Michael Haderer is a CFP® with 20 years of industry experience, currently affiliated with LPL Enterprise since 2024. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, Chase Investment Services Corp., Merrill, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in voice-over work for radio, TV, and podcasts. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and related services.

Michael Tamayo is a financial advisor with Merrill, holding Series 66 and Series 63 licenses. He began his advisory role at Merrill in 2026 and has prior experience working at Village Brewing Company and Division Cafe. 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 using model-based and discretionary investment strategies.

Andrea Stine is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Lorne Keller is a financial advisor at Morgan Stanley with 29 years of industry experience. He has held roles at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Keller holds Series 63 and Series 66 designations and serves as a trustee involved in investment decisions and estate administration. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating market simulations and investment estimates.

James Schultz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as trustee and executor for his father’s trust and estate. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Vitanzo is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He focuses on connecting complex market analytics with his clients' personal financial goals, emphasizing transparency, technical rigor, and trust in wealth planning. John has extensive experience in the financial industry, having served as Managing Director of Institutional Equities at both Oppenheimer & Company from 2008 to 2024 and CIBC World Markets from 2000 to 2008. Prior to that, he was Vice President and Retirement Plan Manager at Merrill Lynch from 1995 to 2000. Outside of his professional career, John enjoys a variety of activities including beach outings, fishing, football, golf, and surfing.

Nicholas Burk is a CFP® with four years of industry experience, currently serving at Morgan Stanley in Lawrenceville, NJ. His background includes five years at UBS Financial Services Inc. and seven years at North Jersey Country Club prior to entering the financial advisory field. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, with a financial planning process that incorporates structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Lauren Mugavero is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Merrill, alongside 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 a range of model-based and discretionary investment strategies.

Brian Strandskov is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with Stifel and previously worked at Bank of America and Merrill. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group.

Karen Edelman is a CFP®, ChFC®, and Series 63 registered advisor with UBS Financial Services in Lawrenceville, NJ. She has 28 years of industry experience, including 26 years at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Aaron Griswold is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Securities LLC, Fidelity Brokerage Services LLC, Santander Securities, LLC, Mass Mutual, and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with portfolio implementation tailored by strategy and client tax sensitivity.

Kenneth Stewart is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery conversations and firm-approved tools, with offerings that span retail and institutional investment solutions.

Anastasios Geivelis is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America, N.A. since 2010. Outside of his advisory role, he is the sole owner of a rental property business in Hamilton, New Jersey. 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.

Thomas Buckley is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1992. Merrill, along 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 with model-based and discretionary investment strategies developed by internal and third-party managers.

Thomas Griffiths is a financial advisor with Merrill, holding a Series 66 designation and over 22 years of industry experience. He has been with Merrill since 2003. Outside of his advisory role, he works as a travel agent with Journey with CP LLC. 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 clients including individuals, high-net-worth clients, and institutions.

Floyd Carl is a financial advisor with STIFEL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, Carl is active in several nonprofit and community organizations, including serving on boards and committees for groups such as the Leukemia & Lymphoma Society of Philadelphia, Advancing Opportunities of NJ, and Penn State University Libraries. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

James Stidham is a Series 66-licensed financial advisor with Merrill, having four years of industry experience. Prior to joining Merrill, he worked at Bank of America and was involved with Burke Brothers Landscape and Design. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutional investors.

Wilford Lawrence is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2008 after working at Wachovia Securities. Wil holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification, as well as designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Saint Joseph's University in Philadelphia. Wilford’s professional focus is on developing deep, personal relationships with a select group of individuals and families who have achieved financial success. His expertise spans corporate benefits, education planning, family wealth management, legacy planning, liquidity management, portfolio management, tax minimization, retirement income, and strategies tailored for sports and entertainment clients. Wilford emphasizes creating personalized, goals-based wealth management plans designed to help clients enjoy the results of their hard work while navigating changing market conditions. Residing in Medford, New Jersey, Wilford lives with his wife Jackie, their two children, Rowan and Ford, and their dog, Rudy. An avid Philadelphia sports fan, he actively participates in his children’s sports activities and values spending quality time with his family. Wilford is also engaged in community service through volunteering, reflecting a commitment aligned with Merrill’s tradition of community involvement.

Jacqulynn Arimenta is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1994. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, institutional, and charitable clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Jeffrey Purvis II is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and eight years of industry experience. He has been with Merrill for ten years. 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.