Antonios Delistathis is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Voya Financial Partners and ADP Broker-Dealer. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Juliana Gaviria Duque is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. She has worked at Bank of America and Merrill since 2014. Outside of her advisory role, she is the owner of FCG Investments LLC, a for-profit business. 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.

Michael Tapp is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Before joining Merrill in 2026, he worked in marketing and education roles, including positions at Media X Marketing and Rowan University. 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.

Stacy Bucchere is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1998. 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 managers.

Michael Valentino is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America, N.A. and Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individual, high-net-worth, pension, corporate, and charitable clients. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, with features including tax-aware options and multiple trading and custody support services.

Dawn Capozzi is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Merrill since 2002. Outside of her advisory role, she has provided consulting delivery services for DoorDash and is involved in a family investment LLC. Additionally, she participates as a parent volunteer in a minor league baseball team’s food service operations, which includes training related to alcohol service. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Magnus Olsson is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999. 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.

Nicholas Chambers is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at The College of New Jersey and DoorDash. 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 individuals, institutions, and charitable organizations.

Sergio Iacovitti is a financial advisor at Wells Fargo Clearing with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at TD Bank N.A. and TD Private Client Wealth LLC, as well as earlier tenures at Wells Fargo affiliates. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Dambrosio is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to his current role at Cetera since 2019, he worked at Foresters Financial Services and serves as president and board member of the Cedar Hill Club. He also has experience as an emergency 911 dispatcher and has been affiliated with the Union County Police Department since 2013. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over $256 billion in assets under management.

Jeffrey Hornberger is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2021, he held various roles including positions at Heroic Public Speaking and Popcorn Packers Inc. Outside of his advisory work, he assists with business management and decision-making for a therapy services company founded by his fiancé. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ted Beal Jr. is a financial advisor at Equitable Advisors with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 1999, including time at AXA Advisors. He serves as a board member of the MOESC Foundation, which raises funds to support autism initiatives in local school districts. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, utilizing third-party asset managers and LPL programs to tailor advisory solutions based on client goals and risk tolerance.

Bryan Milburn is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2019. Prior to his financial services career, he spent five years at Liberty Coca-Cola. 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 Grosso is a financial advisor with Merrill, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Merrill, he gained experience in marketing at Shoreline Media Marketing and held roles in academia at J.F. Oberlin University and Stevens Institute of Technology. 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 both model-based and discretionary strategies for a diverse clientele including individuals, high-net-worth clients, and charitable organizations.

Keith Garrison is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Bank of America and 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nadia Khan is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over two decades of experience in financial services. She specializes in retirement planning, multigenerational wealth strategies, customized investment management, and tax-efficient financial planning. Her work focuses on helping high-net-worth individuals, families, and business owners in Houston build, preserve, and transition wealth with clarity, structure, and confidence. Nadia began her career in 2003 and joined Merrill Lynch Wealth Management in 2015. As a Chartered Financial Analyst (CFA) charterholder and Personal Investment Advisor (PIA), she applies a disciplined, research-driven perspective to portfolio construction and risk management. Nadia leverages the investment resources of Merrill Lynch and the banking capabilities of Bank of America to address all dimensions of her clients' financial lives, including retirement income planning, portfolio design, liquidity needs, and legacy planning. She holds a Bachelor's Degree and a Master of Business Administration (MBA) from the Institute of Business Administration. Nadia communicates fluently in English, Hindi, and Urdu and is a member of the CFA Institute. She is also involved in community organizations such as the CFA Institute and the Houston Food Bank.

Lauren Desmond is a Financial Advisor with Merrill Lynch Wealth Management. She works with individuals, families, and business owners to assist them in navigating important financial decisions with clarity and confidence. Her approach focuses on building meaningful relationships and providing personalized guidance aligned with clients' goals and values. Lauren's expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, tax minimization, and services for endowments, foundations, and non-profits. She aims to serve as a trusted advisor, educator, and resource throughout every stage of life, helping clients build, preserve, and transition wealth with a long-term perspective. She holds a Bachelor's Degree from Southern Illinois University Edwardsville and has earned the Personal Investment Advisor (PIA) designation. Lauren is involved in the Alzheimer's Association and the Charlotte Young Professionals Group as part of her community engagement.

Andrew Chismar is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and bringing 10 years of industry experience. He 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Hlava is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Merrill since 2009. Merrill, along 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.

David Gallello is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its systematic investment approach, regulatory registrations, and advisory roles to multiple registered investment companies.