Stacia De Witt is a financial advisor at Ameriprise with 11 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Allstate Insurance Company, Mutual of Omaha Insurance Company, and Arkansas Community Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on retirement income strategies and tax-aware withdrawals.

James Pfister is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked for Ameriprise Financial Services, Inc. for 34 years. His career also includes brief periods at Pruco Securities LLC and Follett Ice. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, and third-party asset management solutions.

Nathan Raccagno is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. His background also includes roles at the University of Mount Olive and Trenton Country Club. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edward Gruber is a financial advisor with Morgan Stanley in Yardley, PA, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside his advisor role, he is the general partner and owner of Broad Street Sports Capital Management, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured assessments and approved planning tools to develop tailored financial strategies.

Mark Smalley is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bank of America and Merrill since 2016. Outside of his advisory role, he works part-time as an independent contractor driver for Uber and Lyft. 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, and institutions.

Benjamin Strovinsky is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Inkwell Global Marketing, Stryde Management, and has held roles in telecommunications and education. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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 various institutional investors.

David Shantz is a ChFC® and Series 63 licensed financial advisor with Ameriprise in Doylestown, PA, bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations that incorporate modeling, tax-efficiency analysis, and adaptive withdrawal strategies. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Doris Mcgann is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Jack Elias is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes positions at Northwestern Mutual and Bank of America, along with experience in both education and athletic associations. 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 variety of client types including individuals, high-net-worth clients, and institutions.

Jacob Nichols is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2022 and has prior experience at SAP and Atrendia ApS. Nichols also spent several years at Fairfield University in multiple roles. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Weizer is a financial advisor at LPL Enterprise with a Series 66 designation and has been with the firm since 2026. He has 13 years of experience with Delaware Valley Vital-Link Inc. in addition to his role at LPL. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both 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.

Andrew Pilone is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has seven years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. His work history includes service at both firms before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Frank Fischer is a CFP® with over 20 years of experience in the financial services industry. He has been with Raymond James Financial and its affiliated entities since 2006. Outside of his advisory role, he leases part of his farm property for a large-scale solar power facility and owns a small apartment house on the same property. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses various analytical tools to support client goals, while also maintaining unique municipal advisory services and specialized retirement plan consulting programs.

David Robidoux is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked previously at BlackRock and Bank of America. Outside of his advisory role, he is a part owner of a vending machine business. 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 non-discretionary program. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Cresap is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Merrill since 1999. 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 plans, corporations, and charitable organizations.

Brendan O'Reilly is a financial advisor with Ameriprise in Yardley, PA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored recommendations, supported by a centralized consulting team and algorithmic tools.

Daniel Murphy is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Citizens Bank, Cambridge Investment Research, and Quest Capital Strategies. Outside of advising, he served as a notary public from 2013 to 2022. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Antoinette Pellegrini is a financial advisor with Wells Fargo Advisors in Doylestown, PA, holding a Series 63 designation and bringing 40 years of industry experience. She has been with Wells Fargo Advisors and its affiliates since 2004. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Jamie Zibelman is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, Jamie worked at Bank of America and buybuy Baby. 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 for a range of clients including individuals, high-net-worth clients, and institutional investors.

Timothy Hulme Jr. is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill and Bank of America, N.A. since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a broad client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.