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.

Gabriel Madnick is a Series 66-registered financial advisor with LPL Enterprise, bringing one year of industry experience. His prior roles include positions at Topstep and Foundera Beauty AI, and he has worked in finance and other sectors since 2017. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering a range of advisory and brokerage services supported by an integrated platform that combines adviser programs with insurance and lending products.

Lucas Cirullo is a financial advisor with Merrill and holds a Series 66 designation. He has four years of industry experience, including roles at Merrill since 2022 and Bank of America since 2024. Prior to his financial services career, he worked various seasonal positions at golf clubs and attended the University of South Carolina from 2018 to 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 broad range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm leverages Bank of America’s broader platform, providing access to a wide set of products and services beyond many peers.

Richard Albanese is a CFP®-certified financial advisor with Edward Jones in Branchburg, NJ, where he has worked since 2015. He holds the Series 65 and Series 66 licenses and has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kristin Borges is the Vice President and Branch Leader at Fidelity Investments, where she leads the Bridgewater Team with a focus on delivering an exceptional client experience and fostering client relationships. She aims to inspire, coach, and guide her team to establish itself as the primary Wealth Management Team. Kristin has extensive experience within Fidelity Investments, having held several positions including Regional Planning Consultant, Financial Consultant, Relationship Manager, and Financial Representative since 2014. Prior to joining Fidelity, she worked as a Sales Assistant at Coastal Equities, John Carris Investments, and Hennion and Walsh, gaining a broad foundation in financial services. Outside of her professional role, Kristin engages in family activities, enjoys food-related pursuits, social events, golf, traveling, and volunteering.

Quinn Daly is a financial advisor at Merrill with 12 years at the firm and 8 years of industry experience. He holds a 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, and other fiduciaries. The firm’s integration with Bank of America enables access to a broad set of products and services beyond typical managed accounts.

Brian Marmar is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at PNC Investments, PNC Bank, and TIAA-CREF. 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 plans, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of products and services beyond typical managed account offerings.

Devin Shaffer is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked previously at Northwestern Mutual and Robert Half. 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 is integrated into Bank of America’s broader corporate platform, providing access to various investment products and services.

Julian Bremser is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Merrill since 2003. 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 investment management with Bank of America’s broader platform, including lending, custody, and principal trading services.

Eric Collier is a financial advisor with Cetera, holding Series 63 and Series 65 credentials. He has been with Cetera and its affiliates since 2025, following a brief tenure at KPMG. His professional experience in the industry is just beginning. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and managing upwards of $256 billion in assets.

Marlene Burns is a CFP® professional at Ameriprise with 30 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she works as a Decor Associate at Terrain at Delaware Valley University, engaging customers in home decor and gardening. Ameriprise serves high-net-worth individuals, offering retirement-income planning and a range of advisory, brokerage, and insurance solutions. The firm uses a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement recommendations focused on clients with significant assets under management.

Alexander Williams is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ, and has three years of industry experience. His prior work includes roles at Bank of America, Uber, Doordash, and several logistics and resource companies. 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 range of clients including individuals, high-net-worth clients, and corporate fiduciaries.

Edward Kania is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1994. 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.

John Ward is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior roles include positions at TD Private Client Wealth LLC, TD Bank N.A., and Wells Fargo, The Private Bank. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Conor Durkin is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has been with both Merrill and Bank of America since 2014. 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. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries, integrating investment management with Bank of America’s broader financial platform.

Alyssa Dedrick is a Series 66-licensed financial advisor at Merrill with six years of industry experience. She has worked at Merrill since 2019 and previously was employed by Bank of America Merrill Lynch. Outside of her advisory role, she teaches dance at Eileen's Academy of Dance. 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, and other institutional clients.

Michael Jarzyna is a financial advisor with Morgan Stanley, holding the CFA® designation and several securities licenses, with 25 years of industry experience. His prior roles include positions at Bank of America, Merrill, and self-employment in financial services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning agreements.

Timothy Mcdonald is a financial advisor with UBS Financial Services in Princeton, NJ, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kolapo Atanda is a financial advisor at Merrill with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Wells Fargo Bank NA and Wells Fargo Advisors. He has also held academic roles at Syracuse University and Queens College. 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 plans, and other fiduciaries. The firm is integrated with Bank of America’s broader platform, providing access to a wide set of products and services.

Christine Kaminski is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses. She has 16 years of industry experience, including seven years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.