Stephen Scaccetti is a financial advisor at LPL Enterprise with Series 63 and Series 65 designations and 43 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC from 1976 to 2024. LPL Enterprise serves a wide range of clients including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment programs, operating also as a broker-dealer and facilitating insurance product sales through affiliated entities.

Frank Campbell III is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 29 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1997 to 2024. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program, while also providing affiliated trust, insurance, and lending services.

Kevin Gonzalez Jacquez is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Courier Network, Home Depot Inc., and other companies. 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.

John O'Leary is a financial advisor at Merrill with 30 years at the firm and 20 years of industry experience. He holds a Series 66 designation and is based in Pennington, NJ. 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.

Lawrence Olivadoti Jr. is a Financial Advisor at Merrill Lynch Wealth Management, based in the Greater Philadelphia region. He serves businesses, individuals, families, and business owners, focusing on aligning their financial resources with their long-term goals. With over ten years of experience in financial services, Lawrence specializes in equity compensation, concentrated stock positions, retirement planning, investment management, business ownership, legacy planning, and estate planning. He assists clients in navigating complex financial decisions involving equity compensation, retirement plans, concentrated stocks, estate and retirement planning, business ownership, and wealth transfer. Lawrence holds a Bachelor's Degree from Rutgers University - New Brunswick and has completed a Certificate Program at the Yale School of Management. He has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His client focus includes corporate benefits, employee benefits planning, equity compensation services, investment consulting for defined contribution plans, legacy planning, personal retirement planning, portfolio management services, and small business strategies. His personal interests include adventure sports, chess, golfing, hiking, music, running, soccer, surfing, traveling, and writing.

Robert Lore is a Series 66-licensed financial advisor with Charles Schwab, based in Princeton, NJ, and has 17 years of industry experience. He previously worked at Blackrock Investments, LLC, serving there for seven years before joining Charles Schwab in 2019. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Brandon Blake is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill since 2008 and concurrently with Bank of America since 2011. 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.

Lawrence Cherney is a financial advisor with LPL Financial in Hamilton, NJ, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He previously worked at UBS Financial Services and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to institutional platforms, supported by advanced operational and research tools.

Christian Batcha is a Wealth Management Advisor with Merrill Lynch Wealth Management and The Shannon Group, having joined the team in 2017. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., and the Personal Investment Advisor (PIA) credential. Prior to his current role, Christian accumulated 17 years of experience as an equity trader with Bank of New York (Pershing) and Mirae Asset Securities, as well as 4 years in risk and audit at BlackRock. Christian graduated from Lehigh University with a bachelor's degree in Finance and attended Princeton Day School. His team focuses on managing the financial lives of multi-generational families, addressing goals such as education planning, retirement income, and philanthropic planning through personalized investment approaches. Outside of his professional career, Christian lives in Pennington, New Jersey with his wife Mary and their three children. He is involved in the community as a coach for Nassau Ice Hockey and enjoys football, ice hockey, running, spending time with his family, and traveling.

Jack Demouth is a financial advisor at Merrill Lynch Wealth Management. He focuses on delivering personalized financial planning services for individuals, families, and businesses, helping clients prepare for retirement, education, and estate planning. Jack and his experienced team utilize strategic planning to build personalized portfolios around clients' financial goals. Jack earned a Bachelor's degree in Finance from Rowan University. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). With expertise in areas such as college education planning, family wealth management strategies, retirement income, and tax minimization, Jack provides comprehensive advisory services. A native of Princeton Junction, Jack actively participates in his community through volunteering. He has over 10 years of volunteer experience with the West Windsor Little League and the West Windsor Volunteer Fire Company No. 1.

Dustin Hoffman is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 credential and previously worked at Bank of America, N.A. for five years. In addition to his advisory role, he owns and operates Curly Tail Ice Cream LLC, a food service business at festivals. 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.

Kyle Braender is a financial professional with 13 years of industry experience, currently associated with Cetera. He holds the Series 66 designation and has worked at various firms including Grove Point Investments, H. Beck, and Northwestern Mutual. In addition to his advisory role, he is involved with RMB Wealth Advisors, LLC, providing financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors, employing a multi-manager platform with various program structures and investment options.

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.