Beth Theis is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Merrill Lynch since 2014, with prior experience at JP Morgan Securities LLC and JP Morgan Chase Bank dating back to 2012. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Parrella is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Invest Financial Corp. and Sun National Bank. He is also involved in the sale of health, dental, vision, medical malpractice, and disability insurance through Emerson Reid. Cetera Investment Advisers LLC serves a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to various program structures and third-party managers.

Leandro Da Costa is a financial advisor with Merrill holding a Series 66 designation and has recently begun his career in the industry. His prior work experience includes roles at Bank of America, Amazon, FedEx, Provident Bank, and Staples. 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.

Daniela Smith is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Raymond James since 2014. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

John Vitanzo is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He focuses on connecting complex market analytics with his clients' personal financial goals, emphasizing transparency, technical rigor, and trust in wealth planning. John has extensive experience in the financial industry, having served as Managing Director of Institutional Equities at both Oppenheimer & Company from 2008 to 2024 and CIBC World Markets from 2000 to 2008. Prior to that, he was Vice President and Retirement Plan Manager at Merrill Lynch from 1995 to 2000. Outside of his professional career, John enjoys a variety of activities including beach outings, fishing, football, golf, and surfing.

Nicholas Burk is a CFP® with four years of industry experience, currently serving at Morgan Stanley in Lawrenceville, NJ. His background includes five years at UBS Financial Services Inc. and seven years at North Jersey Country Club prior to entering the financial advisory field. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, with a financial planning process that incorporates structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

William Meyer is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and previously worked at West Virginia University and Pelican Shops in various roles. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Mordechai Schnur is a Senior Financial Advisor at Merrill Lynch Wealth Management. He applies his extensive background in finance, including roles such as portfolio manager at a hedge fund and vice president of a trading desk at a major bank, to deliver wealth management and financial planning services. Since joining Merrill in 2020, he has leveraged the firm’s investment resources and the banking capabilities of Bank of America to support his clients. Beginning his finance career in 1997, Mordechai worked as an analyst focused on risk arbitrage and convertible bonds before advancing to portfolio manager at Lipper & Co.'s Merger Fund. He then joined BNP Paribas in 2002 as Vice President managing risk arbitrage and convertible bond trading. Transitioning to wealth management in 2010 at Wells Fargo, he built a practice serving a diverse client base ranging from middle-income individuals to high-net-worth clients. His areas of expertise include corporate benefits, executive compensation, family wealth management strategies, portfolio management, and personal retirement planning. Mordechai holds a Bachelor’s Degree from Yeshiva University and the Personal Investment Advisor (PIA) designation. He is committed to community involvement, volunteering with organizations such as The Brain Tumor Foundation. Outside of work, he enjoys basketball, fishing, traveling, and spending time with his family.

Lauren Mugavero is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Merrill, alongside 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 a range of model-based and discretionary investment strategies.

Rosario Greco is a CFP® designated financial advisor with 39 years of industry experience. He has been with OSAIC since 2025 and previously worked at Lincoln Financial Advisors Corp. for 22 years. He also maintains an agent position with Greco Nader and Associates, where he sells life insurance, fixed annuities, and long-term care products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct portfolios tailored to client needs.

Karen Edelman is a CFP®, ChFC®, and Series 63 registered advisor with UBS Financial Services in Lawrenceville, NJ. She has 28 years of industry experience, including 26 years at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Aaron Griswold is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Securities LLC, Fidelity Brokerage Services LLC, Santander Securities, LLC, Mass Mutual, and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with portfolio implementation tailored by strategy and client tax sensitivity.

Matthew Pron is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Pron Wealth Management Group based in Princeton, New Jersey. He joined Merrill in 2016, bringing with him a background of military service and a family legacy in wealth management. Matthew works with individuals, families, and business entities to provide comprehensive wealth management solutions including portfolio management, financial strategy, liquidity solutions, banking, and legacy planning. Prior to his financial advisory career, Matthew served five years as an infantry squad leader in the United States Marine Corps. His military service included assignments with the 3rd Fleet Antiterrorism Security Team, where he conducted security operations at Guantanamo Bay and supported U.S. Embassy security in the Middle East, and a deployment with the 31st Marine Expeditionary Unit in the South Pacific. Following his honorable discharge in 2014, he earned a Bachelor of Science degree in Finance, magna cum laude, from Drexel University. Matthew serves as President of Drexel's Veteran Alumni Network, assisting veterans with their transition to education and career development. Matthew holds the Personal Investment Advisor (PIA) designation and is involved with several professional and community organizations including the Drexel Veteran's Alumni Network, Drexel Veteran’s Association, The Union League of Philadelphia, the Marine Corps Law Enforcement Foundation, and The Mission Continues. He resides in Fairless Hills, Pennsylvania with his wife Katie and their two sons. Outside of work, Matthew enjoys golfing, ice hockey, swimming, and spending time with his family.

Kenneth Stewart is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery conversations and firm-approved tools, with offerings that span retail and institutional investment solutions.

Anastasios Geivelis is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America, N.A. since 2010. Outside of his advisory role, he is the sole owner of a rental property business in Hamilton, 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 plans, corporations, and charitable organizations.

Laura Cook is a financial advisor with Raymond James & Associates in Princeton, NJ, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has been with Raymond James & Associates and its affiliated entities since 2007, with a one-year break serving as a homemaker. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and advisory services that emphasize tailored, non-discretionary consulting supported by extensive research and a range of portfolio management strategies.

Sam Abell is a financial advisor at Fidelity with five years of industry experience. He previously worked at Merrill for two years and FedEx for three years. Abell holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Thomas Buckley is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1992. 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 and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Richard Boyle is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America and New York Life. He has also worked in education at Rowan University and Penn State 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Fred Jaramillo is a CFP® professional with 23 years of experience in financial advising. He has worked at Wells Fargo Advisors since 2019 and previously spent three years at Morgan Stanley. Jaramillo is a 50% owner of MRFJ Capital Corp and serves as a trustee for the company’s related 401(k) plans. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.