Clara Siegel is a financial advisor with Merrill, holding a Series 66 credential and seven years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Robin Lewis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Primerica Financial Services since 2011 and PFS Investments Inc. since 2012. Outside of advisory work, he serves as an office manager for Jodie Banks, LLC and works as an independent contractor with Custom Benefit Plans. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies with a range of tactical and strategic approaches. The firm operates at scale with thousands of advisors and offices and utilizes third-party asset managers along with BNY Mellon Advisors and Pershing for trade execution and custody.

Austin Radomski is a Series 66 licensed financial advisor with two years of industry experience. He currently works at LPL Enterprise and has prior experience with firms including Pruco Securities LLC and PennWest California. Outside of finance, he has worked in the food service industry and education. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and various financial products through its network of investment adviser representatives.

Thomas Lahey is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at Bank of America and Merrill since 2010. Outside of advisory, he is a partner at Emerson Reid, where he acts as a group health insurance broker for small businesses. 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 diverse client base including individuals, high-net-worth clients, and charitable organizations.

Lynn Sandt is a financial advisor at Charles Schwab with 17 years of industry experience. She holds the Series 66 designation and previously worked at Lear Investment Management and Phlox Capital Management, among other roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational and custody arrangements.

Jeffrey Wiedmann is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2011. Outside of his advisory role, he is involved with an outside business based in Philadelphia. Merrill, together with its affiliate Managed Account Advisors LLC, provides 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.

Patricia Niles is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. She previously worked at Janney Montgomery Scott for ten years and currently serves as Branch Manager at Lutschaunig Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal and retirement plan advisory services.

Jared Lynch is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having four years of industry experience. Prior to joining LPL Financial, he worked at The Vanguard Group and held various roles outside the financial industry, including positions at Anthony's Coal Fired Pizza and Merion Golf Club. 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 and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

Thomas Panebianco Jr. is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1992. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Barry Duran Harris is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2004. In addition to his advisory role, Harris serves with the North Brunswick Democratic Organization, representing local residents' needs to the committee. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edward Adams is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cetera since 2006 and has been involved in multiple related business activities, including serving as an adjunct professor at Rider University since 1988 and managing his own CPA practice focused on tax and audit services. He also holds board roles in organizations such as Paedeia, Inc., a medical development company, and the Trenton Cycling Revolution. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and unaffiliated third-party managers.

Bruce Hesse is a financial advisor with Cetera, holding the PFS™ designation along with Series 63, 65, and 66 licenses. He has 31 years of experience in the industry, including a long tenure at his own firm, Hesse Financial Service, from 1984 to 2016. Outside of his advisory work, he serves as president of a condominium association and manages a tree farming operation in Maine. Cetera Investment Advisers LLC supports a large network of independent advisors, serving individual, corporate, charitable, and institutional clients with portfolio management, financial planning, and retirement services. The firm offers various program structures and investment options, including model portfolios and third-party managers, and oversees over $256 billion in assets.

Oliver Hannay is a Series 66 credentialed financial advisor with Merrill, based in Pennington, NJ, and has 23 years of industry experience. He has been with Merrill Lynch since 2003. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Ricker is a financial advisor with LPL Enterprise, holding the Series 66 designation and beginning his advisory career in 2025. His prior work experience includes positions in retail and food service industries, as well as attendance at West Chester University. 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 primarily uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Amanda Entenberg is a Vice President and Financial Consultant at Fidelity Investments. She partners with individuals and their families to create specific financial plans tailored to their unique situations by understanding their preferences and objectives. Amanda combines her dedication to planning with the resources available at Fidelity to pursue success aligned with her clients' goals. She has been with Fidelity Investments since 2017, progressing through roles including Relationship Manager, Investment Consultant, Financial Consultant, and currently Vice President Financial Consultant. Prior to joining Fidelity, Amanda worked as a Financial Advisor at Raymond James from 2015 to 2017.

Joshua Flesch is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and Dworetsky Financial. Outside of advising, he is a general partner and managing member of a for-profit entity called NJ Wire Guys. Merrill, along with its affiliate Managed Account Advisors LLC, 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 for individuals, high-net-worth clients, and institutions.

Anthony Hasen is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Wells Fargo Clearing in 2022. He serves as a board member of the General Church of the New Jerusalem in Bryn Athyn, PA, where he evaluates the performance of the church’s investment advisor against its investment policy statement. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is investment policy statement-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Marcus Bolton is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work history includes roles at Bank of America, Target Transportation, CDW, FedEx Ground, and Rutgers Recreation. 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, and charitable organizations.

Cornell Fields is a Financial Consultant at Fidelity Investments, where he has been working since 2021. He focuses on partnering with clients to develop, design, and implement financial plans dedicated to their long-term financial goals. His approach involves empowering individuals and families to utilize their finances to work toward what is most important to them. Before joining Fidelity Investments, Cornell served as a Senior Retirement Consultant at Prudential Retirement from 2015 to 2021. Prior to that, he was a High Net Worth Relationship Manager at Vanguard from 2011 to 2015, and a Financial Advisor at Merrill Lynch from 2007 to 2009. Throughout his career, he has built meaningful relationships with clients and combined his expertise with the resources of his employers to help clients move towards their financial goals.

Patrick Seiler is a CFP® credentialed financial advisor with Raymond James & Associates in Newtown, PA, bringing 30 years of industry experience. He has been with Raymond James & Associates since 2011 and has regulatory experience with FINRA dating back to 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering a range of financial planning, advisory, and consulting services supported by extensive research and multiple portfolio management styles.