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.

Brandon Levithan is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and Series 66 license, with 17 years of industry experience. He has previously worked at Hornor, Townsend & Kent, Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, Levithan is involved in coaching financial professionals and has partnerships in several insurance-related ventures. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering ongoing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm’s approach includes collaborative, annual planning engagements using advanced software tools, focused primarily on recommending investment strategies rather than specific products.

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.

Olawale Odeyemi is a CFA® charterholder and the sole advisor at Contrafactum Research & Management LLC, an independent firm based in Norristown, PA. He has 16 years of industry experience and has managed his firm since 2007. Contrafactum Research & Management LLC provides portfolio management and investment advice primarily on a non-discretionary basis to individual clients, emphasizing client approval for trades and maintaining highly individualized client relationships.