Anthony Cacace is a financial advisor with Merrill, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill and Bank of America 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Scott Blackburn is a financial advisor at Merrill with 36 years of industry experience. He has been with Merrill since 1987 and holds Series 63 and Series 65 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies constructed by internal teams and third-party managers.

Ronald James is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2011. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Maria Artemiou is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has prior work history that includes Bessemer Trust and a role at Buffalo Wild Wings. Maria was also affiliated with Rutgers Business School for four years. 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 individual and institutional investors.

Rosalie Litz is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. 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 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 teams.

Leslie Shenkler is a CFP®-certified financial advisor with 27 years of industry experience. She is currently with LPL Financial, where she has worked since 2022, and previously spent 10 years with UBS Financial Services. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research sources.

Sonia Hasemeyer is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has worked in financial services since 1988, beginning her career in Private Client Services as a Vice President International Trust Officer. Since joining Merrill Lynch in 2005, Sonia has held several roles including International Financial Advisor, Assistant Vice President, Financial Solutions Advisor, Bank Team Financial Advisor, and currently Senior Financial Advisor. Her areas of expertise include family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, women and wealth, as well as individual and corporate investment strategy. Sonia is a Personal Investment Advisor (PIA) and is fluent in both Spanish and English. She earned her High School Diploma/GED from Pima Community College. Sonia resides in Tucson with her husband and two children. She prioritizes giving back to the community where she lives and works, supporting local schools, charities, and communities. In her spare time, she enjoys outdoor activities such as skiing, spending time with family, traveling, and watching movies.

Charles Hill is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in 1992 and has been a part of The Hill Group since 2000, working alongside his brother Jeff. Charles emphasizes the integration of health and wealth in guiding clients toward long, rewarding lives and meaningful legacies. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Charles earned a Bachelor of Science degree in Business Administration from the University of Rhode Island. His expertise spans legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing, tax minimization, and retirement income strategies. Charles is active in his community, residing in Yardley, Pennsylvania with his wife, Liza, and their four children. He volunteers with Habitat for Humanity, coaches local youth sports, and participates in the Kiwanis Club of Washington Crossing Yardley. His personal interests include fishing, gardening, skiing, and spending time with his family.

David Schimpf is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 20 years of industry experience and has been with Primerica since 2005. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based strategies developed by unaffiliated asset managers.

Jeffrey Heinel is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. He is also involved with SOCIUS, LLC, a real estate rental business. LPL Financial is a registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Patrick Watson Jr. is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, with prior roles at AllianceBernstein Investments, Inc. and T. Rowe Price. Outside of advising, he owns a limited liability company focused on breeding and selling dogs. Merrill, together with its affiliate Managed Account Advisors LLC, 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, corporations, and charitable organizations.

Claudia Peppard is a financial advisor at RBC Capital Markets with six years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services and Synergy. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment objectives.

Jeffrey Martinides is a Wealth Management Advisor at Merrill Lynch Wealth Management and the lead advisor with The Martinides Group. He began his career in financial services with Merrill Lynch in 1987 and has developed his practice focusing on corporate executive services, executive compensation, family wealth management strategies, and services for endowments, foundations, and non-profits, among other areas. Jeff also advises on legacy planning, personal retirement planning, philanthropic planning, portfolio management, individual and corporate investment strategies, and tax minimization. Jeff holds a bachelor's degree from Temple University's Fox School of Business. He has earned several professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Throughout his career, he has been recognized nationally by Barron's and Forbes for his advisory work. Outside of his professional responsibilities, Jeff is involved in community organizations including the Bucks County Opportunity Council, McKeown Foundation, and Trenton Soup Kitchen. He enjoys outdoor activities such as fishing, golfing, clay target sports, and painting, and spends time with his family.

Jesse Alijewicz is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Cetera since 2019 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and reports over $256 billion in assets under management across more than 10,000 advisors.

Brooke Mcgeehan is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2005, with prior experience at City National Bank from 2016 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on clients’ Advisory Risk Profiles, utilizing a mix of in-house and third-party managers.

George Altmeyer Jr. is a Series 66 licensed financial advisor with Merrill, where he has worked since 2003. He has 18 years of industry experience 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Samachson is a CFP®-designated financial advisor with 11 years of industry experience, all spent at Edward Jones since 2015. He holds the Series 66 license and is based in Newtown, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services, separately managed accounts, and affiliated mutual funds.

Joseph Toth is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Merrill since 2024 and also has experience with Bank of America, N.A. Outside of his advisory roles, he has been involved with NJ Premier All Stars and the Metedaconk National Golf Club. 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.

Frances Stanton Martinez is the Resident Director and Wealth Management Advisor at Merrill, where she has been serving clients since 2014. She focuses on building new client relationships and delivering wealth management services tailored to the needs of individuals, families, and businesses. Frances is a partner in The Callahan Pascua Group, applying her expertise in areas such as family wealth management strategies, retirement income planning, tax minimization, and college education planning. Frances holds multiple professional designations, including the Certified Investment Management Analyst® (CIMA®), which is awarded by the Investments & Wealth Institute™ in conjunction with The Wharton School, University of Pennsylvania. She also holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) credentials. Frances earned her Bachelor of Arts degree in Interdisciplinary Studies with a focus on Political Science, Communication, and Psychology from San Diego State University and a Master of Business Administration from Alliant International University. In addition to her professional qualifications, Frances is fluent in Filipino and English. She is actively involved in professional and community organizations, serving as National Chair for the Investments & Wealth Institute™ Conference Committee beginning in 2024, and as President of the Merrill Women's Exchange San Diego Chapter for 2024–2025. Frances has also held leadership roles within the Merrill Women's Exchange and is a member of the La Jolla Woman's Club. Her personal interests include travel, music, tennis, yoga, scrapbooking, writing, and spending time with her family.

Matthew Loftus is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. His prior firms include Merrill and M.S. Howells & Co. Outside of his financial advisory work, he coaches a hockey team through Upper Moreland Parks and Recreation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored planning and investment consulting using analytical tools and supports its clients through a broad network of advisors and specialized programs.