Zachary Gibson is a Series 66-credentialed financial professional affiliated with Cetera, with two years of industry experience. He has held roles at multiple firms, including 44th Street Capital Advisors LLC and Wealth Management Associates, and also operates GibsonMayer, LLC, where he provides tax preparation and bookkeeping services. Zachary serves clients from Yardley, PA. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform that serves individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform featuring both affiliated and third-party strategies.

Quinn Daly is a financial advisor at Merrill with 12 years at the firm and 8 years of industry experience. He holds a Series 66 designation and is based in Pennington, NJ. Merrill 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 to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm’s integration with Bank of America enables access to a broad set of products and services beyond typical managed accounts.

Brian Marmar is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at PNC Investments, PNC Bank, and TIAA-CREF. Merrill 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, pension plans, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of products and services beyond typical managed account offerings.

Devin Shaffer is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked previously at Northwestern Mutual and Robert Half. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, providing access to various investment products and services.

Julian Bremser is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Merrill since 2003. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader platform, including lending, custody, and principal trading services.

Marlene Burns is a CFP® professional at Ameriprise with 30 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she works as a Decor Associate at Terrain at Delaware Valley University, engaging customers in home decor and gardening. Ameriprise serves high-net-worth individuals, offering retirement-income planning and a range of advisory, brokerage, and insurance solutions. The firm uses a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement recommendations focused on clients with significant assets under management.

Alexander Williams is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ, and has three years of industry experience. His prior work includes roles at Bank of America, Uber, Doordash, and several logistics and resource companies. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients including individuals, high-net-worth clients, and corporate fiduciaries.

Edward Kania is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1994. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Matthew Ryan is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Prior to his financial services career, he spent several years in education at Martin Saints Classical High School and Ville de Marie Academy. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Ward is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior roles include positions at TD Private Client Wealth LLC, TD Bank N.A., and Wells Fargo, The Private Bank. 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 a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Conor Durkin is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has been with both Merrill and Bank of America since 2014. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries, integrating investment management with Bank of America’s broader financial platform.

Alyssa Dedrick is a Series 66-licensed financial advisor at Merrill with six years of industry experience. She has worked at Merrill since 2019 and previously was employed by Bank of America Merrill Lynch. Outside of her advisory role, she teaches dance at Eileen's Academy of Dance. Merrill 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 to individuals, high-net-worth clients, pension plans, and other institutional clients.

Michael Jarzyna is a financial advisor with Morgan Stanley, holding the CFA® designation and several securities licenses, with 25 years of industry experience. His prior roles include positions at Bank of America, Merrill, and self-employment in financial services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning agreements.

Timothy Mcdonald is a financial advisor with UBS Financial Services in Princeton, NJ, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kolapo Atanda is a financial advisor at Merrill with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Wells Fargo Bank NA and Wells Fargo Advisors. He has also held academic roles at Syracuse University and Queens College. Merrill 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, pension plans, and other fiduciaries. The firm is integrated with Bank of America’s broader platform, providing access to a wide set of products and services.

David Durbin is a financial advisor with Primerica Advisors in Richboro, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and limited separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Esther Bullard is a CFP®-certified financial advisor with 11 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent six years at Bank of America, N.A. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services guided by proprietary investment analysis and probabilistic modeling.

Christopher Cice is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 20 years of industry experience and has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory role, he is a principal with Newtown Financial Services, LLC, an independent insurance agency, and serves as a board member of the Tioga County Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering customizable investment strategies across multiple platforms and custodial arrangements.

Scott Miller is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2016. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence.

Kieran Mac Donough is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at State Street and has a background that includes experience at Texas Roadhouse and Ursinus College. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.