Pryia Roy is a financial advisor at Raymond James & Associates with five years of industry experience. Prior to joining Raymond James in 2020, she worked for the Department of Homeland Security for 21 years. She holds a Series 63 designation. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services.

Michael Cross Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at both Merrill and Bank of America since 2017. 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 integrates into Bank of America’s platform, enabling access to a wide range of products and services beyond typical managed account offerings.

Joseph D'amore is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining Ameriprise in 2022, he worked at LPL Financial, LLC and Penn Wealth Planning for over a decade. He also serves as an adjunct lecturer at Gwynedd Mercy University, teaching undergraduate courses. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm provides written recommendation reports combining research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and enhanced by algorithmic automation overseen by a Retirement Income Oversight Committee.

Andrew Murphy is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior work experience at Bank of America, Merrill Lynch, and the University of Virginia. Outside of his advisory role, he has been involved with the Cherry Hill Varsity Lacrosse Camp for several years. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Thomas Dupras II is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. since 2022 and Merrill since 2004. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates model-based and discretionary investment strategies within the broader Bank of America platform.

Sylvie Feist is a financial advisor at Merrill with 22 years of industry experience and holds the Series 66 designation. She has been with Merrill since 1996, totaling 30 years at the firm. Outside of her advisory role, she has a 70% ownership interest in Centra State Engineering, an engineering company based in New Jersey. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based, discretionary, and tax-aware investment strategies integrated with Bank of America’s broader platform.

Daryl Lipkin is a Series 66-licensed financial advisor at LPL Financial with 17 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and research from LPL Research.

Ryan Szaryko is a financial advisor with Charles Schwab in Princeton, NJ, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he is a part-owner of a hookah bar and lounge in Charlotte, NC. 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and order-routing services.

Andrew Abdelmalak is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America N.A., Grubhub, Tax Saving Solution, and EG Bank. Merrill 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 to a broad client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Salvatore Fortunato is a Series 66-licensed advisor with one year of industry experience, currently affiliated with Merrill. His prior roles include positions at LPL Enterprise, Prudential Advisors, and Bank of America. Outside of his financial advisory work, he has experience coaching at Saucon Valley Country Club. 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 diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Jon Strohl is Vice President and Branch Leader at Fidelity Investments, where he leads the local investment center. In this role, he oversees the provision of financial and investment guidance to clients, including one-on-one retirement planning, income strategies, college planning services, and integrated employee benefit strategies. He has been with Fidelity Investments since 2000, progressing through various roles including Trading Associate, Financial Representative, Financial Planning Consultant, and Regional Planning Consultant before becoming Branch Office Manager in 2018. His extensive experience within the firm reflects a breadth of knowledge in financial planning and client services. Details regarding his education, credentials, personal interests, or community involvement were not provided.

Gregory Roberts is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Michael Esposito is a Series 66-licensed financial advisor with Merrill in Pennington, NJ, where he has worked since 2011. He has 15 years of industry experience. Merrill offers managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm provides model-based and discretionary investment strategies supported by Bank of America’s broader corporate platform.

Lisa Kolbasowski is a financial advisor at Merrill with 22 years at the firm and 12 years of industry experience. She holds the Series 66 designation and is based in Princeton, NJ. 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 is integrated into Bank of America’s broader corporate platform, providing access to a wide set of products and services.

Francis Gakpo is a financial advisor with Charles Schwab holding Series 65 and Series 66 credentials and nine years of industry experience. He previously worked at Merrill from 2016 to 2024 and has been involved with the American Red Cross since 2014. Gakpo is currently based in Princeton, NJ, and has been with Charles Schwab since 2025. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and an integrated operational structure.

Philip Kijek is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill since 2002 and has also worked at Bank of America, N.A. since 2017. Outside of his advisory role, he is involved in a rental property business in Philadelphia. 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.

Stacey Heikkila is a financial advisor with Ameriprise in Phoenixville, PA, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise since 2010. Outside of her advisory role, she manages an advisory business through RXG Management LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Daniel Griffin is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Outside of his advisory work, he teaches fitness and cycling classes and works as a ski instructor. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

Louis Currie is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and having 12 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he owns a business involved in buying and selling Pokémon cards. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a broad range of model-based and discretionary investment strategies to individual, high-net-worth, and institutional clients.

Sally Parker Will is a financial advisor with Merrill in Pennington, NJ, holding Series 63, 65, and 66 licenses and 30 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she is an owner of a family summer home in Cape May, New Jersey, which is rented out to cover expenses and maintained under her oversight. 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 plans, and charitable organizations.