Michael Nobile is a financial advisor at Merrill with 19 years of industry experience. He has been with Merrill since 2011 and holds a Series 66 designation. 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 strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Harry Mcwilliams is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with Linsco/Private Ledger since 2005. Mcwilliams also operates Granite Financial Solutions, LLC as a DBA. 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 investment adviser representatives. The firm provides a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches and offering access to model portfolios and research.

Mackenzie Roedel is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Prior to this, Roedel worked at Delaware Distributors, LP and Macquarie Investment Management, each for five years, and held positions at Cornell University and Lazard Asset Management. Outside of Ameriprise, Roedel manages an advisory business, Penn Wealth Planning, LLC, based in New Hope, PA. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and utilizes algorithmic tools overseen by specialized committees to support its retirement planning offerings.

Bradley Snyder is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, NYLIFE Securities LLC, and New York Life. Outside of the financial industry, he was involved with GreaseBusters of Central PA & Pittsburgh for five years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that includes brokerage and insurance products.

Chloe Moore is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Fidelity Investments and has a background in performing arts, including experience as an opera singer and voice teacher. She currently serves as a soprano section leader at Doylestown Presbyterian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Gary Grossman is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2014. Outside of his advisory role, he owns a wholesale party supplies business serving a franchise restaurant and acts as a notary public. He also serves as a co-trustee in a separate outside business capacity. 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 strategies combining internal Chief Investment Office models and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Anderson is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bank of America and Merrill since 2020. Outside of finance, he has participated as a background artist, doing TV commercials, film, voiceovers, modeling, and print advertising. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ingrid Soprych is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2014 and was previously affiliated with Jerry Neumann and Naomi Richman. Outside of her advisory role, she assists a family friend as a personal assistant with household tasks. 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 charities.

Jeffrey Kane is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member of the Madison House Condominium Association in Margate, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Carly Gallanter is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and currently holds a position at Bank of America. Outside of her advisory role, she has been employed at Doordash on weekends and has engaged in selling items on eBay. 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.

Elias Chamoun is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and BMO Nesbitt Burns. Before entering the financial industry, he was involved in Choice Refreshments Vending for over a decade. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Arsene Eliacin is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Bank of America, Transamerica Agency Network, and Bankers Life and Casualty. Outside of finance, he owns Mixed Miles LLC, a car rental business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of client types including individuals, high-net-worth clients, and organizations.

Jorge Arrisueno is a Senior Portfolio Advisor and Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with affluent individuals, families, and businesses to develop customized wealth management solutions. His approach emphasizes collaboration with a diverse team of specialists to address financial growth, wealth preservation, tax efficiency, and estate planning, ensuring continuity of generational wealth. Jorge specializes in family wealth management strategies, services for endowments, foundations, and non-profits, and tax minimization. He is a Personal Investment Advisor (PIA) and holds a bachelor's degree in Business and Administration with a concentration in Finance and a minor in Spanish from Ursinus College. Fluent in English and Spanish, Jorge combines his expertise to help clients pursue their financial goals with confidence. Outside of his professional work, Jorge enjoys camping, chess, music, skiing, surfing, traveling, and spending time with his family. Originally from New Jersey, he has a personal affinity for the shore and draws on his background and experiences to support his client relationships.

Richard Zytko is a financial advisor at Merrill with 34 years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses and has previously worked at Nova Associates, TRA, BCG Securities Inc, and MA Mutual Life Insurance. He serves as a board member for Jersey Shore Calvary Chapel, where he participates in stewardship and church financial oversight. 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, pension plans, corporations, and charitable organizations.

Christopher Paterno is a financial advisor at Merrill with 27 years of industry experience. He has been with Merrill Lynch since 1999 and holds Series 63 and Series 66 credentials. 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 strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Di Biaso is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, where he worked for over a decade. Outside of his advisory work, he manages a portfolio through a personal business, DiBiaso, where he holds power of attorney. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Lauren Austin is Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2024. In this position, she partners with clients through various life stages to develop and navigate financial plans tailored to their goals and aspirations. Lauren emphasizes the importance of maintaining dynamic financial plans that evolve as her clients' lives change. Lauren has extensive experience within Fidelity Investments, having served as a Financial Consultant from 2015 to 2024, an Investment Representative from 2013 to 2015, and a Financial Representative from 2011 to 2013. Throughout her career, she has focused on long-term client relationships and financial planning. Additional details about her education, credentials, personal interests, or community involvement were not provided.

James Mccarthy is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by an integrated platform combining advisor programs with insurance and lending products.

Oscar Catanese is a financial advisor at Merrill with a Series 66 designation and one year of experience at the firm. His prior experience includes roles in education at St. Augustine Preparatory School and Cape Trinity Catholic, as well as self-employment and work with D'Antonio Excavating 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 a range of clients including individuals, high-net-worth clients, and institutions.

Nathan Jones is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. 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 designed for a range of clients including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.