Michael Fasano is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Vector Marketing, Bill Vinces Bridgewater Acura, Fullerton Ford, Shoprite of Flemington, and Hunterdon Central Regional High School. 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.

Michael Costo is a financial advisor with Merrill, holding a Series 66 designation and having 21 years of industry experience. He has worked at Merrill since 1995. Outside of his advisory role, he is a co-owner of a family rental property business in Ocean City, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional clients.

Kanisha Scott is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and with three years of industry experience. She has worked at Merrill since 2022 and previously was employed by the University of Pennsylvania and the City of Philadelphia Department of Revenue. Outside of her advisory role, she is employed as a bartender with Profit Legends Hospitality LLC. 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 a variety of model-based and discretionary strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Mclaughlin is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2010. 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 using model-based and discretionary investment strategies.

Jeffrey Jacoby is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors like Jacoby.

Rachel Schmiege is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2018, including seven years with Bank of America, N.A. prior to her current role. Before joining the financial services industry, she was employed at Freedom Federal Credit Union and Wegmans Food Markets. 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.

Jason Schneiweiss is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Merrill 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Amy Baker is a CFP® with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Erik Barlow is a financial advisor at Wells Fargo Clearing with five years of industry experience and a Series 66 designation. He previously worked at UBS Financial Services and Equitable Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory.

Andrew Salmon Jr. is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes roles in education at various institutions and employment at Pennington Quality Market. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Matthew Gonnella is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has held roles at several companies including BSN Sports and Acorn Industrial Products. Outside of the financial industry, he works part-time as a server at Iron Hill Brewery. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolio programs with both discretionary and non-discretionary options, supported by an integrated platform that combines adviser services with financial product sales.

Sean Mc Intyre is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked in the telecommunications sector for T-Mobile and Executive Cellular Phones. 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.

Thomas Forscht is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. He has been associated with PFS Investments Inc. since 1999 and Primerica Financial Services since 1998. Outside of advisory work, Forscht is involved in investment-related activities through entities such as Focused on Excellence GP, Inc. and Future Legacy Group, LLC, both formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies and discretionary management supported by third-party asset managers and custodians.

Gabriel Shannon is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Link Beverages and Temple University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing 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, utilizing multiple advisory programs and offering both discretionary and non-discretionary management options.

Jill Borges is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. Prior to joining Merrill in 2020, she worked at BlackRock from 2015 to 2019. Outside of her advisory role, she owns Kings of Tailgating, LLC, a business focused on event setup. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Michael Sedam is a ChFC® credentialed financial advisor with 22 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and is the owner and CEO of TEN22 Private Wealth, P.C., where he provides securities, financial planning, advisory, and insurance services. His prior experience includes roles at Commonwealth Financial Network and Northwestern Mutual Wealth Management Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple portfolio management options that can be tailored to client objectives, including proprietary and third-party model strategies.

Patrick Caligiuri is a financial advisor with Mass Mutual Investors Services, where he has worked since 2017. He holds the Series 63 and Series 65 designations and has 39 years of industry experience. Prior to his current role, he spent 10 years with Metlife Securities, Inc. Outside of advisory work, he is an individual life insurance agent. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring planning as annual collaborations using firm-approved analytical tools.

Timothy Drake is a financial advisor with Merrill holding a Series 66 designation. He has one year of industry experience and has worked in various roles including positions at United Energy Services, Somerset County, and the University of Delaware. 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.

Donavan Blanski is a financial advisor with Equitable Advisors holding Series 65 and Series 63 licenses. He has worked in the financial services industry since 2019, including roles at The W Group Financial Services and MP Butterworth & Associates. His background also includes experience during his time at Temple University. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions through program sponsors and endorsed third-party managers.

Edward Fernberger Jr. is a financial advisor with Raymond James & Associates, holding 53 years of industry experience. He has been with Raymond James & Associates since 2016. He serves as an advisory board member for the Mount Sinai Cemetery Association. 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 and consulting through various advisory programs and drawing on multiple portfolio management styles and affiliated research.