Donna Dembeck is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Kyle Elfstrom is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2008 and at Bank of America, N.A. since 2010. 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.

David Kushner is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he is a partner and investor in the restaurant Farmer's Keep in Philadelphia. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Brian Leone serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Brian applies his expertise to help clients develop individual and corporate investment strategies, retirement income planning, and supports women and wealth initiatives. Prior to his current role, Brian transitioned from a background in education, holding a bachelor's degree from Temple University, to financial services. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), and Personal Investment Advisor (PIA). Brian is experienced in developing tailored financial strategies addressing diverse client needs and priorities. Outside of his professional work, Brian enjoys spending time with his family and has interests in baseball, basketball, football, music, soccer, and softball.

Adam Bielemeier is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brandon Wasitowski is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill, he has held various roles in sports and education-related businesses, including involvement with multiple lacrosse organizations and academic institutions. 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 both model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Aimee Conway is a Series 66 licensed financial advisor with Merrill, where she has worked since 1999. She has 24 years of industry experience and is based in Pennington, New Jersey. 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Greg Hoser is a Series 66 credentialed financial advisor with Merrill, based in Pennington, NJ. He has 19 years of industry experience and has been with Merrill for 21 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Yoshamel Gerald is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A., and has a varied background including positions at ETS/Adecco and in the casino industry. 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.

Rebekah Schmierer is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018. Prior to that, she was employed at New Jersey Manufacturers Insurance Company, The College of New Jersey, and The Philly Pretzel Factory. 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 a range of client types, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jermaine Wright is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015. Prior to and alongside this, he has experience with Bank of America N.A. beginning in 2023. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Strybuc is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Waddell & Reed, INC. and various insurance carriers. He previously operated Hicks-Strybuc, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supporting both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Christopher Kim is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2014. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Paul Fisch is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at 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, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Ellis Fattizzi is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he serves as a Judge of Elections for Montgomery County, overseeing voting processes in Ward 3-2. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and employs asset-allocation tools and automated rebalancing to manage portfolios.

George Porreca Jr. is a financial advisor at Wells Fargo Clearing with 56 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo in various capacities since 2009. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Chris Barnish Zusin is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1995 and Bank of America, NA since 2009. Outside of his advisory role, he is a timeshare owner involved in occasional rental management. 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, pension and profit-sharing plans, corporations, and charitable organizations.

James Debuque is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Merrill and Bank of America prior to joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.

Brian Scheiblein is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His prior roles include positions at The Vanguard Group and ADP LLC. He has experience outside finance in the restaurant industry and has been involved with advisory roles in independent registered investment advisors. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Brendan Porter is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Giant Food Stores, FedEx, Burger King, Bloomsburg University, and Pen Argyl High School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with various implementation approaches tailored to client needs.