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.

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 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. from 2012 to 2017. Outside of his advisory role, he owns Curly Tail Ice Cream LLC, a food service business operating at festivals. 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 a range of clients including individuals, high-net-worth investors, and institutions.

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.

Robert Clarke is a financial advisor at LPL Financial with 29 years of industry experience. He has been with LPL Financial since 2005 and holds Series 63 and Series 65 licenses. His outside business activities include managing two registered DBAs, RWC Investment Management, LLC and RWC Investment Mgmt, LLC, based in Doylestown, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by proprietary research and third-party model portfolios.

Allison Chaki is a financial advisor at Merrill with 18 years at the firm and a total of 10 years of industry experience. She holds a Series 66 designation and is based in Doylestown, PA. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Evan Peterson is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at MSA Capital Group and Ampak Data and Electrical. 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.

Ian Dougherty is a financial advisor with LPL Financial, holding five years of industry experience. He has also been involved with I M Dougherty & Company, PC for over a decade. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services supported by research and diversified investment strategies.

Cornelius Mccarthy is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with LPL Financial since 2008. 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 retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios from various sources.