Clare Shaw is a financial advisor with Cetera, holding a Series 63 designation and bringing 21 years of industry experience. Prior to joining Cetera in 2025, she spent 20 years with Avantax Investment Services and its related entities. In addition to her advisory role, Clare operates her own CPA practice and serves as a director for the Pennsylvania Society of Tax and Accounting Professionals. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform with a comprehensive range of portfolio management and retirement services. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors.

Nicholas Salerno is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, and Emerging Growth Equities. He is based in Pennington, NJ. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Jankowski serves as a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has spent his entire financial services career since joining the firm in 2001. In his role, he focuses on helping clients navigate complex financial matters including unwinding concentrated stock positions, managing stock option strategies and exercise, pension planning, long-term compensation planning, and implementing tax-efficient investment methods. His approach is goal-based and client-centric, operating in a fiduciary capacity with a fee-based, product-agnostic strategy that emphasizes controlling taxes, risk, and fees. Matt holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and earned his Bachelor's Degree from Delaware Valley College. He was recognized in Forbes' 2018 list of "America's Top Next-Generation Wealth Advisors," reflecting his professional accomplishments and standing within the industry. He resides in Doylestown with his wife Ali and their three dogs, Murphy, Maggie, and Gertie. Outside of his professional commitments, Matt enjoys spending time with family and friends, golfing when time permits, as well as football, ice hockey, and traveling.

Krista Moffatt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she is involved in managing a rental property jointly owned with her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Peczinka is a financial advisor with Stifel, holding a Series 66 designation and five years of industry experience. Prior to joining Stifel in 2025, he worked at Merrill from 2020 to 2025 and held various roles at firms including Merrill Lynch, LCI, and ISD Jackson. Outside of his financial advisory career, he owns and operates ECO Hamilton LLC, a retail store specializing in electronic vaping products. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy developed through its Investment Strategy Group.

Mark Bogdon is a financial advisor at Merrill with 26 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors for over two decades. Outside of his advisory role, he serves as power of attorney for his mother, managing her affairs as needed. 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.

Brian Odelli is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Luke Brown is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, First Financial, The Vanguard Group, Inc., and Ranstadt. Outside of his advisory work, Brown also serves as an Uber driver in San Francisco. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining adviser programs with active financial product sales.

Ryan Csencsitz is a financial advisor at Merrill with 24 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002 and holds a Series 66 designation. 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 and profit-sharing plans, corporations, and charitable organizations.

Brendan Silva is a financial advisor at Merrill with Series 66 credentials and eight years of industry experience. He has been with Merrill since 2016 and has concurrently worked at Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Pastor is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2017, following five years at National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Nicholas Ritchie is a financial advisor at Merrill with two years of industry experience and holds a Series 66 designation. His prior work includes roles in education and rehabilitation services. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Harvey is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 credential and has been with Bank of America and Merrill since 2016. Harvey serves as a power of attorney for his parents, which is noted as a fiduciary role outside of his advisory work. 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 both model-based and discretionary investment strategies for a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Angelo is a CFP® professional with 31 years of experience in the financial industry. He is currently affiliated with LPL Financial, where he has worked since 2023. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing, spanning over a decade. Angelo also operates Second Level Financial, a tax preparation and accounting business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Brian Arrow is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2022. Prior to that, he was associated with Cuna Brokerage Services, Inc. and Cuna Mutual Group beginning in 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, retirement plan consulting, brokerage services, and utilizes model portfolios and research to support its investment strategies.

Jose Vasquez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with Primerica in various capacities since 2014 and previously worked at Valley Forge Medical Center for 15 years. Outside of his advisory role, Vasquez works as a self-employed caregiver and serves as a cross country referee for Springfield Township High School. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure to manage client portfolios.

Mark Elliott is a financial advisor at LPL Financial with 28 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Eileen Washbourn is a financial advisor at Merrill with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1992. 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.

Jason Colaiaco is a financial advisor with Merrill in Pennington, NJ, holding Series 65 and Series 66 designations and possessing 21 years of industry experience. He has been with Merrill since 2009. 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.

Karen Kelly Arroyo is a financial advisor at Merrill with 23 years of industry experience. She has held her current position since 2009 and holds Series 65 and Series 66 licenses. 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 CIO teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.