Leah West is a financial advisor with LPL Financial in Lambertville, NJ, holding Series 63 and Series 66 licenses and over 31 years of industry experience. She previously worked at Cadaret, Grant & Co. Inc. for 20 years and has been associated with Rivertown Financial, LLC for more than a decade. She also facilitates estate planning outside of her investment advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement consulting services.

Thomas Matarazzo is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Merrill since 2009. 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 is integrated with Bank of America’s platform, providing access to various products and services beyond investment management.

Arthur Martin is a financial advisor at RBC Capital Markets with 51 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Martin is an active general partner in a family investment partnership. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides tailored advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services.

Divya Rao is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo and Icon Information Consultants. She serves as a co-trustee for a family trust. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a broad range of investment strategies including model-based, discretionary, and tax-aware options. The firm serves individuals, high-net-worth clients, pensions, charitable organizations, and corporate fiduciaries.

Justin Hughes is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Bank of America, N.A. Prior to his financial services career, he spent over a decade at McMaster-Carr Industrial Supplies. 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 broad client base that includes individuals, high-net-worth clients, and institutional investors.

George Mundy is a CFP® professional with 32 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his financial advisory role, Mundy serves as an assistant junior varsity coach for high school ice hockey, teaching ice hockey skills. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Benjamin Schleicher is a financial advisor at LPL Financial with 11 years of industry experience. He has held positions at Cuna Brokerage Services, Inc. and Cuna Mutual Group since 2015 and joined LPL Financial in 2022. Schleicher holds Series 63 and Series 65 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Alex Dichter is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Northwestern Mutual, and other financial firms. Outside of his advisory role, he is a general partner and managing member of ShopCat LLC, a consumer wellness company focused on functional beverages. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and corporate fiduciaries.

Mark Melillo is a financial advisor at Stifel with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to this, he was with Wells Fargo Clearing from 2016 to 2019 and Wells Fargo Advisors LLC from 2009 to 2016. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Stephanie Williams is a Series 66-credentialed financial advisor with Merrill in Princeton, NJ, where she has worked since 2014. She has 10 years of industry experience. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of investment strategies implemented by Managed Account Advisors LLC. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, utilizing model-based and discretionary investment approaches integrated with Bank of America’s broader platform.

Joseph Meklin is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2013. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Michael Kornblum is a financial advisor at Merrill with 12 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Sushiana for 13 years. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to various investment products and services.

Christopher Pozzuto is an advisor with Merrill holding a Series 66 designation. He began his financial services career in 2025 at Bankers Life before joining Merrill in 2026. Prior to entering the industry, his background includes roles at eBay and various educational institutions. 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.

James Ruggieri is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he worked with the New Jersey Public Defender’s offices and was involved with GJR Buildings LLC and Delicious Orchards. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

John Sprague is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Cetera Wealth Services and Mid Atlantic Resource Group, where he provided securities and advisory services. Merrill offers managed account services to a diverse client base, including individuals and institutional clients, using model-based and discretionary investment strategies implemented through Bank of America’s broader corporate platform.

Christian Brown is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Prior to joining Charles Schwab, he worked at Edward Jones for two years. Outside of his advisory role, he has volunteered as a youth lacrosse coach and plans to become a referee for youth lacrosse in New Jersey. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and research.

Carlos Sosa is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 designations. His career includes over two decades at Merrill and 17 years at Bank of America, N.A. 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. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries, leveraging its integration with Bank of America’s broader platform.

Yan Kaliner is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 14 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2013. Merrill provides managed account services to Bank of America fiduciary clients through its 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 Amato is a CFP® and PFS™ with 34 years of experience in financial services. He currently works at Cetera and has held previous positions at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, Amato is president of Independent Tax & Financial Planners, P.C., where he provides tax preparation and accounting services, and serves as a fiduciary trustee. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services delivered through a nationwide network of independent advisors.

Ryan Harrison is a financial advisor with Ameriprise in Levittown, PA, holding a Series 66 designation and nine years of industry experience. He worked at Merrill from 2015 to 2021 before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations through a centralized consulting team.