Jiten Patel is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill and Bank of America since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Monica Salama is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2015, including time associated with Bank of America, N.A. The firm, 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 a variety of clients including individuals and institutions.

Michael Reis is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Horace Mann Companies and Ameritas Life Insurance Corp. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Kyle Holland is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Merrill since 2013. 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.

Samuel Rankin is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2011. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a mix of model-based and discretionary investment strategies.

Miles Mcpherson is a financial advisor with Merrill and holds a Series 66 designation. He has 11 years of industry experience and has worked at Bank of America, N.A. and Merrill since 2015. Mcpherson also maintains a separate business under his own name in Red Bank, New Jersey. 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.

Joshua Motto is a financial advisor with Merrill, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Outside of his advisory role, he owns Motto Woodland Management, a sole proprietorship focused on managing woodlands in Hunterdon County, New Jersey. 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, pension plans, corporations, and charitable organizations.

Lynn Griffiths is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 1983, including over 17 years of concurrent service at Bank of America. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Szwerc is a Planning Consultant at Fidelity Investments, where he works with clients to develop planning strategies that support their unique financial goals. He has held his current role since 2025. James has accumulated experience in various financial positions, including previous roles at Fidelity Investments as a Workplace Planning Consultant from 2022 to 2025 and as an Investment Solutions Representative from 2021 to 2022. Prior to that, he worked as a Licensed Banker at Citizens Bank from 2019 to 2021, a Registered Associate at Morgan Stanley from 2017 to 2019, and a Financial Advisor at McAdam LLC from 2015 to 2017.

Thomas Kimmins is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. for 25 years. Outside of his advisory role, he serves as a board member of the Friendly Sons of Saint Patrick, a charitable organization in New Jersey. 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 clients, and institutions.

Michael Remboski is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Keller Williams Premier and has diverse experience in other fields including positions at Amazon.com and various local businesses. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Vincent Intiso Jr. is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. He previously worked at NewEdge Advisors, LLC and has held various positions outside finance, including roles in retail and education. 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 advisers. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and advanced portfolio management technologies.

Laura Ryfinski is a financial advisor with Merrill, holding a Series 66 designation and 15 years of industry experience. She has worked at Bank of America and Merrill since 2011. Outside of her advisory role, she is involved part-time in a for-profit hair care business, Deserrie's Salon, in Hamilton Square, New Jersey. 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.

Steven Bullard is a financial advisor with Stifel, holding a Series 63 designation and 38 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent seven years at Bank of America N.A. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Corinne Bielemeier is a financial advisor at Merrill with 20 years of industry experience and a Series 66 designation. She has been with Merrill since 2003. Outside of her advisory role, she works as a vendor sales employee at Philadelphia Eagles home games. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Owen Mc Gee is a Financial Advisor with The McGee Group at Merrill Lynch Wealth Management. He specializes in helping individuals and families develop clear financial plans tailored to their goals, time horizons, and desired outcomes. Owen structures financial approaches aligned with clients' objectives, risk tolerance, and liquidity needs. He collaborates closely with his father, who has over 30 years of experience advising clients, combining decades of perspective with his own commitment to long-term client relationships. Owen holds a Bachelor's Degree from the Pennsylvania State University System and has earned the Personal Investment Advisor (PIA) designation.

Olubukunola Coker is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2006. 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.

Kevin Hughes is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 16 years of industry experience. He also has over 38 years of experience as a Certified Public Accountant and operates his own CPA practice. In addition to his advisory and accounting work, Hughes is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of custodial platforms and proprietary as well as third-party strategies.

Dov Aloof is a financial advisor at LPL Financial with the Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at JL Aloof Financial Services and Think IP Systems, and has a background that includes time at Developers Institute. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

Frank Dellarossa is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2015. Outside of his advisory role, he is the sole owner of a rental property business. 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 individuals, high-net-worth clients, and institutional investors.