Anthony Molettiere is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with Primerica Advisors since 2018 and has prior experience with Primerica Financial Services, Guiseppes, Penn State, Koffee Korner, and ArtsQuest. His other business activities include sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering various investment models implemented through BNY Mellon Advisors.

Rosana O'Brien is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2020 and at Bank of America, N.A. from 2024 to the present. Outside of finance, she has experience with A.C Amoore Arts & Crafts from 2013 to 2020. 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 both model-based and discretionary investment strategies for individuals and institutions.

Neil Larson is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2014, including his current tenure beginning in 2017. His prior experience includes roles at Bank of America, N.A. and My House Your Home. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Adam Behrens is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2010. 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, and various institutional investors.

Danny Bhasin is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch since 2008. 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.

Tara Klimes is a Planning Consultant at Fidelity Investments, where she has been working since 2021. She has been involved in financial services since 2014, with roles including Relationship Manager at Fidelity Investments from 2019 to 2021, Financial Advisor at Merrill Lynch, Pierce, Fenner from 2018 to 2019, Financial Advisor at Edward Jones from 2016 to 2017, and Client Associate at Merrill Lynch, Pierce, Fenner from 2014 to 2016. Her professional focus centers on assisting clients in achieving their financial goals through attentive listening, detailed analysis, and building long-term relationships. Tara emphasizes establishing authentic connections with clients to understand their unique situations, which supports advancing their financial objectives and strengthening client relationships. No information regarding Tara's education, credentials, personal interests, or community involvement was provided.

Matthew Parker is a financial advisor at Merrill with 19 years at the firm and 12 years of industry experience. He holds the Series 66 designation and is based in Pennington, NJ. 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 developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Teti is a financial advisor at Merrill with 19 years of industry experience. He has been with Merrill and Bank of America since 2017. Outside of his advisory role, he occasionally works as a DJ for private events. Merrill, in conjunction 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.

Amy Brantz is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Jenkintown, Pennsylvania. She is a founding member of The Brantz Goldstein Group and has been with Merrill Lynch since 1986. Amy works with clients focusing on personal retirement planning, socially responsible and values-based investing, women and wealth, and retirement income. Her approach centers on open and honest communication and providing straightforward, common sense solutions tailored to clients' needs. Amy has particular expertise in serving multi-generational families, helping wealth creators and their descendants navigate important financial decisions and legacy matters. She also advises clients actively building their wealth, assisting them in laying the groundwork for their envisioned futures. Amy holds the Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA) designations. Amy earned her bachelor's degree from Princeton University and her Juris Doctor from The National Law Center of George Washington University. She grew up in Cheltenham, Pennsylvania, and was the first woman to serve as President of the Princeton Club of Philadelphia. Amy has also served on the School Committee at Abington Friends School. She resides in Elkins Park, Pennsylvania, with her husband and enjoys traveling, gardening, bird watching, and reading history and mystery books.

Aileen Dailey is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. She has been with Merrill since 1997. Outside of her advisory role, Dailey serves as Treasurer of the St. Albert the Great Parents Association, managing the organization's financial accounts. 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 plans, corporations, and charitable organizations.

Kyle Pascale is a Financial Consultant currently working with Fidelity Investments. In this role, he focuses on helping clients strengthen their financial well-being through the development of holistic financial plans tailored to individual goals. Prior to his current position, Kyle served as a Financial Solutions Advisor at Merrill Lynch from 2011 to 2023. His professional experience spans over a decade in financial advisory services, emphasizing personalized financial planning and client-focused solutions.

Joseph Kuriger III is a financial advisor with Merrill in Jenkintown, PA, holding a Series 66 credential and 12 years of industry experience. He has been with Merrill since 2015. Outside of his advisory role, he is involved in managing a residential rental property with his wife and may occasionally work for a family-owned brewery in Whitehall, Pennsylvania. 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.

Michael Ebert is a CFP®-designated financial advisor with Cambridge Investment Research Advisors, bringing 16 years of industry experience. Prior to joining Cambridge in 2020, he worked at Northwestern Mutual in various roles from 2009 to 2020. He serves as treasurer for both the Crossing Cooperative Nursery School and the Boy Scouts of America Troop 99. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, utilizing a range of portfolio management strategies and platform options tailored to client needs.

Anthony Russo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals and families define their financial priorities and build tailored investment strategies to support those goals. With more than 35 years of experience in financial services, Anthony focuses on providing clarity and perspective during times of uncertainty. His approach is collaborative, emphasizing thoughtful decision-making aligned with clients' goals, timelines, and overall financial pictures. Anthony's expertise extends beyond investments to retirement planning, Social Security decisions, major purchases, and legacy and estate considerations. He holds professional designations including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree from the University at Binghamton and a Master's degree from Fordham University. Residing in Garden City, NY, Anthony and his wife have five children. He is active in his community, coaching soccer and volunteering at his parish church. Outside of work, Anthony enjoys running, biking, hiking, skiing, and following sports such as baseball, ice hockey, and college basketball.

Matthew Margolis is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2017, with additional experience at Temple University and Ursinus College. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and advisory services that are typically non-discretionary, utilizing various portfolio management styles and in-house research.

Scott Janusz is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at Lifetouch NSS for 14 years. 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 individuals, and institutions.

Anthony Roman is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tyler Aportela is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2021. His prior work history includes roles at Monmouth University and Jenkinson's Boardwalk. 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, and institutional clients such as pension plans and charitable organizations.

Gregory Hayes is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been advising clients for over 35 years. He leads an advice-focused financial and investment advisory practice tailored to individual clients' needs, focusing on helping them manage their wealth to lead fulfilling lives, free from financial worry. His client base includes families, retirees, business owners, corporate executives, and institutions. Throughout his career, Gregory has been consistently recognized by major financial publications for his professional expertise, including Barron's Top 1000 and Top 1200 Financial Advisors lists spanning from 2010 to 2024, the Financial Times Top 400 Financial Advisors in 2014, and Forbes Best-in-State Wealth Advisors from 2021 through 2024. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Fairfield University. Gregory resides in Bucks County, Pennsylvania, with his wife of over 30 years and their three children, two of whom are involved in the family practice. Outside of his professional commitments, he engages in adventure sports, music, pickleball, surfing, swimming, and traveling, and has been active in his community through involvement in nonprofit boards and sports programs.

Manoj Muraleedharan is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. He previously worked at J.P. Morgan Chase and Primerica Advisors and has a background in technology from his time at Cognizant Technology Solutions. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.