Chad Akselrad is a financial advisor with Ameriprise in Holland, PA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at firms such as Cambridge Investment Research, Merrill, Charles Schwab, and Wells Fargo. Outside of finance, he operates Pulse Entertainment, providing mobile DJ services for private events. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Amanda Ferry is a financial advisor at Merrill with six years of industry experience. She previously worked at Spencer Savings Bank for four years before joining Merrill in 2019. Outside of her advisory role, she works part-time as a delivery employee for DoorDash. 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 plans, corporations, and charitable organizations.

Michael Scurato is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2001. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Larkin is a financial advisor with LPL Enterprise, holding the Series 63, 65, and 66 credentials and over 10 years of industry experience. His prior roles include positions at MassMutual, New York Life, and Unum Group/Colonial Life. Outside of his advisory work, he has been involved as a sports referee since 2013 and has coaching experience in sports and fitness. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach leveraging portfolios developed by LPL’s Research Department and third-party strategists, while also facilitating access to financial planning, asset managers, insurance products, and affiliated services.

Dana Rogers is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Grzegorz Zymierski is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and six years of industry experience. He has been with Merrill since 2013. 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, and institutional investors.

Christopher Owens is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill and PNC Bank. Owens is based in Morrisville, PA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages oversight for affiliated and unaffiliated sub-advisers.

Kathleen Reese is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at LPL Financial since 2005 and previously spent three years at Morgan Stanley DW Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

David Brown is a financial advisor with Primerica Advisors in Langhorne, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked with various school districts and local businesses alongside his advisory role. He is also involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors 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-driven strategies managed by third-party asset managers and supports trades and custody through Pershing, managing approximately $15.5 billion in assets.

Savas Saymaz is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding the ChFC® designation and Series 63 license. He has 16 years of industry experience and has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. Saymaz is also an insurance agent specializing in life, disability, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services as well as educational seminars.

A Krempa III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes long-term roles with IC Advisory Services, Inc., The Investment Center, Inc., and Krempa Associates, Inc. He serves on the board of his local church committee and a condominium association. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional investors by offering financial planning, ongoing investment management, and retirement-plan advisory services. The firm operates through a large network of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Joseph Sosa is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Bank of America, Panda Express, and Amazon. 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 plans, corporations, and charitable organizations.

Matthew Livingston is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. Outside of his advisory role, he serves as treasurer for the Lumberton Boy Scout Troop #2022, managing the troop’s checking account and disbursements. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Lawrence Farrell is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Merrill since 2009. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael Babinski is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill since 2015, with prior roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and Equitable Advisors. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Arti Shah is a financial advisor at OSAIC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, INC. since 2018 and previously at Sii from 2016 to 2018. Outside of her advisory role, she consults on marketing for in vitro diagnostic products through D-TEK LLC. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services across multiple platforms, emphasizing model-based asset allocation and portfolio optimization supported by various risk and rebalancing tools.

Christina Ciorciari is a financial advisor with Merrill in Yardley, PA, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has been with Merrill since 2014. 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 plans, corporations, and charitable organizations.

Jacqueline Caywood is a financial advisor at Stifel with 22 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad client base, including individual, institutional, and municipal clients, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Daniel Porter is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and 12 years of industry experience. He previously worked at Fiduciary Trust International for 11 years before joining Wells Fargo in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Inderjeet Singh is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2008 and at Bank of America, N.A. since 2011. 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, and institutional investors.