Michael Gualtieri is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America, Uber, and DoorDash. He has a background that spans both financial services and technology sectors. 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, and institutional investors.

Elizabeth Fizell Jenkins is a Wealth Management Advisor specializing in helping clients manage their wealth in alignment with their individual needs and values. She incorporates Sustainable, Responsible, and Impact (SRI) investing considerations and Environmental, Social, and Governance (ESG) analysis to assist clients in pursuing measurable social and environmental impact alongside their financial goals. Elizabeth has particular experience working with women, individuals going through divorce, and members of the LGBT community, recognizing the unique needs of non-traditional families. Before joining Merrill Lynch Wealth Management, Elizabeth spent 25 years as a technologist and consultant. She holds a B.A. in Economics from the University of Virginia and has earned several professional designations, including Certified Divorce Financial Analyst (CDFA), Certified Private Wealth Advisor (CPWA), and Chartered SRI Counselor (CSRIC). She co-founded a nonprofit organization dedicated to supporting clients through the challenges of divorce. Elizabeth is involved in her community through various organizations, including serving as a Board Member for the Cancer Support Community of Greater Philadelphia and participating in local chambers of commerce and cultural groups. She lives in Bucks County with her husband and has interests in live music, crocheting, and ice hockey.

James King is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 credential and has been with Merrill for a total of 21 years, including a brief tenure at Bofa Securities, Inc. in 2019. 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 client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Denise Martin is a Wealth Management Advisor, First Vice President, and Portfolio Advisor at Merrill Lynch in Doylestown, Pennsylvania. She has provided integrated wealth management and financial advice for over three decades, serving affluent individuals, business owners, and corporate executives. Denise focuses on retirement income planning and analysis, distribution options for employer-sponsored retirement plan assets, estate planning issues, and strategic investment processes. She leads a team that delivers annual in-depth strategic analyses of portfolios, considering risk tolerance, time horizon, liquidity needs, and asset allocation to support clients in pursuing their financial goals. Denise holds several professional designations, including Accredited Asset Management Specialist (AAMS®), Certified Plan Fiduciary Advisor (CPFA®), Chartered Retirement Planning Counselor (CRPC™), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA®). She is a licensed long-term health care and life insurance agent, including annuities, and is a member of the Bucks County Estate Planning Council. Denise earned her bachelor's degree from LaSalle University, where she also studied in Switzerland at the University of Fribourg. She graduated from Villa Joseph Marie High School in Holland, Pennsylvania. In addition to her professional work, Denise is involved with various non-profit organizations in the Bucks County community. She enjoys biking, cooking, football, music, reading, running, spending time with her family, swimming, traveling, and yoga. Denise values meeting clients face-to-face and fostering an educational environment through webinars and in-person events to facilitate shared learning and financial growth.

John Wesley is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2013 and Bank of America, N.A. since 2014. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Miguel Fiel is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Ryan Quillen is a financial advisor with LPL Financial in Skillman, NJ, holding a Series 66 designation and over 30 years of industry experience. Prior to joining LPL Financial in 2025, he spent nearly two decades at IC Advisory Services, Inc. and The Investment Center, Inc. He serves as a board member for the Montgomery Basketball Association, a local nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Cory Elliott is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 designations and eight years of industry experience. He has been with Merrill since 2017 and has additional business activities including part-time sales on the eBay platform. 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 client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Sean Driscoll is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill through its legacy partners in 1999 and has over 25 years of experience in the financial services industry. Sean works with individuals and families, focusing on retirement wealth accumulation, income planning, legacy wealth transfer, family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. He manages custom investment strategies on a discretionary basis and selects from a wide range of Merrill Lynch model portfolios and third-party investment strategies. Sean holds the Chartered Retirement Planning Counselor (CRPC) designation and maintains several FINRA registrations, including Series 3, 4, 6, 7, 9, 10, 24, 63, and 65, as well as life and health insurance licenses with a focus on long-term healthcare insurance. He earned a Bachelor of Arts degree in Economics from Saint Michael's College in Vermont and also studied International Economics and Money & Banking at Richmond College in London, England. Sean has maintained a global perspective through extensive travel and service in the U.S. Peace Corps in the Philippines and the Dominican Republic. Outside of his professional role, Sean supports Parent Project Muscular Dystrophy and has participated in three New York City Marathons to assist the organization. His personal interests include biking, boating, cooking, gardening, golfing, music, skiing, spending time with his family, and traveling. He is also involved with community organizations such as the Cape Cod Museum of Art, Duxbury Yacht Club, The Dennis Conservation Trust, and Parent Project Muscular Dystrophy.

Mark Uehling is a financial advisor with UBS Financial Services in Newtown, PA, holding a Series 66 designation and eight years of industry experience. He has worked at UBS since 2017 and previously held a position at Smith and Nephew from 2011 to 2017. Uehling serves on the board of The ARC Alliance, a charity providing therapy services to children with developmental disabilities. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Anthony Iacono is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has worked at both Bank of America and Merrill since 2014. Outside of his advisory role, he owns a sole proprietorship providing website design services, a consulting firm focused on life coaching and small business development, and a publishing company. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base, including individuals, high-net-worth clients, and institutional investors.

Michael D'antico III is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 66 and Series 63 designations and has prior work experience with Thrivent Financial, the State of New Jersey, County of Somerset, and Atlantic Ambulance Corp. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations across areas such as retirement, tax, estate, and special needs planning without discretionary portfolio management.

Kenton Mcmahon is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 65 and Series 63 designations and has been with Ameriprise and its related entities since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, incorporating both proprietary research and third-party data.

Brian Lee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked previously with Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. In addition to his advisory role, Lee is an agent for Emerson Reid, selling health insurance commissions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

David Shea is a Senior Financial Advisor with Merrill Lynch Wealth Management in Princeton. He joined Merrill Lynch in 1985 after graduating from Rider University with a Bachelor of Science in Commerce. David holds the professional designation of Personal Investment Advisor (PIA). Throughout his career, David has managed significant client portfolios, with approximately 550 million dollars in client balances as of February 1, 2022. He focuses on understanding his clients' financial goals and developing strategies to help achieve them. David resides in Robbinsville, New Jersey with his wife, Erin, and has two grown children. He has been active in his community, serving on various boards and committees and volunteering with local organizations.

John West is a Series 66-licensed financial advisor at Ameriprise with 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of advising, he serves on the board of directors for the Fanny Chapman Pool and owns a consulting business, 27teen Consulting, LLC. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset thresholds, delivering written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to support advisors and clients, offering a broad range of advisory, brokerage, and insurance solutions.

Dalton Onifer is a Series 66 licensed advisor at Merrill with 11 years of experience, all spent at the firm. He is based in Pennington, NJ. 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 diverse client base including individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s platform, providing access to a wide range of financial products and services.

Christopher Roberts is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors LLC from 2012 to 2016. He is also associated with CP Roberts & Associates, a separate business entity for tax and investment purposes. 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 offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

David Mezynski is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Bank of America, Church & Dwight Co, and Pruco Securities LLC. 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, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide array of products and services.

Kathleen Lansing is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Advisors since 2019 and previously spent six years at Oppenheimer & Co Inc. and one year in a position listed as Home. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized planning such as business-owner transition and special-needs analysis. The firm supports advisors with proprietary research and planning tools while integrating advisory services with various financial products and referral channels.