Paul Bruno Jr. is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill 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 offers model-based and discretionary strategies developed by internal and third-party managers for a variety of clients including individuals, high-net-worth clients, and institutional entities.

Michael Nobile is a financial advisor at Merrill with 19 years of industry experience. He has been with Merrill since 2011 and holds a Series 66 designation. 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 strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Peluso is a financial advisor at Fidelity with 11 years of industry experience and holds a Series 66 designation. His prior work includes roles at Fidelity Brokerage Services LLC, NewBridge Securities Corporation, Bank of America, and Merrill. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves registered investment companies and employs systematic methodologies and long-term asset allocation benchmarks in its model portfolios.

Ryan Mace is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Equitable Advisors and Emerald Asset Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Mackenzie Roedel is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Prior to this, Roedel worked at Delaware Distributors, LP and Macquarie Investment Management, each for five years, and held positions at Cornell University and Lazard Asset Management. Outside of Ameriprise, Roedel manages an advisory business, Penn Wealth Planning, LLC, based in New Hope, PA. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and utilizes algorithmic tools overseen by specialized committees to support its retirement planning offerings.

Gary Grossman is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2014. Outside of his advisory role, he owns a wholesale party supplies business serving a franchise restaurant and acts as a notary public. He also serves as a co-trustee in a separate outside business capacity. 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 strategies combining internal Chief Investment Office models and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rodney Johnson I is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Bank of America and The Prudential Insurance Company of America. He is also the owner of Roxicyni Trading LLC, where he trades commodity contracts using his own funds. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Joseph Anderson is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bank of America and Merrill since 2020. Outside of finance, he has participated as a background artist, doing TV commercials, film, voiceovers, modeling, and print advertising. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ingrid Soprych is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2014 and was previously affiliated with Jerry Neumann and Naomi Richman. Outside of her advisory role, she assists a family friend as a personal assistant with household tasks. 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 plans, corporations, and charities.

Philip Fredericks is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. and was involved with various insurance carriers from 2007 to 2021. Outside of his advisory role, he has been employed by the Office of New Jersey Assemblyman Robert J. Auth since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, leveraging both proprietary and third-party strategies.

Todd Gunerman is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1995 and with Hamilton Financial Advisors since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Carly Gallanter is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and currently holds a position at Bank of America. Outside of her advisory role, she has been employed at Doordash on weekends and has engaged in selling items on eBay. 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 plans, corporations, and charitable organizations.

Richard Zytko is a financial advisor at Merrill with 34 years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses and has previously worked at Nova Associates, TRA, BCG Securities Inc, and MA Mutual Life Insurance. He serves as a board member for Jersey Shore Calvary Chapel, where he participates in stewardship and church financial oversight. 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.

Christopher Paterno is a financial advisor at Merrill with 27 years of industry experience. He has been with Merrill Lynch since 1999 and holds Series 63 and Series 66 credentials. 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 a range of model-based and discretionary strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Johnson Sabir is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses. His work history includes roles at JPMorgan Chase Bank, N.A. and Citizens Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Julie Conway is a financial advisor at Osaic with 31 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at FSC Securities Corporation for 22 years. In addition to her advisory role, she is a licensed insurance agent providing long-term care, life, health, and fixed annuity insurance coverage. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary account management.

Linda Gatere is a Financial Solutions Advisor at Merrill, specializing in wealth management through Merrill Lynch. In her role, she works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. Her services include investment management, retirement planning, and preparing for unforeseen financial needs. Additionally, she facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Linda holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned a Bachelor's degree from Kenyatta University and a Master's degree from the University of Bath. Her approach focuses on helping clients identify what matters most to them and their families to create tailored financial strategies.

Oscar Catanese is a financial advisor at Merrill with a Series 66 designation and one year of experience at the firm. His prior experience includes roles in education at St. Augustine Preparatory School and Cape Trinity Catholic, as well as self-employment and work with D'Antonio Excavating Inc. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Nathan Jones is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2014. 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 designed for a range of clients including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Matthew Forst is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been working in the financial advisory field since 2016, previously serving as a Financial Advisor at Merrill Lynch until 2022. Matthew is a Certified Financial Planner (CFP4) professional with ten years of experience. Matthew partners with individuals and families to simplify their financial lives and provide clarity on complex decisions. He engages in a collaborative planning process and thoughtful execution to build personalized financial plans that align with clients' priorities. Outside of his professional work, Matthew has interests in fitness, golf, running, and snowboarding.