Michael Giambelluca is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has previously worked with Bank of America, Equitable Advisors LLC, and has held various roles outside of finance, including security and server positions at Killarney's Publick House and ownership of Prime Pressure Solutions LLC. 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.

Ellen Dollard is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Raymond James Financial Services. Outside of her advisory role, she is the owner of Wagtimeapp, a project focused on developing a mobile application related to dog parks and socialization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party model portfolios on discretionary and non-discretionary bases.

Barbara Clarke is a CFP® with over 42 years of experience in the financial services industry. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs that include tailored financial planning and a range of investment services. The firm manages approximately $2.74 trillion in client assets and provides planning tools that incorporate market simulations and return estimates.

Pamela Vockeroth is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jack Gorelick is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Blejwas Associates and held various other roles. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Helen Persichilli is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2001 and previously worked at Bank of America, N.A. beginning in 2026. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frederick Gomez is a financial advisor with Fidelity in Princeton, NJ, holding a Series 66 designation and over 21 years of industry experience. His career includes roles at Fidelity Brokerage Services LLC since 2012 and Wells Fargo Clearing from 2008 to 2012. Fidelity's Strategic Advisers LLC serves a diverse client base, including retail and institutional investors and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and oversight to address conflicts of interest.

Keith Hoffman is a financial advisor at Merrill with 13 years of industry experience. He has been with Merrill since 2006 and holds the Series 66 designation. 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 and profit-sharing plans, corporations, and charitable organizations.

David Crawford is a Series 66 licensed financial advisor with Merrill in Pennington, NJ, where he has worked since 1997. He has 27 years of industry experience. 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 investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrea Borton is a financial advisor at Merrill with a Series 65 credential and 37 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

Nicholas Serra is a CFP® professional affiliated with Morgan Stanley, with seven years of industry experience. He previously worked at UBS Financial Services for six years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services including wrap programs, private funds, and institutional offerings.

Nicholas Tomaselli is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America since 2013. 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 accounts.

James Simpson is a Series 66 credentialed financial advisor at Merrill with 21 years of industry experience. He has been with Merrill since 2003. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes multiple program strategies and manager-constructed portfolios, supported by oversight from its CIO and integration with Bank of America affiliates.

Jalil Jackson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2020 and has prior experience with Bank of America, PNC Bank, and several other companies. Outside of his advisory role, he works part-time as an assistant store manager at Lids Inc., a retail sports apparel store. 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.

Robert Andresen is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methods developed by its Investment Strategy Group.

Philip Lacava is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors, LLC and Bank of America, N.A. Outside of his financial career, he has been involved with organizations such as the Raj and Kamla Gupta Governance Institute and the Princeton Recreation Department. 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.

Matthew Daponte is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. His career includes roles at Stifel Nicolaus & Co., Stephen DiOrio Insurance Agency, The Allstate Corporation, and a position with the United States Senate. Outside of his advisory work, he is involved as a poll worker for the Montgomery County Board of Elections. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Divyang Telwala is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. He initially began his career at Smith Barney in New York City and joined Merrill in 2011. Divyang serves a largely referred clientele that includes business owners, physicians, corporate executives, and single, divorced, and widowed individuals and their families across more than 15 states. His client focus areas include liquidity management, portfolio management services, small business strategies, and retirement income planning. Divyang is known for providing thoughtful strategies and straightforward advice, emphasizing frequent and open communication with his clients. He devotes significant time to understanding each client’s unique perspective on wealth and collaborates with various professionals—such as actuaries, third-party administrators, trust professionals, CPAs, and attorneys—to support complex exit planning, tax minimization, and estate planning. Divyang also offers access to Bank of America for lending and practice management solutions. He holds the Personal Investment Advisor (PIA) designation and a Bachelor's degree from SUNY at Stony Brook. Outside his professional role, Divyang and his wife Ami are active in their children’s activities and support Roxy Ballet. He enjoys basketball, hiking, traveling, reading, and entertaining. He also contributes to his community as a basketball coach. Divyang was named to the 2022 Forbes “Best-in-State Wealth Advisors” list.

James Dechristopher is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 65 designations 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Alehtee Taylor is a financial advisor at Merrill with 12 years at the firm and 4 years of industry experience. Taylor holds a Series 66 designation and is based in Pennington, NJ. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.