Christopher Sylvester is a financial advisor with Merrill, holding a Series 66 designation and 17 years of industry experience. He has worked at Merrill since 2008 and concurrently at Bank of America, N.A. since 2012. 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 individual, high-net-worth, pension, charitable, and corporate clients. The firm integrates its advisory services with Bank of America’s broader platform, including lending, custody, and trading capabilities.

Marianna Mansour is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following an 11-year tenure at Bank of America and Merrill. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Timothy Baltz is a financial advisor with LPL Financial based in Doylestown, PA, holding a Series 66 designation and 22 years of industry experience. He previously worked at Bank of America and Merrill Lynch for over a decade each. Baltz has a business entity, BIG INQ LLC, unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios and research to support diversified and tactical investment strategies.

Ryan Carson is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America since 2015, including prior roles at Pitt Ohio LLC and Lincoln Financial Network. 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 various institutional clients. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products and services.

Rosana O'Brien is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Bank of America, N.A. and has a background that includes seven years at A.C. Amoore Arts & Crafts and four years at Rutgers State University. 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.

Neil Larson is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2014, with prior experience at Bank of America and a brief role at My House Your Home. Merrill provides managed account services primarily 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.

Adam Behrens is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bank of America and Merrill Lynch 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 to individuals, high-net-worth clients, and various institutional investors. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide array of investment products and services.

Danny Bhasin is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. He has been with Merrill Lynch since 2008. 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’s integration with Bank of America allows access to a broad set of financial products and services beyond typical investment management.

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 Series 66-licensed financial advisor with Merrill, where he has worked for 19 years. He has 12 years of industry experience and is based in Pennington, NJ. 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 individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment services within Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Joseph Teti is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at Bank of America and Merrill since 2017. Outside of his advisory role, he occasionally DJs at private events for a fee. 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.

Audrey Gould is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aileen Dailey is a Series 66-licensed advisor with Merrill, based in Pennington, NJ, and has 16 years of industry experience. She has been with Merrill since 1997. Outside of her advisory role, she serves as Treasurer for the St. Albert the Great Parents Association. Merrill provides managed account services to a broad client base, including individuals and institutional clients, through model-based and discretionary investment strategies integrated within the Bank of America platform.

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.

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.

Dennis Angeles is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 22 years of industry experience. His prior work includes roles at Samuel A Ramirez & Co., Inc. and multiple tenures with Fidelity. No additional outside activities are noted. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages various advisory mandates, including registered investment companies and fund-of-funds.

Evan Metz is a Series 66-licensed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity Investments in 2025, he was the sole proprietor and general manager of Pink Skirt Desserts, a bakery, from 2021 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Matthew Mattia is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2011. Based in Princeton, NJ, he operates within one of the largest advisor networks in the firm. 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.

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 with Raymond James since 2017 in various capacities. His background also includes roles at Temple University and Ursinus College. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm serves individuals, institutional clients, and public entities through wealth advisory planning and investment consulting, offering firm-sponsored wrap fee programs and institutional consulting services.