Mark Bogdon is a financial advisor at Merrill with 26 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors for over two decades. Outside of his advisory role, he serves as power of attorney for his mother, managing her affairs as needed. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Brian Odelli is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Luke Brown is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, First Financial, The Vanguard Group, and Ranstadt. Outside of his advisory role, he also works as an Uber driver. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program, along with affiliated trust custody and insurance services.

Mark Barrett is a financial advisor with Raymond James & Associates in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Barrett serves as a director of College Possible, a nonprofit focused on expanding college admission and tutoring support for students. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Anne St Clair is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at U.S. Bancorp Investments, U.S. Bank, Wilmington Trust, M&T Bank, and M&T Securities. Outside of her advisory work, she serves on the Board of Directors for the Delaware Symphony Orchestra and leads its development committee. 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.

Ryan Csencsitz is a financial advisor at Merrill with 24 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002 and holds a Series 66 designation. 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.

Brendan Silva is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2018. Brendan has been associated with Merrill since 2016. 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 offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Pastor is a financial advisor with LPL Financial in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at National Planning Corporation, OneAmerica Securities, Cetera Wealth Services, and Principal Financial Services. Pastor has been with LPL Financial since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, employing various investment strategies and tools, and supports a large network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Nicholas Ritchie is a financial advisor at Merrill with two years of industry experience and holds a Series 66 designation. His prior work includes roles in education and rehabilitation services. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shona Furman is a financial advisor with Primerica Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses with five years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services, along with a 15-year tenure at the City of Philadelphia. Outside of advising, she is involved in sales of investment-related and home service products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm delivers advisory services primarily through financial advisors using model-based investment strategies supported by third-party asset managers and custodians.

Ryan Harvey is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 credential and has been with Bank of America and Merrill since 2016. Harvey serves as a power of attorney for his parents, which is noted as a fiduciary role outside of his advisory work. 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 both model-based and discretionary investment strategies for a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Graham is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, NA and Merrill 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.

Robert Angelo is a CFP®-designated financial advisor with over 31 years of industry experience. He is currently with LPL Financial and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he owns a small personal office condominium and operates Second Level Financial, a tax and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research tools and a broad network of over 22,800 advisors.

Brian Arrow is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at Cuna Mutual Group, CUNA Brokerage Services, Inc., and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jose Vasquez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with Primerica in various capacities since 2014 and previously worked at Valley Forge Medical Center for 15 years. Outside of his advisory role, Vasquez works as a self-employed caregiver and serves as a cross country referee for Springfield Township High School. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure to manage client portfolios.

Omair Kawoosa is a financial advisor at UBS Financial Services with six years of industry experience. He has held roles at UBS since 2022 and previously worked at Equitable Advisors. His background also includes work at The Student Connection and time at the University of Michigan. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management, providing customized financial planning and portfolio management supported by proprietary research and market analysis.

Eileen Washbourn is a financial advisor at Merrill with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1992. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jason Colaiaco is a financial advisor with Merrill in Pennington, NJ, holding Series 65 and Series 66 designations and possessing 21 years of industry experience. He 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karen Kelly Arroyo is a financial advisor at Merrill with 23 years of industry experience. She has held her current position since 2009 and holds Series 65 and Series 66 licenses. 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 CIO teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott Kamm is a financial advisor with Primerica Advisors in Langhorne, PA, holding Series 63 and Series 65 licenses and with nine years of industry experience. His career includes roles at PFSI Investment Inc., Family First Funding, M&T Bank, and a long tenure at Primerica Financial Services. He also engages in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.