Carly Gallanter is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and currently holds a position at Bank of America. Outside of her advisory role, she has been employed at Doordash on weekends and has engaged in selling items on eBay. 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.

Elias Chamoun is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and BMO Nesbitt Burns. Before entering the financial industry, he was involved in Choice Refreshments Vending for over a decade. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Arsene Eliacin is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Bank of America, Transamerica Agency Network, and Bankers Life and Casualty. Outside of finance, he owns Mixed Miles LLC, a car rental business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of client types including individuals, high-net-worth clients, and organizations.

Jorge Arrisueno is a Senior Portfolio Advisor and Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with affluent individuals, families, and businesses to develop customized wealth management solutions. His approach emphasizes collaboration with a diverse team of specialists to address financial growth, wealth preservation, tax efficiency, and estate planning, ensuring continuity of generational wealth. Jorge specializes in family wealth management strategies, services for endowments, foundations, and non-profits, and tax minimization. He is a Personal Investment Advisor (PIA) and holds a bachelor's degree in Business and Administration with a concentration in Finance and a minor in Spanish from Ursinus College. Fluent in English and Spanish, Jorge combines his expertise to help clients pursue their financial goals with confidence. Outside of his professional work, Jorge enjoys camping, chess, music, skiing, surfing, traveling, and spending time with his family. Originally from New Jersey, he has a personal affinity for the shore and draws on his background and experiences to support his client relationships.

Christopher Finizio is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Fidelity Brokerage Services, Bank of America, Merrill, The Vanguard Group, and M&T Bank, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research tools.

Richard Zytko is a financial advisor at Merrill with 34 years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses and has previously worked at Nova Associates, TRA, BCG Securities Inc, and MA Mutual Life Insurance. He serves as a board member for Jersey Shore Calvary Chapel, where he participates in stewardship and church financial oversight. 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, pension plans, corporations, and charitable organizations.

Christopher Paterno is a financial advisor at Merrill with 27 years of industry experience. He has been with Merrill Lynch since 1999 and holds Series 63 and Series 66 credentials. 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 strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Di Biaso is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, where he worked for over a decade. Outside of his advisory work, he manages a portfolio through a personal business, DiBiaso, where he holds power of attorney. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Lauren Austin is Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2024. In this position, she partners with clients through various life stages to develop and navigate financial plans tailored to their goals and aspirations. Lauren emphasizes the importance of maintaining dynamic financial plans that evolve as her clients' lives change. Lauren has extensive experience within Fidelity Investments, having served as a Financial Consultant from 2015 to 2024, an Investment Representative from 2013 to 2015, and a Financial Representative from 2011 to 2013. Throughout her career, she has focused on long-term client relationships and financial planning. Additional details about her education, credentials, personal interests, or community involvement were not provided.

James Mccarthy is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by an integrated platform combining advisor programs with insurance and lending products.

Oscar Catanese is a financial advisor at Merrill with a Series 66 designation and one year of experience at the firm. His prior experience includes roles in education at St. Augustine Preparatory School and Cape Trinity Catholic, as well as self-employment and work with D'Antonio Excavating 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Nathan Jones is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2014. 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 designed for a range of clients including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Jason Hine is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including MML Investor Services, MassMutual Financial Group, Transamerica Financial Advisors, and Foresters Financial Services. He is also the owner of J and J Hine LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining adviser programs with active sales of financial products.

Damon Derstine is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He has previously worked at Wells Fargo Clearing Services LLC and held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is involved in managing farm property and agricultural activities through a family-owned entity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm’s approach includes tailored recommendations supported by Wells Fargo research and planning tools, provided through both brokerage and advisory programs.

Catherine Seklecki is a financial advisor at Fidelity with 38 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fidelity Investments since 2022, following prior experience at UBS Financial Services and Delaware Distributors, L.P. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a blend of proprietary fundamental research and quantitative analysis supported by algorithmic methodologies and maintains oversight of affiliated and unaffiliated sub-advisers.

Christian Muli is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Merrill since 2022 and positions at Immediate Technical Services Inc. and Binghamton 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Megan McGuire is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2006. 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, pension plans, corporations, and charitable organizations.

Connor Wagner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Raymond James, he worked at EXP Realty and has experience in the hospitality and recreation sectors, including roles at Stove and Tap Restaurant and Hershey's Mill Golf Club. He also has a background in education, having worked at West Chester University and LaSalle College High School. 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 wide range of clients—including individuals, institutional and pension plans, charitable organizations, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Simon Pak is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fidelity, he worked at First National Bank & Trust Company and DoorDash. Outside of his advisory role, he sells items on eBay. Fidelity Strategic Advisers provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary management, fund advisory, and model portfolios, with a focus on systematic methodologies and long-term asset allocation.

Diva Jain is a Series 66-licensed financial advisor with Merrill in Pennington, New Jersey, and has 12 years of industry experience. She has been with Merrill and Bank of America 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 investment strategies for individuals, high-net-worth clients, and institutional investors.