Abigail Antwi is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Prior to joining Merrill, she worked in healthcare and legal support roles and owns two businesses: a nonmedical home healthcare company and a women’s retail clothing line. 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 plans, and corporate fiduciaries.

Valerie Ozer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her work history includes roles at PFS Investments Inc. and Eden Engineering, LLC. She is also involved in selling loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodial services.

Hunter Smith is a Series 66-registered advisor at Merrill with one year of industry experience. He has worked at several financial institutions, including Bank of America and Mountain Valley Bank, and has a diverse background including a role at B2 Bistro. 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.

Andrew Bennett is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019. Prior to joining Merrill, he was employed at Yelp, Inc. from 2015 to 2019. 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 individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s corporate platform, providing a broad range of products and services beyond investment management.

Derek Bilcik is a financial advisor with Merrill and holds a Series 66 credential. He has 19 years of industry experience, including roles at Merrill Lynch Pierce Fenner & Smith since 2017, Ceros Financial Services, Inc., and Critical Math Advisors, LLC. Outside of his advisory work, Bilcik serves as a member of the Yardley Shade Tree Commission, where he coordinates events and assists with tree 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, pension plans, charitable organizations, and corporate fiduciaries.

Glenn O'Brien is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Merrill in 2024, he worked at Morgan Stanley from 2022 to 2024. His background also includes roles in various companies and educational institutions. 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, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Christine Benson is a Series 66-licensed financial advisor at Merrill with eight years at the firm and one year of industry experience. Prior to joining Merrill, she spent fourteen years at Raised Family. Outside of her advisory role, she works as a fitness instructor at Hackettstown Dance Fitness. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm employs model-based and discretionary investment strategies developed by its Chief Investment Office and affiliated managers.

Patrick Carpio is a financial advisor with Merrill, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with Merrill since 2008 and has been affiliated with 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Brian Bertolini is a financial advisor with Merrill, holding a Series 66 designation and 7 years of industry experience. He has been with Merrill since 2009. 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.

Cole Garrow is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he was associated with LPL Enterprise LLC / Prudential Advisors. Outside of his advisory role, he has experience working with local sports organizations and schools. 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.

Arthur Percario is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Merrill since 1989. 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. The firm is integrated into Bank of America’s corporate platform, providing access to a wide range of products and services.

Ian Stewart is a Planning Consultant who collaborates with clients to develop financial plans tailored to their goals and objectives. He has professional experience as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Representative at Fidelity Investments from 2021 to 2022. In 2021, he also worked as a Financial Consultant at Equitable. Outside of his professional work, Ian is interested in family activities, fitness, football, parenthood, and pets.

Matthew Faleska is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held various roles including work at Five Points Financial, Inc. and positions in education and community organizations such as Raritan Valley YMCA and Rider University. 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.

Nicholas Arcuri is a financial advisor with Merrill, holding a Series 66 designation and beginning his career in 2026. Prior to joining Merrill, he held positions at The LNS Group and UPS. Outside of finance, he has entrepreneurial experience running Prime Time Pools since 2023 and has worked in education at Rutgers University and Brookdale Community College. Merrill provides managed account services through the Select Portfolio Solutions program, serving a wide client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Sonat Topuzoglu is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2017, following a year at Broadridge Financial Solutions. 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.

Gregory Burke is a Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management and banking services. He focuses on creating personalized wealth management strategies that align with his clients' financial goals and the dynamic nature of today's market conditions. Greg's client focus includes areas such as college education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, individual and corporate investment strategy, and retirement income. Greg holds a Bachelor's Degree in Economics from Kean University and has earned the Professional Investment Advisor (PIA) designation. He resides in Milltown with his wife, Irma, and daughter, Riley. In addition to his professional pursuits, Greg participates in community volunteer activities in line with Merrill's tradition of community service. His personal interests include basketball, boating, camping, cooking, gardening, hiking, ice hockey, skiing, spending time with his family, and traveling.

Lori Mc Guinness is a financial advisor with J.P. Morgan Securities in Princeton, NJ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Her previous roles include positions at Morgan Stanley and David Lerner Associates, among others. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Howard Lashner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and also operates Lashner Financial Group. Outside of his advisory work, Lashner is an author and serves as a consultant for American Fence Systems. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts for individual and high-net-worth clients, operating primarily as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities while maintaining oversight of its investment models.

Scott Utterba Ck is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and five years of industry experience. He has previously worked at BBD, LLP, LPL Financial LLC, and Penn Wealth Accounting Group, among others. Outside of his advisory role, he serves as Treasurer and Board of Directors member for the Warrington Township Volunteer Fire Company. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Tiana Nelson is a financial advisor with Merrill, holding a Series 66 credential and one year of industry experience. Prior to joining Merrill, she worked in retail roles at Lululemon, Savage X Fenty, and Gap. She is based in Pennington, NJ. 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 individual and institutional clients.