John Cooper is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and economic models to support its financial planning services.

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.

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.

Brendan Black is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside the financial sector, he served at Blue Star Lacrosse for four years. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through its proprietary research and capital markets platform.

Marc Wisotsky is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009, currently working at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including financial and estate planning, and manages approximately $2.74 trillion in client assets.

Dylan Burnheter is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to his current role, he has held positions at Bank of America, lululemon, and several other organizations across various sectors. 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. The firm integrates its services within Bank of America’s corporate platform, providing access to a broad set of financial products and strategies.

Christopher Simone is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and has been with Merrill and its affiliated entities since 2006. Merrill provides managed account services through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies and operates as part of Bank of America’s broader corporate platform.