Shatorupa Ray Chaudhury is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. She holds the Series 66 designation and has previously worked with The Investment Center, Inc., and Strong Financial Partners. In addition to her advisory role, she is also an agent involved in insurance and benefits. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements.

Anthony Cusumano is a Series 66-licensed advisor at Merrill with 22 years of industry experience. He has been with Merrill since 2003. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm operates within Bank of America’s corporate platform, providing access to a wide range of products and services.

Cory Wajda is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has been with Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide range of products and services.

James Quigley is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2011. Outside of his advisory role, he is planning to start a business selling products on Amazon. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Mario Walls is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 23 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of investment products and related services.

Christopher Stuppi is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill for 10 years, as well as at Bank of America, N.A. for 4 years. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s broader corporate platform, providing access to a wide array of financial products and services.

David Farina is a financial advisor with Stifel in Yardley, PA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves as Lead Pastor at Calvary Full Gospel Church, where he preaches, teaches, and oversees church operations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing clients with asset allocation and planning analyses to support their investment decisions.

Robert Tomasulo is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 49 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Tomasulo is involved with a business called Power for Mother, based in Yardley, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and includes a range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Dexter Quime Uban is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to meet those objectives. He provides ongoing advice and adjusts plans as clients' situations evolve to help them manage various financial priorities. Dexter holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Southern New Hampshire University. His expertise encompasses helping clients address complex financial needs such as saving for education, retirement planning, healthcare funding, and managing competing financial demands. He is involved in the community through participation with organizations such as Founders Academy and Weston Elementary.

Brett Scharf is a CFP® professional with 12 years of experience in financial advisory services. He is currently with RBC Capital Markets and City National Bank, having previously worked at Morgan Stanley and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ risk profiles and administered through a combination of in-house and third-party managers.

Scott Levy is a CFP® certificant and holds a Series 66 license with 12 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and previously worked at Securian Financial Services, Minnesota Life Insurance Company, and Allied Wealth Partners. Outside of his advisory role, he serves as Membership Chairperson for Buxmont LETIP and is active as a sports card collector. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a broad client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a variety of portfolio management options and proprietary and third-party model strategies tailored to client objectives.

Richard Slater is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market modeling techniques.

Patricia Trapp is a Series 66-licensed financial advisor with 25 years of industry experience. She has worked at UBS Financial Services since 2001 and joined OSAIC in 2024. Outside of her advisory role, she is involved in selling annuities and life insurance through various vendors. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes firm-provided asset allocation tools and supports both discretionary and non-discretionary portfolio management.

Jeffrey Ferry is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Pruco Securities, LLC from 2000 to 2025. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and brokerage products, utilizing model portfolios and third-party asset managers within an integrated platform.

Brandon Roche is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing goals-based wealth management services to high net worth individuals and businesses. He began his career with Merrill Lynch in 2017 and focuses on delivering customized financial solutions tailored to clients' risk tolerance, time horizons, liquidity needs, and personal investment goals. His areas of expertise include corporate executive services, executive and equity compensation, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, and retirement income strategies. Brandon holds a Bachelor's Degree from Coastal Carolina University and holds the professional designations of Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He works alongside a team committed to helping clients understand and plan for what they value most, serving a range of clients including retirees, small businesses, foundations, private and public companies, and 401(k) and equity compensation plans. Outside of his professional responsibilities, Brandon enjoys spending time with family and friends and is an avid golfer. He is actively involved in community volunteer work and seeks to build long-term relationships with his clients while assisting them in pursuing their financial goals.

Georgeanne Moss is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she serves as a power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Charu Chandna is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and six years of industry experience. Charu has worked at Merrill since 2019 and has been associated with Bank of America, N.A. since 2023. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s corporate platform, allowing access to a broad set of financial products and services.

Brennan Warwick is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes positions at Bank of America, N.A. and roles associated with Duquesne University School of Law and The College of New Jersey. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, allowing access to a wide array of financial products and services.

Stephen Alburtus is a financial advisor at Merrill with 28 years of industry experience. He has been with Merrill since 1999 and holds Series 63 and Series 65 designations. Merrill 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 to individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America’s corporate platform allows access to a broad set of products and services.

Michael Wiley is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds the Series 63 designation and previously worked for Morgan Stanley Smith Barney for 17 years before joining Raymond James. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, with a focus on non-discretionary planning and active involvement in municipal and public finance.