Danielle Escobar is a Senior Financial Advisor at Merrill Lynch Wealth Management. She collaborates closely with clients to understand their financial goals and priorities, developing clear strategies to help them achieve those objectives. Danielle's approach involves a comprehensive understanding of each client's financial situation as well as their long-term aspirations. Danielle has over eight years of experience in the financial services industry, with expertise in wealth management, investment analysis, and portfolio design. She joined Merrill in 2021, following roles at Wells Fargo Advisors as an Investment Analyst and at Hartford Funds as a Valuation Analyst and Advisory Support Consultant. Her focus areas include college education planning, executive compensation, family wealth management strategies, LGBT wealth planning, personal retirement planning, philanthropic planning, special needs planning strategies, women and wealth, sports and entertainment, and retirement income. She holds a Bachelor's degree in Finance and International Business from Cabrini University and a Master's degree in Finance and Strategic Management from Villanova University, where she also served as co-president of the Graduate Student Association. Danielle is a member of the Semester at Sea Alumni. Residing in Philadelphia, she is active in sports, especially soccer, and enjoys spending time with her family and following local professional teams.

David Gash is a financial advisor at Merrill with 27 years of industry experience. He has been with Merrill since 2016 and 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 a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America’s corporate platform allows access to a broad set of products and services beyond typical investment offerings.

Vincent Notte is a financial advisor with Osaic Wealth, Inc. in Princeton, NJ, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked with Osaic Wealth, Inc. and New Century Financial Group, LLC for approximately 30 years and with Massachusetts Mutual Life Insurance Company for 33 years. Outside of his advisory role, he operates a sole proprietorship involved in insurance sales. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Rohit Mehrotra is a financial advisor at Edelman Financial Engines with 20 years of industry experience and holds a Series 66 designation. He has worked at several firms including JPMorgan Securities LLC, Silicon Valley Bank, and First Citizens Investor Services. Outside of his advisory role, Mehrotra serves on the boards of the McCarter Theatre and Big Brothers Big Sisters Independence Region, as well as advisory councils for Rutgers Health Leadership and the Tuck School of Business. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified model portfolios and long-term strategies.

Francesco Mollo is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management for real estate investors, business owners, and their families. Since joining Merrill Lynch in 2010, Francesco has focused on developing long-term wealth strategies, including personal retirement planning, portfolio management, and small business strategies. He works closely with clients and their professional advisors to address financial, retirement, education, tax, trust, and estate matters, emphasizing wealth transfer and business succession planning. With experience in services for defined benefit and contribution plans, investment consulting, employee financial health, liquidity management, and tax minimization, Francesco’s team concentrates on tax deferral strategies for business and property owners looking to liquidate assets. He holds multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Francesco earned a bachelor’s degree in economics from Rowan University. A native of Southern New Jersey, he is actively involved in his community and participates with the Sons of Italy in the Cherry Hill, NJ area. Outside of work, Francesco enjoys golfing, ice hockey, skiing, soccer, traveling, and spending time with his family.

Thomas Honan is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked with firms including Allied Wealth Partners and Minnesota Life Insurance Co. Outside of finance, he has been involved in a catering business making and serving pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Martin Lutschaunig is a CFP® with 33 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2024. He previously spent 10 years at Janney Montgomery Scott. Lutschaunig is a director and chairs the investment committee at Bucks County Contributionship and is president of Lutschaunig Wealth Management, a financial planning and wealth management firm operating under the Raymond James Financial Services umbrella. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client interviews and supported by firm research and modeling tools.

Nicholas Herbert is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and previously worked at Janney Montgomery Scott for 14 years before joining Merrill in 2022. 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, and charitable organizations. The firm is integrated into Bank of America’s broader platform, enabling access to a wide range of investment products and services.

Alvin Walton is a financial advisor with Merrill, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill since 2007. 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 leverages its integration with Bank of America to provide access to a broad set of investment products and services.

David Tardiff is a Financial Consultant who partners with clients to provide tailored financial guidance aligned with their unique investment goals and objectives. He brings extensive experience from his previous roles in the financial services industry. David's professional background includes positions at Fidelity and Vanguard. From 2021 to 2024, he worked as a Planning Consultant at Fidelity. Prior to that, he held multiple roles at Vanguard from 2007 to 2021, including Senior Internal Sales Executive, Flagship Advice Chief of Staff, Retail Sales Supervisor, Investment Specialist, and Client Relationship Associate. Outside of his professional career, David has personal interests in beach activities, cars, football, running, and traveling.

Nader Sharkawi is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill since 2005, totaling 21 years at the firm. 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. The firm serves a broad client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jeanne Howell is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015 and 2016, respectively. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and methodologies.

Sherry Maclean Maurer is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. She has worked at LPL Financial since 2011 and has operated the Maclean Agency, LLC since 1993. Maurer holds a real estate license used primarily for referral purposes through Callaway Henderson Sotheby's International Realty in Princeton, NJ, and engages in transition management consulting through Maclean Consultants. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology including machine learning.

Ryan Hayes is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch Wealth Management in 2025 and focuses on assisting individuals, families, and business owners in navigating complex financial decisions. He works out of the Yardley, PA office and serves clients throughout the country. Ryan has 11 years of experience in the financial services industry. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. He and his team utilize their combined experience to help clients preserve and build wealth across multiple generations. He earned a bachelor's degree in Finance from Tulane University in 2014 and holds the Personal Investment Advisor (PIA) designation. Ryan currently resides in Philadelphia, PA with his wife and two children. Outside of work, he enjoys basketball, cooking, fishing, golfing, music, pickleball, reading, running, spending time with his family, and surfing.

Christopher Tiffany is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding a Series 66 license and 14 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2012 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses firm-approved tools and modeling techniques.

Jeannie Aversa is a financial advisor with Merrill, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2016. 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.

Abigail Wick is a Series 66 credentialed financial advisor with Morgan Stanley, where she has worked for 10 years, including five years at Morgan Stanley Private Bank, N.A. Prior to her current role, she was involved with SUNY Binghamton Athletics and SUNY Binghamton University. Outside of her advisory work, she coaches and trains young girls in the Yardley Makefield Soccer program. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning services supported by firm-approved tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through various direct and corporate financial planning arrangements.

Antonios Delistathis is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior work includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Voya Financial Partners, and ADP. 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.

Juliana Gaviria Duque is a financial advisor with Merrill and holds a Series 66 designation, bringing 12 years of industry experience. She has been with Merrill and Bank of America since 2014. Outside of her advisory role, she owns FCG Investments LLC, a for-profit LLC. 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.

Michael Tapp is a Series 66-licensed advisor at Merrill with one year of industry experience. Prior to joining Merrill, he held roles in marketing and education, including positions at Media X Marketing and Rowan University. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base that includes 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 integrated within Bank of America’s broader corporate platform.