Diana Luna is a financial advisor at Morgan Stanley with a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley & Co. Incorporated since 2005, totaling 21 years at the firm. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Shane O'Neill is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held various roles in education and retail and briefly worked with Enhanced Spaces & Botanicals. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Brant Roun is a financial advisor with UBS Financial Services in Princeton, NJ, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining UBS in 2025, he worked at Fidelity Investments for two years and held various roles at the University of Delaware and other organizations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor solutions to clients' goals and risk profiles.

Tina Depaola is a financial advisor at Merrill with 38 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Merrill in 2020, she worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2017 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Cheri Geany is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works alongside a team of experienced professionals to provide clients with customized, goals-based financial strategies that encompass all aspects of their financial lives. Her approach involves developing diversified investment portfolios and personalized plans to address clients’ needs in areas such as college education planning, retirement income, and portfolio management services. Cheri holds a bachelor’s degree from the University of North Carolina System and has completed an accredited certificate program from Georgetown University. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP) and Personal Investment Advisor (PIA) designations. Additionally, Cheri contributes to her community as a member of the Noble Academy Board of Trustees.

Francis Vitellaro is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes positions at Securities America, Inc. and Investacorp Advisory Services, Inc. Vitellaro also serves as an advisor at Premier Wealth Services, an investment advisory and asset management firm. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with multiple platforms, employing asset-allocation tools and third-party solutions to construct diversified portfolios.

Saul Gomez is a financial advisor at Merrill with Series 65 and Series 66 licenses and one year of industry experience. His prior work includes roles at Servpro and Employbridge, among others. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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.

Kurt Sakowski is a financial advisor with LPL Financial in Hamilton, NJ, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked with Linsco/Private Ledger since 2006. Sakowski operates two DBAs, Wealth Management Partners LLC and Sakowski Financial Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Christian Gunther is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. 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.

Megan Mandella is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley in various capacities since 2015, including a role at Morgan Stanley Private Bank, National Association. Outside of her financial career, she serves as an Air Force Intelligence Analyst with the Pennsylvania Air National Guard. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Joseph Saskiewicz is a CFP® and ChFC® with 45 years of industry experience. He is currently affiliated with Cetera and has previously worked at Voya Financial Advisors and operated his own firm, Saskiewicz and Associates, since 1969. He serves on the finance committee of St Andrew Church and owns a tax preparation business. Cetera Investment Advisers LLC provides a broad range of services through a nationwide network of independent advisors, serving individuals, retirement plans, corporations, and institutions. The firm offers various portfolio management options, financial planning, and access to third-party managers across multiple program structures and custodial relationships.

Suzanne Gola is a financial advisor at Merrill with 22 years of industry experience, holding a Series 66 designation. She has been with Merrill since 2004. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Alonge is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates with clients to develop strategies that align with their short-, mid-, and long-term financial objectives. He provides resources covering a range of financial topics, including investing, retirement planning, and saving for unforeseen expenses. Additionally, he facilitates access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Matthew holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and earned his Bachelor's Degree from Rutgers. His professional approach focuses on understanding what matters most to clients and their families to create tailored financial strategies that support their goals.

Neil McKeon is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He has been providing financial advisory services since 1994, working with wealthy families, small to medium-sized businesses, foundations, and institutions. In his role, Neil offers expertise in areas including education planning, executive compensation, family wealth management, personal retirement planning, philanthropic planning, socially responsible and ESG investing, special needs planning strategies, tax minimization, and retirement income. Additionally, he collaborates with other professional advisors to support income tax and estate planning strategies, and works with investment committees on institutional portfolio management. Neil holds a Master's Degree from Rutgers University and a Bachelor's Degree in Marketing from The College of New Jersey. He has professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). His experience includes extensive knowledge of corporate benefit programs such as equity compensation and various retirement plans, which is informed by his prior role in the Merrill Financial Planning Group. Outside of his professional work, Neil resides in Yardley, Pennsylvania with his wife and three children. He volunteers as a member of the National Ski Patrol, coaches youth mountain biking and softball teams, and serves on the board of directors for Habitat for Humanity of Bucks County.

Robert Wood is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2015. 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.

Glen Haber is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Merrill since 2015. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Ashby Mcleod is a Series 66–licensed financial advisor at Merrill with six years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2019 and 2021 respectively. Prior to his advisory roles, he spent four years working in auxiliary services and at Rider University. 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 designed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Pulos is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed, Inc. for 12 years. He is involved with Merchantmatch Inc., where he has been active since 2012. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering a range of discretionary and non-discretionary management options supported by proprietary and third-party research.

Griffin Smith is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith since 2021 and currently serves at Bank of America, N.A. since 2025. Prior to his financial career, he spent time in education at Rider University and Council Rock South High School. 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, and institutional investors, supported by internal and third-party portfolio management teams.

Nicholas Turner is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2005. 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 plans, corporations, and charitable organizations.