Matthew Kristire is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2020. His prior roles include positions at MassMutual Eastern PA and Arpeggio BYOB. 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 a variety of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Christopher Chmielinski is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with Merrill since 2005 and also works with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies developed by internal and third-party managers.

Corrie Evangeliou is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on developing personalized financial strategies that align with clients' long-term goals, taking time to understand their unique situations, needs, and preferences. Corrie offers expertise in managing new wealth, personal retirement planning, socially responsible and values-based investing, individual and corporate investment strategy, tax minimization, and retirement income. Corrie holds a Bachelor's degree and a Master's degree from Brigham Young University. She has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, and holds Series 7 and 66 registrations through FINRA. Fluent in both English and French, Corrie brings a broad perspective to her advisory role, supported by a strong educational foundation. Outside of her professional work, Corrie enjoys football, gardening, golfing, hiking, photography, running marathons, traveling, watching movies, and spending time with her family. She lives in Kaysville, Utah, with her husband Michael and their four children.

Frank Orlando is a financial advisor with LPL Financial in Furlong, PA, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at Merrill and Signator Investors, Inc. He is also the principal of Orlando Wealth Management Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment programs and utilizes various advisory strategies supported by operational and research tools.

Rondon Suayan is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has been with 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. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Olga Ivanova is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has worked at Merrill since 2007 and at Bank of America, N.A. since 2011. Outside of her advisory role, Ivanova is involved part-time with Golden Age Home Care Inc., providing personal care services to elderly clients. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, delivering model-based and discretionary investment strategies for a range of individual and institutional clients.

Ethan Blatz is a financial advisor with Merrill and holds a Series 66 designation. He has two years of industry experience and has worked at Bank of America, Merrill, and Equitable Advisors. 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 clients including individuals, high-net-worth clients, and institutions.

Rajpreet Saran is a Financial Advisor with Merrill Lynch Wealth Management. He provides individualized financial planning and investment advice, focusing on helping clients pursue their unique financial goals through carefully tailored strategies. His client focus areas include divorce transition planning, employee benefits planning, family wealth management, investment consulting for defined contribution plans, portfolio management, and small business strategies. Rajpreet holds a Bachelor's Degree in Business Administration from the University of Southern California. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). His approach to wealth management views it as an art dedicated to assisting individuals and families in realizing their visions for the future and achieving financial well-being. Outside of his professional role, Rajpreet enjoys playing tennis and pickleball and spending time with his family. His personal philosophy centers on uncovering what matters most to clients and their families in order to create meaningful financial plans aligned with their values and aspirations.

Zachary Fischer is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life and Casualty before joining Merrill and Bank of America N.A. in 2021. 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, and institutional investors.

Benjamin Gallanter is a financial advisor with Merrill holding a Series 66 designation and beginning his industry career in 2024. Prior to joining Merrill, he worked at Griffin Alexander, P.C. and has experience in various roles including at Bernikow Jewish Community Center of Staten Island and Sunrise Day Camp. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Seth Diener is a financial advisor with LPL Financial in Newtown, PA, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He previously worked at Nationwide Securities, LLC for 10 years and the James Barton Agency for 14 years. Diener is involved in marketing services through his business Oak and Stone Marketing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology tools.

Ralph Grill is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bank of America and Merrill Lynch since 2011. 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 strategies designed by internal and third-party managers, serving individual, high-net-worth, pension, corporate, and charitable clients.

Andreas Wiersbitzky is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His previous roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC, as well as self-employment periods. He is also associated with Stratum Holdings LLC for tax and investment purposes. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.

Lauren Quatrocchi is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1991. Outside of her advisory role, she is employed at Bentley's Fine Jewelers and serves as an officer for the Bulldog Club of New Jersey, where she helps coordinate specialty shows and educational seminars. Merrill, together with its affiliate Managed Account Advisors LLC, provides 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.

Tyler Allen is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at Bank of America N.A. and operated Allen's Automotive for five years. He also spent six years at Rutgers University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers various model-based and discretionary investment strategies supported by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patricia Vance is a Series 66 credentialed financial advisor with Merrill, where she has worked since 1992, totaling 34 years at the firm and 28 years of industry experience overall. She is based in Pennington, NJ. 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 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 teams and third-party managers.

Thomas Seiler is a financial advisor with Raymond James & Associates in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he is listed as the owner of an LLC established for the purchase of a trademark. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Corcoran Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and possessing 19 years of industry experience. His career includes roles at H.D. VEST Securities and Capital Planning Associates of the Greater Del Val before joining Ameriprise Financial Advisors Inc. and subsequently Ameriprise. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Karlie Lorenz is a Wealth Management Advisor with Merrill Lynch Wealth Management. She holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Plan Fiduciary Advisor® (CPFA) designations, as well as credentials as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Karlie graduated from James Madison University and is a member of the professional organization Alpha Phi Omega. Her practice focuses on comprehensive wealth management strategies including retirement planning, tax minimization, wealth transfer, education funding, and socially responsible investing. Karlie emphasizes understanding her clients' goals and values to build trusted, long-term relationships and financial plans that provide clarity and confidence through life’s transitions and market cycles. She serves individuals and families, with particular attention to areas such as women and wealth, family wealth management, and LGBT wealth planning. Karlie is involved in community organizations including First Choice Home Health and Hospice, Make Your Mark on Madison, and UrbanPromise Trenton. She resides in Yardley, Pennsylvania, with her husband Clay and enjoys spending time with family on Long Beach Island, New Jersey.

Salvatore Mannino is a financial advisor with Edward Jones in Lahaska, PA, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Edward D. Jones & CO., L.P. since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.