Hui Corona is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing wealth management solutions tailored to affluent clients and families. She holds professional designations including Certified Private Wealth Advisor (CPWA®), Certified Exit Planning Advisor (CEPA®), and Personal Investment Advisor (PIA). Hui focuses on helping business leaders develop strategies for tax minimization, asset monetization and protection, growth maximization, and wealth transfer. Her expertise includes guiding business owners through exit planning, from maximizing business value to ensuring smooth transitions. Hui takes a client-centric approach by understanding individual goals and providing advice on investing, retirement planning, and financial preparedness. She earned a Bachelor's Degree from the University of International Business and Economics, an MBA from the University of Illinois at Chicago, and completed an accredited certificate program at Yale School of Management. Hui communicates fluently in English and Chinese.

Kyle Glenn is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Dick's Sporting Goods Inc, and other companies. Outside of his advisory role, he works as an independent contractor for Instacart, providing delivery services. Merrill, together 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 individual and institutional clients.

Manish Kakkar is a financial advisor with Equitable Advisors in East Brunswick, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is involved in United Healthcare’s dental and health insurance business. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a range of third-party advisory platforms and proprietary funds.

Max Fallon is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Prior to joining Merrill, he co-owns Hot Dress LLC, a business focused on writing, recording, and performing original music. 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 both model-based and discretionary investment strategies for individual and institutional clients.

Meghan Sutphen is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at Equitable Advisors and JPMorgan Chase Bank, N.A., along with various positions outside the financial industry and involvement with local boards of education. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

George Jenkins is a financial advisor with LPL Financial in Pennington, NJ, holding Series 63, 65, and 66 licenses and 34 years of industry experience. His prior work includes roles at Edward Jones and Private Portfolio Partners, LLC. He also offers clients Medicare Supplement Insurance through Martin Insurance Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management services through a large network of investment adviser representatives.

R. Michael Braender is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Grove Point Investments, H. Beck, and Minnesota Life Insurance Company. Outside of advising, he is involved as a registered representative with RMB Wealth Advisors, LLC, offering financial services to clients. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform providing a range of portfolio management and financial planning services through discretionary and non-discretionary programs.

Tony Bradica is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. Outside of his advisory role, Bradica serves as a board member and age coordinator for the Bolton Youth Soccer Association, where he is involved in team assignments and organizational decisions. 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.

David Scafa is a financial advisor with Cetera, holding the PFS™ and Series 63 designations and bringing 27 years of industry experience. He has worked with several firms including Avantax and operates Scafa Professional Center, LLC. In addition to advisory roles, he provides tax preparation and accounting services through his own CPA practice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diversified investment programs, combining model portfolios, third-party managers, and customized strategies.

Michael Warin is a financial advisor with Cetera, holding a Series 63 designation and bringing 28 years of industry experience. He has worked at Cetera since 2025 and previously spent over two decades at Avantax in various capacities. Outside of his advisory work, Warin is active in community service through roles at Faith Lutheran Church, including auditing finances, serving as an usher, co-chairing the soup kitchen committee, and chairing an annual hunger walk. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management options and financial planning services through a nationwide network of independent advisors.

Jared Klancic is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2022, previously holding a position at Bank of America, N.A. from 2024 to present. Before his advisory roles, he has professional experience at Widener University, Primo Hoagies, and Roman Catholic. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal CIO teams and third-party managers.

Christopher Mottershead is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephan Giffin is a financial advisor at Ameriprise with four years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2021, he worked in the automotive collision repair industry with several companies between 2016 and 2021. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Doyal is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. Prior to joining LPL Financial in 2022, he held roles at Cuna Brokerage Services Inc., Pentagon Federal Credit Union, Lifecycle Financial Advisors, LLC, McGraw Fill Federal Credit Union, Banc of America Investment Services, PNC Wealth Management, and Ameriprise. He is also a duty manager at Pentagon Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

Keith Latimer is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior work includes roles at IC Advisory Services, Merrill, Wells Fargo Clearing, and Prudential Equity Group. He serves on the Board of Directors for the Longwood University Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Charmaine Talvy is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, N.A., and she was involved with Table Top Toys Inc. for seven years. 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 to manage portfolios across mutual funds, ETFs, and ETPs.

Parmveer Singh is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020 and Bank of America, N.A. since 2021. Prior to his financial services career, he was employed at Phoenix State Prison and Camp Hill State Prison. 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 institutions.

Jay Barry is a Financial Advisor at Merrill Lynch Wealth Management, having joined the Barry team in 2022. Prior to this role, he spent three and a half years as a Financial Data Associate at Moody's Investors Service. Jay focuses on a range of client needs including college education planning, corporate benefits, executive services, divorce transition planning, equity compensation, legacy planning, managing new wealth, personal retirement planning, portfolio management, and tax minimization. He holds a Bachelor's Degree in Public Policy from Hamilton College, earned in 2018, and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Jay enjoys playing pickup basketball, golfing, skiing, and traveling. He also follows sports closely, supporting teams such as the Yankees, Giants, Nets, and Devils.

Brian Mulvaney is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at M&T Securities for eight years before joining LPL Financial in 2021. Mulvaney also receives residual income from prior group health insurance sales through his LLC, Mulvaney Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by a large network of advisors and various integrated financial services.

Andrew Schnitzler is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.