Sean Christman is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2009 and Bank of America since 2011. 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 supported by internal and third-party management teams for individuals, high-net-worth clients, and institutional investors.

Shelley Mau is a CFP® professional with 31 years of experience in the financial services industry. She has been with Ameriprise since 2005, currently serving as an advisor at their Langhorne, PA office. Outside of her advisory role, she serves on the Board of Directors for Divine Grace Condominium and works as an independent consultant through Generational Partners, LLC. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a notable retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team that uses research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

Alec Hayden is a financial advisor with Equitable Advisors holding a Series 66 designation and no prior industry experience. Before joining Equitable Advisors, he worked at Lighthouse Planning Consultants and has been involved with Tavistock Country Club since 2020. Equitable Advisors serves individuals across a wide range of net worth, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, relying on third-party asset managers and advisory programs for many solutions.

Katerina Simonetti Bakh is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following an 11-year tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Thomas Cuffari is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Axa Advisors, LLC, Towne Park Ltd., Marywood University, and the U.S. Soccer Federation. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Randy Pludo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Bank, NA, Wells Fargo Advisors, LLC, and Citizens Securities, Inc. Outside of his advisory work, he is involved as a content creator in a business focused on healthy sustainable lifestyles. 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 a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

John Mccaffery is a financial advisor with Raymond James & Associates in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he serves on the finance committee for Eastern Pennsylvania Youth Soccer in Plymouth Meeting, PA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through a variety of investment approaches, supported by extensive research and affiliated portfolio managers.

Stephanie Heckman is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2004. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Victoria Seica is a Series 66 licensed advisor with Merrill in Pennington, NJ, with nine years of industry experience. She has been with Bank of America, N.A. and 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party investment teams.

Christine Peli is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2006. Outside of her advisory role, she participates in a family business called Bristol Antiques Market, where she sells antiques and refurbished furniture. 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, and institutional investors.

John Roesinger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as a board member for the Coalition to Support and Shelter the Homeless, a nonprofit organization addressing temporary shelter and support services in Central Bucks County. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on retirement, tax, estate, and other planning topics without implementation. The firm combines goal-based analyses and managed-account options through a consolidated billing program called WealthPlan, while maintaining separate planning and portfolio management services.

Daniel Braile is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. He previously held roles at Bank of America and has a background that includes work at Seton Hall University and in retail. Braile is a co-founder of Pax America, a nonprofit organization focused on promoting social and economic liberty and civic engagement through community service. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Robert Angeline is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Megan Smallwood is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2019 and 2021, respectively. Prior to her advisory roles, she was employed at The College of New Jersey and worked at Lambertville Station Restaurant and Inn from 2015 to 2019. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alec Maraio is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Round Pie, as well as positions in education at Monmouth University and Howell High School. 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.

Allison Faust is a financial advisor at Morgan Stanley with 20 years of industry experience. She has worked at Morgan Stanley and its affiliated firms since 2007. Outside of her advisory role, she is involved in customer service for a restaurant and nightlife business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Garnick is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including SGI and WSG & Solutions. Outside of advisory work, he owns and operates Garnick Tax Prep, a tax preparation business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to tailor recommendations.

Timothy Pippet is a financial advisor with RBC Capital Markets in Conshohocken, PA, holding Series 63 and Series 65 designations and 21 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc. and City National Securities. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management strategies that leverage both in-house and third-party investment managers.

Anthony Recupero is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses and one year of industry experience. He has prior experience at Partex.AI, PFS Investments Inc., and CytoGene Therapeutics, where he currently serves as a board director. In addition to his advisory role, he is involved with non-investment related activities through Primerica Mortgage and Primerica Client Services, including referrals for home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm offers model-based investment strategies supported by third-party managers and custodians, managing approximately $15.5 billion in assets with nearly 3,700 advisors across more than 1,800 offices.

Conor Watson is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and the New York State Department of Health, as well as teaching positions at Monmouth University and Iona Preparatory. He has also been involved with Touchcare LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.