Peter Mittnacht is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He also serves as a trustee or co-trustee in a trust-related investment role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Brian Seigfried is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise in Doylestown, PA. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory work, he has real estate ownership interests unrelated to his investment practice. Ameriprise is an institutional firm offering a retirement-income planning service tailored for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized retirement income recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

George McMullen is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management based in the Princeton, NJ office. He has been active in the financial industry since 2000 and joined Merrill Lynch in 2002. George holds Series 7, 63, and 65 FINRA registrations, along with New Jersey Life, Health, and Long-Term Care insurance licenses. Throughout his career at Merrill Lynch, George has focused on providing personalized financial strategies tailored to the unique opportunities and challenges faced by each client. He collaborates with a team of specialists to address evolving client needs, offering expertise in areas such as tax-efficient asset management, retirement income, estate planning, trust services, and education funding. George also facilitates access to customized credit options through Bank of America. His approach emphasizes integrity and transparency, aiming to build long-term trust with clients while balancing a close client experience with the resources of Merrill Lynch Wealth Management and Bank of America Private Bank. George earned a High School Diploma from Kent County High School. He is affiliated with the Knights of Columbus. Outside of his professional role, his personal interests include ice skating, rock climbing, swimming, and tennis.

Stephen Sheehan is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ, and has 24 years of industry experience. He has worked with Merrill since 2006 and has been affiliated with Bank of America, N.A. since 2011. Merrill provides managed account services through the Select Portfolio Solutions program for a diverse client base, including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers a range of model-based and discretionary investment strategies supported by Merrill’s Chief Investment Office and integrated within Bank of America’s broader platform.

Nicholas Patti is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Paul Bruno Jr. is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. He has been with Bank of America and Merrill since 2011. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment strategies developed by its Chief Investment Office and third-party managers, leveraging Bank of America’s broader platform to offer a wide range of products and services.

Michael Nobile is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2011. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries, and is integrated into Bank of America’s broader platform with access to a wide set of financial products and services.

Anthony Peluso is a financial advisor at Fidelity with 11 years of industry experience and holds a Series 66 designation. His prior work includes roles at Fidelity Brokerage Services LLC, NewBridge Securities Corporation, Bank of America, and Merrill. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves registered investment companies and employs systematic methodologies and long-term asset allocation benchmarks in its model portfolios.

Richard Hopkins is a Series 66 licensed financial advisor with 19 years of experience, currently serving at Thrivent Investment Management in Princeton, NJ. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, Hopkins serves as a commissioner on the Board of Fire Commissioners for Montgomery Township Fire District #2, overseeing tax levies and expenses for the district. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses across various planning topics. The firm separates its planning services from portfolio management and does not accept discretionary trading authority for its Dedicated Planning Service.

Gary Grossman is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America, N.A. and Merrill since 2014. Outside of advising, he owns a wholesale party supplies business serving a franchise restaurant and serves as a co-trustee in a nonprofit organization. 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.

Rodney Johnson I is a financial advisor with Merrill, holding Series 63 and Series 65 registrations and having 10 years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously held roles at Prudential Insurance and Pruco Securities. In addition to his advisory work, he owns and trades commodity contracts through Roxicyni Trading LLC. 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 investment management with Bank of America’s broader platform, including lending and custody services.

Joseph Anderson is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America and Merrill since 2020. Outside of his financial services career, Anderson has appeared in TV commercials, films, voiceovers, and print advertising as a background artist and model. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Ingrid Soprych is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2014, along with prior experience at Jerry Neumann and Naomi Richman. Outside of her financial advisory role, she assists a family friend as a personal assistant with household tasks. 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.

Philip Fredericks is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2021, he worked for Waddell & Reed, Inc. for 14 years. Fredericks also has outside employment with the Office of New Jersey Assemblyman Robert J. Auth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management supported by research and model portfolios.

Anthony D'Angelo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of his advisory role, he holds a 33% ownership interest in GAF Properties, LLC, a real estate business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Todd Gunerman is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Hamilton Financial Advisors since 2013. Gunerman has been affiliated with Raymond James Financial and its related entities since 1995. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis, modeling tools, and firm research to develop tailored financial plans and recommendations.

Carly Gallanter is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and previously held positions at Bank of America, Instacart, Rutgers University, DoorDash, University of Maryland, Shoprite, and East Brunswick High School. Outside of advising, she has engaged in selling items on eBay as a side activity. 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 diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Arsene Eliacin is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. He has worked at Merrill since 2020 and previously held roles at Bank of America, Transamerica Agency Network, and Bankers Life and Casualty. Outside of his advisory work, he owns and operates Mixed Miles LLC, a car rental business. 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.

Richard Zytko is a financial advisor at Merrill with 34 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. His prior work includes roles at Nova Associates, TRA, BCG Securities Inc, and MA Mutual Life Insurance. He also serves as a board member for Jersey Shore Calvary Chapel, where he participates in church stewardship and financial oversight. 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 designed for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Christopher Paterno is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Merrill Lynch since 1999. Merrill provides managed account services through the 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. The firm’s investment approach integrates model-based and discretionary strategies managed internally and by third parties, supported by Merrill’s Chief Investment Office and its affiliation with Bank of America.