Megan Getz is a Series 66 designated advisor at Raymond James Financial with two years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2024 and has additional roles with Raymond James Financial Services, Inc. and Gute Financial Services, Inc. Prior to joining Raymond James, she spent five years at Freedom Credit Union. Megan also serves as a branch office professional at Gute Financial Services Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and has unique affiliations including municipal advisory services and specialized SIMPLE IRA employer consulting programs.

Daniel Callahan is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including The Prudential Insurance Company of America, Mellberg, Citadel Federal Credit Union, and Citizens Securities, Inc. Outside of advising, he owns a private ATM business and serves as a trustee for the Callahan Insurance Trust. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to third-party asset managers within an integrated platform that also supports active sales of insurance and other financial products.

Joseph Haas III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Royal Alliance Associates, Inc. for six years and Signator Investors, Inc. for 21 years. Outside of his advisory role, he is involved in e-commerce and life coaching activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Lauren Williams is a financial advisor at Merrill with 9 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2016. Prior to joining Merrill, she was employed at Randstad for one year. 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 developed by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Gorman Jr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Gorman serves as treasurer on a nonprofit board and also holds a board chair position at another organization outside the investment industry. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement income planning through non-discretionary recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Michael Dichristofaro is a ChFC® with 20 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2015. He also holds CPA/PFS credentials and owns businesses providing tax services and insurance/benefits consulting. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform solutions.

Tara Ann Goral is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2006 and Bank of America, N.A. since 2009. Outside of her advisory role, she works as a health and nutrition coach for Optavia. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Martin Grourke is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and accumulating eight years of industry experience. He has been associated with Primerica Financial Services since 2015 and PFS Investments Inc. since 2017, alongside a long-term role in the Colonial School District since 2007. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, utilizing model-delivery strategies and discretionary separately managed account options supported by external asset managers and custodians.

Matthew Falsetti is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2007 and Bank of America, N.A. since 2013. 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 various institutional investors.

Mark Eskander is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held roles at Western Governors University, Amazon, Wells Fargo, and Seton Hall University. 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 institutions.

Michal Plonski is a financial advisor with Morgan Stanley in Yardley, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Sun Roofing and Lifetime Fitness. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning processes and a range of investment offerings.

Jennifer Williamson is a financial advisor with LPL Financial based in Yardley, PA. She holds the Series 66 designation and has 11 years of industry experience. Prior to joining LPL Financial in 2021, she worked with Waddell & Reed, INC. and various insurance carriers through W&R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by model portfolios, research, and technology-driven solutions.

Kyle Miller is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Lincoln Investment and The Prudential Insurance Company of America. Outside of his advisory work, he bartends on weekends at a craft brewery in Allentown, PA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

Murray Fox is a financial advisor with Cetera, holding a Series 63 designation and over 26 years of industry experience. He has been with Cetera and its affiliated entities since 2004 and has operated Creative Financial Services Inc. since 2000. Fox is also a CPA and president of Fox & Company PC CPA’s, a firm providing accounting and tax services since 1983. He serves as president and board member of Rachels Helping Hands Cancer Foundation, a nonprofit organization focused on fundraising and administration. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through multiple program structures and utilizes both affiliated and unaffiliated third-party managers.

Linda Bumbalo is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Bank of America and NewBridge Securities Corporation. 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.

Jeremy Bravo Sanmartin is a financial advisor with Merrill, holding a Series 66 designation and beginning his career in the industry. His prior experience includes roles at Bank of America and academic positions at Pennsylvania State University – Lehigh Valley, Northampton Area Community College, and Freedom High School. 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 individuals, high-net-worth clients, and institutional investors.

Mark Spina is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2010. Outside of traditional advisory roles, Spina is the owner and president of Focused on Integrity Inc., a business related to Primerica's operations. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies supported by third-party asset managers and custodians.

Thomas Kim is a financial advisor at Merrill with 37 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His career includes long-term tenures at both Bank of America and Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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 institutional entities.

Randi Snyder is a financial advisor at Merrill with 30 years of industry experience. She has held her current position at Merrill since 1995 and holds Series 63 and Series 66 licenses. 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.

Elizabeth Luckenbill is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Ross Stores Inc for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.