Matthew Robinson is a financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL, he worked at Comcast Corporation for six years and PricewaterhouseCoopers for one year. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Edward Shown is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Merrill since 2006 and concurrently with Bank of America, N.A. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Graham Dendler is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and Merrill, as well as experience outside finance working at Trenton Country Club. He also competes in golf events organized by the Philadelphia Section PGA. 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 clients, and institutions.

Matthew Salvitti is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc. and City National Securities. He serves as a board member for Girls on the Run Philadelphia, a nonprofit organization focused on building confidence and life skills in young girls. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory, financial planning, custody, and brokerage services to individual, institutional, and nonprofit clients. The firm employs tailored investment strategies through a combination of in-house and third-party managers, offering a range of program structures and integrated capital markets capabilities.

Robert Steinman is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 20 years before joining Stifel in 2020. Outside of his advisory work, he serves as President of the Colonial Village Community Association, overseeing social, legislative, and communication functions within the community. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Caroline Posthumus is a Series 66-licensed advisor with Merrill, based in Pennington, NJ, and has 23 years of industry experience. She has been with Merrill since 2004. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shaun Conahan is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds the Series 63 and Series 65 credentials and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Conahan serves on the board of the Indian Valley Chamber of Commerce, where he helps organize the annual golf outing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach, offering access to third-party asset managers and various financial planning services.

Gary Kennedy is a CFP® with 38 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves as a board member of the Mary Mother of the Redeemer Finance Council in North Wales, PA, and acts as an executor for his father-in-law’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Timothy Swartley is a CFP® professional with 26 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Cetera and CETERA Advisor Networks. Outside of his advisory role, he serves on the boards of the Grand View Health Foundation and the Senior Adult Activity Center of Indian Valley, and he is a partner in a hunting and fishing club. Cambridge Investment Research Advisors is an 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 professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

William Reiner Jr. is a CFP® with 31 years of industry experience, currently with LPL Financial since 2021. He previously worked at Cambridge Investment Research Advisors and Ameriprise. 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 broad range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Todd Hess is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2016. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Bell is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and previously worked at CitiGroup and JP Morgan Securities LLC. Based in Conshohocken, PA, he has been with Raymond James since 2019. 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 wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and diverse portfolio management options.

Joseph Marino is a financial advisor with Merrill, holding Series 63 and Series 66 designations and possessing 16 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014. 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.

Sydney Swarbrick is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining RBC, Sydney worked at NYLIFE Securities LLC and New York Life Insurance Company. Sydney also has experience in academic support and hospitality roles at the College of Charleston and the Grand Bohemian Hotel. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management solutions implemented through a combination of in-house and third-party investment managers.

Margaret Finney is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Julia Bialoglowa is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill since 2007. 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 supported by internal and third-party investment teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Mazda is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds the Series 63 designation and has previously worked at Cantella & Co., Inc. for over two decades, as well as at Mazda Capital Management LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent financial professionals, utilizing proprietary and third-party strategies with both discretionary and non-discretionary implementation.

Giovanni Astorino is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He worked at Securities America Advisors and Securities America, Inc. for 12 years prior to joining OSAIC. Astorino also owns an insurance-related business. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services through a large network of advisers and multiple platforms. The firm uses various tools and third-party solutions to construct and manage portfolios across a broad spectrum of investment options.

Aimee Turner is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including PNC Private Bank, M&T Securities, Wilmington Trust, and BB&T/Truist. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Karthaus is a CFP® credentialed financial advisor with 27 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has held previous roles at Great Valley Advisor Group, LPL Financial LLC, and TLG Advisors. In addition to his advisory work, he is a broker and owner of Nautic Financial Group, LLC, an insurance agency specializing in non-variable insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized programs in municipal advising and SIMPLE IRA employer consulting.