Suzanne Gola is a financial advisor at Merrill with 22 years of industry experience, holding a Series 66 designation. She has been with Merrill since 2004. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Alonge is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to develop strategies that address their short-, mid-, and long-term financial goals. He serves as a resource for a range of financial needs including general investing, retirement planning, and saving for unexpected expenses. Additionally, he provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. Matthew holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, demonstrating his expertise in financial planning. He emphasizes ongoing advice and guidance to adapt to clients' changing financial needs, working closely with them to address their goals, concerns, and questions.

Glen Haber is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Merrill since 2015. 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 investors, and institutions.

Ashby Mcleod is a Series 66–licensed financial advisor at Merrill with six years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2019 and 2021 respectively. Prior to his advisory roles, he spent four years working in auxiliary services and at Rider University. 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 teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Griffin Smith is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith since 2021 and currently serves at Bank of America, N.A. since 2025. Prior to his financial career, he spent time in education at Rider University and Council Rock South 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management teams.

Nicholas Turner is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2005. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jiten Patel is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill and Bank of America since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Seamus Whalen is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and Lincoln Financial Advisors Corporation. Whalen is involved in teaching through the Financial Educators Network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Monica Salama is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2015, including time associated with Bank of America, N.A. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a variety of clients including individuals and institutions.

Michael Reis is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Horace Mann Companies and Ameritas Life Insurance Corp. 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 and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Kyle Holland is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Merrill since 2013. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Louis Mancinelli is a financial advisor at LPL Financial with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Cadaret, Grant & Co., Inc. and Securities America Advisors. Outside of his advisory role, he is engaged in insurance sales of life, health, and long-term care products through Highland Capital Brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Samuel Rankin is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner and Smith Incorporated 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a mix of model-based and discretionary investment strategies.

Miles Mcpherson is a financial advisor with Merrill and holds a Series 66 designation. He has 11 years of industry experience and has worked at Bank of America, N.A. and Merrill since 2015. Mcpherson also maintains a separate business under his own name in Red Bank, 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Motto is a financial advisor with Merrill, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Outside of his advisory role, he owns Motto Woodland Management, a sole proprietorship focused on managing woodlands in Hunterdon County, New Jersey. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

James Jaghab is a financial advisor with Ameriprise in Marlboro, NJ, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory role, Jaghab owns a business focused on buying and selling sports cards and memorabilia primarily through eBay, and he also provides consulting services as a Certified Divorce Financial Analyst for a law firm. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm’s approach integrates algorithmic automation with advisor partnership and emphasizes the use of its affiliated funds and managed accounts.

James Szwerc is a Planning Consultant at Fidelity Investments, where he works with clients to develop planning strategies that support their unique financial goals. He has held his current role since 2025. James has accumulated experience in various financial positions, including previous roles at Fidelity Investments as a Workplace Planning Consultant from 2022 to 2025 and as an Investment Solutions Representative from 2021 to 2022. Prior to that, he worked as a Licensed Banker at Citizens Bank from 2019 to 2021, a Registered Associate at Morgan Stanley from 2017 to 2019, and a Financial Advisor at McAdam LLC from 2015 to 2017.

Thomas Kimmins is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. for 25 years. Outside of his advisory role, he serves as a board member of the Friendly Sons of Saint Patrick, a charitable organization in 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 a range of clients including individuals, high-net-worth clients, and institutions.

Michael Remboski is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Keller Williams Premier and has diverse experience in other fields including positions at Amazon.com and various local businesses. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Vincent Intiso Jr. is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. He previously worked at NewEdge Advisors, LLC and has held various positions outside finance, including roles in retail and education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and advanced portfolio management technologies.