Yoshamel Gerald is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A., and has a varied background including positions at ETS/Adecco and in the casino industry. 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.

Jermaine Wright is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015. Prior to and alongside this, he has experience with Bank of America N.A. beginning in 2023. 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 and profit-sharing plans, corporations, and charitable organizations.

Thomas Strybuc is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and 24 years of industry experience. His prior roles include positions at Hicks-Strybuc, LLC, various insurance carriers for W & R Insurance Agencies, and Waddell & Reed, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Christopher Kim is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Paul Fisch is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 investment options that include insurance-related vehicles and bank deposit sweep programs.

Ellis Fattizzi is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he serves as a Judge of Elections for Montgomery County, overseeing voting processes in Ward 3-2. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and employs asset-allocation tools and automated rebalancing to manage portfolios.

Jennifer Detweiler is a financial advisor at LPL Financial with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Securities America Advisors, Strobel Financial, Sunamerica Securities, and Vist Capital Management. Outside of her advisory work, she provides bookkeeping and back-office support through an unrelated 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 portfolios, third-party asset management, and institutional platforms.

George Porreca Jr. is a financial advisor at Wells Fargo Clearing with 56 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo in various capacities since 2009. 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 provides both brokerage and advisory solutions.

Chris Barnish Zusin is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1995 and Bank of America, NA since 2009. Outside of his advisory role, he is a timeshare owner involved in occasional rental management. 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.

James Debuque is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes roles at Merrill and Bank of America, N.A., prior to joining LPL Financial in 2024. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

Brian Scheiblein is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His prior roles include positions at The Vanguard Group and ADP LLC. He has experience outside finance in the restaurant industry and has been involved with advisory roles in independent registered investment advisors. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Brendan Porter is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Giant Food Stores, FedEx, Burger King, Bloomsburg University, and Pen Argyl High School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with various implementation approaches tailored to client needs.

Elizabeth Newman is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with both Merrill and Bank of America during her career. Outside of her advisory role, Newman is involved as a consultant for Gunther Publications Monmouth Family Times, a local advertising newspaper, and is associated with Hello Newman Inc., a family-run home goods manufacturing representative business. 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 developed by internal and third-party managers.

Patrick Knox is a Certified Financial Planner (CFP®) with 41 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 30 years at Lincoln Investment Planning, Inc. Knox is based in Horsham, PA. 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, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of investment adviser representatives.

Fred Lorenz is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 1983 after graduating with a Bachelor of Science degree in Commerce from Rider University. He partnered with his father until his retirement in 1985 and has since developed extensive experience in financial strategy, planning, and service. Fred holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®) awarded in 1986, Chartered Retirement Planning Counselor™ (CRPC™) obtained in 2007, and Certified Plan Fiduciary Advisor® (CPFA®) earned in 2018. His expertise encompasses family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and socially responsible investing. He works with individuals, businesses, and multi-generational families, providing ongoing reviews and sharing timely research to support client goals. Fred lives in Yardley, Pennsylvania, with his wife and four grown children, including triplets. He is involved in community outreach, particularly supporting the children of Urban Promise in Trenton. In his personal time, he enjoys boating, photography, reading, spending time with family, and table tennis.

Cynthia Kinkaid is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney, Wells Fargo Clearing, Wells Fargo Advisors, and Wachovia Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management services through a large network of advisors and employs diverse portfolio strategies supported by machine-learning tools for research and operations.

Tracy Zeigler is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jerome Fiordimondo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Prudential Insurance Company of America since 1977 and transitioned to LPL Enterprise in 2024. Outside of his advisory role, he operates Fiordimondo Insurance and Financial Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and insurance products through affiliated entities.

Marshall Brooks is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 66 designations and having 28 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. In addition to his advisory role, he is also an insurance agent specializing in life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars. The firm structures financial planning as an annual collaborative process using firm-approved analytical tools and provides specialized services including divorce planning, estate settlement, and employer-sponsored programs.

Ian Geffers is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill 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.