Stacy Bucchere is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1998. 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 individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries, integrating investment management with Bank of America’s broader financial platform.

Michael Valentino is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill and Bank of America since 2012. 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. The firm operates within Bank of America’s corporate platform, providing access to a broad set of products and services.

Dawn Capozzi is a financial advisor at Merrill with 24 years at the firm and 15 years of industry experience. She holds Series 63 and Series 65 credentials. Outside of her advisory role, she works as a delivery consultant for DoorDash and is involved in a family investment LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based, discretionary, and tax-aware investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Magnus Olsson is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies implemented by affiliated managers and integrates its services within Bank of America’s broader corporate platform.

Nicholas Chambers is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at The College of New Jersey, DoorDash, and Howell High School and Middle School North. 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.

Sergio Iacovitti is a financial advisor at Wells Fargo Clearing with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at TD Bank N.A. and TD Private Client Wealth LLC, as well as earlier tenures at Wells Fargo affiliates. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Hornberger is a Series 66 licensed financial advisor at Merrill with four years of industry experience. He has worked at Merrill since 2021 and has held various roles in other sectors including public speaking and office services. Outside of finance, he assists with business management and secretarial duties at NML Therapy Solutions, a therapy services company founded by his fiancé. 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 individual and institutional clients.

Bryan Milburn is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and six years of industry experience. He has worked at Bank of America and Merrill since 2019 and was previously employed at Liberty Coca-Cola from 2014 to 2019. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Joseph Grosso is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes roles in education and marketing, such as positions at J.F. Oberlin University and Shoreline Media Marketing. 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.

Keith Garrison is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. 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.

Nadia Khan is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over two decades of experience in financial services. She specializes in retirement planning, multigenerational wealth strategies, customized investment management, and tax-efficient financial planning. Her work focuses on helping high-net-worth individuals, families, and business owners in Houston build, preserve, and transition wealth with clarity, structure, and confidence. Nadia began her career in 2003 and joined Merrill Lynch Wealth Management in 2015. As a Chartered Financial Analyst (CFA) charterholder and Personal Investment Advisor (PIA), she applies a disciplined, research-driven perspective to portfolio construction and risk management. Nadia leverages the investment resources of Merrill Lynch and the banking capabilities of Bank of America to address all dimensions of her clients' financial lives, including retirement income planning, portfolio design, liquidity needs, and legacy planning. She holds a Bachelor's Degree and a Master of Business Administration (MBA) from the Institute of Business Administration. Nadia communicates fluently in English, Hindi, and Urdu and is a member of the CFA Institute. She is also involved in community organizations such as the CFA Institute and the Houston Food Bank.

Dean Chalela is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2019, he worked with various insurance carriers and Waddell & Reed, Inc. for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Lauren Desmond is a Financial Advisor with Merrill Lynch Wealth Management. She works with individuals, families, and business owners to assist them in navigating important financial decisions with clarity and confidence. Her approach focuses on building meaningful relationships and providing personalized guidance aligned with clients' goals and values. Lauren's expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, tax minimization, and services for endowments, foundations, and non-profits. She aims to serve as a trusted advisor, educator, and resource throughout every stage of life, helping clients build, preserve, and transition wealth with a long-term perspective. She holds a Bachelor's Degree from Southern Illinois University Edwardsville and has earned the Personal Investment Advisor (PIA) designation. Lauren is involved in the Alzheimer's Association and the Charlotte Young Professionals Group as part of her community engagement.

Andrew Chismar is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has been with Merrill since 2015. 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’s broader platform to provide access to an extensive range of products and services.

Eric Hlava is a financial advisor with Merrill based in Pennington, NJ. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including 17 years at Merrill. Merrill provides managed account services through its Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. Its investment approach includes model-based and discretionary strategies, leveraging Bank of America’s broader corporate platform and a wide array of financial products.

Sarah Rhoades is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill since 2010. Outside of her advisory role, she is involved in a food blog business with her spouse where she contributes photography and writing, and she also works as a freelance background actor for television and film productions. 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 charitable organizations. The program integrates Merrill’s investment resources with the broader Bank of America platform to deliver diversified investment options.

Alan Brum is a financial advisor with Raymond James & Associates in East Brunswick, NJ, holding Series 63 and Series 66 credentials and having 30 years of industry experience. His prior work includes roles at Ameriprise, Kestra Investment Services, and TD Ameritrade. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a broad client base—including individuals, pension and profit-sharing plans, corporations, charitable organizations, and government entities—providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Maureen Mc Devitt is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2017 and previously held roles at UBS Financial Services Inc and in the restaurant industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm delivers a range of advisory programs, including tailored financial planning for individuals and institutions, using structured planning tools and firm-approved methodologies.

John O'Donnell is a financial advisor with Ameriprise in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Ameriprise Financial Services, Inc. He is the sole owner of JacAcq LLC, a business focused on managing practice operations. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Brendan Perry is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior work experience at companies including DoorDash and UPS. 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. The firm integrates with Bank of America’s broader platform to provide access to a wide set of financial products and services.