Patrick Trauger is a financial advisor with Ameriprise Financial Services LLC, holding CFP® and Series 66 designations and bringing 15 years of industry experience. He previously worked at LPL Financial and has been involved with Penn Wealth Planning since 2007. Trauger also serves on the finance committee for Habitat for Humanity in Bucks County. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to create personalized, non-discretionary recommendations delivered through a centralized consulting team.

David Walley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he serves as co-trustee for his father’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, including a unique emphasis on insurance-related products and bank deposit sweep options within its investment menus.

Kambiz Amirzafari is a financial advisor with LPL Financial in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at PRUCO Securities, LLC for nine years before joining LPL Financial in 2011. Amirzafari is also involved with MacLean Agency, LLC, where he sells various insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

Matthew Podgurski is a financial advisor with OSAIC based in Princeton, NJ, holding a Series 66 designation and bringing nine years of industry experience. His work history includes roles at New Century Financial Group, HR Block, Royal Alliance Associates, and Veritas Investment Group, where he serves as a market analyst. Outside of financial services, he is an eBay reseller. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes various asset-allocation tools and automated rebalancing to construct portfolios across a broad range of investment types, managing accounts on both discretionary and non-discretionary bases.

Edward Bowen is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2013. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Godfroy is a financial advisor with Ameriprise, holding CFP®, ChFC®, and Series 66 credentials and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advisory work, he is involved in real estate ownership unrelated to his investment activities. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team, integrating advisory, brokerage, and insurance solutions.

Neil Ahearn is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with American Portfolios for 23 years. He also sells term life insurance through an insurance broker. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a range of investment types.

Jessica Jensen is a Series 66-licensed advisor with Merrill in Yardley, PA, and has 10 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Elizabeth Biava is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has been with Merrill since 2019 and previously worked at Michael Kors and taught at Moravian College and Stuart Country Day School of the Sacred Heart. 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 various institutional investors.

Charles Gwynn is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America and Merrill. 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 institutions.

Stephen Moeller is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill for a total of nine years, with a two-year period at Recreation Equipment Inc in between. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Fawcett is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Lewis is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked for over 38 years. He assists clients and their families with asset accumulation, retirement planning and distribution, tax minimization strategies, and succession planning. His team focuses on providing customized strategies that leverage Merrill Lynch's research resources to meet each client's unique financial needs. Chris holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from St. Joseph's University with a Bachelor's degree and has a high school diploma from Central Bucks East. He is a member of the Bucks County Estate Planning Council and the Central Bucks Rotary. Chris lives in Doylestown, Pennsylvania with his wife Kara. He enjoys biking, golfing, and reading, and spends time with his three grown children.

Kiley Haws is a financial advisor with Primerica Advisors in Washington Crossing, PA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Primerica Advisors, she held positions at PFS Investments Inc. and Primerica Financial Services, among others. Outside of her advisory work, she has been involved in non-investment related referrals for home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies with support from third-party asset managers and custodians. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Michael Ames is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He previously worked at Bank of America and has experience in other roles including university employment and hospitality. Outside of his advisory work, Ames owns a sole proprietorship that builds custom personal computers based on client budgets. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Sears is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007. Outside of his advisory role, he is a general partner and manager of a pool services business, High Quality H2O Pool Services, and serves as a member of the board of directors for Serv Behavioral Health Systems. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Angela Moore is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Fisher is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill since 2017. Outside of his advisory role, Fisher is involved with the Princeton Youth Hockey Association as a youth ice hockey coach and officiates games for USA Hockey. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Stacia De Witt is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Allstate Insurance Company, Mutual of Omaha, and Thrivent Investment Management. 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 detailed retirement planning advice focused on income sources and tax-aware withdrawal strategies.

James Pfister is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes a long tenure at Ameriprise Financial Services, Inc., where he worked for 34 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.