Abhinay Madadi is a financial advisor with Merrill, holding Series 66 and Series 63 designations and bringing 11 years of industry experience. He has worked at Bank of America and Merrill since 2017 and was self-employed for one year prior. 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.

Vincent Notarianni is a financial advisor with Ameriprise in Hamilton, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service tailored for clients nearing or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and algorithmic tools to provide personalized, non-discretionary recommendations primarily for clients with substantial investable assets.

Soumit Sarkar is a CFA® and holds a Series 66 license with 16 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at The Investment Center Inc and Center Street Securities. Outside of his advisory role, he owns and operates multiple businesses including a financial consulting and coaching firm, and he also acts as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of platform arrangements and both discretionary and non-discretionary investment strategies.

Joseph Francis Jr. is a financial advisor with Primerica Advisors in Plainsboro, NJ, holding Series 63 and Series 65 licenses and having two years of industry experience. He has worked at Primerica Advisors since 2023 and Primerica Financial Services since 2022, alongside a long-term role at the Department of Children and Families since 2013. Outside of advisory work, he is an independent contractor for Beach Boss Influencers, a marketing business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Kevin Daly is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2006 and has been with Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies across a wide client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s corporate platform, providing access to a broader range of products and services.

Stephen Finley is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Bank of America since 2006 and 2011, respectively. 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, and institutional investors. The firm integrates its services with Bank of America’s broader corporate platform, delivering access to a wide array of products and services.

Eric Hoover is a financial advisor at Fidelity with a Series 66 designation and 13 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2021 before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, with oversight of sub-advisers and focus on conflict-of-interest management.

Joseph Dovidio is a financial advisor with Ameriprise in Trenton, NJ, holding Series 63 and Series 65 designations and 29 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that supports advisors and emphasizes the use of Ameriprise-managed accounts and affiliated investment products.

Nicholas Maciolek is a Financial Advisor with Merrill Lynch Wealth Management, where he is a member of the SM Group. He began his career with Merrill in 2014 in the Merrill Edge Advisory Center, obtaining the necessary securities licenses and assisting clients in achieving their financial goals for four years before transitioning to Merrill Lynch Wealth Management in 2018. Nicholas holds the Chartered Financial Analyst (CFA®) designation, the Chartered SRI Counselor™ (CSRIC®) designation, and the Personal Investment Advisor (PIA) credential. He earned bachelor's degrees in Mathematics and Economics from Rutgers University. His expertise encompasses areas such as personal retirement planning, portfolio management services, socially responsible and ESG investing, college education planning, legacy planning, and managing new wealth. Outside of his professional responsibilities, Nicholas resides in Hamilton, New Jersey with his bernedoodle, The Dude. He values spending time with family and friends and is an enthusiast of sports, supporting the Philadelphia Eagles and other Philadelphia-area teams.

Brandon Batman is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Bank of America, N.A. and Vail Resorts. Merrill provides managed account services through the Select Portfolio Solutions program for Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm integrates various financial services through Bank of America’s platform, providing access to a broad set of investment options and related services.

Alison Longley is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2017, she worked at TPG Direct, LLC from 2014 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Nicholas Anzevino Jr. is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has worked at Bank of America and Merrill since 2017. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s platform.

Thomas Mackuse is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023, following a prior tenure at Wells Fargo Clearing and Wells Fargo NA from 2015 to 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations, delivering services on a non-discretionary basis with clients retaining final decision-making authority.

Jeffrey Condit is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Merrill since 1983 and has worked at Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a trustee for Beat the Streets - New Jersey, a charitable organization focused on combining tutoring and wrestling programs for middle school students. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary investment strategies integrated into Bank of America’s platform.

David Marabella is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2022, initially serving as an Investment Consultant until his current appointment. With 20 years of experience in the financial services industry, David has held various positions including Senior Relationship Manager at Clark Capital Management Group from 2016 to 2021, and Vice President as well as Associate in the Capital Advisory Group at Lazard Asset Management between 2005 and 2016. His expertise involves partnering with investors to understand their individual values, needs, goals, and objectives, emphasizing the creation of personalized financial plans. Further information regarding his education, credentials, personal interests, or community involvement is not provided.

Joseph Porchetta is a Financial Consultant at Fidelity Investments, where he currently applies Fidelity's financial planning resources to develop strategies aimed at protecting and growing clients' wealth. He collaborates with clients and families to create tailored financial plans. He has extensive experience in the financial services industry, having held roles including Investment Consultant at Fidelity Investments from 2023 to 2025 and Institutional Financial Broker at BGC Partners from 2011 to 2023. This background provides him with a seasoned perspective in building long-term client relationships. Further details regarding his education, credentials, personal interests, or community involvement were not provided.

Britany Enelow is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her prior experience includes roles at MassMutual Investors Services, MassMutual Life Insurance Company, and Ameriprise Financial Services. She also has involvement with the Credit Union of New Jersey through an investment and insurance services entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.

Edie Kelly is a financial advisor with LPL Financial in Princeton, NJ, holding a Series 66 designation and 16 years of industry experience. She has been with LPL Financial since 2016. 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 investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Camila Gindel is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Bank of America, P.J. Robb Variable Corp., Crump Life Insurance Services, and other financial firms. Outside of her advisory work, she provides medical interpretation services in Portuguese, Spanish, and English on a limited basis. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, delivering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other institutional investors.

William Raimondi is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ. He has 20 years of industry experience and has been with Merrill since 1989. Merrill offers managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates model-based and discretionary investment strategies, leveraging Bank of America’s broader corporate platform and access to a wide range of products.