Lisa Rainforth is a Series 66-licensed financial advisor with Merrill, where she has worked since 2014. She has 12 years of industry experience. Outside of her advisory role, she works as a beauty sales consultant for Mary Kay on a limited basis. 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 both model-based and discretionary investment strategies for individual and institutional clients, including high-net-worth individuals and pension plans.

Connor Taylor is a financial advisor at Merrill with Series 65 and Series 66 credentials and two years of industry experience. His prior work includes roles at Bank of America and Metedeconk National Golf Club. 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 investors, pension plans, corporations, and charitable organizations.

Fei Luo is a Financial Advisor with Merrill Lynch Wealth Management based in Orlando, Florida. Fluent in English and Mandarin, Fei specializes in serving clients from diverse cultural backgrounds, including Chinese families, by providing tailored financial planning and investment management strategies. With expertise in family wealth management, personal retirement planning, portfolio and investment strategy, as well as retirement income, Fei focuses on helping individuals and families develop and achieve their short-, mid-, and long-term financial goals. As a Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA), Fei offers comprehensive guidance on topics such as retirement planning, tax optimization, and asset preservation. Outside of work, Fei is an avid pickleball, skiing, and tennis enthusiast and actively participates in the Orlando pickleball community. He is committed to building strong, lasting relationships with clients by delivering accessible and knowledgeable advice to support critical financial decisions.

Edward Shown is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 2006 and Bank of America, N.A. since 2011. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Graham Dendler is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and Merrill, as well as experience outside finance working at Trenton Country Club. He also competes in golf events organized by the Philadelphia Section PGA. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Caroline Posthumus is a Series 66-licensed advisor with Merrill, based in Pennington, NJ, and has 23 years of industry experience. She has been with Merrill since 2004. 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, pension plans, corporations, and charitable organizations.

Shaun Conahan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Conahan serves on the board of the Indian Valley Chamber of Commerce, where he helps organize the annual golf outing. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Gary Kennedy is a CFP® with 38 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves as a board member of the Mary Mother of the Redeemer Finance Council in North Wales, PA, and acts as an executor for his father-in-law’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

William Reiner Jr. is a CFP®-designated financial advisor with over 31 years of industry experience. He has worked at LPL Financial since 2021 and spent 16 years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Reiner is also involved as an insurance agent selling term and universal life products. 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 both discretionary and non-discretionary management options, supported by research and model portfolios.

Todd Hess is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2016. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Marino is a financial advisor with Merrill, holding Series 63 and Series 66 designations and possessing 16 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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.

Margaret Finney is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Julia Bialoglowa is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill since 2007. 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 strategies supported by internal and third-party investment teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Mazda is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 39 years of industry experience, including over two decades at Cantella & Co., Inc. and managing Mazda Capital Management LLC since 2001. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and proprietary strategies while maintaining documented controls related to affiliated strategies and advisor business relationships.

Justin Fein is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Bank of America N.A. and MLPF&S since 2012. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Viglianti is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 8 years of industry experience. He has been with Merrill since 2015. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Kim is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on working in the best interest of his clients to maximize their resources and execute sound financial plans tailored to their unique priorities. Steven’s areas of experience include college education planning, family wealth management strategies, personal retirement planning, and retirement income. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Virginia and a Master of Business Administration (MBA) from Yonsei University Graduate School of Business. Steven is fluent in both English and Korean. Outside of his professional role, Steven enjoys bowling, cooking, golfing, pickleball, and tennis. He is committed to prioritizing his clients’ financial well-being and takes pride in making an impactful difference in their lives.

Christopher Slowey is a financial advisor with UBS Financial Services in Newtown, PA, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, G.distributors, LLC, and Gabelli & Company, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

Thomas Taggart is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

April Halloran is a financial advisor with Merrill, holding the Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with Merrill since 2004. Outside of her advisory role, she serves as a trustee on the board of Morrisville Presbyterian Church, a charitable organization, where she oversees building and grounds matters. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.