Natalie Russano is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 licenses 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 integrates investment management with Bank of America’s broader corporate platform, providing access to a wide range of financial products and services.

Alyssa Soto is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2020. Prior to joining Merrill, she was a co-inventor and co-partner at PairMe Products LLC, a company focused on a product that helps children put on their shoes correctly. She also serves as a board member of the Lambertville Area Education Foundation, a nonprofit organization that raises funds and votes on educational grants for the South Hunterdon Regional School District. 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, charitable organizations, and corporate fiduciaries.

Gregory Polhemus is a Senior Financial Advisor and Portfolio Manager with Loughran, Condit & Associates, a wealth management team based in Princeton, New Jersey. He has been with Merrill Lynch Wealth Management since 2005 and brings over 20 years of experience in the financial services industry. Gregory focuses on wealth management planning for high-net worth individuals, families, businesses, and foundations, providing customized financial strategies tailored to clients' goals. Gregory's expertise spans a wide range of areas including retirement and education planning, equity award and stock option programs, retirement plans such as 401(k) and defined benefit pensions, concentrated stock management, cash and fixed income management, alternative investments, trust and estate planning services, insurance needs, and tax strategies. He is a qualified Portfolio Manager and facilitates access to investment strategies from Merrill and approved third-party managers. His clients include senior executives, private and public companies, 401(k) and equity compensation plans, foundations, and trusts. He holds a Bachelor of Arts degree in Economics from Lafayette College and an MBA from Villanova University. Gregory also holds the Certified Plan Fiduciary Advisor® (CPFA) designation, is a Retirement Benefits Consultant (RBC), and maintains FINRA Series 7 and 66 registrations. He resides in Ewing, New Jersey with his wife.

Dustin Illgen is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and organizations with tailored investment strategies through various advisory programs, combining in-house and third-party managers to provide discretionary and non-discretionary portfolio management and financial planning services.

Brian Shaw is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and having 33 years of industry experience. He has worked at Bank of America and Merrill since 2013. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Brian Trymbiski is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors. He serves as a subcommittee member on the audit and finance committee for the Catholic Leadership Institute, reviewing financial statements and reporting findings to the board. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with capabilities in institutional consulting and municipal public finance.

Jeremy Mc Kenna is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he worked in various roles including at Bausch + Lomb and managed two taverns, Sitting Duck Tavern and Bottle Hill Tavern. 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, and institutional investors.

Michael Lennox is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill since 2008, totaling 18 years at the firm. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm offers a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jacqueline Tregortha is a financial advisor with Merrill, holding a Series 66 credential and five years of industry experience. Her prior roles include positions at Bofa Securities, Royal Alliance, Commonwealth Financial Network, and CPA firms. She is also the sole owner of a rental property in Fort Myers, Florida. 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.

Chad Goerner is a CFP® professional with 28 years of industry experience, currently with RBC Capital Markets and City National Bank since 2021. He previously worked at UBS Financial Services Inc. for 12 years. Outside of his advisory role, he serves on the board of the New Jersey Conservation Foundation and the Hopewell Valley Arts Council, and he operates a farm-based hobby business, Mount Rose Farm & Distillery LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides tailored advisory programs with discretionary and non-discretionary portfolio management, integrating in-house and third-party investment managers, and offers a range of investment and financial planning services.

Benjamin Painter is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020. His prior experience includes roles at The Travelers Company, Inc., Rutgers University, The Home Depot, and he was involved with Enduring Charm LLC for ten years. 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.

Christopher Doyle is a Senior Financial Advisor with The Martinides Group at Merrill Lynch Wealth Management. He brings 12 years of industry experience to his role, combining expertise in complex trading strategies with leadership and supervision skills. He supports clients in areas including college education planning, employee benefits, executive compensation, retirement planning, legacy planning, philanthropic planning, and portfolio management services. Chris holds a Bachelor's Degree in Finance from the University of Connecticut's School of Business. He has held various roles at Merrill Lynch, including Financial Advisor and Premium Elite Relationship Manager specializing in Ultra High Net Worth Self-Directed Traders. He has also served in leadership positions, leading teams of early career advisors and participating in executive leadership for the Greater Philadelphia Market. Outside of his professional responsibilities, Chris enjoys adventure sports such as surfing and skiing, as well as golfing, traveling, and spending time with family. He is active in his community, supporting organizations including the Children's Hospital of Philadelphia and Waves of Strength.

David Ball is a Financial Advisor at Merrill Lynch Wealth Management who works with high-net-worth individuals, families, and business owners. His role focuses on goals-based planning and long-term decision-making aligned with each client's priorities. He specializes in areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and retirement income. David approaches financial advising with comprehensive wealth planning and investment management, emphasizing a planning-based strategy to help clients navigate complexity and bring structure to their financial lives. He often assists clients during transitional periods such as business succession and multigenerational wealth discussions, providing guidance through coordination of investment strategy and long-term wealth considerations. He collaborates with internal specialists at Merrill to address complex planning needs while delivering personalized strategies. He holds a Bachelor's Degree from the University of Massachusetts System and an MBA from Lehigh University. David is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor. Outside of work, he enjoys golfing, soccer, spending time with his family, and traveling.

Steven Sabol is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 1997. Sabol also serves as a fiduciary with power of attorney responsibilities related to an IRA account. 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 integrated within Bank of America’s broader platform.

Kirti Rosenbaum is a Series 66-licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill and Bank of America, she held roles in insurance and roofing businesses, including ownership of Rosenbaum Insurance Agency, LLC. She was also the founder and president of Upstream Media, LLC, a data collection and analytics company. 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.

Jeffrey Mote is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Princeton, New Jersey. He provides a wide range of financial services aimed at simplifying complex financial situations for his clients. Jeff focuses his practice on assisting a select group of corporations, non-profit organizations, and high net-worth families and trusts. Jeff has been a financial advisor since 1999 and joined Merrill Lynch Wealth Management in 2006. Prior to this, he worked as an advisor with UBS Financial Services and Wachovia Securities. He holds several professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jeff graduated from Villanova University with a Bachelor of Science degree in Finance. He specializes in managing new wealth, personal retirement planning, and retirement income. Outside of his professional work, Jeff enjoys golfing, tennis, music, traveling, and spending time with his family. He resides in Doylestown, Pennsylvania with his wife and four sons.

Maryann Lim is a Planning Consultant at Fidelity Investments, where she has been working since 2020. In her role, she partners with individuals and families to assist them in planning for their financial futures. She is a Certified Financial Planner (CFP4) professional committed to taking a holistic approach to financial planning by understanding each client's unique needs, goals, and opportunities. Maryann's expertise involves integrating various aspects of clients' financial lives to create comprehensive plans. Outside of her professional work, she enjoys hiking, outdoor adventures, parenthood, reading, and traveling.

Jason Boultbee is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill since 1999, working primarily in East Client Services. Outside of his advisory role, he is an independent distributor for AdvoCare International, a health and wellness company. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Colin Mc Cormick is a Series 66 licensed financial advisor with 15 years of industry experience. He has been with Merrill since 2010. 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.

Donald Maloney III is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He has held various roles in both the financial sector and other fields, including a brief period at the Wildwood Crest Police Department. Merrill provides managed account services through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm is integrated with Bank of America’s platform, providing access to diverse financial products and services.