Nicholas Maciolek is a Financial Advisor with Merrill Lynch Wealth Management, where he is a member of the SM Group. He began his career with Merrill in 2014 in the Merrill Edge Advisory Center, obtaining the necessary securities licenses and assisting clients in achieving their financial goals for four years before transitioning to Merrill Lynch Wealth Management in 2018. Nicholas holds the Chartered Financial Analyst (CFA®) designation, the Chartered SRI Counselor™ (CSRIC®) designation, and the Personal Investment Advisor (PIA) credential. He earned bachelor's degrees in Mathematics and Economics from Rutgers University. His expertise encompasses areas such as personal retirement planning, portfolio management services, socially responsible and ESG investing, college education planning, legacy planning, and managing new wealth. Outside of his professional responsibilities, Nicholas resides in Hamilton, New Jersey with his bernedoodle, The Dude. He values spending time with family and friends and is an enthusiast of sports, supporting the Philadelphia Eagles and other Philadelphia-area teams.

Brandon Batman is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. since 2021. Prior to his current role, he gained experience at Merrill starting in 2019 and held various positions outside the financial industry. 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 and profit-sharing plans, corporations, and charitable organizations.

Alison Longley is a financial advisor at Morgan Stanley with 13 years of industry experience. She has held positions at Morgan Stanley Private Bank and Morgan Stanley since 2017, and previously worked at TPG Direct, UBS Financial Services, and Merrill. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual 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 and analyses such as Monte Carlo simulations to support its financial planning process.

Nicholas Anzevino Jr. is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has been with Merrill and Bank of America since 2017. Prior to his advisory career, he worked at several educational institutions, including Rider University and James Madison University. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Mackuse is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023, following a prior tenure at Wells Fargo Clearing and Wells Fargo NA from 2015 to 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations, delivering services on a non-discretionary basis with clients retaining final decision-making authority.

Jeffrey Condit is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 1983, also working at Bank of America since 2011. He serves as a trustee for the nonprofit organization Beat the Streets – New Jersey, coordinating a program that combines tutoring with wrestling for middle school students. 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 institutions.

David Marabella is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2022, initially serving as an Investment Consultant until his current appointment. With 20 years of experience in the financial services industry, David has held various positions including Senior Relationship Manager at Clark Capital Management Group from 2016 to 2021, and Vice President as well as Associate in the Capital Advisory Group at Lazard Asset Management between 2005 and 2016. His expertise involves partnering with investors to understand their individual values, needs, goals, and objectives, emphasizing the creation of personalized financial plans. Further information regarding his education, credentials, personal interests, or community involvement is not provided.

Joseph Porchetta is a Financial Consultant at Fidelity Investments, where he currently applies Fidelity's financial planning resources to develop strategies aimed at protecting and growing clients' wealth. He collaborates with clients and families to create tailored financial plans. He has extensive experience in the financial services industry, having held roles including Investment Consultant at Fidelity Investments from 2023 to 2025 and Institutional Financial Broker at BGC Partners from 2011 to 2023. This background provides him with a seasoned perspective in building long-term client relationships. Further details regarding his education, credentials, personal interests, or community involvement were not provided.

Britany Enelow is a financial advisor with LPL Financial based in Ewing, NJ, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Company, and Ameriprise Financial Services. She is also involved with the Credit Union of New Jersey through an investment and insurance services entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supported by a large network of advisors and diverse financial products.

Edie Kelly is a Series 66 credentialed financial advisor with 16 years of industry experience. She has worked at LPL Financial since 2016 and previously spent six years at Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Camila Gindel is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. Her prior roles include positions at P.J. Robb Variable Corp., Crump Life Insurance Services, Bank of America, and CW International LLC. Outside of her advisory work, she provides Portuguese, Spanish, and English interpretation services, primarily for medical sessions. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

William Raimondi is a financial advisor at Merrill with a Series 66 designation and 21 years of industry experience. He has been with Merrill since 1989, totaling 37 years at the firm. 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 constructed by internal and third-party managers.

Lawrence Metzger is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab Bank. Outside of his advisory work, he serves as a licensed USCG captain on weekends for a charter boat business operated by his family. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services through an integrated platform that combines brokerage, advisory, and custody functions.

Leonard Cohen is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, focusing on structured financial planning supported by firm-approved tools and broad investment capabilities.

Ralph Puzio is a financial advisor at Mercer Financial Group, Inc. in Trenton, NJ, with 42 years of industry experience. He holds a Series 63 designation and has worked with U.S. Discount Brokerage, Inc. and Jefferson Pilot Securities Corporation for over two decades. His other business activities include tax preparation, insurance and annuity sales, and financial planning. Mercer Financial Group, Inc. is a single-advisor independent firm serving individual clients with portfolio management and related advisory services, typically on a primarily non-discretionary basis. The firm manages approximately $11.5 million in assets across 12 client accounts and is noted for its combination of advisory, brokerage, accounting, and insurance relationships.

Gilbert Varnes Jr. is a financial advisor with Gcvsvc1 LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He worked at U.S. Allianz Securities, Inc. from 1999 to 2006 and Multi Financial Securities Corporation from 2006 to present. Outside of his advisory role, he is involved in tax services, credit repair, and serves as a notary public. Gcvsvc1 LLC is an independent firm serving clients with personalized financial solutions.