Robert Di Falco is a financial advisor with Raymond James & Associates in Pennington, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he serves on the Pennington Borough Board of Fire Commissioners. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, along with institutional consulting and public finance services.

Janet Cook is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2014. 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, and charitable organizations. The firm operates within Bank of America’s platform, providing access to a wide range of investment products and services.

Dan Liu is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and two years of industry experience. He has previously worked at Bank of America, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he was involved with the National Alliance on Mental Illness in New Jersey for four years. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other fiduciaries.

Sebastian Cornejo is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. Prior to Merrill, he worked at Bank of America and The Vanguard Group. He has also held various roles outside the financial sector, including positions in logistics and museum work. 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 diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Ernest Luster is a financial advisor at Merrill with the Series 66 designation and five years of industry experience. He has worked at Bank of America, Merrill, Northwestern Mutual, and Kohl’s, and previously operated Luster Services. 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 diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Nevin Sari is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has previously worked at Citigroup and Citco Fund Services, as well as BNY Mellon. Outside of his advisory role, he serves as a board member of the Turkish Women's League of America, an organization focused on teaching and preserving the Turkish language. 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 both non-discretionary financial planning and discretionary portfolio management, with notable capabilities in public finance and municipal work.

Kevin Young is a financial advisor with UBS Financial Services in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services since 1995. Outside of his advisory role, he volunteers as a mentor on the LaSalle Leadership Council at LaSalle College High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Jeremy Rumpf is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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.

Mary Batcha is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of The Shannon Group, a family team dedicated to managing the financial lives of multi-generational families. She focuses on personalized financial planning including college education planning, retirement, legacy, philanthropic planning, and socially responsible investing. Mary joined Merrill Lynch in 2001 and serves clients nationwide by addressing their unique financial goals and adjusting strategies as personal situations and market conditions evolve. Mary holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Divorce Financial Analyst® (CDFA), and Chartered Retirement Planning Counselor™ (CRPC). She has served as the Resident Director for Merrill Lynch's Jenkintown, Pennsylvania office and participates in advisor education events within the firm. Mary graduated from Dickinson College and has been recognized on several industry lists including Forbes' "America's Top Women Wealth Advisors" and Working Mother/SHOOK Research's "Top Wealth Adviser Moms". She resides in Pennington, New Jersey with her husband and three children. Outside of her professional role, Mary spends time supporting her family's activities such as ice hockey and values a balance between work and family life.

Peter Renna is a financial advisor at Merrill with 22 years at the firm and 14 years of industry experience. He holds the Series 66 designation and is based in Pennington, NJ. 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 investment services with Bank of America’s broader platform, providing access to a wide set of products and services.

Brian Gibson is a financial advisor at Merrill with 31 years of industry experience. He has held his current position at Merrill since 2005. Gibson holds Series 63, Series 65, and Series 66 designations. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program. The firm offers a range of investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, integrating model-based and discretionary approaches supported by Merrill’s Chief Investment Office.

Christopher Romano is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2000. Outside of his advisory role, Romano serves as a referee for youth and adult soccer games and is involved with the Hulmeville Soccer Club. 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.

Jesse Bauta is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and at Bank of America since 2024. Outside of finance, he previously managed DaddyO Bar and Restaurant from 2015 to 2020. 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.

Nazar Shkambara is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2008 and holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Nazar earned a Bachelor's Degree from Rutgers University. Throughout his career, Nazar has worked with high net worth families, professionals, and small business owners to manage their wealth through various market cycles by focusing on goals-based wealth management, wealth accumulation, preservation, and transfers. His expertise includes retirement planning, estate planning, insurance, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. He is a member of the Financial Planning Association. Outside of his professional work, Nazar enjoys fishing, golfing, running, spending time with his family, and traveling.

David Weaver is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Merrill and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, Primary Financial, and Axa Advisors. Outside of his advisory role, he is the sole owner of a rental property in New Jersey. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Erika Dodd is a Financial Consultant currently working at Fidelity Investments since 2021. She has about a decade of experience in the financial industry, with previous roles at The Vanguard Group, Inc. including Financial Advisor from 2020 to 2021, Client Consultant from 2019 to 2020, and Brokerage Investment Professional from 2017 to 2019. Throughout her career, Erika has focused on supporting, educating, and empowering clients to make informed financial decisions. She emphasizes understanding the emotional aspects that can influence financial planning, working collaboratively with clients to develop plans aimed at achieving their long-term goals. Outside of her professional work, Erika enjoys activities such as going to the beach, attending concerts, participating in family activities, fitness, reading, and practicing yoga.

Ira Fox is a financial advisor with Cetera, holding a Series 63 designation and 26 years of industry experience. He has worked at Cetera since 2004 and is also the owner of Fox & Company PC, a CPA firm providing accounting and tax services since 1983. Outside of advising, he is involved with Creative Financial Services, Inc., which supports his investment practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment strategies through a large nationwide network of independent advisors.

Daniel Silveira is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America since 2015. 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 institutional investors.

Austin Damico is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he has held various roles in education and the energy sector. 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, and institutional investors.

Evan Levitsky is a financial advisor with LPL Enterprise in Warrington, PA, holding a Series 66 credential and three years of industry experience. He previously worked with The Prudential Insurance Company of America and Pruco Securities LLC, and he has held roles outside finance, including employment at Boscov’s involving video surveillance and loss prevention. Outside of his advisory role, he is involved as a referee and coach in sports and fitness. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios and third-party asset management programs, and a range of brokerage and insurance products.