Brooke Blanche is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch Wealth Management. Outside of her advisory role, Brooke works as a Pilates instructor at The Move, a Pilates studio in Boston. 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.

Louis Pastore is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors for 10 years before joining LPL in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Barbara Spitzlei is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has worked with Ameriprise and Wells Fargo Advisors in various capacities since 2013. Outside of her advisory role, she is employed as a paraplanner at KSP MLS LLC. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing tailored recommendations on income sources, Social Security claiming, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support these plans and delivers services through a large institutional platform with a broad range of advisory, brokerage, and insurance solutions.

Robert Clarke is a financial advisor at LPL Financial with 29 years of industry experience. He has been with LPL Financial since 2005 and holds Series 63 and Series 65 licenses. His outside business activities include managing two registered DBAs, RWC Investment Management, LLC and RWC Investment Mgmt, LLC, based in Doylestown, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by proprietary research and third-party model portfolios.

Pascale Abi Khattar is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2007, as well as Bank of America, N.A. since 2016. 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 plans, charitable organizations, and corporate fiduciaries.

Joseph Ochotny Jr. is a financial advisor with Cetera who holds the PFS™ designation and has 27 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services, Inc. for 27 years and operates his own CPA practice since 1990. He serves on the board of directors for Meghan's Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm with over 10,000 advisors, offering portfolio management, financial planning, and retirement services to a diverse client base including individuals, employer-sponsored plans, corporate, charitable, and institutional accounts. The firm provides multiple investment platforms and program structures, incorporating both affiliated and third-party money managers.

Arthur Strackhouse is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to his current role, he worked at Jourdan Wealth Management from 2016 to 2019. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

David Marshall is a Certified Financial Planner® with 20 years of industry experience. He has been with UBS Financial Services Inc. since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products supported by proprietary research and capital market assumptions.

Christopher Chichilitti is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Cetera and its affiliate Cetera Investment Services since 2005. Outside of his advisory work, he co-owns a contract painting business and also works part-time as a travel agent specializing in planning trips to Disney World and Universal Studios. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and customizable strategies across multiple program structures.

Philip Fiore III is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Massachusetts Mutual Life Insurance Company. Since 2024, he has been associated with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Joseph Herron is a Series 66 licensed financial advisor with 23 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Cetera, CUSO Financial Services, Citadel Federal Credit Union, Lincoln Investment, and TD AMERITRADE. Herron also held a position at Grenade Supply Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management with access to model portfolios and research.

Eric Tuller is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research. Outside of his advisory role, he is also involved in selling fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services through a nationwide network of independent advisors and utilizes a multi-manager platform with access to diverse investment programs and third-party managers.

Kyle Ryan is a CFP® and ChFC® affiliated with LPL Financial, holding securities registration Series 66 and bringing six years of industry experience. He has worked with Menninger & Associates, Cetera Advisor Networks, Voya Financial Advisors, and Primerica. Outside of his advisory roles, he contributes as a subcontractor article editor for LendEDU. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with access to model portfolios, research, and a range of discretionary and non-discretionary management solutions.

John Sanders is a financial advisor with Cambridge Investment Research Advisors holding Series 66 and Series 63 certifications and four years of industry experience. He previously worked at The Vanguard Group and has experience in financial services and other sectors including education and retail. He served with the United States Soccer Federation (Elkridge Youth Organization) for over a decade. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through independent Financial Professionals. The firm provides financial planning, investment management, and retirement plan advisory services using a range of portfolio management strategies and platforms.

Aaron Holland is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2016. Outside of his advisory role, he operates a nanny service called Kids in Tow. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, providing tailored financial planning through its advisors and specialized estate planning teams. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and scenario modeling in its financial planning process.

Michael Geoghegan is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Bank of America, The Vanguard Group, Northwestern Mutual, and Go-Page Corporation. 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.

Gregory Dries is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured processes and proprietary modeling tools.

David Wood is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. He previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he owns SEA BUDDY ENTERPRISES LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Philip Grossman is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Grossman holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Cheryl Berry is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Thrivent and its affiliates since 2017. Prior to her advisory role, she worked as faculty in the dental hygiene clinic at Montgomery County Community College, where she taught clinical skills. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account solutions under a consolidated billing option called “WealthPlan.”