Jonathan Ling is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and 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. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Boccia is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, with prior roles at LPL and Private Advisor Group. Outside of his advisory role, he serves as an administrator for a non-investment-related entity called J D B. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Max Claycomb is a financial advisor at Fidelity with two years of industry experience and a Series 66 designation. Prior to joining Fidelity, he worked at the Copperhead Grille and Ess, and he spent five years with the West-Windsor Plainsboro Regional School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it is noted for its use of algorithmic methods and AI in research as well as its advisory roles with multiple registered investment companies.

Clare Shaw is a financial advisor with Cetera, holding a Series 63 designation and bringing 21 years of industry experience. Prior to joining Cetera in 2025, she spent 20 years with Avantax Investment Services and its related entities. In addition to her advisory role, Clare operates her own CPA practice and serves as a director for the Pennsylvania Society of Tax and Accounting Professionals. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform with a comprehensive range of portfolio management and retirement services. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors.

Nicholas Salerno is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, and Emerging Growth Equities. He is based in Pennington, NJ. 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, pension plans, corporations, and charitable organizations.

Matthew Jankowski serves as a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has spent his entire financial services career since joining the firm in 2001. In his role, he focuses on helping clients navigate complex financial matters including unwinding concentrated stock positions, managing stock option strategies and exercise, pension planning, long-term compensation planning, and implementing tax-efficient investment methods. His approach is goal-based and client-centric, operating in a fiduciary capacity with a fee-based, product-agnostic strategy that emphasizes controlling taxes, risk, and fees. Matt holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and earned his Bachelor's Degree from Delaware Valley College. He was recognized in Forbes' 2018 list of "America's Top Next-Generation Wealth Advisors," reflecting his professional accomplishments and standing within the industry. He resides in Doylestown with his wife Ali and their three dogs, Murphy, Maggie, and Gertie. Outside of his professional commitments, Matt enjoys spending time with family and friends, golfing when time permits, as well as football, ice hockey, and traveling.

William Dixon is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2017. Outside of his advisory role, he operates a sole proprietorship managing an e-commerce site. 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 delivers model-based and discretionary investment strategies to a diverse client base, including individuals, high-net-worth clients, and institutional investors.

Krista Moffatt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she is involved in managing a rental property jointly owned with her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Peczinka is a financial advisor with Stifel, holding a Series 66 designation and five years of industry experience. Prior to joining Stifel in 2025, he worked at Merrill from 2020 to 2025 and held various roles at firms including Merrill Lynch, LCI, and ISD Jackson. Outside of his financial advisory career, he owns and operates ECO Hamilton LLC, a retail store specializing in electronic vaping products. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy developed through its Investment Strategy Group.

Mark Bogdon is a financial advisor at Merrill with 26 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors for over two decades. Outside of his advisory role, he serves as power of attorney for his mother, managing her affairs as needed. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Brian Odelli is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Luke Brown is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, First Financial, The Vanguard Group, and Ranstadt. Outside of his advisory role, he also works as an Uber driver. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program, along with affiliated trust custody and insurance services.

Elkin Parker Jr. is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prudential Investment Management Services and PGIM Investments before joining J.P. Morgan in 2019. Outside of advisory services, he is a joint owner of a real estate property rented on Airbnb. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Ryan Csencsitz is a financial advisor at Merrill with 24 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002 and holds a Series 66 designation. 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.

Brendan Silva is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2018. Brendan has been associated with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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 and profit-sharing plans, corporations, and charitable organizations.

Anthony Pastor is a financial advisor with LPL Financial in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at National Planning Corporation, OneAmerica Securities, Cetera Wealth Services, and Principal Financial Services. Pastor has been with LPL Financial since 2017. 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, employing various investment strategies and tools, and supports a large network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Nicholas Ritchie is a financial advisor at Merrill with two years of industry experience and holds a Series 66 designation. His prior work includes roles in education and rehabilitation services. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Harvey is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 credential and has been with Bank of America and Merrill since 2016. Harvey serves as a power of attorney for his parents, which is noted as a fiduciary role outside of his advisory work. 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 a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Angelo is a CFP®-designated financial advisor with over 31 years of industry experience. He is currently with LPL Financial and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he owns a small personal office condominium and operates Second Level Financial, a tax and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research tools and a broad network of over 22,800 advisors.

Priti Patel is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with a prior tenure at JPMorgan Chase Bank, N.A. extending back to 1985. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.