Angela Von Spreckelsen is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 28 years of industry experience. She has worked at RBC Capital Markets since 2020 and was previously with Merrill from 2009 to 2020. Outside of her advisory role, she is a member of K and A Von Realty LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs and tailors investment strategies based on clients’ risk profiles, utilizing both in-house and third-party managers.

Paul Bruno Jr. is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. He has been associated with Bank of America and 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Nobile is a financial advisor at Merrill with 19 years of industry experience. He has been with Merrill since 2011 and holds a Series 66 designation. 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 strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Peluso is a financial advisor at Fidelity with 11 years of industry experience and holds a Series 66 designation. His prior work includes roles at Fidelity Brokerage Services LLC, NewBridge Securities Corporation, Bank of America, and Merrill. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves registered investment companies and employs systematic methodologies and long-term asset allocation benchmarks in its model portfolios.

Mackenzie Roedel is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Prior to this, Roedel worked at Delaware Distributors, LP and Macquarie Investment Management, each for five years, and held positions at Cornell University and Lazard Asset Management. Outside of Ameriprise, Roedel manages an advisory business, Penn Wealth Planning, LLC, based in New Hope, PA. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and utilizes algorithmic tools overseen by specialized committees to support its retirement planning offerings.

Richard Hopkins is a Series 66 licensed financial advisor with 19 years of experience, currently serving at Thrivent Investment Management in Princeton, NJ. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, Hopkins serves as a commissioner on the Board of Fire Commissioners for Montgomery Township Fire District #2, overseeing tax levies and expenses for the district. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses across various planning topics. The firm separates its planning services from portfolio management and does not accept discretionary trading authority for its Dedicated Planning Service.

Gary Grossman is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2014. Outside of his advisory role, he owns a wholesale party supplies business serving a franchise restaurant and acts as a notary public. He also serves as a co-trustee in a separate outside business capacity. 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 strategies combining internal Chief Investment Office models and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Wendy Spinner is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 26 years of industry experience. She has been with MML Investors Services, LLC and MassMutual since 2002. In addition to her advisory role, Spinner owns a CPA and tax preparation business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Rodney Johnson I is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Bank of America and The Prudential Insurance Company of America. He is also the owner of Roxicyni Trading LLC, where he trades commodity contracts using his own funds. 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 accounts.

Joseph Anderson is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bank of America and Merrill since 2020. Outside of finance, he has participated as a background artist, doing TV commercials, film, voiceovers, modeling, and print advertising. Merrill, along 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.

Ingrid Soprych is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2014 and was previously affiliated with Jerry Neumann and Naomi Richman. Outside of her advisory role, she assists a family friend as a personal assistant with household tasks. 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 charities.

Anthony D'Angelo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of his advisory role, he holds a 33% ownership interest in GAF Properties, LLC, a real estate business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Jarrett Dewelde is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2002, previously affiliated with Axa Advisors. Outside of his advisory work, he coaches the St. Joseph High School Chess Team and is a member of a local business networking group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Daniel Reno is a financial advisor with Merrill in Bridgewater, NJ, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Bank of America, N.A., Merrill Lynch Pierce Fenner & Smith, and Trademark Management Group. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

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.

Linda Gatere is a Financial Solutions Advisor at Merrill, specializing in wealth management through Merrill Lynch. In her role, she works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. Her services include investment management, retirement planning, and preparing for unforeseen financial needs. Additionally, she facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Linda holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned a Bachelor's degree from Kenyatta University and a Master's degree from the University of Bath. Her approach focuses on helping clients identify what matters most to them and their families to create tailored financial strategies.