Brian Mcnulty is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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 investment strategies supported by internal and third-party managers, serving individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Tronolone is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. He has been with Merrill since 2011 and concurrently with Bank of America, N.A. since 2012. Outside of his advisory role, he owns a sole proprietorship focused on general landscaping maintenance. 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, pension plans, corporations, and charitable organizations.

Daniel Perry is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. His prior experience includes roles at Minnesota Life Insurance Company, Securian Financial Services, Allied Wealth Partners, and Stockton University. Perry has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI and algorithmic tools in research.

Leah West is a financial advisor with LPL Financial in Lambertville, NJ, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She previously worked at Cadaret, Grant & Co. Inc. for 20 years and has been affiliated with Rivertown Financial, LLC since 2016. In addition to her advisory work, she facilitates estate planning as a home-based activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms, supporting investment strategies through a broad network of advisors.

Thomas Matarazzo is a financial advisor at Merrill with 20 years of industry experience. He has been with Merrill since 2009 and holds Series 63 and Series 65 licenses. Merrill, together 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 using model-based and discretionary investment strategies constructed by internal and third-party managers.

Sasha Roberts Alston is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 registrations and three years of industry experience. Prior to joining LPL Enterprise, she worked at Principal Securities, Principal Life Insurance Company, Roberts Financial Group LLC, and Lincoln Heritage. In addition to her advisory role, she provides tax preparation services and acts as a notary public. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Divya Rao is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and nine years of industry experience. Prior to joining Merrill in 2017, she worked at Wells Fargo and Icon Information Consultants. She serves as a co-trustee for a family trust. 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, and institutional investors.

Bruce Diamond is a Wealth Management Advisor with over 25 years of experience in the financial advisory field. He serves clients through Merrill Lynch Wealth Management, where he provides personalized wealth management strategies tailored to clients' goals and changing market conditions. Bruce emphasizes capital preservation and brings a disciplined approach to his work, leveraging access to Merrill's investment insights and the banking services of Bank of America. Before entering financial advising in 1995, Bruce had careers in teaching and the apparel industry. He holds a Bachelor's Degree from Temple University and the Personal Investment Advisor (PIA) designation. Bruce focuses on areas including divorce transition planning, family wealth management strategies, institutional and corporate benefit services, liquidity management, personal retirement planning, and retirement income. A lifelong resident of the Elkins Park area, Bruce maintains close ties to his community and participates in volunteer activities. He frequently travels within the tri-state region and to Florida to meet with clients. Outside of his professional pursuits, Bruce enjoys biking, boating, and reading.

Justin Hughes is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work experience includes roles at Bank of America, Cetera, and McMaster-Carr Industrial Supplies, where he worked for thirteen years. 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 strategies for individual, high-net-worth, and institutional clients.

George Mundy is a CFP® with over 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as an assistant JV coach for high school ice hockey at Holy Ghost Prep, where he teaches ice hockey skills. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to a wide range of clients, relying on research and diversification principles in its investment approach.

Benjamin Schleicher is a financial advisor with LPL Financial in Warminster, PA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior roles include positions at Cuna Mutual Group, CUNA Brokerage Services, Inc., and PRUCO Securities, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of investment adviser representatives.

Alex Dichter is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Bank of America, Merrill, and Northwestern Mutual among other firms. Outside of his financial advisory role, he is a general partner and managing member of ShopCat LLC, a consumer wellness company that develops functional beverage products. 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, and institutional investors.

Mark Melillo is a financial advisor at Stifel with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2019, following three years at Wells Fargo Clearing. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Joseph Meklin is a financial advisor at Merrill with 16 years of industry experience. He has been with Merrill since 2013 and holds Series 63 and Series 65 designations. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Kornblum is a financial advisor at Merrill with 12 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Merrill, he worked for Sushiana for 13 years. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Christopher Pozzuto is a financial advisor with Merrill, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Bankers Life, eBay, and Fairfield University. 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, retirement plans, corporations, and charitable organizations.

James Ruggieri is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked as a public defender in New Jersey and has experience associated with the University of Scranton and a small business venture. 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 institutional accounts.

John Sprague is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Cetera Wealth Services, LLC and Mid Atlantic Resource Group. Merrill, along with its affiliate Managed Account Advisors LLC, serves Bank of America fiduciary clients by providing managed account services 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 institutional accounts.

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 Series 63 and Series 65 registrations and 28 years of industry experience. He has been with Merrill since 2000 and concurrently with Bank of America since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.