Justin Di Pasquale is a financial advisor with Ameriprise in Harleysville, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of his advisory role, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored, non-discretionary retirement advice through a centralized consulting team.

Allison Chaki is a financial advisor at Merrill with 18 years at the firm and a total of 10 years of industry experience. She holds a Series 66 designation and is based in Doylestown, PA. 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 developed by internal and third-party managers.

Evan Peterson is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at MSA Capital Group and Ampak Data and Electrical. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ian Dougherty is a financial advisor with LPL Financial, holding five years of industry experience. He has worked at LPL Financial since 2021 and has operated I M Dougherty & Company, PC since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Cornelius Mccarthy is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and possessing 27 years of industry experience. He has been with LPL Financial since 2008 and previously worked at BLBB Advisors from 2006 to 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.

Sherwin Forde is a financial advisor with Primerica Advisors in Norristown, PA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of his advisory role, he is involved in tax preparation and accounting through his own CPA practice and owns a separate business, The Logos, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and delegates trading responsibilities to third-party managers while maintaining oversight of model selection and portfolio management.

Peter Carpenter is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Merrill since 1998, including roles at Merrill Lynch Canada starting in 2007. 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 developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Uehling is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Carolyn Sanderson is a Certified Financial Planner (CFP®) with 23 years of industry experience. She has worked at Morgan Stanley since 2014 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she serves on the boards of The Watershed Institute, an environmental organization, and CIEE, an education nonprofit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

Arthur Strackhouse is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2008 and worked at Jourdan Wealth Management from 2016 to 2019. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Brian Lucas is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2006. He serves on the Board of Directors for Camp Discovery in Langhorne, PA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Gallagher is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He focuses on guiding clients through various financial challenges and life milestones by developing personalized wealth management strategies. His approach integrates investment portfolio management, estate planning services, and wealth transfer techniques to address a wide range of client needs. Gallagher’s expertise encompasses college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing including ESG, and retirement income planning. He combines the resources of a major financial services firm with his team’s capabilities to deliver customized solutions. He holds a Bachelor’s Degree from The College of New Jersey and maintains professional designations including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Gallagher is active in community organizations such as the Girl Scouts of Eastern Pennsylvania, Boy Scouts of America, and Habitat For Humanity. Outside of work, his interests include baseball, basketball, cooking, fishing, football, gardening, golfing, music, traveling, and spending time with his family.

Christopher Mac Donald is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch since 2007. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Ashby is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Merrill Lynch since 2010 and is also associated with Bank of America. 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, and institutional investors.

Pryia Roy is a financial advisor with Raymond James & Associates in Newtown, PA, holding a Series 63 designation and having five years of industry experience. Prior to joining Raymond James & Associates in 2020, she worked for the Department of Homeland Security for 21 years. Raymond James & Associates, Inc. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Michael Cross Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Merrill and Bank of America since 2017. Prior to that, he was unemployed from 2015 to 2017. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Joseph D'amore is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Penn Wealth Planning. Additionally, he serves as an adjunct lecturer at Gwynedd Mercy University, teaching undergraduate courses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written retirement-income recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.

Kristin Jones is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Thomas Dupras II is a Series 66 licensed financial advisor at Merrill with 4 years of industry experience. He has worked at Bank of America, N.A. since 2022 and Merrill since 2004. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sylvie Feist is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 credential and possessing 22 years of industry experience. She has been with Merrill since 1996. Outside of her advisory role, she holds a 70% ownership stake in an engineering company located in Monroe, New Jersey. 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 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.