Michael Calagna is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Bank of America and Merrill for the past 12 years. 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 model-based and discretionary investment strategies developed by internal and third-party managers.

George Shenouda is a Financial Advisor with Merrill Lynch Wealth Management based in Princeton. He focuses on creating personalized financial plans tailored to the unique ambitions and priorities of his clients. His approach involves connecting clients to appropriate people, plans, and processes to help them pursue personal goals such as funding education, managing retirement lifestyle and potential health care costs, and achieving long-term family objectives. Mr. Shenouda brings expertise in family wealth management strategies, personal retirement planning, and individual and corporate investment strategies. He holds a Bachelor's Degree from Rutgers and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In addition to his professional work, Mr. Shenouda is involved with the Boy Scouts of America organization, reflecting his community engagement.

Kyle Muller is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has held positions at Merrill since 2022 and has an academic background that includes time at Rutgers University and its Graduate 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.

James Drennen is a financial advisor at Merrill with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America, Freedom Mortgage, and Erin Contracting. Outside of his advisory work, he is involved in managing property transactions as the owner of JCRE Properties. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, utilizing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Stryker is a financial advisor at Merrill in Princeton, NJ, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Bergamot Asset Management LP and Fragomen, as well as work at Rutgers University. Outside of finance, he operates a theme park tour business, organizing trips to various parks across the United States. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Daniel Molloy is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and previously worked at Guggenheim Partners. 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.

Gregory Massey is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 27 years of industry experience. His prior roles include work at PMM Financial Group and multiple insurance carriers, including Waddell & Reed, Inc. He also serves as an independent sales agent for Kingdom Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives, utilizing various portfolio management approaches and supported by operational and research tools.

Albert D'amico is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. His prior work includes positions at Bank of America, Morgan Stanley, and Elliott-Lewis Corporation. In addition to his advisory work, he teaches courses in Business Policy and Principles of Finance at Rowan 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Allison Delay is a financial advisor with RBC Capital Markets in Princeton, NJ, holding a Series 66 designation and 24 years of industry experience. She has worked at several notable firms, including Morgan Stanley Smith Barney, Morgan Stanley, UBS Financial Services, and Merrill. Outside of her advisory work, she serves as an officer for Donovan Deliver, a nonprofit supporting families of stillborn babies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized investment programs and portfolio management services, utilizing both in-house and third-party managers to align with clients’ risk profiles.

Alex Fels is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with clients to develop strategies aligned with their short-, mid-, and long-term financial goals. Alex's approach involves understanding each client's unique priorities to provide tailored advice in areas such as investing, retirement planning, and wealth transfer. Alex's expertise includes college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and tax minimization. He holds the designation of Personal Investment Advisor (PIA) and earned his Bachelor's degree from New York University. Originally from Bucks County, Pennsylvania, Alex spent twelve years living and working in Brooklyn, New York, before moving to Princeton, New Jersey, with his wife and their Australian Shepherd-Dachshund mix. He enjoys baseball, basketball, cooking, football, golfing, music, reading, skiing, spending time with his family, and writing.

Raffaele Maione is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2003, assisting clients in managing their individual wealth tailored to their specific needs. His approach emphasizes understanding client objectives to provide comprehensive wealth management strategies. Raffaele's areas of expertise include college education planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategies, tax minimization, and retirement income. He holds several professional designations: CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from Richard Stockton College of New Jersey. Outside of work, Raffaele enjoys biking, cooking, golfing, ice hockey, music, reading, running, spending time with his family, playing tennis, and traveling.

Sunil Seth is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory work, he is involved in owning rental property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools as part of its financial planning process.

Peter Meme serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in tailored wealth management and strategic financial solutions. He works with affluent individuals, fiduciaries, businesses, and endowments, providing investment advice and guidance designed to produce positive investment outcomes over the long term. Peter's approach is consultative and objective, utilizing financial planning tools such as the Personal Wealth Analysis (PWA) to align client goals with investment strategies. He leverages insights from Merrill's Chief Investment Office portfolio team and third-party managers to ensure portfolios match current Tactical Asset Allocation recommendations. In addition to individual wealth management, Peter offers comprehensive business and wealth planning services across the business lifecycle, including capital expansion, equipment purchases, site acquisitions, private business sales, and financing solutions. He collaborates with clients and their legal and tax advisors in estate planning, wealth transfer, and succession strategies. By integrating Merrill and Bank of America's resources, Peter aims to help clients grow, preserve, and transition their wealth effectively. Peter holds a Bachelor of Arts degree in Economics from Rutgers University and maintains professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). He is involved in community development through his participation in the Town Clock Community Development Corporation. His personal interests include basketball, boxing, football, golfing, music, reading, soccer, table tennis, and tennis.

Matthew Delgado is a Financial Advisor based in Yardley, Pennsylvania, currently working with Merrill Lynch Wealth Management. Since beginning his career with Merrill in 2019, he focuses on developing personalized financial plans for individuals and families. His approach involves strategic investment management, tax planning, estate management, and retirement planning to help clients achieve long-term financial security. Matthew holds a Bachelor's Degree from Richard Stockton College of New Jersey and has earned multiple professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, as well as sports and entertainment financial needs. Residing in Yardley, Pennsylvania with his wife Taylor, Matthew enjoys traveling, cooking, working out, as well as outdoor activities such as camping, golfing, hiking, and playing pickleball. He emphasizes connecting all aspects of his clients' financial lives to help prioritize and pursue their most important goals.

Robert Dunn is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill for 15 years. 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 model-based and discretionary investment strategies.

Gregory Beck is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm provides a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices, and operates under a fiduciary standard.

James Baratta is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include extensive tenure at Cantor Fitzgerald & Co., where he worked for over a decade before joining Merrill and Bank of America. 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.

Michael Parks is a financial advisor with Wells Fargo Clearing based in Princeton, NJ, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. He also serves as a power of attorney for family members in investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its financial product offerings.

Pablo Araya Chacon is a financial advisor at Merrill with three years of industry experience and holds the Series 66 credential. His prior work includes roles at the Credit Union of New Jersey and Bank of America. Outside of his advisory duties, he operates an online reselling business through eBay. 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.

Michael Spina is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and is based in Pennington, NJ. Spina has been with Merrill since 2005. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment management is supported by multiple program strategies and a comprehensive manager selection process, with integration across Bank of America affiliates.