Peter J. Bednarek is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 28 years of experience in the financial services industry. He specializes in providing comprehensive wealth management strategies tailored to the unique needs and goals of his clients. His approach includes planning for retirement, education funding, retirement income, estate planning, health care expense planning, insurance, and annuities, complemented by access to banking and lending solutions through Bank of America, N.A. Peter holds a bachelor's degree in History from King's College and earned his MBA from Saint Joseph's University. He carries the Personal Investment Advisor (PIA) designation and holds leadership roles as Board President of Integrate for Good and as a board member for Lansdale Catholic High School and the Chamber of Commerce for Greater Montgomery County, PA. He is also a member of the Eastern Montgomery County Chamber of Commerce. Peter is actively involved in his community, coaching basketball teams for Deep Run Valley Sports Association and teaching 2nd grade PREP at Mary, Mother of the Redeemer Catholic Church. He resides in Montgomery Township and enjoys baseball, basketball, boating, fishing, football, golfing, running, softball, surfing, and spending time with his family.

Keith Wagner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Raymond James since 2021 and previously held positions at Insight Global and Ursinus College, among others. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.