Wangari Gikanga is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2006. 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’s integration with Bank of America’s broader platform allows access to a wider set of products and services than many peers.

Gerald Barlow is a financial advisor at Ameriprise Financial Services LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LLC and Penn Wealth Planning. Outside of his advisory role, he is a business owner of Penn Wealth Accounting Group, where he prepares and reviews tax returns. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies, relying on proprietary investment research and third-party data.

Alexander Salak is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2006 and Bank of America since 2011. Outside of advising, he is the owner of Riverview Dental, LLC, a for-profit dental business in New Hope, Pennsylvania. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

J Douglas Riva is a CFP® and ChFC® with 41 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2017 and previously spent five years at Bank of America, N.A. He serves as a board member for the Paradise Point Homeowners Association in Lakeville, PA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 financial advisors.

Thomas Logue is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Merrill in two periods, from 2013 to 2021 and since 2022, and has also been affiliated with Lowe and Fidelity Investments. 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 plans, charitable organizations, and corporate fiduciaries.

Joseph Brauner is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Pro Unlimited, Huey's Knight Club, Bar Anticipation, and Rutgers University. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, 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 delivers institutional consulting via its Institutional Fiduciary Solutions division.

Daniel Leahy is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked previously at American Portfolios Financial Services, American Portfolios Advisors, and Equitable Advisors LLC. Outside of his advisory role, Leahy is involved as managing director at Capital Wealth & Tax Management, LLC, where he sells fixed insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party solutions to construct and manage portfolios across multiple asset classes.

Harish Pasupuleti is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, and tax minimization. Harish's financial planning process emphasizes putting clients and their goals at the center of his work. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Harish earned his Bachelor's Degree from Boston College, concentrating on Finance and Marketing with a minor in Philosophy. Harish maintains active community involvement as a member of the Hun School of Princeton Young Alumni Association. He divides his time between Brooklyn, New York and Princeton, New Jersey.

Tamara Naylor is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of her advisory role, she is a co-owner of a rental property in Trenton, NJ. 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, and other institutional clients.

Ernest Dimascia is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1985 and transitioned to LPL Enterprise in 2024. In addition to his advisory role, he is involved with The Warrington Insurance Group, focusing on property and casualty insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, supported by an integrated platform that combines adviser programs with sales of financial products including insurance.

Matthew Frickmann is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and previously worked in the hospitality sector at Harvest Seasonal Grill and Bonefish Grill. 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 wide range of clients including individuals, high-net-worth clients, and institutional investors.

Kevin Flood is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Retirement Investment Services and Cadaret, Grant & Co., Inc. He is involved with Spectra Associates, Inc. and Spectra Pension Associates, Inc., where he serves in a fiduciary capacity and as a third-party administrator. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Agne Solano is a Series 66-licensed financial advisor with Merrill, based in Richboro, PA, and has 14 years of industry experience. She has been with Merrill since 2009. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Brian Shue is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, he acts as a power of attorney for his mother. 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 investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Scott Cantwell is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with MML Investors Services since 2014 and with Mass Mutual Life Insurance Company since 2013. In addition to his advisory role, he also acts as an agent for individual life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by proprietary software and educational seminars.

Robert Maher is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has held positions at Merrill Lynch, Bank of America, and Charles Schwab since 2020. Prior to his advisory career, he worked in logistics and painting, and he was also employed at The Pennsylvania State University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance via multi-asset model portfolios and maintains a large, integrated operational structure supporting its extensive client base.

Joshua Schneider is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2011. 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 leverages integration with Bank of America to deliver a wide range of investment products and services.

Alan Hark is a financial advisor at LPL Financial with 14 years of industry experience and holds the Series 66 designation. He has been with LPL Financial since 2011 and also operates Hark & Associates P.C., providing accounting, tax, and business consulting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a wide range of advisory programs and financial planning services.

Karen Machin is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Ameriprise Financial and KPMG, LLP. She serves on the Board of Directors for Philly Financial Literacy Week and participates on its planning committee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a collaborative, non-discretionary process utilizing proprietary research and third-party data.

Ross Hart is a financial advisor with Raymond James & Associates in Newtown, PA, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program, alongside institutional consulting and public finance capabilities.