Matthew Pron is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Pron Wealth Management Group based in Princeton, New Jersey. He joined Merrill in 2016, bringing with him a background of military service and a family legacy in wealth management. Matthew works with individuals, families, and business entities to provide comprehensive wealth management solutions including portfolio management, financial strategy, liquidity solutions, banking, and legacy planning. Prior to his financial advisory career, Matthew served five years as an infantry squad leader in the United States Marine Corps. His military service included assignments with the 3rd Fleet Antiterrorism Security Team, where he conducted security operations at Guantanamo Bay and supported U.S. Embassy security in the Middle East, and a deployment with the 31st Marine Expeditionary Unit in the South Pacific. Following his honorable discharge in 2014, he earned a Bachelor of Science degree in Finance, magna cum laude, from Drexel University. Matthew serves as President of Drexel's Veteran Alumni Network, assisting veterans with their transition to education and career development. Matthew holds the Personal Investment Advisor (PIA) designation and is involved with several professional and community organizations including the Drexel Veteran's Alumni Network, Drexel Veteran’s Association, The Union League of Philadelphia, the Marine Corps Law Enforcement Foundation, and The Mission Continues. He resides in Fairless Hills, Pennsylvania with his wife Katie and their two sons. Outside of work, Matthew enjoys golfing, ice hockey, swimming, and spending time with his family.

Kenneth Stewart is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery conversations and firm-approved tools, with offerings that span retail and institutional investment solutions.

Anastasios Geivelis is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America, N.A. since 2010. Outside of his advisory role, he is the sole owner of a rental property business in Hamilton, 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.

Laura Cook is a financial advisor with Raymond James & Associates in Princeton, NJ, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has been with Raymond James & Associates and its affiliated entities since 2007, with a one-year break serving as a homemaker. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and advisory services that emphasize tailored, non-discretionary consulting supported by extensive research and a range of portfolio management strategies.

Sam Abell is a financial advisor at Fidelity with five years of industry experience. He previously worked at Merrill for two years and FedEx for three years. Abell holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Thomas Buckley is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1992. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Thomas Griffiths is a financial advisor with Merrill, holding a Series 66 designation and over 22 years of industry experience. He has been with Merrill since 2003. Outside of his advisory role, he works as a travel agent with Journey with CP LLC. 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.

James Stidham is a Series 66-licensed financial advisor with Merrill, having four years of industry experience. Prior to joining Merrill, he worked at Bank of America and was involved with Burke Brothers Landscape and Design. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutional investors.

Peter Barlow is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he acts as trustee for his disabled son’s Special Needs Trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Felix Menezes is a financial advisor with Equitable Advisors in Plainsboro, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he owns and manages a rental condominium property. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services according to client goals and risk tolerance.

Jacqulynn Arimenta is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1994. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, institutional, and charitable clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Jeffrey Purvis II is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and eight years of industry experience. He has been with Merrill for ten years. 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 individuals, high-net-worth clients, and institutional investors.

Caitlin Smajda is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. She has been with Merrill since 2013 and previously worked at Rider University from 2015 to 2017. 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 supported by internal and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutional accounts.

Brian Reiss is a CFP®-credentialed financial advisor with Ameriprise, based in East Windsor, NJ, and has 32 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves as Chairman of the Board of Directors for the First Presbyterian Church of Hightstown. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team that delivers tailored, research-based recommendations to support clients’ retirement income planning.

Danielle Escobar is a Senior Financial Advisor at Merrill Lynch Wealth Management. She collaborates closely with clients to understand their financial goals and priorities, developing clear strategies to help them achieve those objectives. Danielle's approach involves a comprehensive understanding of each client's financial situation as well as their long-term aspirations. Danielle has over eight years of experience in the financial services industry, with expertise in wealth management, investment analysis, and portfolio design. She joined Merrill in 2021, following roles at Wells Fargo Advisors as an Investment Analyst and at Hartford Funds as a Valuation Analyst and Advisory Support Consultant. Her focus areas include college education planning, executive compensation, family wealth management strategies, LGBT wealth planning, personal retirement planning, philanthropic planning, special needs planning strategies, women and wealth, sports and entertainment, and retirement income. She holds a Bachelor's degree in Finance and International Business from Cabrini University and a Master's degree in Finance and Strategic Management from Villanova University, where she also served as co-president of the Graduate Student Association. Danielle is a member of the Semester at Sea Alumni. Residing in Philadelphia, she is active in sports, especially soccer, and enjoys spending time with her family and following local professional teams.

David Gash is a financial advisor at Merrill with Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Merrill since 2016 in Pennington, NJ. 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 offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Vincent Notte is a financial advisor with Osaic Wealth, Inc. in Princeton, NJ, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked with Osaic Wealth, Inc. and New Century Financial Group, LLC for approximately 30 years and with Massachusetts Mutual Life Insurance Company for 33 years. Outside of his advisory role, he operates a sole proprietorship involved in insurance sales. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Rohit Mehrotra is a financial advisor at Edelman Financial Engines with 20 years of industry experience and holds a Series 66 designation. He has worked at several firms including JPMorgan Securities LLC, Silicon Valley Bank, and First Citizens Investor Services. Outside of his advisory role, Mehrotra serves on the boards of the McCarter Theatre and Big Brothers Big Sisters Independence Region, as well as advisory councils for Rutgers Health Leadership and the Tuck School of Business. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified model portfolios and long-term strategies.

Francesco Mollo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been part of the financial services industry since 2006 and joined Merrill Lynch in 2010, bringing years of independent financial advising and investment experience. Francesco primarily works with real estate investors and business owners to develop long-term wealth management strategies. He specializes in services for defined benefit and defined contribution plans, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Francesco collaborates closely with clients' attorneys and accountants to address financial, retirement, education, tax, trust, and estate matters, including wealth transfer and business succession strategies. His team also focuses on tax deferral strategies for business and property owners seeking to liquidate real estate holdings or business interests. Francesco earned a bachelor's degree in economics from Rowan University. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is an active member of his community and the Sons of Italy in the Cherry Hill, New Jersey area. Francesco enjoys golfing, ice hockey, skiing, soccer, spending time with his family, and traveling.

Thomas Honan is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked with firms including Allied Wealth Partners and Minnesota Life Insurance Co. Outside of finance, he has been involved in a catering business making and serving pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.