Michael Stevens is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he has ownership in Alpha Wolf LLC, an investment-related business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Ronald White is a financial advisor with LPL Financial in Manalapan, NJ, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at IC Advisory Services Inc and The Investment Center Inc for 13 years each. Outside of his advisory role, he is involved in businesses focused on tick and mosquito control as well as fireplace services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven strategies.

Brigitte Bendriss is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill Lynch in 2012, bringing over thirty years of experience in operational and accounting management as well as ownership within the auto and heavy truck dealership industry. Her extensive business background provides her with unique insight into the financial and estate management needs of business owners. Ms. Bendriss earned a Bachelor of Science degree in Industrial Management from Louisiana State University in 1980 and holds the Personal Investment Advisor (PIA) designation. She focuses on delivering customized financial strategies tailored to high-net-worth individuals and business owners, emphasizing understanding clients’ priorities to develop personalized wealth management, estate, and business financial plans. A lifelong resident of Lake Charles, Louisiana, Ms. Bendriss is actively involved in her community. She serves as a board member of the Chennault International Airport Authority and has been a Vestry member and Finance Committee member of the Episcopal Church of the Good Shepherd, where she has also held the office of Senior Warden. Outside of her professional and community roles, she pursues interests including big game hunting and spending time with her family.

Marc Campanaro is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding CFP® and ChFC® designations with 14 years of industry experience. He has worked at Wells Fargo and its predecessor firms since 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets through more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

Vincent Fichera is a Financial Consultant currently working at Fidelity Investments. In this role, he partners with clients to understand their short and long-term financial goals and develops individualized financial plans. He focuses on providing a transparent and welcoming experience to clients and aims to build relationships that foster confidence and comfort in every interaction. Vincent has accumulated experience in the financial services industry through various positions. Prior to his current role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024. Before joining Fidelity, he held several roles at Merrill, including AVP, Financial Solutions Advisor from 2021 to 2023, Investment Consultant II on the Premium Team from 2020 to 2021, Investment Consultant on the Trade Desk in 2020, and Financial Services Representative from 2019 to 2020.

Eric Nelson is a financial advisor with Charles Schwab in Princeton, NJ, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at TD Ameritrade, Bank of America, and Merrill. Nelson has been with Charles Schwab since 2019 across different divisions. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Ira Gewirtz is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2007 and Bank of America, N.A. since 2009. 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.

Daniel Guss is a financial advisor at Merrill with 29 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, he assists with a family dog sitting business by helping with dog walks and boarding. 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 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 and third-party teams.

Andrew Weight is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he consults on general matters for a family-owned business in the mechanical sector. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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 model-based and discretionary investment strategies.

Alexander Proektor is a Series 66 licensed advisor with Merrill, based in Pennington, NJ. He has six years of industry experience and has been with Merrill since 2019. Prior to his financial advisory career, he held roles in retail and insurance sectors, including positions at La-Z-Boy Furniture Galleries and State Farm. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Julie Christman is a financial advisor at Charles Schwab based in Princeton, NJ, with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2004 and 2005, respectively. Outside of her advisory role, she bakes goods for holidays and special occasions for family and close friends. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Benjamin Chando is a financial advisor at Merrill with a Series 66 credential. He has one year of industry experience, having previously worked at Kura Sushi and Applebees. Benjamin studied full time at Rutgers University from 2021 to 2025. 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.

Ariana Karwowski is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 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 and profit-sharing plans, corporations, and charitable organizations.

Reyne Harris is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ, and has 25 years of industry experience. He has worked at Merrill and its affiliates since 2000, with a brief tenure at BOFA Securities from 2019 to 2021. Outside of his advisory role, Harris is involved in fitness as an indoor cycling instructor and gym instructor and is a general partner managing financial and administrative duties for Recovery Restoration LLC. 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 variety of clients including individuals, high-net-worth clients, and institutional investors.

Catherine Gowen is a Series 66 licensed financial advisor with Merrill, based in Pennington, NJ. She has 19 years of industry experience and has been with Merrill since 2014. 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 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 and third-party managers.

Curtis Mullins is a financial advisor at Osaic with 23 years of industry experience. He holds the Series 66 designation and spent 11 years with Edward Jones prior to joining Osaic in 2024. Outside of his advisory work, Mullins serves as the secretary for the Rotary Club of Old Bridge Sayreville, a nonprofit organization supporting local communities. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Norman Bauman III is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill Lynch 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.

Jeffrey Condit is a financial advisor at Merrill with 10 years of industry experience and holds the Series 66 designation. His prior work includes positions at Fred Alger & Company, LLC, and Bank of America, N.A. He is based in Princeton, NJ. 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 plans, corporations, and charitable organizations.

Andrew Matthews is a financial advisor at Merrill with 19 years at the firm and two years of industry experience. He holds the Series 66 designation and is based in Pennington, NJ. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Bernath is a financial advisor at Merrill with 29 years of industry experience. He has been with Merrill since 2004 and holds a Series 63 designation. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.