David Schmidt is a Series 66 credentialed financial advisor with 14 years of industry experience, currently practicing at LPL Financial in Jamison, PA since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios from internal and third-party sources.

Majdah Dphrepaulezz is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been associated with Cetera and its affiliate Cetera Wealth Services since 2013. Additionally, she provides financial coaching and advisory services focused on widows and divorcees through her other business, Altus Wealth Management. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting diverse investment strategies and program structures.

Frank Lucchesi Jr. is a financial advisor at Morgan Stanley with five years of experience in the industry. He holds a Series 66 designation and has previously worked at Merrill Lynch Wealth Management, The Mercadien Group, and has experience in security services and hospitality. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis.

Robert Grambor is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension plans, and corporate fiduciaries. The firm integrates closely with Bank of America’s platform, providing access to a broad set of financial products and services.

Dana Turano is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding a Series 63 designation and 30 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Angela Cannon is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2017, following prior roles at Nick Hilton Princeton and Rider University. Merrill 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 to individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s broader platform, providing access to various financial products and services.

Jason Wacaster is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 license. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of investment strategies and affiliated products supported by a nationwide network of more than 23,700 advisors.

Patrick Brown is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Patrick earned his Bachelor's Degree from West Virginia University. Further details regarding his experience, areas of expertise, personal interests, or community involvement have not been provided.

Alexander Tennant is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020. Prior to his current role, his background includes positions at Bloomsburg University and Fox Pool Management. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Duane Davis is a Series 66-licensed financial advisor with LPL Enterprise. He joined the firm in 2025 following a 13-year tenure at Chubb Limited. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party asset management, and access to various financial products.

Joseph Ward is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2021 and at Bank of America N.A. since 2023. Outside of his advisory role, Ward is a self-employed musician who performs at weddings on weekends. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Mona Abdel Malek is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at PNC Investments LLC and PNC Bank. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Tammy Eng Palmer is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill since 2006 and holds Series 63 and Series 65 licenses. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm benefits from its integration with Bank of America’s corporate platform, providing access to a wide range of products and services.

Muneshwar Prashad is a financial advisor at Merrill with 27 years of industry experience. He has been with Merrill since 1998 and holds Series 63 and Series 65 credentials. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of investment strategies including model-based, discretionary, and tax-aware options. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Kenneth Dusablon is a financial advisor at Primerica Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Primerica Advisors and Primerica Financial Services since 2022. In addition to his advisory role, he is an Associate Management Consultant with Greencastle Consulting. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Wangari Gikanga is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2006. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America’s broader platform allows access to a wider set of products and services than many peers.

Gerald Barlow is a financial advisor at Ameriprise Financial Services LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LLC and Penn Wealth Planning. Outside of his advisory role, he is a business owner of Penn Wealth Accounting Group, where he prepares and reviews tax returns. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies, relying on proprietary investment research and third-party data.

Eddie Jimenez is a financial advisor at Fidelity with 17 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios through intermediary platforms.

J Douglas Riva is a CFP® and ChFC® with 41 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2017 and previously spent five years at Bank of America, N.A. He serves as a board member for the Paradise Point Homeowners Association in Lakeville, PA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 financial advisors.

Thomas Logue is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Merrill in two periods, from 2013 to 2021 and since 2022, and has also been affiliated with Lowe and Fidelity Investments. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.