Brant Roun is a financial advisor with UBS Financial Services in Princeton, NJ, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining UBS in 2025, he worked at Fidelity Investments for two years and held various roles at the University of Delaware and other organizations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor solutions to clients' goals and risk profiles.

Tina Depaola is a financial advisor at Merrill with 38 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Merrill in 2020, she worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2017 to 2020. 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, and institutions.

Cheri Geany is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works alongside a team of experienced professionals to provide clients with customized, goals-based financial strategies that encompass all aspects of their financial lives. Her approach involves developing diversified investment portfolios and personalized plans to address clients’ needs in areas such as college education planning, retirement income, and portfolio management services. Cheri holds a bachelor’s degree from the University of North Carolina System and has completed an accredited certificate program from Georgetown University. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP) and Personal Investment Advisor (PIA) designations. Additionally, Cheri contributes to her community as a member of the Noble Academy Board of Trustees.

Joseph Hodakowski Jr. is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Avantax and 1st Global Capital Corp, as well as operating his own wealth management entity, BKC Wealth Management. He is also a shareholder at BKC CPA's, where he mentors staff and oversees tax-related responsibilities. Additionally, Hodakowski serves as a trustee for family educational and special needs trusts. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment options, including model portfolios, third-party managers, and bespoke strategies, encompassing discretionary and non-discretionary account management across multiple custodial arrangements.

Francis Vitellaro is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes positions at Securities America, Inc. and Investacorp Advisory Services, Inc. Vitellaro also serves as an advisor at Premier Wealth Services, an investment advisory and asset management firm. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with multiple platforms, employing asset-allocation tools and third-party solutions to construct diversified portfolios.

Saul Gomez is a financial advisor at Merrill with Series 65 and Series 66 licenses and one year of industry experience. His prior work includes roles at Servpro and Employbridge, among others. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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 plans, corporations, and charitable organizations.

Bilal Mian is a Series 66-licensed financial advisor with J.P. Morgan Securities in New Brunswick, NJ, bringing two years of industry experience. His prior roles include positions at Merrill Lynch and PNC Bank. 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 to support client decision-making.

Joseph Carty is a financial advisor at Edward Jones with 34 years of industry experience. He holds a Series 66 designation and previously worked at Weeden and Company for 36 years before joining Edward Jones in 2023. His earlier roles include positions at NYLIFE Securities, LLC and New York Life Insurance Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christian Gunther is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. 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.

Megan Mandella is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley in various capacities since 2015, including a role at Morgan Stanley Private Bank, National Association. Outside of her financial career, she serves as an Air Force Intelligence Analyst with the Pennsylvania Air National Guard. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Suzanne Gola is a financial advisor at Merrill with 22 years of industry experience, holding a Series 66 designation. She has been with Merrill since 2004. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Alonge is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to develop strategies that address their short-, mid-, and long-term financial goals. He serves as a resource for a range of financial needs including general investing, retirement planning, and saving for unexpected expenses. Additionally, he provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. Matthew holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, demonstrating his expertise in financial planning. He emphasizes ongoing advice and guidance to adapt to clients' changing financial needs, working closely with them to address their goals, concerns, and questions.

Glen Haber is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Ashby Mcleod is a Series 66–licensed financial advisor at Merrill with six years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2019 and 2021 respectively. Prior to his advisory roles, he spent four years working in auxiliary services and at Rider University. 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 strategies designed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Griffin Smith is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith since 2021 and currently serves at Bank of America, N.A. since 2025. Prior to his financial career, he spent time in education at Rider University and Council Rock South High School. 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, and institutional investors, supported by internal and third-party portfolio management teams.

Nicholas Turner is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2005. 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.

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.

Lindsay Yarnell is a CFP® and holds a Series 66 license with 11 years of industry experience. She currently works at Morgan Stanley, having been with the firm and its affiliates since 2023. Prior to joining Morgan Stanley, Yarnell worked at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.