James Dechristopher is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2015. 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 various institutional investors.

Alehtee Taylor is a financial advisor at Merrill with 12 years at the firm and 4 years of industry experience. Taylor holds a Series 66 designation and is based in Pennington, NJ. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aigy Hasegawa is a financial advisor with J.P. Morgan Securities who holds the Series 66 designation and has 10 years of industry experience. Hasegawa has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

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.

Ronald Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior experience includes roles at Waddell & Reed, INC. and various insurance carriers over 22 years. He is also involved in a real estate rental business through RRR LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Gregory Massey is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 27 years of industry experience. He has previously worked at PMM Financial Group, Waddell & Reed, Inc., and Equitrust Life. Massey also serves as an independent sales agent for Kingdom Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 bringing 23 years of industry experience. She worked at Morgan Stanley Smith Barney LLC from 2014 to 2020 before joining RBC Capital Markets in 2020. Outside of her advisory role, 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, pension plans, corporations, and charities. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers with options for tax management and responsible investing.

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 with Merrill Lynch Wealth Management, providing investment advice and guidance aimed at achieving positive long-term outcomes for affluent individuals, fiduciaries, businesses, and endowments. He works closely with clients to develop customized financial strategies that align their investments with personal goals and priorities, utilizing tools such as the Personal Wealth Analysis (PWA) and insights from Merrill’s Chief Investment Office (CIO) to integrate the latest Tactical Asset Allocation recommendations. With expertise in tailored wealth management and strategic financial solutions, Peter supports clients across various stages of their financial and business life cycles. His services include investment consulting, business financing, private business sales, and the incorporation of estate planning, wealth transfer, and preservation strategies. He leverages the resources of Merrill and Bank of America to help clients grow, protect, and transition their wealth. Peter holds a Bachelor of Arts in Economics from Rutgers University and the Personal Investment Advisor (PIA) designation. He participates in community development through involvement with organizations such as the Town Clock Community Development Corporation. Outside of work, his interests include basketball, boxing, football, golfing, music, reading, soccer, table tennis, and tennis.

Robert Dunn is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience. He specializes in assisting families, corporate executives, and business owners with managing and growing their wealth. His expertise includes comprehensive strategies for investment management, retirement planning, estate planning, and liability management, tailored to the unique goals of his clients. Dunn and the DLR Group emphasize a team-based approach to provide clients with comprehensive guidance and innovative financial strategies. Dunn holds a Bachelor's Degree from Villanova University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His areas of expertise encompass corporate retirement plans, equity compensation strategies, alternative investments, and customized lending solutions through Bank of America. Outside of his professional role, Dunn is involved in his community as a lacrosse coach and serves on the boards and committees of his children's schools. He also participates in various committees at Georgetown Prep and Holy Redeemer, reflecting his commitment to educational and community engagement. His personal interests include boating, fishing, football, hunting, ice hockey, and spending time with his family.

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.