Paige Singer is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. 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.

John Reidy is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes tenure at Securities America Advisors and National Planning Corp. In addition to his advisory role, he serves as a General Agent for Ameritas Life Insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of advisers. The firm provides integrated brokerage, advisory, and consulting services, utilizing asset-allocation tools, efficient-frontier analysis, and access to multiple third-party managers to construct portfolios tailored to clients’ investment profiles.

Chia Hu is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Janet Helbling is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. She has been with Wells Fargo and its affiliates since 2009. Outside of her advisory role, she serves as power of attorney for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Michael Lawlor is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, where he has been active since 2014, in addition to operating his own firm, Michael A Lawlor, P.C., since 1992. He also serves as a backup executor for two estates. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory programs with financial product sales.

Brooke Gomba is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007. 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, and institutional investors. The firm integrates investment management with Bank of America’s broader platform, including lending and custody services.

Edward Scull Jr. is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 65 credentials and 41 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of finance, he serves on the advisory board of canine support teams, a nonprofit organization focused on animal-related services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

Ahmed Abdelbaki is a financial advisor at Merrill with 14 years of industry experience. He has been with Merrill since 2013 and holds Series 63 and Series 66 designations. Outside of his advisory role, he owns a sole proprietorship that sells sports card collectibles on eBay. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

James Vellanti Jr. is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides investment advice and access to banking and lending services through Bank of America. His approach involves understanding clients' priorities to create personalized investment strategies. James specializes in various aspects of financial planning, including general investing, retirement planning, and preparing for unexpected financial needs. He engages with clients to discuss their goals and provides ongoing guidance as their circumstances evolve. He holds a Bachelor's Degree from the University of Delaware and holds the Professional Investment Advisor (PIA) designation.

Satya Ekambaram Narayana Reddy is a Series 66-licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill, he held roles in education and small business, including positions at Rider University and C2 Education, as well as involvement with Bamboo Shoots LLC. 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 individual, high-net-worth, and institutional clients.

Eileen Keenan is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Alfred Toussaint is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2013. Outside of his advisory role, he serves as a general partner in a for-profit limited partnership focused on buying and reselling properties. 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 for individuals, high-net-worth clients, pension plans, and charitable organizations.

Jackson Piombino is a Series 66-credentialed advisor at LPL Enterprise with one year of experience. His prior work history includes roles outside the financial industry, such as business activities with A Modo Mio since 2023. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Jason Hodak is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Merrill since 2015. Outside of advising, he works as an independent contractor driver for Uber Technologies, providing transportation services. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, delivering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Mark Welsh is a Series 66-licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill in 2024, he worked at PNC Bank and held various other roles including positions at Dollar General and Prendergast Landscaping. 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 wide range of clients including individuals, high-net-worth clients, and institutional investors.

Earl Pedersen Jr. is a financial advisor with LPL Financial holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Cetera, Allied Wealth Partners, and Securian Financial Services. In addition to his advisory work, he is employed by the New Jersey Department of Treasury investigating businesses for tax compliance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 diverse investment strategies.

Lois Tubbs is a financial advisor with Merrill in Flemington, NJ, holding Series 63 and Series 66 credentials and nine years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and Bank of America. 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, charitable organizations, and corporate fiduciaries.

Mitchell Foreman is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ. He has 13 years of industry experience and has been with Merrill since 2010. 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. The firm’s integration with Bank of America allows access to a broad set of products and services beyond typical investment management.

Gabriela Real Irigoyen is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work history includes roles at OSI Staffing, Infinity, Sykes, Vanru, and the University of Costa Rica. 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’s integration with Bank of America allows access to a broad range of products and services beyond typical investment offerings.

Kathleen Tomori is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 30 years of industry experience. She has been with Merrill since 2006. 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. The firm is integrated into Bank of America’s broader platform, providing access to a wide array of financial products and services.