Adrianne Vickers is a financial advisor at Stifel with 44 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals—both high net worth and non-HNW— institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Anthony Mak is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and having 30 years of industry experience. He has been with Merrill since 1996. He currently serves as Vice President of the Northern NJ Chapter of the International Society of Certified Employee Benefits Specialists, a professional networking group. 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 both model-based and discretionary investment strategies for a range of individual and institutional clients.

Robert Bednarek is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group for 17 years. His experience also includes a brief period at ShopRite of Cinnaminson. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its role in model portfolio delivery, commodity pool operation, and advisory services to multiple registered funds.

Antonina Sabelnik is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including Citigroup and JPMorgan Chase Bank. 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.

Mario Livecchi is a financial advisor at Osaic with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Investacorp Advisory Services, Wells Fargo Clearing, and Ameriprise. In addition to his advisory role, Livecchi is a financial executive at Princeton Investment Services, where he is involved in fixed insurance activities. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools, and is notable for its scale, complex affiliate network, and private-equity ownership.

Cara Werkheiser is a financial advisor at Merrill with a Series 66 designation and 13 years of industry experience. She has been with Merrill since 2010. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Gregson is a financial advisor at Fisher Investments with 18 years of industry experience. He holds a Series 66 designation and previously worked at New York Life Insurance Company for seven years before joining Fisher Investments in 2022. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized Investment Policy Committee that employs both quantitative and qualitative methods. The firm is notable for its extensive international client base and sub-advisory roles across various pooled investment vehicles.

Igor Istratii is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Northwestern Mutual, and Equitable Advisors. Prior to his financial services career, he worked at Les Halles Downtown for three years. 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 a range of individual and institutional clients.

Peter Olsen is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Christopher Storch is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. He has been with Merrill since 2009. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Gaines is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Axa Advisors LLC, MSI Financial Services, Inc., and Mutual of Omaha Investor Services, Inc. Outside of his advisory work, he serves as an umpire for the Suburban Travel Baseball League. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm employs a range of investment programs, often utilizing third-party managers and advisory models, with a focus on matching clients to appropriate strategies based on risk tolerance and plan information.

Eric Hansen is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of finance, he co-owned Hansen Coffee Roasters LLC for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework as part of its investment approach.

Christopher Kelly is a CFP® professional with eight years of industry experience currently advising at Ameriprise Financial Services. He previously worked at LPL Financial and Cardiome Pharma Corp. Outside of his advisory role, he serves on the Board of Directors for the Delaware Valley Food Pantry and is involved in tax preparation through his ownership of Penn Wealth Accounting Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Thomas Psaltis is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. and Merrill Lynch Asset Management since 1998. Outside of his advisory role, he serves on the board of Holy Trinity Greek Orthodox Church and is expected to take on a vice president position. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Trent Turner is a financial advisor with LPL Financial in Hatboro, PA, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at M&T Securities and Edward Jones. 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 financial planning and investment management services, supported by extensive advisory tools and platforms, and oversees over $819 billion in discretionary assets through a large network of advisors.

Kiera Hennessy is a financial advisor at UBS Financial Services with a Series 66 designation and four years at UBS following prior roles at Merrill, Janney Montgomery Scott, and Macquarie Investment Management. She has two years of industry experience and is based in Newtown, PA. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets solutions through its extensive platform.

Gia Brophy is a financial advisor with Merrill, holding a Series 66 designation and possessing 20 years of industry experience. She has been with Merrill since 2005. Outside of her advisory role, she works as a waitress at La Piazza Ristorante 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Michael Nemeroff is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and FINRA. He serves on a FINRA committee responsible for writing and reviewing continuing education regulatory content. 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.

Matthew Geraci is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. His prior roles include positions at J.P. Morgan Chase and University of Delaware. Matthew is based in Newtown, PA. Raymond James & Associates is a large 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 and non-discretionary investment consulting supported by a nationwide adviser network.

John Abbracciamento is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Bank of America and Merrill. Stifel serves a diverse range of clients, including individuals, institutional investors, and nonprofit entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.