Jiten Patel is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. He has worked at Bank of America, N.A. and Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Monica Salama is a financial advisor at Merrill with 9 years of industry experience. She holds a Series 66 designation and has worked with Merrill since 2015, including a period overlapping with Bank of America, N.A. There are no additional notable outside activities reported. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Michael Reis is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience with Horace Mann Companies and Ameritas Life Insurance Corp. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and charitable organizations.

Kyle Holland is a financial advisor at Merrill with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Merrill since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Samuel Rankin is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 14 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s platform, providing access to a broad set of products and services.

Miles Mcpherson is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2015. He is also involved in a personal business based in Red Bank, New Jersey. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Joshua Motto is a financial advisor with Merrill in Pennington, New Jersey, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Outside of his advisory role, he owns a sole proprietorship called Motto Woodland Management, which focuses on promoting healthy woodlands by managing trees on his property in Hunterdon County, New Jersey. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Lynn Griffiths is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1983 and Bank of America since 2009. Merrill provides managed account services through the Select Portfolio Solutions program, serving a wide range of clients including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies implemented by Managed Account Advisors LLC, supported by Merrill’s Chief Investment Office.

James Szwerc is a Planning Consultant at Fidelity Investments, where he works with clients to develop planning strategies that support their unique financial goals. He has held his current role since 2025. James has accumulated experience in various financial positions, including previous roles at Fidelity Investments as a Workplace Planning Consultant from 2022 to 2025 and as an Investment Solutions Representative from 2021 to 2022. Prior to that, he worked as a Licensed Banker at Citizens Bank from 2019 to 2021, a Registered Associate at Morgan Stanley from 2017 to 2019, and a Financial Advisor at McAdam LLC from 2015 to 2017.

Thomas Kimmins is a financial advisor at Merrill with 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. for 25 years. Kimmins serves as a board member of the Friendly Sons of Saint Patrick, a charitable organization. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Michael Remboski is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Keller Williams Premier and has held roles in maintenance, food service, and retail. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, and institutional investors, offering model-based and discretionary investment strategies implemented by affiliated managers.

Vincent Intiso Jr. is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. He previously worked at NewEdge Advisors, LLC and has held various positions outside finance, including roles in retail and education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and advanced portfolio management technologies.

Laura Ryfinski is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 15 years of industry experience. She has been with Bank of America and Merrill since 2011. Outside of her advisory role, she works part-time providing hair care services at Deserrie's Salon. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, delivering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Steven Bullard is a financial advisor with Stifel, holding a Series 63 designation and 38 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent seven years at Bank of America N.A. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jason Paladino is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stephen Moyer is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for ten years at George School. Outside his advisory role, he owns Moyer Management Services LLC, a real estate management business in Southampton, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by over 23,000 financial advisors nationwide. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Corinne Bielemeier is a Series 66-licensed financial advisor with Merrill, where she has worked for 23 years. She has 20 years of industry experience. Outside of her advisory role, she works as a vendor sales employee for the Philadelphia Eagles during Sunday home games. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Owen Mc Gee is a Financial Advisor with The McGee Group at Merrill Lynch Wealth Management. He specializes in helping individuals and families develop clear financial plans tailored to their goals, time horizons, and desired outcomes. Owen structures financial approaches aligned with clients' objectives, risk tolerance, and liquidity needs. He collaborates closely with his father, who has over 30 years of experience advising clients, combining decades of perspective with his own commitment to long-term client relationships. Owen holds a Bachelor's Degree from the Pennsylvania State University System and has earned the Personal Investment Advisor (PIA) designation.

Olubukunola Coker is a Series 66-registered financial advisor with Merrill, based in Pennington, NJ. She has 12 years of industry experience and has been with Merrill since 2006. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Frank Dellarossa is a financial advisor with Merrill, holding a Series 66 designation and 17 years of industry experience. He has been with Merrill since 2015. Outside of his advisory role, he is the sole owner of a rental property business in Chesterfield, New Jersey. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries.