Michael Tronolone is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America, N.A. throughout his career. Outside of finance, he owns and operates a sole proprietorship specializing in general landscaping maintenance. 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 institutional accounts.

Leah West is a financial advisor with LPL Financial in Lambertville, NJ, holding Series 63 and Series 66 licenses and over 31 years of industry experience. She previously worked at Cadaret, Grant & Co. Inc. for 20 years and has been associated with Rivertown Financial, LLC for more than a decade. She also facilitates estate planning outside of her investment advisory activities. 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, offering a range of advisory programs, financial planning, and retirement consulting services.

Thomas Matarazzo is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Merrill since 2009. 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 is integrated with Bank of America’s platform, providing access to various products and services beyond investment management.

Arthur Martin is a financial advisor at RBC Capital Markets with 51 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Martin is an active general partner in a family investment partnership. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides tailored advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services.

Divya Rao is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo and Icon Information Consultants. She serves as a co-trustee for a family trust. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a broad range of investment strategies including model-based, discretionary, and tax-aware options. The firm serves individuals, high-net-worth clients, pensions, charitable organizations, and corporate fiduciaries.

Justin Hughes is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Bank of America, N.A. Prior to his financial services career, he spent over a decade at McMaster-Carr Industrial Supplies. 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 that includes individuals, high-net-worth clients, and institutional investors.

Christopher O'Grady is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2015 in various capacities and assumed his current role in 2023. He partners with individuals and families to create financial strategies aimed at avoiding common pitfalls before and throughout retirement. Prior to his tenure at Fidelity Investments, Christopher held positions as a Financial Advisor at Morgan Stanley and held senior roles in equity derivatives at NYC X-Change Financial Access LLC and Elevation LLC. He holds a California Insurance License.

Alex Dichter is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Northwestern Mutual, and other financial firms. Outside of his advisory role, he is a general partner and managing member of ShopCat LLC, a consumer wellness company focused on functional beverages. 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 for individuals, high-net-worth clients, pension plans, and corporate fiduciaries.

Stephanie Williams is a Series 66-credentialed financial advisor with Merrill in Princeton, NJ, where she has worked since 2014. She has 10 years of industry experience. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of investment strategies implemented by Managed Account Advisors LLC. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, utilizing model-based and discretionary investment approaches integrated with Bank of America’s broader platform.

Joseph Meklin is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2013. Merrill provides managed account services to Bank of America fiduciary clients through its 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 into Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Michael Kornblum is a financial advisor at Merrill with 12 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Sushiana for 13 years. 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 is integrated into Bank of America’s broader platform, providing access to various investment products and services.

Christopher Pozzuto is an advisor with Merrill holding a Series 66 designation. He began his financial services career in 2025 at Bankers Life before joining Merrill in 2026. Prior to entering the industry, his background includes roles at eBay and various educational institutions. 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.

James Ruggieri is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he worked with the New Jersey Public Defender’s offices and was involved with GJR Buildings LLC and Delicious Orchards. 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.

John Sprague is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Cetera Wealth Services and Mid Atlantic Resource Group, where he provided securities and advisory services. Merrill offers managed account services to a diverse client base, including individuals and institutional clients, using model-based and discretionary investment strategies implemented through Bank of America’s broader corporate platform.

Yan Kaliner is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 14 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2013. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Claire Wojnar is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and having 16 years of industry experience. She has been with Merrill since 2009. 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.

Omar Ahmad is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has been with Merrill since 2016 and previously worked at Spherion Staffing Agency for one year. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates its investment services within the broader Bank of America platform, providing access to a wide range of financial products and services.

Jeffrey Burns is a financial advisor at Ameriprise with 34 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.

Ryan Ascone is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2009 and Bank of America 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, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment services within Bank of America’s broader platform, providing access to a variety of financial products and services.

Pavel Stuchinskiy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent two years with JPMorgan Chase. Outside of finance, he is involved with Royal King Driving School, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.