as positions at Malcon and Sons, Malcon Contractors, Wawa, Inc., and Rider University. Outside of his advisory role, he serves as a referee and official for USA Hockey-sanctioned games in the Princeton area. Merrill provides managed account services through the Select Portfolio Solutions program for Bank of America fiduciary clients, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, and other entities.

Nicholas Fitzgerald is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he has worked at Charles Schwab Bank, The Office Restaurant and Lounge, and Vintony Mechanical. Outside of finance, he is involved in managing The Office Restaurant and Lounge. Charles Schwab & Co., Inc. 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 and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Randy Cai is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has previously worked at Quartile and Wawa, as well as at Temple University. 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 plans, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s broader platform, providing access to a wide range of investment products and related financial services.

Gary Stocker is a financial advisor at Merrill with 27 years of industry experience. He has been with Merrill and its related entities since 1996, including 15 years at Bank of America/Merrill Lynch. He holds Series 63 and Series 66 licenses. 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 including individuals, high-net-worth clients, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader financial platform, providing access to a wide range of products and services.

Abigail Danko is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on financial planning that is personal, collaborative, and centered around what matters most to each client. Abigail works with clients on a variety of financial goals, including education planning, family wealth management strategies, managing new wealth, personal retirement planning, and women and wealth. Abigail holds a Bachelor's Degree from Bates College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her approach emphasizes listening first, simplifying financial decisions, and helping clients gain confidence in their financial futures. Outside of her professional work, Abigail enjoys spending time with her family and engaging in activities such as golfing, running, swimming, and yoga. She is also involved in community organizations including Bates College, Every Child Valued, and the Presbyterian Church of Lawrenceville.

Thomas Sekulski is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Merrill since 2015. 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, and institutional accounts. The firm operates within Bank of America’s broader corporate platform, providing access to a wide set of products and services.

Vincent Wible is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes positions at Bank of America, Merrill, the Defense Logistics Agency, Philly Junk, Inc., and Heudia Health. 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.

Jason Peters is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He previously worked at Stifel Independent Advisors, LLC for 20 years. Outside of finance, he serves as president of KGM Gaming, LLC, a company involved in the manufacturing and distribution of casino equipment. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory services with other financial products and referral channels.

Henry Kerekesh is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Merrill for 29 years and has concurrently worked at Bank of America, N.A. for 15 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 for a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Amran Ajmal is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. He has held positions at Bank of America, JP Morgan, Wells Fargo, and other financial institutions. Outside of his advisory role, Ajmal operates a small retail business selling household items on eBay and occasionally works as a part-time Uber driver. 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 including individuals, high-net-worth clients, pension plans, and charitable organizations.

Michael Haderer is a CFP® with 20 years of industry experience, currently at LPL Enterprise since 2024. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC for a combined 22 years. Outside of his financial advisory work, he engages in voice-over work for radio, TV, and podcasts. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines adviser programs with brokerage and insurance products.

Michael Tamayo is a financial advisor at Merrill with Series 66 and Series 63 credentials and less than one year of industry experience. Prior to joining Merrill in 2026, he held positions outside of finance, including roles at Village Brewing Company, Division Cafe, and Seton Hall University. 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.

Andrea Stine is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Beth Theis is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill Lynch since 2014, following prior roles at JP Morgan Securities LLC and JP Morgan Chase Bank. Merrill offers managed account services through the Select Portfolio Solutions program, serving a wide range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates model-based and discretionary investment strategies implemented by Managed Account Advisors LLC and affiliated managers, leveraging its connection to Bank of America’s broader platform.

James Schultz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, he serves as trustee and executor of his father's trust and estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Leandro Da Costa is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. His previous work experience includes roles at Bank of America, Amazon, FedEx, Provident Bank, and Staples. 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 including individuals, high-net-worth clients, and corporate fiduciaries.

Daniela Smith is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2014. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus on public finance and municipal work alongside its retail advisory services.

John Vitanzo is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He focuses on connecting complex market analytics with his clients' personal financial goals, emphasizing transparency, technical rigor, and trust in wealth planning. John has extensive experience in the financial industry, having served as Managing Director of Institutional Equities at both Oppenheimer & Company from 2008 to 2024 and CIBC World Markets from 2000 to 2008. Prior to that, he was Vice President and Retirement Plan Manager at Merrill Lynch from 1995 to 2000. Outside of his professional career, John enjoys a variety of activities including beach outings, fishing, football, golf, and surfing.

Nicholas Burk is a CFP® with four years of industry experience, currently serving at Morgan Stanley in Lawrenceville, NJ. His background includes five years at UBS Financial Services Inc. and seven years at North Jersey Country Club prior to entering the financial advisory field. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, with a financial planning process that incorporates structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.