Peter Bednarek is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 28 years of experience in the financial services industry. He specializes in retirement planning, education funding strategies, estate planning strategies, health care expense planning, insurance, and annuities. Leveraging the resources of Merrill Lynch and Bank of America, Peter offers comprehensive financial strategies tailored to individual client needs, including college education planning, special needs planning, and retirement income. Peter holds a bachelor's degree from King's College and an MBA from Saint Joseph's University. He is a Personal Investment Advisor (PIA) and serves on multiple boards, including Integrate for Good where he is President, Lansdale Catholic High School, the Chamber of Commerce for Greater Montgomery County, and the Chalfont New Britain Business Alliance. He is also a member of the Eastern Montgomery County Chamber of Commerce. Peter is actively involved in his community, coaching youth basketball for Deep Run Valley Sports Association and teaching 2nd grade PREP at Mary, Mother of the Redeemer Catholic Church in North Wales, Pennsylvania. His personal interests include baseball, basketball, boating, fishing, football, golfing, running, softball, surfing, and spending time with his family.

Keith Wagner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Raymond James & Associates since 2019 and has prior experience with Insight Global and Ursinus College. Raymond James & Associates 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Theodore Zimmerman is the sole advisor at T.E. Zimmerman, Investment Services in Langhorne, PA. He holds a Series 63 designation and has experience in real estate, insurance, and personal and business management services dating back to 2006. Outside of investment management, he is active as a real estate agent and provides accounting and bookkeeping services. T.E. Zimmerman, Investment Services offers discretionary investment management primarily for pooled vehicles and institutional mandates. The firm serves a diverse client base, including sovereign wealth funds, pension plans, and both high-net-worth and non-HNW individuals, and combines traditional investment services with licensed real estate and insurance brokerage activities.