Cornelius Mccarthy is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and possessing 27 years of industry experience. He has been with LPL Financial since 2008 and previously worked at BLBB Advisors from 2006 to 2008. 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 a range of financial planning and investment management services, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.

Sherwin Forde is a financial advisor with Primerica Advisors in Norristown, PA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of his advisory role, he is involved in tax preparation and accounting through his own CPA practice and owns a separate business, The Logos, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and delegates trading responsibilities to third-party managers while maintaining oversight of model selection and portfolio management.

Pascale Abi Khattar is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2007 and at Bank of America, N.A. since 2016. 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, retirement plans, corporations, and charitable organizations.

Joseph Ochotny Jr. is a financial advisor at Cetera with 28 years of industry experience. He holds the PFS™ designation and securities licenses Series 63 and Series 65. Prior to joining Cetera in 2025, he spent 27 years at Avantax Investment Services, Inc. He is also a certified public accountant with over 36 years of experience and serves on the board of directors for Meghan's Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager investment platform serving individual, corporate, charitable, and institutional clients nationwide. The firm provides a range of portfolio management and retirement services through discretionary and non-discretionary programs, supported by a network of more than 10,000 advisors and over $256 billion in assets under management.

Peter Carpenter is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Merrill since 1998, including roles at Merrill Lynch Canada starting in 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 developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Uehling is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Andrew Sullivan is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America, N.A., and various positions outside finance, including time at Camp All-Sport and the University of Edinburgh. 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.

Arthur Strackhouse is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2008 and worked at Jourdan Wealth Management from 2016 to 2019. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Brian Lucas is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2006. He serves on the Board of Directors for Camp Discovery in Langhorne, PA. 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 written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Gallagher is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He focuses on guiding clients through various financial challenges and life milestones by developing personalized wealth management strategies. His approach integrates investment portfolio management, estate planning services, and wealth transfer techniques to address a wide range of client needs. Gallagher’s expertise encompasses college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing including ESG, and retirement income planning. He combines the resources of a major financial services firm with his team’s capabilities to deliver customized solutions. He holds a Bachelor’s Degree from The College of New Jersey and maintains professional designations including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Gallagher is active in community organizations such as the Girl Scouts of Eastern Pennsylvania, Boy Scouts of America, and Habitat For Humanity. Outside of work, his interests include baseball, basketball, cooking, fishing, football, gardening, golfing, music, traveling, and spending time with his family.

Christopher Mac Donald is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch since 2007. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Ashby is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Merrill Lynch since 2010 and is also associated with Bank of America. 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, and institutional investors.

Pryia Roy is a financial advisor with Raymond James & Associates in Newtown, PA, holding a Series 63 designation and having five years of industry experience. Prior to joining Raymond James & Associates in 2020, she worked for the Department of Homeland Security for 21 years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Joseph D'amore is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Penn Wealth Planning. Additionally, he serves as an adjunct lecturer at Gwynedd Mercy University, teaching undergraduate courses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written retirement-income recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.

Kristin Jones is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Andrew Murphy is a Series 66 licensed financial advisor with Merrill, based in Pennington, NJ, and has two years of industry experience. Prior to Merrill, he held positions at Bank of America and Merrill Lynch, and has also been involved with the Cherry Hill Varsity Lacrosse Camp. 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.

Thomas Dupras II is a Series 66 licensed financial advisor at Merrill with 4 years of industry experience. He has worked at Bank of America, N.A. since 2022 and Merrill since 2004. 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.

Sylvie Feist is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 credential and possessing 22 years of industry experience. She has been with Merrill since 1996. Outside of her advisory role, she holds a 70% ownership stake in an engineering company located in Monroe, New Jersey. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Andrew Abdelmalak is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His work history includes roles at Bank of America N.A., Merrill, Grubhub, Tax Saving Solution, and EG Bank. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies managed by internal and third-party teams.

Philip Fiore III is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Massachusetts Mutual Life Insurance Company. Since 2024, he has been associated with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.