Yan Pollack is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Asset Management and Goldman Sachs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and comprehensive investment research.

Thomas Lewis is a Financial Advisor with Merrill Wealth Management. He joined Merrill Lynch in March 2024 and is based in Doylestown, Pennsylvania. Thomas partners with individuals and families to develop investment strategies aimed at long-term growth, income, and financial confidence. He began his career in finance immediately after completing his education. Thomas graduated from Saint Joseph's University in 2020 with a Bachelor's degree in Business and Finance. During his time at university, he competed as a Division I golfer. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) credential. Thomas works with clients across various areas including education planning, family wealth management strategies, managing new wealth, portfolio management, and retirement income. He is also involved in the Bucks County Estate Planning Committee. Outside of work, Thomas enjoys golf, billiards, hiking, biking, basketball, and woodworking. He lives in Doylestown with his fiancée, Sara, and their German Shepherd/Husky mix, Luna.

William Trudell is a financial advisor with Merrill, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Frederick Wagner Jr. is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2020 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as Membership Chair for LeTip of Doylestown, a local networking organization. Raymond James & Associates provides financial planning and investment consulting to a diverse clientele, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting and public finance activities.

David Wagner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Commonwealth Financial Network and Avantax Investment Services, and he owns Wagner Financial Services. Outside of advisory work, Wagner also operates a tax services business and has experience working as a food delivery driver. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering both proprietary and third-party model strategies with discretionary and non-discretionary options tailored to client objectives.

Matthew Osman is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2010. Outside of his advisory role, he has been involved with the Shimon D. Sarah Birnbaum Jewish Community Center and the Match Fit Academy for over a decade. 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, charitable organizations, and corporate fiduciaries.

Ashwin Mudiraj is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America since 2017. Prior to his career in finance, he was involved with Aloha Grove Surf Shop for three years. 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 including individuals, high-net-worth clients, and institutional investors. The firm is integrated with Bank of America’s corporate platform, providing access to a wider set of products and services.

Joseph Maida is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services since 1999 and has owned Maida & Maida LLC, an accounting and tax preparation firm, since 2008. Maida serves as a trustee and member of the Finance and Budget Committee at the Princeton Senior Resource Center. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform with various program structures and custodial relationships.

Thomas Cannizzo Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Allied Wealth Partners, Minnesota Life Insurance Co, and Securian Financial Services. 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 brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Thomas Olszak is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Natalie Russano is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2015. 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 integrates investment management with Bank of America’s broader corporate platform, providing access to a wide range of financial products and services.

Alyssa Soto is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2020. Prior to joining Merrill, she was a co-inventor and co-partner at PairMe Products LLC, a company focused on a product that helps children put on their shoes correctly. She also serves as a board member of the Lambertville Area Education Foundation, a nonprofit organization that raises funds and votes on educational grants for the South Hunterdon Regional School District. 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 plans, charitable organizations, and corporate fiduciaries.

Gregory Polhemus is a Senior Financial Advisor and Portfolio Manager with Loughran, Condit & Associates, a wealth management team based in Princeton, New Jersey. He has been with Merrill Lynch Wealth Management since 2005 and brings over 20 years of experience in the financial services industry. Gregory focuses on wealth management planning for high-net worth individuals, families, businesses, and foundations, providing customized financial strategies tailored to clients' goals. Gregory's expertise spans a wide range of areas including retirement and education planning, equity award and stock option programs, retirement plans such as 401(k) and defined benefit pensions, concentrated stock management, cash and fixed income management, alternative investments, trust and estate planning services, insurance needs, and tax strategies. He is a qualified Portfolio Manager and facilitates access to investment strategies from Merrill and approved third-party managers. His clients include senior executives, private and public companies, 401(k) and equity compensation plans, foundations, and trusts. He holds a Bachelor of Arts degree in Economics from Lafayette College and an MBA from Villanova University. Gregory also holds the Certified Plan Fiduciary Advisor® (CPFA) designation, is a Retirement Benefits Consultant (RBC), and maintains FINRA Series 7 and 66 registrations. He resides in Ewing, New Jersey with his wife.

Dustin Illgen is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and organizations with tailored investment strategies through various advisory programs, combining in-house and third-party managers to provide discretionary and non-discretionary portfolio management and financial planning services.

Gregory Kizelevich is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016, following seven years at UBS Financial Services Inc. 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 is integrated into Bank of America’s broader corporate platform, providing access to a wide array of products and services.

Brian Shaw is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and having 33 years of industry experience. He has worked at Bank of America and Merrill since 2013. 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, charitable organizations, and corporate fiduciaries.

Brian Trymbiski is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors. He serves as a subcommittee member on the audit and finance committee for the Catholic Leadership Institute, reviewing financial statements and reporting findings to the board. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with capabilities in institutional consulting and municipal public finance.

Jeremy Mc Kenna is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he worked in various roles including at Bausch + Lomb and managed two taverns, Sitting Duck Tavern and Bottle Hill Tavern. 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, and institutional investors.

Michael Lennox is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill since 2008, totaling 18 years at the firm. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm offers a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jacqueline Tregortha is a financial advisor with Merrill, holding a Series 66 credential and five years of industry experience. Her prior roles include positions at Bofa Securities, Royal Alliance, Commonwealth Financial Network, and CPA firms. She is also the sole owner of a rental property in Fort Myers, Florida. 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.