Christopher Roberts is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is associated with CP Roberts & Associates, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various portfolio programs and third-party subadvisors, supported by technology tools for operational and research functions.

David Mezynski is a Series 66-registered advisor with Merrill and has one year of industry experience. His prior work includes roles at Bank of America, Church & Dwight Co, and Pruco Securities LLC. 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.

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.

Brooks Guzman is a Financial Consultant at Fidelity Investments, where he works directly with clients to develop personalized financial plans. He aims to serve as a long-term partner, providing ongoing guidance as markets and life circumstances change. Brooks utilizes Fidelity's resources to help clients feel heard, understood, and confident in their financial strategies. Prior to becoming a Financial Consultant in 2024, Brooks worked as an Investment Consultant at Fidelity Investments from 2023 to 2024. Before that, he was a High Net Worth Client Representative at Vanguard from 2021 to 2023. This experience has provided him with expertise in investment consulting and client relationship management. Outside of his professional work, Brooks enjoys cooking and baking, participating in family activities, exploring food culture as a foodie, and engaging in sports such as football and golf. He also has an interest in music.

Travis Jacobson is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2013. Outside of his advisory role, he owns a rental property 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Burton is a Series 66 licensed financial advisor with Merrill in Pennington, NJ. She has 12 years of industry experience and has been with Merrill Lynch, Pierce, Fenner & Smith since 2006. 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.

Urmi Parikh is a Financial Services Advisor (FSA) with Merrill Lynch Wealth Management. In this role, she focuses on connecting clients to tailored financial plans and strategies that align with their individual ambitions and priorities. She works with clients to address various personal financial goals, including funding education, planning for retirement, managing potential health care costs, and developing long-term family financial strategies. Urmi holds the Professional Investment Advisor (PIA) designation and earned her bachelor's degree from the University of North Carolina System. Her approach centers on simplifying the complexities of investing, ensuring transparency, and creating personalized strategies that reflect each client’s unique perspectives and priorities.

Jean Marie Foreman is a financial advisor at Merrill with Series 63 and Series 66 credentials and six years of industry experience. Her work history includes roles at Merrill since 2019 and Bank of America, N.A. since 2021. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Joel Spangler is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing decades of experience in the financial services industry. He began his career in 1990 with Prudential, followed by roles at Lehman Brothers in Manhattan, Merrill Lynch, and Morgan Stanley, before returning to Merrill in 2016. Joel focuses on retirement and personalized investment planning for individuals and families, as well as providing business and institutional advice in cash management, retirement plans, and business lending services. Joel holds the CERTIFIED FINANCIAL PLANNER® designation from the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Plans Specialist™ designation, and is recognized as a Personal Investment Advisor. He earned a Bachelor of Science degree in Finance from The Pennsylvania State University and an MBA in Finance from New York University’s Stern School of Business. In addition to his advisor role, Joel serves as an adjunct professor at Temple University’s Fox Business School, teaching Financial Planning in the MBA program. Outside of his professional commitments, Joel enjoys spending time with his family, including his wife Lisa and their two sons. He is active in outdoor pursuits such as golfing, hiking, racquetball, and scuba diving, often organizing family vacations centered around these activities.

Miloslava Moravec is a financial advisor with Primerica Advisors in Lansdale, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Primerica Advisors since 1990 and Primerica Financial Services since 1996. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm uses an independent due-diligence process to select asset managers and implements portfolios via BNY Mellon Advisors, operating primarily with a percentage-based wrap fee structure.

Owen Black is a financial advisor at UBS Financial Services with five years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Owen has a Series 66 designation and is based in Princeton, NJ. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Christopher Schell is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 26 years of experience in wealth management and financial advising. He specializes in a range of client focus areas including college education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, socially responsible and ESG investing, retirement income, and small business strategies. Chris applies a comprehensive approach to managing client portfolios that integrates tax and estate planning strategies to align with clients’ evolving financial needs. Chris holds a Bachelor of Science degree in Economics from the Pennsylvania State University System. Additionally, he has completed non-accredited certificate programs at the University of Pennsylvania and Harvard University. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Chris resides in Dresher, Pennsylvania with his wife and their twin teenage boys. His personal interests include football, music, running, skiing, traveling, and yoga. He is actively involved in philanthropic activities, serving as a trustee and board member at Williamson College of the Trades, as well as holding trustee and leadership roles at the Abramson Center for Jewish Life in Horsham.

Yan Pollack is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Asset Management and Goldman Sachs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and comprehensive investment research.

Thomas Lewis is a Financial Advisor with Merrill Lynch Wealth Management. He has been working in the finance industry since completing his academic career. Thomas focuses on helping clients manage their investments and plan for retirement, combining data-driven retirement forecasting with disciplined wealth management to support informed decision-making during market fluctuations. He earned a Bachelor's degree in Business and Finance from Saint Joseph's University in 2020, where he also competed as a Division I golfer. Thomas holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) designation. His client focus areas include education planning, family wealth management strategies, managing new wealth, portfolio management services, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. In addition to his professional commitments, Thomas is involved with the Bucks County Estate Planning Committee and participates in community activities through the Bucks County Opportunity Council. After living in Arizona for several years, he moved to Doylestown, Pennsylvania, in March 2024. Outside of work, Thomas enjoys golfing, playing billiards, hiking, biking, basketball, and woodworking.

William Trudell is a Series 66-credentialed financial advisor at Merrill with 11 years of industry experience. He has been with Merrill since 2014. 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 a combination of model-based and discretionary investment strategies.

Frederick Wagner Jr. is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2020. Prior to this, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2020. He is also the Membership Chair of LeTip of Doylestown, a local networking group. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services primarily through non-discretionary consulting supported by multiple portfolio management styles and affiliated research.

David Wagner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Commonwealth Financial Network and Avantax Investment Services, and he owns Wagner Financial Services. Outside of advisory work, Wagner also operates a tax services business and has experience working as a food delivery driver. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering both proprietary and third-party model strategies with discretionary and non-discretionary options tailored to client objectives.

Ashwin Mudiraj is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has been with Merrill and Bank of America since 2017. Prior to his financial services career, he held roles at Aloha Grove Surf Shop and attended Drew University. 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.

Joseph Maida is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been associated with Cetera Wealth Services since 2025 and previously worked with Avantax Advisory Services and Avantax Investment Services for over 25 years. Maida is also the owner and chief executive of Maida & Maida, LLC, an accounting and tax preparation firm. Outside of his advisory roles, he serves as a trustee for the Princeton Senior Resource Center and manages estate and trust duties related to the estate of John P. Nunziati. Cetera Investment Advisers LLC is an SEC-registered firm offering investment advisory services through a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a variety of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform and a range of program structures.

Paul Baker is a CFP® professional with 39 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.