Robert Croyle is a financial advisor with Primerica Advisors in Chalfont, PA. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2025. His prior experience includes roles at Primerica Financial Services, College HUNKS Hauling Junk, Susquehanna University, Davis Feed Mill, and Pennridge School District. Outside of advisory work, he has been involved in sales of home security and automation products through affiliations with Primerica Mortgage and Primerica Client Services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs a curated third-party asset manager model with oversight from BNY Mellon Advisors and uses a tiered wrap fee structure.

Margaret Walsh is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience, including her current role since 2020. Her earlier work history includes positions at the University of Montana and the University of Notre Dame. 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.

Stephen Scaccetti is a financial advisor at LPL Enterprise with Series 63 and Series 65 designations and 43 years of industry experience. He has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC, beginning his career there in 1976. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines investment adviser programs with insurance products and lending solutions.

Frank Campbell III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Warrington, PA. LPL Enterprise 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 portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

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 with Merrill Lynch Wealth Management, serving clients primarily in the Greater Philadelphia region. He works with physicians, biotech and pharmaceutical professionals, business owners, and healthcare innovators, providing guidance on complex financial matters such as equity compensation, concentrated stock positions, estate and retirement planning, business ownership, and wealth transfer. He has expertise in wealth management tailored to professionals in healthcare, biotechnology, life sciences, and pharmaceuticals. His specialties include retirement planning, investment management, legacy and estate planning, particularly for physicians and business owners. Lawrence holds professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Lawrence earned a Bachelor's Degree from Rutgers University - New Brunswick and completed a Certificate Program at the Yale School of Management.

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.

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 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. from 2012 to 2017. Outside of his advisory role, he owns Curly Tail Ice Cream LLC, a food service business operating at festivals. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Justin Di Pasquale is a financial advisor with Ameriprise in Harleysville, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of his advisory role, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored, non-discretionary retirement advice through a centralized consulting team.

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 also been involved with I M Dougherty & Company, PC for over a decade. 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 variety of advisory programs and financial planning services supported by research and diversified investment strategies.

Cornelius Mccarthy is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with LPL Financial since 2008. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios from various sources.

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.

Andrew Sullivan is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America, N.A., and various positions outside finance, including time at Camp All-Sport and the University of Edinburgh. 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.

Arthur Strackhouse is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2008 and worked at Jourdan Wealth Management from 2016 to 2019. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public-finance work through a unique municipal advisor affiliation.