Sean McGee is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is one of a limited group of Senior Portfolio Managers qualified to manage investments directly without delegating decisions to other managers, enabling him to manage portfolios on a discretionary basis using his personalized and defined strategies. With over 30 years of experience, Sean has assisted individuals, families, and business owners in achieving their financial goals. His expertise includes executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He assists clients through comprehensive planning, structuring accounts, and managing investments dynamically in changing financial markets. Sean also provides support through Bank of America, N.A. with home financing, securities-based lending, and banking needs. Sean holds the Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned a Bachelor of Science in Mechanical Engineering from Lehigh University and a Master of Business Administration from the Darden Graduate School of Business Administration at the University of Virginia. His personal interests include biking, photography, swimming, and traveling. Sean has served in leadership roles such as chairing the Reunion Committee at Lehigh University and holding board positions at Raritan Valley Community College and the Hunterdon Art Museum.

Patrick Campbell is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds a Series 65 designation and previously worked at McAdam LLC. Outside of his advisory work, he has experience in the restaurant industry, having been involved with Cobble & Co Restaurant and Dublin Deck Bar & Grill. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice.

Shara Motola is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill and Wells Fargo Clearing. Motola is based in Lawrenceville, NJ. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

Michael Bebawi is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he develops personalized financial strategies designed to help clients pursue their long-term financial goals. He leverages investment insights from Merrill along with banking and lending solutions from Bank of America to create flexible wealth management plans tailored to changing market conditions. Michael holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from Rutgers University after completing his high school education at South Brunswick High School. In addition to his professional work, Michael participates actively in community service and volunteers with local organizations, reflecting the Merrill tradition of community engagement.

Karla Miller is a financial advisor with Merrill based in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at Merrill since 1996 and has been with Bank of America since 2011. Outside of her advisory role, she serves as a co-trustee for the L.D.M. Family Trust and is the owner of LDMAM LLC, a company that holds land and provides liability protection. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sean Mc Cabe is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to help them manage their financial priorities, ranging from buying a home and saving for children's education to preparing for healthcare needs. With his role as a Merrill Financial Solutions Advisor and as a Personal Investment Advisor (PIA), Sean collaborates with clients to define their goals and develop portfolio strategies designed to achieve them. He provides ongoing advice and adapts portfolios as clients' situations change. Sean holds a Bachelor's Degree from Virginia Polytechnic Institute & State University.

Paul Rutsky is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Christopher Borsuk is a financial advisor with Ameriprise in Pennington, NJ, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in independent insurance brokering and was previously owner of Compass Advisors Group, LLC, which was used for insurance and marketing activities. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research and modeling to provide non-discretionary, tax-efficient recommendations, with a focus on assets held in Ameriprise-managed accounts and uses algorithmic tools overseen by an internal committee.

Christopher Certo is a Financial Advisor at Merrill Lynch Wealth Management. He works with professionals and business owners to simplify their financial picture and build strategies aligned with their long-term goals. His approach is straightforward and collaborative, focusing on helping clients understand their options clearly and make informed decisions with confidence. Certo's expertise includes structuring investments more efficiently, improving tax positioning over time, and navigating financial decisions as clients' careers and income evolve. He concentrates on client focus areas such as college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. He holds a Bachelor's Degree from Rutgers University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of work, Christopher enjoys music, soccer, swimming, volleyball, and spending time with his family.

Davis Walker is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services Inc., Davis Walker Financial Services, LLC, Northwestern Mutual, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Jeffrey Mattonelli is a CFP® professional with seven years of experience in the financial industry. He is currently with LPL Financial and has prior experience at Van Leeuwen & Company, LLC and Lincoln Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services.

Emil Baczyk is a CFP® with 22 years of industry experience, currently serving at RBC Capital Markets in Princeton, NJ. His prior roles include positions at PNC Investments and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Ryan Johnson is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked for Raymond James & Associates Inc and Bank of America, N.A. prior to his current role. 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.

Leona Thompson is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Her background includes roles at several firms such as Vanguard and Bank of America, along with diverse experience in multiple other companies across various industries. 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.

Christine Arnold is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Keith Calandra is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at PGIM Investments, Prudential Investment Management Services, Bank of America, and Hennion & Walsh Inc. Outside of advising, he manages a small number of rental properties. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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 institutions.

Daniel Loftus is a Senior Financial Advisor and Portfolio Manager with the Lewis Rosenwald Loftus Group at Merrill Lynch Wealth Management in Doylestown, Pennsylvania. He has over 20 years of experience in the financial industry, most of which has been with Merrill Lynch. Daniel works closely with clients on various financial areas including college education planning, family wealth management, endowments, foundations, non-profits, legacy planning, retirement income, and socially responsible investing. Daniel holds a Bachelor's degree in Finance from the University of Scranton and earned his MBA from LaSalle University. He has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor (CRPC), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), among others. He is an active member of professional organizations such as the Bucks County Estate Planning Council and serves on the Doylestown Township Bike & Hike Committee. Residing in Doylestown with his wife Ellen and their three children, Daniel is involved in the community through the Doylestown Athletic Association. He enjoys an active lifestyle including running, biking, golfing, swimming, and coaching youth sports teams.

Brian Reznikov is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Merrill, Grubhub, and several educational institutions. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leslie Weigand is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. She previously worked for Lincoln Investment Planning, Inc. from 1987 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Garren Nowicki is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career as an actuary with PricewaterhouseCoopers and Ernst & Young before transitioning to wealth management in 2000. Garren holds a bachelor's degree from Pennsylvania State University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His practice focuses on education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategies, and retirement income. Garren is engaged with professional and community organizations such as the Pennsylvania State University Alumni Association, Nittany Lion Club, THON, Upper Makefield Youth Baseball and Softball, and the Yardley Makefield Soccer Club. Outside of work, Garren spends time with his wife and four children, often participating in or watching soccer. He also enjoys baseball, football, interior decorating, skiing, softball, traveling, volleyball, and watching movies.