Kathleen Arnold is a financial advisor with Ameriprise in Lansdale, PA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written Recommendation Reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Leahy is a financial advisor with Merrill in Yardley, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Merrill and Bank of America since 2019, with prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Edward Jones. 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 institutions.

Jarrett Dawson is a financial advisor with Merrill, holding a Series 66 designation and offering 10 years of industry experience. He has been with Merrill since 2010. Outside of his advisory role, he serves as a consultant for the Financial Industry Regulatory Authority (FINRA) assisting with securities-related dispute resolution and operates a business called Wicked Willow in Lambertville, 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 plans, corporations, and charitable organizations.

Joshua Stencler is a financial advisor with Wells Fargo Advisors in Doylestown, PA, holding Series 63 and Series 66 licenses. He has five years of industry experience, including prior roles at LPL Financial, Raymond James Financial Services, and Mass Mutual. Before entering the financial sector, he worked in education and home remodeling. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options tailored to clients with certain net-worth thresholds, using proprietary research and tools to develop customized recommendations.

Daevon Austin is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work background includes roles at Merrill Lynch, The Vanguard Group, Adecco, Randstad, and Big Lots, as well as self-employment. 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 a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, and institutions.

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 in Warrington, PA, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Empire Today, and Kemper Insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management arrangements, and access to a range of brokerage and insurance products.

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.

Matthew Hartman is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Massachusetts Mutual Life Insurance Company and MML Investors Services, Inc. outside of his advisory role, he is involved in non-variable insurance related to investment activities. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Kevin Keaveney is a Senior Financial Advisor with Merrill Lynch Wealth Management in Doylestown, Pennsylvania. He began his career at Merrill Lynch Wealth Management in 2004 and has been working individually with affluent families and business owners since 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 large clients in the Mid-Atlantic Market. Kevin specializes in areas including LGBT Wealth Planning, Managing New Wealth, Women and Wealth, and Retirement Income. His approach focuses on understanding clients' priorities and assisting them in pursuing their financial goals through a disciplined process aimed at transparency and simplicity. He holds a Bachelor's Degree in Economics from Rowan University and is a Personal Investment Advisor (PIA). Kevin has been active in the Alpha Phi Delta National Fraternity and is involved with St. Jude Partner in Hope. He resides in Holland, PA, with his wife Jen and their two daughters, Hailey and Stella. In his spare time, Kevin enjoys playing golf, guitar, and spending time with his family.

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.

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.

Jorge Diaz is a financial advisor with Robert W. Baird & Co. in Townsend, Delaware, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at Baird since 2017 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies that range from traditional to non-traditional investments.

Stephen Scaccetti is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials, and has 42 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for nearly five decades. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through a platform that integrates advisor programs with sales of financial products and insurance.

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.

Brooke Blanche is a financial advisor with Merrill in Blue Bell, PA, holding a Series 66 designation and having one year of industry experience. Prior to joining Merrill, Brooke worked at Merrill Lynch Wealth Management and has a background that includes teaching Pilates at The Move, a studio in Boston, Massachusetts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.