Michael Remboski is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Keller Williams Premier and has diverse experience in other fields including positions at Amazon.com and various local businesses. 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 investors, and institutions.

Vincent Intiso Jr. is a financial advisor with LPL Financial in Princeton, NJ, holding a Series 66 credential and three years of industry experience. His previous roles include positions at NewEdge Advisors, LLC, and a variety of business and educational settings. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Jack Olsen is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes roles at Bank of America and Merrill, as well as various positions outside finance, including teaching and work at Six Flags Great Adventure. 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 individual and institutional clients.

Laura Ryfinski is a financial advisor with Merrill, holding a Series 66 designation and 15 years of industry experience. She has worked at Bank of America and Merrill since 2011. Outside of her advisory role, she is involved part-time in a for-profit hair care business, Deserrie's Salon, in Hamilton Square, 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 and profit-sharing plans, corporations, and charitable organizations.

Steven Bullard is a financial advisor with Stifel, holding a Series 63 designation and 38 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent seven years at Bank of America N.A. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Corinne Bielemeier is a Series 66 licensed financial advisor with Merrill, based in Pennington, NJ. She has 21 years of industry experience and has been with Merrill since 2003. Outside of her advisory role, she is employed by Philadelphia Eagles, LLC, where she works in vendor sales at Sunday home games. 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, and institutional investors.

Owen Mc Gee is a Financial Advisor with The McGee Group at Merrill, where he works alongside his father, a seasoned advisor with over 30 years of experience. He assists individuals and families in building clear financial plans by understanding their full financial picture, including goals, time horizon, and objectives. Owen structures approaches aligned with clients' objectives, risk tolerance, and liquidity needs. His expertise includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Owen holds a Bachelor's Degree from the Pennsylvania State University System and the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Owen enjoys basketball, cooking, football, golfing, music, spending time with his family, traveling, and watching movies.

Olubukunola Coker is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2006. 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.

Kevin Hughes is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 16 years of industry experience and has worked with Cambridge since 2012. In addition to his advisory role, he operates as a Certified Public Accountant and an independent insurance agent in Bensalem, Pennsylvania. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple account platforms and proprietary model strategies, supporting both discretionary and non-discretionary management.

Dov Aloof is a financial advisor at LPL Financial with a Series 66 designation. He has been with LPL Financial since 2025, previously working at JL Aloof Financial Services and Think IP Systems. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Frank Dellarossa is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2015. Outside of his advisory role, he is the sole owner of a rental property business. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Krista Ramroop is a financial advisor at Merrill with 13 years of industry experience and holds a Series 66 designation. She 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Altmeyer is a financial advisor at Merrill with 7 years of industry experience. She holds the Series 66 designation and 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Suzan Hemstock is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Merrill since 1992. 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, and various institutional clients.

Prajna Khisty is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of her advisory role, she is a certified instructor for the Art of Living Happiness Program. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset management programs, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Edward Clementson is a financial advisor with Merrill who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked at Merrill since 2013 and Bank of America since 2016. Outside of his advisory role, he serves as a director of the Hopewell Valley Lions Club, a nonprofit organization focused on community service and charitable activities. 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, and various institutional investors.

Kevin Hughes is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2018. He has eight years of experience in the industry and also operates an accounting practice as a CPA focused on tax preparation and bookkeeping. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals. The firm manages a multi-billion-dollar asset base and provides both discretionary and non-discretionary management across multiple platforms and custodians.

Kyle Smith is a financial advisor at Charles Schwab with 6 years of industry experience. He holds CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company of America. Charles Schwab serves a large client base primarily composed of 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 offers a combination of non-discretionary and discretionary investment management solutions supported by strategic asset allocation and due diligence from the Schwab Center for Financial Research.

Amanda Rapolla is a financial advisor with Merrill in Princeton, NJ, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill since 2011. 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 developed by internal and third-party teams.

Chad Akselrad is a financial advisor with Ameriprise in Holland, PA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at firms such as Cambridge Investment Research, Merrill, Charles Schwab, and Wells Fargo. Outside of finance, he operates Pulse Entertainment, providing mobile DJ services for private events. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.