David Schmidt is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2014 and had prior experience with Nationwide Securities, LLC from 2012 to 2015. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Riley Masterson is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Newtown, PA. He has two years of industry experience, having worked with Cambridge Investment Research, Inc. prior to his current role. His background includes positions outside finance, such as at Sycamore Grill and Penn Community Bank. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals of varying net worth, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies across multiple platform arrangements.

Majdah Dphrepaulezz is a financial advisor with Cetera in Doylestown, PA, holding Series 63 and Series 66 credentials and 26 years of industry experience. Her prior work includes tenures at Cetera Wealth Services, LLC and Altus Wealth Management, LLC. She also provides financial coaching and counseling services for widows and divorcees through a separate financial services business. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, allowing advisors to implement model portfolios, select third-party managers, or create customized strategies.

Bruce Dimicco is a financial advisor at Stifel with 42 years of industry experience. He has worked with Stifel since 2007 and holds a Series 63 designation. Outside of his advisory role, he serves as treasurer for the Middletown Monthly Meeting of Friends and the Coxton Lake Environment Preserve, and he is a board member of the A Marlyn Moyer Scholarship Foundation, which awards first-year college scholarships. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses as a basis for client decisions.

Frank Lucchesi Jr. is a financial advisor at Morgan Stanley with five years of experience in the industry. He holds a Series 66 designation and has previously worked at Merrill Lynch Wealth Management, The Mercadien Group, and has experience in security services and hospitality. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis.

Robert Grambor is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at Bank of America N.A. and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Dana Turano is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding a Series 63 designation and 30 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Angela Cannon is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2017. Prior to that, she was associated with Nick Hilton Princeton and Rider University. 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 a variety of clients including individuals, high-net-worth clients, and institutional investors.

Alexander Tennant is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2020, he held roles at Bloomsburg University, Fox Pool Management, and Newtown Athletic Club. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Marc Hicks is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Waddell & Reed, various insurance carriers, and leading Hicks-Strybuc, LLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Duane Davis is a financial advisor at LPL Enterprise with a Series 66 designation and no prior advisory industry experience. Before joining LPL Enterprise in 2025, he worked at Chubb Limited from 2012 to 2025. Outside of his advisory role, he is involved in a non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven and includes access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Joseph Ward is a financial advisor with Merrill holding a Series 66 designation and four years of industry experience. He previously worked at Bank of America N.A. and has a background as a self-employed musician performing at weddings. 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 individual and institutional clients.

Mona Abdel Malek is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at PNC Investments LLC and PNC Bank. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Muneshwar Prashad is a financial advisor at Merrill with 27 years of industry experience. He has been with Merrill since 1998 and holds Series 63 and Series 65 designations. 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 and profit-sharing plans, corporations, and charitable organizations.

Kenneth Dusablon is a financial advisor at Primerica Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Primerica Advisors and Primerica Financial Services since 2022. In addition to his advisory role, he is an Associate Management Consultant with Greencastle Consulting. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Wangari Gikanga is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2006. 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.

Alexander Salak is a financial advisor with Merrill, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at Merrill since 2006 and Bank of America since 2011. Outside of his financial advisory role, he is the owner of Riverview Dental, LLC, a for-profit business. 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.

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 at Merrill with 22 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes multiple periods at Merrill totaling 12 years, as well as roles at Lowe and Fidelity Investments. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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 using model-based and discretionary investment strategies developed by internal and third-party managers.

Anthony Dorsey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been with Primerica Advisors since 1999 and has been affiliated with Primerica Financial Services since 1997. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes an operational model with tiered wrap fees, focusing on individual investors rather than institutional pension or profit-sharing plans.