Matthew Parker is a financial advisor at Merrill with 19 years at the firm and 12 years of industry experience. He holds the Series 66 designation and is based 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 developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Teti is a financial advisor at Merrill with 19 years of industry experience. He has been with Merrill and Bank of America since 2017. Outside of his advisory role, he occasionally works as a DJ for private events. Merrill, in conjunction 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.

Amy Brantz is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Jenkintown, Pennsylvania. She is a founding member of The Brantz Goldstein Group and has been with Merrill Lynch since 1986. Amy works with clients focusing on personal retirement planning, socially responsible and values-based investing, women and wealth, and retirement income. Her approach centers on open and honest communication and providing straightforward, common sense solutions tailored to clients' needs. Amy has particular expertise in serving multi-generational families, helping wealth creators and their descendants navigate important financial decisions and legacy matters. She also advises clients actively building their wealth, assisting them in laying the groundwork for their envisioned futures. Amy holds the Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA) designations. Amy earned her bachelor's degree from Princeton University and her Juris Doctor from The National Law Center of George Washington University. She grew up in Cheltenham, Pennsylvania, and was the first woman to serve as President of the Princeton Club of Philadelphia. Amy has also served on the School Committee at Abington Friends School. She resides in Elkins Park, Pennsylvania, with her husband and enjoys traveling, gardening, bird watching, and reading history and mystery books.

Aileen Dailey is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. She has been with Merrill since 1997. Outside of her advisory role, Dailey serves as Treasurer of the St. Albert the Great Parents Association, managing the organization's financial accounts. 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.

Kyle Pascale is a Financial Consultant currently working with Fidelity Investments. In this role, he focuses on helping clients strengthen their financial well-being through the development of holistic financial plans tailored to individual goals. Prior to his current position, Kyle served as a Financial Solutions Advisor at Merrill Lynch from 2011 to 2023. His professional experience spans over a decade in financial advisory services, emphasizing personalized financial planning and client-focused solutions.

Melissa Shoupe is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets. She holds a Series 63 designation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and corporate financial planning arrangements.

Joseph Kuriger III is a financial advisor with Merrill in Jenkintown, PA, holding a Series 66 credential and 12 years of industry experience. He has been with Merrill since 2015. Outside of his advisory role, he is involved in managing a residential rental property with his wife and may occasionally work for a family-owned brewery in Whitehall, Pennsylvania. 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.

Michael Ebert is a CFP®-designated financial advisor with Cambridge Investment Research Advisors, bringing 16 years of industry experience. Prior to joining Cambridge in 2020, he worked at Northwestern Mutual in various roles from 2009 to 2020. He serves as treasurer for both the Crossing Cooperative Nursery School and the Boy Scouts of America Troop 99. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, utilizing a range of portfolio management strategies and platform options tailored to client needs.

Louis Spinelli is a Wealth Management Advisor based in suburban Philadelphia with Merrill Lynch Wealth Management. He leads The Spinelli Policare Group, which advises affluent families on various financial matters including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. Louis began his financial services career in 2002 after earning a bachelor's degree in finance from Villanova University. He advises high net worth investors and corporate retirement plans, and holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and values-based investing. Louis resides in Whitemarsh Township with his wife, Maria, and their young son, Vincent. His personal interests include basketball, reading, and spending time with his family.

Anthony Russo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals and families define their financial priorities and build tailored investment strategies to support those goals. With more than 35 years of experience in financial services, Anthony focuses on providing clarity and perspective during times of uncertainty. His approach is collaborative, emphasizing thoughtful decision-making aligned with clients' goals, timelines, and overall financial pictures. Anthony's expertise extends beyond investments to retirement planning, Social Security decisions, major purchases, and legacy and estate considerations. He holds professional designations including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree from the University at Binghamton and a Master's degree from Fordham University. Residing in Garden City, NY, Anthony and his wife have five children. He is active in his community, coaching soccer and volunteering at his parish church. Outside of work, Anthony enjoys running, biking, hiking, skiing, and following sports such as baseball, ice hockey, and college basketball.

Matthew Margolis is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2017, with additional experience at Temple University and Ursinus College. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and advisory services that are typically non-discretionary, utilizing various portfolio management styles and in-house research.

Scott Janusz is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at Lifetouch NSS for 14 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 a range of clients including individuals, high-net-worth individuals, and institutions.

Andrew Hylan is a financial advisor with Ameriprise in Spring City, PA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2007. Outside of his primary role, he is an associate financial advisor with Vernon Summit Partners, working under William Bishop. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Anthony Roman is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Hayes is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been advising clients for over 35 years. He leads an advice-focused financial and investment advisory practice tailored to individual clients' needs, focusing on helping them manage their wealth to lead fulfilling lives, free from financial worry. His client base includes families, retirees, business owners, corporate executives, and institutions. Throughout his career, Gregory has been consistently recognized by major financial publications for his professional expertise, including Barron's Top 1000 and Top 1200 Financial Advisors lists spanning from 2010 to 2024, the Financial Times Top 400 Financial Advisors in 2014, and Forbes Best-in-State Wealth Advisors from 2021 through 2024. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Fairfield University. Gregory resides in Bucks County, Pennsylvania, with his wife of over 30 years and their three children, two of whom are involved in the family practice. Outside of his professional commitments, he engages in adventure sports, music, pickleball, surfing, swimming, and traveling, and has been active in his community through involvement in nonprofit boards and sports programs.

Manoj Muraleedharan is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. He previously worked at J.P. Morgan Chase and Primerica Advisors and has a background in technology from his time at Cognizant Technology Solutions. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Brooks is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill, and UBS Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

David Maharam is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2007. He is based in Blue Bell, PA. 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 employs a structured planning process using firm-approved tools and market-based modeling techniques.

Nikolai Gasiorowski is a financial advisor at Edward Jones with 19 years of industry experience. He has held his current position since 2014 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is involved in a real estate rental business in New Hope, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices.

Kailee Davis is a financial advisor at Ameriprise with 15 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Prudential Annuities Distributors and Prudential Insurance Company of America. Davis is also co-owner of Epic Wealth Partners, LLC, where she manages an advisory business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered in partnership with its financial advisors.