Robert Kroner Jr. is a financial advisor at Merrill with over 31 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1984. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration with Bank of America to provide access to a broad set of products and services beyond traditional investment management.

Ayushkumar Patel is a financial advisor with Merrill and holds a Series 66 designation. Based in Pennington, NJ, he has approximately one year of industry experience, including prior roles at Bank of America and Equitable Advisors. Outside of his advisory career, he has been involved in managing a 7-Eleven franchise and running Party Perfect Rentals. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Angie Bowers is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has been with Merrill since 1999. Outside of her advisory role, she works as a waitress and food runner at a restaurant in Bensalem, PA. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Michael Faughnan is a Series 66-licensed financial advisor at Merrill with 11 years of industry experience. He has worked at Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individual, high-net-worth, pension, profit-sharing, charitable, and corporate clients. The firm leverages integration with Bank of America’s broader platform, providing access to a wide range of investment products and services.

Caitlin Tshudy is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. She has been with Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment offerings with Bank of America’s broader platform, including access to swaps, derivatives, lending, and custody services.

Michael Moody is the Regional Managing Director of the Florida Merrill Private Wealth Management Region, based in Miami, Florida. In this role, he leads the ultra-high-net-worth business across the state, collaborating with Private Wealth Advisors and their clients to develop tailored wealth management strategies for individuals, families, and business owners with significant wealth. Additionally, he serves as the Market Executive of the Miami & Islands Market for Merrill Lynch Wealth Management, overseeing financial advisor teams focused on helping clients pursue their financial goals. Mr. Moody has been with Merrill for 26 years, gaining experience in various leadership roles across the United States. Early in his career, he worked as a mortgage and credit specialist with Merrill Lynch Bank USA in Chicago and Denver. Over time, he took on roles such as Regional Sales Manager for the Southwest Region and contributed to financial advisor training initiatives. Since 2009, he has led the firm's wealth management business for clients in Miami and the Caribbean. He holds a B.A. in economics with a minor in Hispanic language and culture from Wake Forest University and an MBA in finance from Denver University. Mr. Moody also completed The Securities Industry Institute Program at Wharton University. He resides in Coconut Grove, Florida, with his wife and three children. He is actively involved in philanthropic and community activities and currently serves on two boards.

Emma Tilley is a Series 66-licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill, she worked in various roles including at Short Hills Marble and Tile and held positions in education and retail. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries.

Mark Mucciacciaro is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, based in the Yardley, Pennsylvania branch office. He guides wealthy families and businesses through a goals-based wealth management process, focusing on understanding clients' goals, dreams, time horizons, and comfort with investments to help them achieve their desired results. Mark’s expertise encompasses areas such as college education planning, family wealth management strategies, retirement income, tax minimization, and services for endowments, foundations, and non-profits. Mark began his career in 1996 with Merrill Lynch in New York City and later joined Morgan Stanley in 2008 before returning to Merrill in 2016. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Plans Specialist™ (CRPS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mark earned a Bachelor of Science degree from Rutgers University. He has also served as an adjunct professor at Temple University, teaching Financial Planning in the MBA program of the Fox Business School. A native of South Jersey, Mark and his wife, Kathy, along with their children, Matthew and Nicole, have lived in Yardley since 2004. Outside of his professional role, Mark enjoys boxing, cooking, spending time with his family, and coaching his children in sports. He has been involved in the community as a past board member of the Embrace Kids Foundation.

Robert Huesken is a financial advisor at Merrill with Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Advisors, PNC Bank, and American Heritage Credit Union. He has worked at Merrill since 2022 and currently serves clients in Pennington, NJ. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies supported by Bank of America’s broader corporate platform.

Nicholas Scheurer is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has held roles at Bank of America, N.A., and has prior experience in education at Rowan School of Osteopathic Medicine and Rowan Economics Department. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Scott Furnish is a financial advisor at Merrill in Pennington, NJ, with 24 years of industry experience. He has been with Merrill for 21 years and holds the Series 63 and Series 66 designations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of products and services beyond standard investment management.

Hui Corona is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing wealth management solutions tailored to affluent clients and families. She holds professional designations including Certified Private Wealth Advisor (CPWA®), Certified Exit Planning Advisor (CEPA®), and Personal Investment Advisor (PIA). Hui focuses on helping business leaders develop strategies for tax minimization, asset monetization and protection, growth maximization, and wealth transfer. Her expertise includes guiding business owners through exit planning, from maximizing business value to ensuring smooth transitions. Hui takes a client-centric approach by understanding individual goals and providing advice on investing, retirement planning, and financial preparedness. She earned a Bachelor's Degree from the University of International Business and Economics, an MBA from the University of Illinois at Chicago, and completed an accredited certificate program at Yale School of Management. Hui communicates fluently in English and Chinese.

Kyle Glenn is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Before joining Merrill in 2024, he worked in various roles including at Dick's Sporting Goods Inc and Securitas Critical Infrastructure Services Inc. Outside of advising, he also works as an independent contractor delivering for Instacart. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Manish Kakkar is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is involved in United Healthcare dental and health insurance activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor financial solutions based on client goals, risk tolerance, and time horizon.

Wendell Pribila is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and has 36 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management along with model portfolios and research support.

Max Fallon is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation. Outside of his advisory role, he is a co-owner and musician at Hot Dress LLC, where he writes, records, and performs original music. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Meghan Sutphen is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at Equitable Advisors and JPMorgan Chase Bank, N.A., along with various positions outside the financial industry and involvement with local boards of education. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

George Jenkins is a financial advisor with LPL Financial in Pennington, NJ, holding Series 63, 65, and 66 licenses and with 34 years of industry experience. He previously worked at Private Portfolio Partners, LLC for nine years and has been with LPL Financial for 14 years. Outside of his advisory work, he offers Medicare Supplement and Medigap insurance solutions to clients through Martin Insurance Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

R. Michael Braender is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Grove Point Investments, H. Beck, and Minnesota Life Insurance Company. Outside of advising, he is involved as a registered representative with RMB Wealth Advisors, LLC, offering financial services to clients. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform providing a range of portfolio management and financial planning services through discretionary and non-discretionary programs.

Javid Jaraiedi is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 39 years of industry experience. He previously worked at Metlife Securities Inc. for 25 years before joining Mass Mutual in 2016. Outside of his advisory role, he owns Jaraiedi Financial Group, an LLC established for marketing his practice. MML Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach involves collaborative annual planning engagements using firm-approved software and offers a range of programs including asset management, wrap accounts, and educational seminars.