Amy Hurler is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. She has been with Merrill since 1993. 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 plans, corporations, and charitable organizations.

Martin Hirsch is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has been with Merrill since 2007. Hirsch serves as an advisory board member for the National Association of Stock Plan Providers. 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.

Rohini Nangpal is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. Prior to joining Merrill in 2018, she worked at Swarovski Retail Ventures for four years. Outside of her advisory role, she is a co-owner of a family rental property investment. 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, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Brendan Black is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside the financial sector, he served at Blue Star Lacrosse for four years. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through its proprietary research and capital markets platform.

Marc Wisotsky is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009, currently working at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including financial and estate planning, and manages approximately $2.74 trillion in client assets.

Abigail Stroka is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served as an Investment Consultant and Investment Solutions Representative at Fidelity Investments, gaining experience in various facets of financial advising from 2023 to 2025. Her career began as a Financial Advisor at Equitable Advisors in 2021, followed by a role as a High Net Worth Service Associate at Fidelity Investments in 2022. In her approach to financial consulting, Abigail focuses on developing personalized plans tailored to each client's unique needs, risk tolerance, and financial goals. She emphasizes building lasting relationships founded on trust, respect, and honesty to support clients in achieving their financial objectives. Outside of her professional work, Abigail enjoys cooking and baking, fitness activities including running, hiking, and yoga, and spending time with her pets.

Dylan Burnheter is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America and several other companies across different sectors. 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 individual and institutional clients.

Christopher Simone is a financial advisor at Merrill with 23 years of industry experience. He holds a Series 66 designation and has worked with Merrill and its affiliates since 2006. Merrill, along with 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.

Harvey Samachson is a financial advisor at Edward Jones with 37 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Dynamic Wealth Advisors and Wells Fargo Advisors LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Robert Mclarnon is a financial advisor with Cetera, holding a Series 66 credential and bringing 10 years of industry experience. He has worked at firms including LPL Financial and owns Strack Associates Inc., which provides income tax preparation and bookkeeping services. He is also involved as a partner in Bucks County Wealth Management LLC and BCWM Realty Group LLC. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and custodial relationships.

Renato Sirianni is a financial advisor with Equitable Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 53 years of industry experience, including positions at Mony Securities Corporation and Axa Advisors, Llc. Outside of his advisory role, he serves as an officer and secretary of Bi-Weekly Mortgage Co. and operates under the DBA The Philadelphia Wealth Management Company. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves client assessment and matching to model portfolios or discretionary managers, utilizing both proprietary and third-party programs to deliver customized investment solutions.

Gabriel Madnick is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Topstep and Foundera Beauty AI. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm typically uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and a wrap program, while also facilitating insurance product sales through affiliated entities.

Lucas Cirullo is a Series 66-licensed advisor with Merrill, based in Pennington, NJ, and has four years of industry experience. His work history includes positions at Merrill, Bank of America, and Janney Montgomery Scott. Outside of finance, he has been involved with multiple golf clubs, including Augusta National Golf Club and Springdale Golf Club. 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 for a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gershon Trimpol is a financial advisor with Merrill in Jenkintown, PA, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Merrill since 1993 and has also worked at Bank of America since 2011. 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.

Zachary Gibson is a Series 66-credentialed financial professional affiliated with Cetera, with two years of industry experience. He has held roles at multiple firms, including 44th Street Capital Advisors LLC and Wealth Management Associates, and also operates GibsonMayer, LLC, where he provides tax preparation and bookkeeping services. Zachary serves clients from Yardley, PA. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform that serves individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform featuring both affiliated and third-party strategies.

Christine Pedrick is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 27 years of industry experience. She has been with Raymond James & Associates since 2006. Raymond James & Associates is a large 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 advisory services through a variety of portfolio management styles and affiliated research resources.

Quinn Daly is a financial advisor at Merrill with nine years of industry experience and holds the Series 66 designation. Daly has been with Merrill since 2014. 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 clients, and institutions.

Brian Marmar is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at PNC Investments, PNC Bank, and TIAA-CREF. 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.

Devin Shaffer is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Northwestern Mutual, and Robert Half. 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 accounts.

Julian Bremser is a financial advisor with Merrill in Pennington, NJ, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has been with Merrill since 2003. 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.