Miles Mcpherson is a financial advisor with Merrill and holds a Series 66 designation. He has 11 years of industry experience and has worked at Bank of America, N.A. and Merrill since 2015. Mcpherson also maintains a separate business under his own name in Red Bank, New Jersey. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Motto is a financial advisor with Merrill, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Outside of his advisory role, he owns Motto Woodland Management, a sole proprietorship focused on managing woodlands in Hunterdon County, New Jersey. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

James Szwerc is a Planning Consultant at Fidelity Investments, where he works with clients to develop planning strategies that support their unique financial goals. He has held his current role since 2025. James has accumulated experience in various financial positions, including previous roles at Fidelity Investments as a Workplace Planning Consultant from 2022 to 2025 and as an Investment Solutions Representative from 2021 to 2022. Prior to that, he worked as a Licensed Banker at Citizens Bank from 2019 to 2021, a Registered Associate at Morgan Stanley from 2017 to 2019, and a Financial Advisor at McAdam LLC from 2015 to 2017.

Thomas Kimmins is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. for 25 years. Outside of his advisory role, he serves as a board member of the Friendly Sons of Saint Patrick, a charitable organization in New Jersey. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Michael Remboski is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Keller Williams Premier and has diverse experience in other fields including positions at Amazon.com and various local businesses. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Vincent Intiso Jr. is a financial advisor with LPL Financial in Princeton, NJ, holding a Series 66 credential and three years of industry experience. His previous roles include positions at NewEdge Advisors, LLC, and a variety of business and educational settings. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Jack Olsen is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes roles at Bank of America and Merrill, as well as various positions outside finance, including teaching and work at Six Flags Great Adventure. 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 a range of individual and institutional clients.

Laura Ryfinski is a financial advisor with Merrill, holding a Series 66 designation and 15 years of industry experience. She has worked at Bank of America and Merrill since 2011. Outside of her advisory role, she is involved part-time in a for-profit hair care business, Deserrie's Salon, in Hamilton Square, New Jersey. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Corinne Bielemeier is a Series 66 licensed financial advisor with Merrill, based in Pennington, NJ. She has 21 years of industry experience and has been with Merrill since 2003. Outside of her advisory role, she is employed by Philadelphia Eagles, LLC, where she works in vendor sales at Sunday home games. 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, and institutional investors.

Ashwini Hublikar is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and previously worked at Bank of America from 2013 to 2025. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Olubukunola Coker is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2006. 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 and profit-sharing plans, corporations, and charitable organizations.

Claudio Bonesini is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His prior roles include positions at IC Advisory Services, The Investment Center, and Jenkoski, Long, Yu CPA's. Outside of his advisory work, he is involved in tax preparation and accounting through CBACCTG LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that supports a large network of advisors serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset managers.

Dov Aloof is a financial advisor at LPL Financial with a Series 66 designation. He has been with LPL Financial since 2025, previously working at JL Aloof Financial Services and Think IP Systems. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Frank Dellarossa is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2015. Outside of his advisory role, he is the sole owner of a rental property business. Merrill, together 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.

Krista Ramroop is a financial advisor at Merrill with 13 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2015. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Altmeyer is a financial advisor at Merrill with 7 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2004. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Suzan Hemstock is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Merrill since 1992. 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, and various institutional clients.

Kyle Kost is a Senior Financial Advisor with The Kugel Briegs Group at Merrill Lynch Wealth Management. He joined the group in 2019 and helps clients with multigenerational wealth and retirement planning. Prior to joining Merrill Lynch, Kyle specialized in physical alternative investment strategies tailored to high net worth clients. The Kugel Briegs Group has served the retirement planning and wealth management needs of clients for over 25 years, overseeing assets of approximately $2.7 billion as of October 2024. Kyle holds a Bachelor of Science degree from the University of Florida with concentrations in Finance, Real Estate, and Entrepreneurship. He has earned several industry designations, including the Chartered Retirement Planning Counselor (CRPC), Accredited Asset Management Specialist (AAMS) from the College for Financial Planning Institutes in Denver, Colorado, the Certified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors, as well as Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). He is also a member of the Florida Wealth Management Association. Outside of his professional responsibilities, Kyle is involved with community organizations such as the J. Wood Platt Scholarship Trust Fund and The Matthew Renk Foundation. He grew up in Bucks County, Pennsylvania, and currently resides in Princeton, New Jersey.

Prajna Khisty is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of her advisory role, she is a certified instructor for the Art of Living Happiness Program. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset management programs, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Edward Clementson is a financial advisor with Merrill who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked at Merrill since 2013 and Bank of America since 2016. Outside of his advisory role, he serves as a director of the Hopewell Valley Lions Club, a nonprofit organization focused on community service and charitable activities. 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, and various institutional investors.