Tyler Jordan is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Tyler focuses on helping clients develop clear and confident financial plans by building long-term relationships based on trust and proactive service. He works closely with clients to anticipate their needs and adjust financial and retirement plans as circumstances and markets change. Outside of his professional work, Tyler enjoys fitness, hiking, skiing, and traveling.

John Quinn Jr. is a financial advisor at Merrill with 29 years of industry experience. He has been with Merrill since 1996 and holds Series 63 and Series 66 licenses. He serves as a director on the board of the LIMRA LOMA Secure Retirement Institute, a nonprofit organization. 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.

Spencer Cowan is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has been with Merrill since 2015 and has worked at Bank of America, N.A. since 2018. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Debasish Mukherjee is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and three years of industry experience. His previous roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Kemper Insurance, and Empire Today. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Drake Bayard is a financial advisor with Raymond James & Associates. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining Raymond James, he held positions in education and technology sectors, including roles at The College of New Jersey and Infor. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Nancy Scordo is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 credentials. She has nine years of industry experience, including over a decade at J.P. Morgan Securities and seventeen years with JPMorgan Chase Bank, N.A. She is based in Princeton, NJ. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Matthew Hartman is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including long-term service with Massachusetts Mutual Life Insurance Company and MML Investors Services, Inc. Hartman is also involved in non-variable insurance activities related to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and other institutions, offering financial planning, model portfolios, and institutional platforms through a large network of advisors.

Kevin Keaveney is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch Wealth Management in 2004 and transitioned to working individually with wealthy families and business owners in 2020. Prior to his private practice, Kevin held various leadership roles within the firm, primarily as a Wealth Management Specialist collaborating with Trust, Alternative Investment, Annuity, and Retirement specialists to serve the largest clients in the Mid-Atlantic Market. Kevin's expertise includes areas such as LGBT wealth planning, managing new wealth, women and wealth, and retirement income. He holds a Bachelor's Degree in Economics from Rowan University and maintains the Professional Investment Advisor (PIA) designation. Kevin is affiliated with the Alpha Phi Delta National Fraternity and participates in community involvement as a St. Jude Partner in Hope. Outside of his professional activities, Kevin enjoys golfing, soccer, traveling, and spending time with his family. He resides in Holland, PA with his wife Jen and their two daughters, Hailey and Stella.

Edward Marsh is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2003. 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 strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alexis Tucker is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Alexis held roles at Northwestern Mutual and MassMutual Tri State. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

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 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.

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 works with businesses, individuals, families, and business owners to align their financial resources with their long-term goals. He specializes in areas including equity compensation, concentrated stock positions, retirement planning, investment management, business ownership, legacy planning, and estate planning. His expertise encompasses helping professionals and business owners navigate complex financial decisions related to equity compensation, retirement plans, 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 holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA).

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.

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.

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.