Jasmine Muhammad is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Merrill, Bank of America Corporation, Morgan Stanley, and Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and diversified investment evaluation.

Maryanne Bohlinger is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Cetera. Her career includes positions at Avantax Advisory Services and 1st Global Advisors, alongside maintaining her own CPA firm since 1991. She also serves as CFO of an engineering consulting firm and is involved in business consulting and tax services through other ventures. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to both affiliated and unaffiliated portfolio managers and provides a range of portfolio management and financial planning services.

Matthew Kristire is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. His previous roles include positions at MassMutual Eastern PA and Arpeggio BYOB. 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, and institutional fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide range of investment products and services.

Christopher Chmielinski is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. He has worked at Merrill since 2005 and at Bank of America, N.A. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Corrie Evangeliou is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on developing personalized financial strategies that align with clients' long-term goals, taking time to understand their unique situations, needs, and preferences. Corrie offers expertise in managing new wealth, personal retirement planning, socially responsible and values-based investing, individual and corporate investment strategy, tax minimization, and retirement income. Corrie holds a Bachelor's degree and a Master's degree from Brigham Young University. She has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, and holds Series 7 and 66 registrations through FINRA. Fluent in both English and French, Corrie brings a broad perspective to her advisory role, supported by a strong educational foundation. Outside of her professional work, Corrie enjoys football, gardening, golfing, hiking, photography, running marathons, traveling, watching movies, and spending time with her family. She lives in Kaysville, Utah, with her husband Michael and their four children.

Rondon Suayan is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ. He has 15 years of industry experience, all of which 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 a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Matthew Saldutti is a Series 66-credentialed financial advisor with Thrivent Investment Management, where he has worked since 2021. He has four years of industry experience and previously held roles at Liberty University, Marshall Support Services, and Sayreville High School. Outside of his advisory work, he serves as Vice President of the Matawan-Aberdeen Chamber of Commerce Board, overseeing administrative duties and community engagement initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering a wide range of topics and offers clients the option to combine planning with managed-account services under a consolidated billing program.

Olga Ivanova is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2007 and with Bank of America since 2011. Outside of her advisory role, she dedicates part-time hours to Golden Age Home Care Inc., where she assists elderly clients with daily living activities. 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, institutions, and fiduciary clients.

Ethan Blatz is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Bank of America, N.A. Outside of finance, his background includes roles in the hospitality and service industries as well as university employment. 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, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Zachary Fischer is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 65 credentials and seven years of industry experience. His career includes roles at Bank of America N.A. and Bankers Life Advisory Services. 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, and institutional investors. The firm is integrated with Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Benjamin Gallanter is a financial advisor at Merrill with a Series 66 designation and approximately one year of industry experience. Prior to joining Merrill, he was associated with Griffin Alexander, P.C. He has also been involved with the Bernikow Jewish Community Center of Staten Island and Sunrise Day Camp. 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 including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates these services within Bank of America’s broader platform, providing access to a wide range of products and services.

Michael Fama is a Senior Financial Advisor specializing in personalized wealth management strategies. He works with clients to develop flexible financial plans that align with their individual goals and adapt to changing market conditions. As part of Merrill Lynch Wealth Management, Michael provides access to investment insights from Merrill and banking and lending solutions through Bank of America. Michael holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Rider University. He is committed to working closely with clients one-on-one to help them pursue their long-term financial objectives. In addition to his professional role, Michael participates in community volunteer activities, reflecting the Merrill tradition of engaging with the communities served.

Ralph Grill is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Merrill Lynch and Bank of America since 2011. 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 including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, offering access to a wide range of products and services.

Lauren Quatrocchi is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1991. Outside of her advisory role, she works part-time at Bentley's Fine Jewelers and serves as an officer of the Bulldog Club of New Jersey, where she coordinates specialty shows and educational seminars. 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.

Tyler Allen is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America N.A., Allen's Automotive, and Rutgers University. 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 individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Isha Doshi is a Financial Advisor with Merrill Lynch Wealth Management, where she assists individuals, families, and business owners in navigating important financial decisions. Her work focuses on building meaningful relationships and providing personalized guidance tailored to clients' evolving financial needs. Isha's expertise includes areas such as divorce transition planning, education planning, employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Isha holds a Bachelor of Science degree in Business Administration from Drexel University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Born and raised in New Jersey, she values building lasting relationships often across multiple generations. Outside of her professional role, Isha enjoys cooking, dancing, music, photography, reading, singing, spending time with her family, swimming, traveling, and watching movies. She also participates in volunteer initiatives within her community.

Cristian Landry is a Financial Advisor at Merrill Lynch Wealth Management. He applies the values of integrity, service, and excellence from his previous career as an Air Force veteran to support individuals and families in managing their financial decisions. Cristian assists clients in achieving their financial goals by providing thoughtful planning and personalized advice. He holds a Bachelor's Degree from Southern New Hampshire University and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Cristian's expertise encompasses retirement preparation, wealth building, and navigating various financial challenges. Outside of his professional role, Cristian is involved with community organizations such as Special Olympics Pennsylvania and the Women's Resource Center to End Domestic Violence. His personal interests include billiards, boating, camping, fishing, gardening, and hiking.

Justin Syers is Vice President, Wealth Planner at Fidelity Investments. In this role, he works closely with clients to develop comprehensive wealth strategies that align with their values, priorities, and long-term objectives. He partners with Fidelity to leverage the company's planning and investment capabilities and support clients through various stages of wealth management. Justin has held several positions in the financial industry, including Financial Consultant at Fidelity Investments from 2016 to 2024 and Investment Management Associate at BlackRock from 2011 to 2016. His professional experience encompasses wealth planning and investment management. Outside of his professional work, Justin has interests in family activities, fitness, food, music, pets, and traveling.

Kenneth Hager II is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Ameriprise since 2018, as well as previously at Financial Engines Advisors L.L.C. from 2016 to 2018. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Patricia Vance is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ. She has 28 years of industry experience and has been with Merrill since 1992. 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. The firm’s integration with Bank of America enables access to a broad product platform, including lending, custody, and trading services.