Kathleen Tomori is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2006. 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, retirement plans, corporations, and charitable organizations.

James Gibson is a financial advisor with Cetera, holding the PFS™ and Series 63 designations and bringing 37 years of industry experience. He has held roles at multiple firms, including LPL Financial and his own entities, J Gibson & Associates, Inc., a tax and accounting service, and 44th Street Capital Advisors LLC, a financial services firm. Gibson also sells fixed insurance products, including life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform and supports various program structures with over $256 billion in assets under management.

Connor Geiger is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes positions at the United Brotherhood of Carpenters and Grapevine Visual Concepts, Inc. He is based in Pennington, NJ. 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.

Bradley Thomas is a CFP® and ChFC® credentialed advisor with nine years of industry experience. He currently works at LPL Financial and previously held positions at Bank of America and Merrill. Outside of his advisory role, he owns a party rental business called Keystone Bounce. 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, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment strategies.

Benjamin Matsumoto is a financial advisor with Merrill, holding a Series 66 credential and based in Pennington, NJ. He began his advisory career in 2025 and has prior experience in the food service industry and education. 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 a variety of individual and institutional clients.

Daniel Foy is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. Its advisory approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Gregory Feliciano is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill continuously since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Trakofler is a financial advisor at Merrill with Series 65 and Series 66 credentials. He has been with Merrill since 2026 and has prior work experience in various industries including logistics, financial services, and retail. 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 plans, corporations, and charitable organizations.

Adam Older is a financial advisor with Ameriprise in Hatfield, PA, holding a Series 66 designation and 14 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services since 2011. Outside of advising, he is involved in health coaching through Optavia and instructs students in Shotokan Karate and Aikijujitsu at The Bushi Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and investment recommendations supported by proprietary research and third-party data.

Hunter Bentz is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Orrstown Bank. Bentz attended Penn State University and also has prior experience outside finance in the landscaping industry and education. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory programs with financial product sales.

Hannah Sodicoff is a financial advisor at Merrill with a Series 66 designation. She has one year of industry experience and previously worked at the Middle East Media Research Institute and Mentally United. Hannah’s background also includes roles in education and retail. 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.

Walter Archer is a financial advisor at Merrill with the Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Freedom Mortgage, and various other companies. He is a part owner of WAC Entertainment, LLC, a music and entertainment business that is currently inactive. 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 and profit-sharing plans, corporations, and charitable organizations.

Danielle Beccarelli is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank spanning 17 years. 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 a range of individual and institutional clients.

Shane O'Neill is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held various roles in education and retail and briefly worked with Enhanced Spaces & Botanicals. 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.

Tina Depaola is a financial advisor at Merrill with 38 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Merrill in 2020, she worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2017 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Cheri Geany is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works alongside a team of experienced professionals to provide clients with customized, goals-based financial strategies that encompass all aspects of their financial lives. Her approach involves developing diversified investment portfolios and personalized plans to address clients’ needs in areas such as college education planning, retirement income, and portfolio management services. Cheri holds a bachelor’s degree from the University of North Carolina System and has completed an accredited certificate program from Georgetown University. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP) and Personal Investment Advisor (PIA) designations. Additionally, Cheri contributes to her community as a member of the Noble Academy Board of Trustees.

Hugh Cameron is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked with Cetera and its affiliates since 2016 and previously held a position at BB&T Securities. Outside of advisory work, he is a partner and executive vice president at JBC Companies, focusing on fixed insurance strategies, and serves on the board for strategic growth and planning at Vista Marketing Partners. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Joseph Hodakowski Jr. is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Avantax and 1st Global Capital Corp, as well as operating his own wealth management entity, BKC Wealth Management. He is also a shareholder at BKC CPA's, where he mentors staff and oversees tax-related responsibilities. Additionally, Hodakowski serves as a trustee for family educational and special needs trusts. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment options, including model portfolios, third-party managers, and bespoke strategies, encompassing discretionary and non-discretionary account management across multiple custodial arrangements.

Saul Gomez is a financial advisor at Merrill with Series 65 and Series 66 licenses and one year of industry experience. His prior work includes roles at Servpro and Employbridge, among others. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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.

Joseph Carty is a financial advisor at Edward Jones with 34 years of industry experience. He holds a Series 66 designation and previously worked at Weeden and Company for 36 years before joining Edward Jones in 2023. His earlier roles include positions at NYLIFE Securities, LLC and New York Life Insurance Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.