Filipinas Enriquez Van Duzer is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ. She has six years of industry experience, including roles at Bank of America and First Flight Federal Credit Union. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Noah Hochrun is an advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. He has previously worked at The Vanguard Group and Bank of America, N.A. Outside of finance, he has ongoing involvement with Brooklyn Square Pizza. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Lukis is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include work at Malcon and Sons, Malcon Contractors, Wawa, Inc., and earlier stints at Merrill. Outside of his advisory work, he serves as a referee for USA Hockey-sanctioned games in the Princeton, NJ area. 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.

Randy Cai is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 designation and previously worked at Quartile and Wawa. He also spent five years at Temple University. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Leonard Borcky Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2008 and also operates under Independent Advisor Group since 2015. Outside of his advisory role, he is involved in rugby officiating and education, serving as a referee and instructor for USA Rugby and regional rugby organizations. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Marc Wagner is a CFP® with 39 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2025 and also operates Wagner Financial Services. His prior experience includes long tenures at Commonwealth Financial Network and HD Vest Advisory Services. Wagner is also a CPA and provides tax services through a separate business. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and supports both discretionary and non-discretionary management with access to multiple platforms and third-party advisers.

Gary Stocker is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 66 securities licenses and has been with Merrill and its affiliated entities since 1996, including 15 years at Bank of America/Merrill Lynch. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Abigail Danko is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in education planning, family wealth management strategies, managing new wealth, personal retirement planning, and advising women on wealth matters. Abigail's approach centers on personalized and collaborative financial planning, focusing on what truly matters to each client. She emphasizes listening first, simplifying financial decisions, and building lasting relationships to help clients turn their goals into actionable plans. Abigail holds a Bachelor's Degree from Bates College and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She partners with clients across various financial timelines, providing guidance on near-term priorities, upcoming milestones, and long-term financial security. Outside of her professional role, Abigail enjoys spending time with her family and engaging in activities such as swimming, golfing, running, and yoga. She remains involved in community organizations, including Bates College, Every Child Valued, and the Presbyterian Church of Lawrenceville.

Thomas Sekulski is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Merrill since 2015. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal CIO teams and third-party managers.

Vincent Wible is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2018. Prior to joining Merrill, he was employed at Bank of America, N.A., and has also held roles at the Defense Logistics Agency, Philly Junk, Inc., and Heudia Health. 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.

Jason Peters is a financial advisor with Wells Fargo Advisors based in Washington Crossing, PA, holding a Series 66 credential and 25 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for 20 years before joining Wells Fargo Advisors in 2026. Outside of his advisory role, Peters serves as president of KGM Gaming, LLC, a manufacturing and distribution business for casino equipment. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products such as banking and lending.

Henry Kerekesh is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1997 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies using internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amran Ajmal is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Merrill and Bank of America in 2025, he held roles at firms including JP Morgan and Wells Fargo. Outside of his advisory work, he operates a small retail business selling household items on eBay and occasionally works as a part-time Uber driver. 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 strategies managed by internal teams and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutions.

Michael Haderer is a CFP® with 20 years of industry experience, currently affiliated with LPL Enterprise since 2024. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, Chase Investment Services Corp., Merrill, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in voice-over work for radio, TV, and podcasts. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and related services.

Michael Tamayo is a financial advisor with Merrill, holding Series 66 and Series 63 licenses. He began his advisory role at Merrill in 2026 and has prior experience working at Village Brewing Company and Division Cafe. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

James Schultz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as trustee and executor for his father’s trust and estate. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Adam Bykowski is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 designations and seven years of industry experience. He has been with MML Investors Services, LLC since 2018 and also works with MassMutual Life Insurance Company. Outside his advisory role, he provides education on student loan management through LoanOwl and acts as an insurance agent for life, disability, long-term care, and fixed annuities at Cane Financial Group. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Debra Herrlinger is a CFP®-credentialed financial advisor with 32 years of industry experience. She is currently with LPL Enterprise and has previously worked at The Prudential Insurance Co. of America, Pruco Securities, and Lincoln Investment Planning, Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. Its investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with an emphasis on access to third-party asset managers and affiliated non-securities products and services.

William Meyer is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he held various roles at West Virginia University, Pelican Shops, Stanton Ridge Country Club, and Hunterdon Central Regional High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a wide network of over 22,800 advisors.

Lauren Mugavero is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.