Vajoan Marte is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining LPL Enterprise in 2024, Marte held roles at The Prudential Insurance Company of America, Pruco Securities LLC, Citizens Bank, and other financial firms. Outside of finance, Marte serves as president of the Middletown Tennis Association, where he teaches tennis during the summer months. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and other entities through a broad network of investment adviser representatives. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers and wrap programs.

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 financial advisor with LPL Financial, holding the CFP® and Series 66 designations and possessing 19 years of industry experience. Prior to joining LPL Financial in 2024, he held various roles at firms including Bankers Life Securities Inc. and Massmutual. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and technology tools.

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.