Joseph Valeri is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 designations and possessing 12 years of industry experience. His prior work history includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and Bank of America. 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 developed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Pierson Burton is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Fenner & Pierce since 2011. 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.

Anthony Trill is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work history includes roles in the pharmaceutical, automotive, and restaurant industries, as well as experience in education and municipal government. 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 range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Gordon is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Thompson BMW for four years. Outside of his advisory role, he serves as a committee member for the nonprofit Shir Ami, where he helps review investment accounts and policies. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients with tailored financial planning and investment consulting, offering a range of portfolio management styles supported by in-house research and sub-advisers.

Michael Grant is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He also serves as a trustee in a financial-related trust. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning and utilizes proprietary tools and models to assist clients, managing approximately $2.74 trillion in assets.

Christopher Bubrow is a financial advisor at Merrill with 29 years of industry experience. He has been with Merrill since 1996 and holds a Series 66 designation. Outside of his advisory role, he is involved in a family business, Bubrow's TV & Appliance, where he dedicates a few hours monthly to property management. 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 a range of model-based and discretionary investment strategies supported by its internal Chief Investment Office and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Keller is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior experience at Bank of America, Merrill, TD Bank, and several other firms. His background also includes a period at The College of New Jersey and involvement with Wabowl LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors, offers fund advisory and model portfolios, and maintains roles in commodity pool operations and registered investment companies.

Robert Fraser is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill since 2002 and holds Series 63 and Series 66 licenses. 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 a range of model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brendan Keeney 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. His prior roles include positions at DoorDash, Yardley Wealth Management, and Barstool Sports, as well as attending Saint Joseph's University. 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 for individuals, high-net-worth clients, and institutional investors.

James Rescigno is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. His prior roles include positions at Bank of America, Guardian Life Insurance Company of America, Park Avenue Securities, Penserra Securities, and KeyBanc Capital Markets Inc. He has been with Merrill and Bank of America since 2020. 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 model-based and discretionary investment strategies.

Miguel Vasquez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and Rutgers University, as well as ownership of Vaspro Realty LLC, a real estate holding company managed by his spouse. 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 plans, corporations, and charitable organizations.

Nathan Lepore is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2015. 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.

Nina Caruso is a Series 66-licensed advisor at Merrill with six years of industry experience. She has been with Merrill since 2019 and previously worked at the University of North Carolina - Wilmington for four years. Outside of her advisory role, she has a long-standing position at Old Navy. 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 a range of clients including individuals, high-net-worth investors, and institutional entities.

Brittany Robinson is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2021, following six years at BGC Financial, L.P. 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.

Michael Dworacek is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2000. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rajan Patel is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill since 2017 and previously held positions at Kforce Inc, Adecco NA, Rider University, and Forrest Solutions Inc. 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.

Joseph Bruno is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Merrill and Bank of America, he worked at Bloomberg LLC, Sustainalytics, Entelligent, and ISS STOXX. He also consults on AI-generated software, sales consulting, and business strategy for a technology firm. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for individuals, institutions, and charitable organizations.

Jennifer Volchik is a financial advisor with Merrill, holding a Series 66 designation and bringing 22 years of industry experience. She has been with Merrill since 2014. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Harris Demarco is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Chase. Outside of his advisory role, Demarco is the CEO of Speiik LLC, a digital media company focused on social media content creation. 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 for individuals, high-net-worth clients, plans, corporations, and charitable organizations.

Ryan Heese is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2023. His prior experience includes roles at the College of Charleston and Council Rock High School North. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.