Eric Hoover is a financial advisor at Fidelity with a Series 66 designation and 13 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2021 before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, with oversight of sub-advisers and focus on conflict-of-interest management.

Dean Hasen is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Wells Fargo Clearing since 2018, following prior roles at Citizens Securities, Inc. and PNC Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute alongside third-party data to guide investment decisions.

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.

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. His career includes roles at Wells Fargo Clearing and Wells Fargo NA prior to joining J.P. Morgan Chase Bank in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process and may incorporate ESG criteria in its recommendations.

Peter Bednarek is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 28 years of experience in the financial services industry. He focuses on providing a comprehensive approach to managing wealth, beginning with understanding each client's goals to tailor strategies for milestones such as education funding, retirement planning, and legacy development. Peter leverages investment insights from Merrill Lynch and banking services from Bank of America to address complex financial situations. He holds a Bachelor's degree from King's College and an MBA from Saint Joseph's University. Peter is a Personal Investment Advisor (PIA) and offers expertise in areas including college education planning, personal retirement planning, special needs planning strategies, women and wealth, and retirement income. Peter is actively involved in his community, serving as Board President of Integrate for Good, Board member of Lansdale Catholic High School, and a member of multiple chambers of commerce. He volunteers coaching youth basketball with the Deep Run Valley Sports Association and teaches 2nd grade PREP at Mary Mother of the Redeemer Catholic Church.

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.

Camila Gindel is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has previously worked at P.J. Robb Variable Corp., Crump Life Insurance Services, and Bank of America. Outside of her advisory role, Camila works occasionally as a Portuguese, Spanish, and English interpreter, primarily translating medical sessions. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

Keith Wagner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Raymond James since 2021 and previously held positions at Insight Global and Ursinus College, among others. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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.

Theodore Zimmerman is the sole advisor at T.E. Zimmerman, Investment Services in Langhorne, PA. He holds a Series 63 designation and has experience in real estate, insurance, and personal and business management services dating back to 2006. Outside of investment management, he is active as a real estate agent and provides accounting and bookkeeping services. T.E. Zimmerman, Investment Services offers discretionary investment management primarily for pooled vehicles and institutional mandates. The firm serves a diverse client base, including sovereign wealth funds, pension plans, and both high-net-worth and non-HNW individuals, and combines traditional investment services with licensed real estate and insurance brokerage activities.