Vajoan Marte is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining LPL Enterprise in 2024, Marte worked at The Prudential Insurance Company of America and Pruco Securities LLC, among other financial institutions. Outside of his advisory role, he is the president of the Middletown Tennis Association, where he teaches tennis during the summer months. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to third-party asset management programs through an integrated platform that combines advisory with brokerage and insurance products.

Nancy Herlihy is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. She has worked at Bank of America, N.A. since 2011 and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2010. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, with a range of portfolio implementation approaches including tax-aware and cash management options.

Philip D’elia is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Amazon. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence to inform non-discretionary investment recommendations.

Jeffrey Drury is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Bankers Life Securities Inc., Bankers Life and Casualty Company, MML Investors Services, and MassMutual. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Lynn Redding is a financial advisor at Merrill with a Series 66 designation and over 30 years of industry experience. She has been with Merrill since 1993. 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 institutional investors.