Keith Wagner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Raymond James & Associates since 2019 and has prior experience with Insight Global and Ursinus College. Raymond James & Associates 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Kimberly St Pierre is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate firms since 2007. In addition to her advisory role, she owns and operates KSP LLC, a business unrelated to investment activities. Ameriprise serves primarily high-net-worth individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to produce personalized, written recommendations. The firm utilizes a centralized consulting team and algorithmic tools to support advisors in delivering tailored retirement income strategies.

Gregory Curran is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America since 2019, following prior roles at Delaware Investments and AllianceBernstein Investments. He serves as an advisory board member for the Boys and Girls Clubs of North Penn Valley, a charitable organization based in Lansdale, Pennsylvania. 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 individual, high-net-worth, institutional, and charitable clients.