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

Benjamin Strovinsky is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Before joining Merrill in 2025, he worked in marketing and management roles, including positions at Inkwell Global Marketing and Stryde Management. 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 within Bank of America allows access to a broad product platform and related financial services.

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 with Merrill in Pennington, NJ, holding a Series 66 designation and 22 years of industry experience. She has worked at Bank of America and Merrill since 2015. 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 to individuals, high-net-worth clients, pension plans, and charitable organizations. The firm’s integration with Bank of America allows access to a broad suite of products and services beyond typical investment management.

Jack Elias is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Northwestern Mutual and Bank of America, N.A., as well as work in athletic association administration and education. 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.

Jessica Ovrutsky is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 10 years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ Advisory Risk Profiles and utilizing a combination of in-house and third-party investment managers.

Jacob Nichols is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has previously worked at SAP and Atrendia ApS. 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.

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 Certified Financial Planner (CFP®) with 20 years of experience in the financial services industry. He has been with Raymond James Financial since 2006, serving as an advisor for over 17 years. Outside of his advisory role, Fischer leases farmland for a large-scale solar power facility and owns an apartment house on his property in Flemington, NJ. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors, pension plans, and government entities, with a focus on tailored, non-discretionary investment solutions and risk-based reviews.

John Foran is a CFP® professional with 17 years of experience in the financial services industry. He has worked with LPL Financial since 2020 and has been involved with Foran Advisory Services, Inc. and Raymond James Financial Services from 2014 to 2020. Foran is also engaged in teaching through Financial Network Educators. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, including financial planning and retirement consulting, with access to model portfolios, third-party research, and various investment strategies.

Michael Cresap is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 1999. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm operates within Bank of America’s broader platform, offering access to a wide range of products and services.

Jason Newcomb is a financial advisor at LPL Financial with 32 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining LPL Financial in 2024, Mr. Newcomb worked at Cetera and Minnesota Life Insurance Company and has maintained a long-standing association with Newroads Financial Group since 1994. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and multiple investment management strategies.

Daniel Murphy is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Citizens Bank, Cambridge Investment Research, and Quest Capital Strategies. Outside of his advisory roles, he also served as a notary public for several years. 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.

Anthony De Lucia III is a financial advisor with Ameriprise in Trenton, NJ, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its predecessor firms since 1994. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering these recommendations through a centralized consulting team in partnership with client advisors.

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.

Timothy Hulme Jr. is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2013. 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 diverse client base that includes 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 offers access to a wide range of investment products and services.

James Vincent Greco is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors Corporation and AXA Advisors, LLC. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios with a range of investment options.

Asra Kiani is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and previously worked at PNC Bank and in the construction and steel industry. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, providing model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

John Veas is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been affiliated with Bank of America and Merrill Lynch Pierce Fenner & Smith Incorporated since 2013. 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 diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.