Jeffrey Purvis II is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and eight years of industry experience. He has been with Merrill for ten 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Caitlin Smajda is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. She has been with Merrill since 2013 and previously worked at Rider University from 2015 to 2017. 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 supported by internal and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutional accounts.

Steven Walker is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on designing and creating customized financial strategies for individuals and families, helping them plan for the future and achieve their life goals. Steven is committed to understanding his clients' interests, passions, and personal situations to provide superior services that extend beyond financial recommendations. With over 20 years of experience in the financial services industry, Steven guides successful individuals in pursuing their goals through personalized strategies. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification, the Certified Plan Fiduciary Advisor® (CPFA) designation, and additional professional credentials. Steven earned his bachelor's degree from Syracuse University. Outside of his professional role, Steven is an avid cyclist. He is also involved in the community through his participation with the Anchor House Foundation.

Danielle Escobar is a Senior Financial Advisor at Merrill Lynch Wealth Management. She collaborates closely with clients to understand their financial goals and priorities, developing clear strategies to help them achieve those objectives. Danielle's approach involves a comprehensive understanding of each client's financial situation as well as their long-term aspirations. Danielle has over eight years of experience in the financial services industry, with expertise in wealth management, investment analysis, and portfolio design. She joined Merrill in 2021, following roles at Wells Fargo Advisors as an Investment Analyst and at Hartford Funds as a Valuation Analyst and Advisory Support Consultant. Her focus areas include college education planning, executive compensation, family wealth management strategies, LGBT wealth planning, personal retirement planning, philanthropic planning, special needs planning strategies, women and wealth, sports and entertainment, and retirement income. She holds a Bachelor's degree in Finance and International Business from Cabrini University and a Master's degree in Finance and Strategic Management from Villanova University, where she also served as co-president of the Graduate Student Association. Danielle is a member of the Semester at Sea Alumni. Residing in Philadelphia, she is active in sports, especially soccer, and enjoys spending time with her family and following local professional teams.

David Gash is a financial advisor at Merrill with Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Merrill since 2016 in Pennington, NJ. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Vincent Notte is a financial advisor with Osaic Wealth, Inc. in Princeton, NJ, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked with Osaic Wealth, Inc. and New Century Financial Group, LLC for approximately 30 years and with Massachusetts Mutual Life Insurance Company for 33 years. Outside of his advisory role, he operates a sole proprietorship involved in insurance sales. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Rohit Mehrotra is a financial advisor at Edelman Financial Engines with 20 years of industry experience and holds a Series 66 designation. He has worked at several firms including JPMorgan Securities LLC, Silicon Valley Bank, and First Citizens Investor Services. Outside of his advisory role, Mehrotra serves on the boards of the McCarter Theatre and Big Brothers Big Sisters Independence Region, as well as advisory councils for Rutgers Health Leadership and the Tuck School of Business. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified model portfolios and long-term strategies.

Francesco Mollo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been part of the financial services industry since 2006 and joined Merrill Lynch in 2010, bringing years of independent financial advising and investment experience. Francesco primarily works with real estate investors and business owners to develop long-term wealth management strategies. He specializes in services for defined benefit and defined contribution plans, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Francesco collaborates closely with clients' attorneys and accountants to address financial, retirement, education, tax, trust, and estate matters, including wealth transfer and business succession strategies. His team also focuses on tax deferral strategies for business and property owners seeking to liquidate real estate holdings or business interests. Francesco earned a bachelor's degree in economics from Rowan University. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is an active member of his community and the Sons of Italy in the Cherry Hill, New Jersey area. Francesco enjoys golfing, ice hockey, skiing, soccer, spending time with his family, and traveling.

Martin Lutschaunig is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2024 after ten years at Janney Montgomery Scott. Outside of his advisory work, he serves as a director and investment committee chair for Bucks County Contributionship. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers, with a notable affiliation supporting municipal and public finance advisory work.

Nicholas Herbert is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and previously worked at Janney Montgomery Scott for 14 years before joining Merrill in 2022. 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.

Alvin Walton is a financial advisor at Merrill with 27 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2007. 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 investors.

David Tardiff is a Financial Consultant who partners with clients to provide tailored financial guidance aligned with their unique investment goals and objectives. He brings extensive experience from his previous roles in the financial services industry. David's professional background includes positions at Fidelity and Vanguard. From 2021 to 2024, he worked as a Planning Consultant at Fidelity. Prior to that, he held multiple roles at Vanguard from 2007 to 2021, including Senior Internal Sales Executive, Flagship Advice Chief of Staff, Retail Sales Supervisor, Investment Specialist, and Client Relationship Associate. Outside of his professional career, David has personal interests in beach activities, cars, football, running, and traveling.

Nader Sharkawi is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill since 2005. 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, pension plans, corporations, and charitable organizations.

Jeanne Howell is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015 and 2016, respectively. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and methodologies.

Sherry Maclean Maurer is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. She has worked at LPL Financial since 2011 and has operated the Maclean Agency, LLC since 1993. Maurer holds a real estate license used primarily for referral purposes through Callaway Henderson Sotheby's International Realty in Princeton, NJ, and engages in transition management consulting through Maclean Consultants. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology including machine learning.

Ryan Hayes is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch Wealth Management in 2025 and focuses on assisting individuals, families, and business owners in navigating complex financial decisions. He works out of the Yardley, PA office and serves clients throughout the country. Ryan has 11 years of experience in the financial services industry. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. He and his team utilize their combined experience to help clients preserve and build wealth across multiple generations. He earned a bachelor's degree in Finance from Tulane University in 2014 and holds the Personal Investment Advisor (PIA) designation. Ryan currently resides in Philadelphia, PA with his wife and two children. Outside of work, he enjoys basketball, cooking, fishing, golfing, music, pickleball, reading, running, spending time with his family, and surfing.

Christopher Tiffany is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding a Series 66 license and 14 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2012 and the Morgan Stanley Private Bank, National Association since 2015. 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 customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses firm-approved tools and modeling techniques.

Jeannie Aversa is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 12 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2016. 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 and profit-sharing plans, corporations, and charitable organizations.

Abigail Wick is a Series 66 credentialed financial advisor with Morgan Stanley, where she has worked for 10 years, including five years at Morgan Stanley Private Bank, N.A. Prior to her current role, she was involved with SUNY Binghamton Athletics and SUNY Binghamton University. Outside of her advisory work, she coaches and trains young girls in the Yardley Makefield Soccer program. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning services supported by firm-approved tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through various direct and corporate financial planning arrangements.

Antonios Delistathis is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Voya Financial Partners and ADP Broker-Dealer. Merrill, along 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.