Mark Maroldo is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks LLC for a combined total of 11 years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies.

Michael McLaughlin is a CFP® with 39 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He previously worked at Lincoln Financial Advisors Corp for 12 years and has operated McLaughlin Asset Management, Inc. since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies, and supports its network of over 22,800 advisors with advanced operational tools.

Gregory Gatesman is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Smith Barney and Julius Baer Group. Gatesman serves on the advisory board for the Cap Gemini Research Institute, contributing to the publication of the CapGemini world wealth report. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm utilizes proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans to clients’ goals and risk tolerances.

Mark Mucciacciaro is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, based in the Yardley, Pennsylvania branch office. He guides wealthy families and businesses through a goals-based wealth management process, focusing on understanding clients' goals, dreams, time horizons, and comfort with investments to help them achieve their desired results. Mark’s expertise encompasses areas such as college education planning, family wealth management strategies, retirement income, tax minimization, and services for endowments, foundations, and non-profits. Mark began his career in 1996 with Merrill Lynch in New York City and later joined Morgan Stanley in 2008 before returning to Merrill in 2016. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Plans Specialist™ (CRPS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mark earned a Bachelor of Science degree from Rutgers University. He has also served as an adjunct professor at Temple University, teaching Financial Planning in the MBA program of the Fox Business School. A native of South Jersey, Mark and his wife, Kathy, along with their children, Matthew and Nicole, have lived in Yardley since 2004. Outside of his professional role, Mark enjoys boxing, cooking, spending time with his family, and coaching his children in sports. He has been involved in the community as a past board member of the Embrace Kids Foundation.

Luke Gilbert is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and previously worked at TD Bank NA and Tumbling Dice Entertainment LLC. Merrill, along with its affiliate Managed Account Advisors LLC, offers 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.

Andrew Mazzo is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing structured discovery conversations and proprietary tools to model financial outcomes.

R. Michael Braender is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Grove Point Investments, H. Beck, and Minnesota Life Insurance Company. Outside of advising, he is involved as a registered representative with RMB Wealth Advisors, LLC, offering financial services to clients. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform providing a range of portfolio management and financial planning services through discretionary and non-discretionary programs.

Javid Jaraiedi is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 39 years of industry experience. He previously worked at Metlife Securities Inc. for 25 years before joining Mass Mutual in 2016. Outside of his advisory role, he owns Jaraiedi Financial Group, an LLC established for marketing his practice. MML Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach involves collaborative annual planning engagements using firm-approved software and offers a range of programs including asset management, wrap accounts, and educational seminars.

Amanda Green is a Series 66–licensed financial advisor with Merrill, based in Mount Laurel, NJ. She has eight years of industry experience and has worked at Bank of America, N.A. for five years and Merrill for fifteen 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. 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.

Drew Lorenz is a Wealth Management Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® professional. He is a third-generation Merrill advisor who adopts a client-focused approach to wealth management, taking care to understand his clients' priorities and goals. Drew leverages the resources of Merrill to address the diverse financial needs of his clients. He specializes in areas including retirement planning, portfolio construction, estate planning, college education planning, divorce transition planning, family wealth management strategies, philanthropic planning, tax minimization, socially responsible investing, and retirement income strategies. Drew holds a Bachelor's degree in Finance with a minor in Entrepreneurship from the University of Miami and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional duties, Drew participates in community organizations such as Achilles International, Juvenile Diabetes Research Foundation, Purple Stride - Pancreatic Cancer Walk, Urban Promise Camden, and Urban Promise Trenton. He enjoys activities including boating, fishing, photography, scuba diving, skiing, tennis, and spending time with his family.

Stephan Giffin is a financial advisor at Ameriprise with four years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2021, he worked in the automotive collision repair industry with several companies between 2016 and 2021. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Stephen Schmid is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America, Morgan Stanley, J.P. Morgan Chase Bank, and J.P. Morgan Securities. 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 clients, and institutional accounts.

Antony Thomas is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he supports clients in pursuing their financial goals through personalized wealth management strategies. He focuses on a broad range of client needs including divorce transition planning, executive compensation, family wealth management, legacy planning, and retirement income. Antony leverages insights from Merrill and banking solutions from Bank of America to craft flexible strategies suited to changing market conditions. Antony began his career after earning a Bachelor's Degree from New York University. He started as a Financial Advisor with Morgan Stanley in New York and subsequently held leadership roles managing multiple bank branch locations in New Jersey as Vice President at JPMorgan Chase and PNC. Returning to Morgan Stanley in 2018, he later joined Merrill in 2023 to continue assisting clients and families in protecting and growing their wealth. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Antony is involved in community service and dedicates time volunteering with local organizations. His personal interests include adventure sports, antiquing, billiards, boating, golfing, music, reading, running, spending time with his family, and writing.

Lori Hoppmann is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. She holds the Series 66 designation and is based in Newtown, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,000 advisors nationwide.

Jennifer Brady is a financial advisor at Ameriprise with five years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Brady holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm provides comprehensive advisory, brokerage, and insurance solutions, using a mix of research, modeling, and tax-efficiency analysis to generate tailored retirement recommendations.

Colin Markison is a Financial Advisor with Merrill Lynch Wealth Management and a member of The Hill Group since 2023. He transitioned into financial advising after a professional ice hockey career spanning six years, bringing discipline and attention to detail from his athletic background to his current role. Colin specializes in areas including Corporate Executive Services, Divorce Transition Planning, Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Personal Retirement Planning, Philanthropic Planning, Small Business Strategies, Sports & Entertainment, and Retirement Income. Colin graduated from the University of Vermont in 2015 with a Bachelor of Science degree in Community Development and Applied Economics. His interest in investments was sparked during his university studies, particularly through a class on investment analysis. He is a Certified Financial Planner (CFP) and holds the Personal Investment Advisor (PIA) designation. Colin is committed to providing unbiased advice and guidance, emphasizing accuracy and timely execution to earn client trust. Outside of his professional work, Colin enjoys golfing, ice hockey, pickleball, and table tennis. He lives in Bucks County, Pennsylvania with his wife Shannon and their three daughters.

Christopher Mc Donald is a financial advisor with LPL Financial in Langhorne, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc., Equitable Advisors, and various insurance carriers. 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 solutions delivered through a large network of advisors and utilizes a variety of advisory platforms and strategies.

Tesora Specca is a financial advisor at Merrill with 39 years of industry experience. She has been with Merrill since 1988 and holds Series 63 and Series 65 credentials. Outside of her advisory role, she is the owner of a small family-owned nursery, Specca's Nursery LLC, where she occasionally helps with planting flowers. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Adam Levine is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alec Fendrick is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has a diverse background including roles with the Ventnor City Police Department, SunMed Medical Solutions, the Law Offices of Fendrick and Morgan, and the U.S. Department of Homeland Security. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, offering fee-based financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client plans.