Shannon Brown is an advisor with LPL Enterprise holding a Series 66 designation and has been in the industry since 2025. Prior to joining LPL Enterprise, Brown worked at P.F. Chang's China Bistro, Inc. and has educational experience from Chestnut Hill College and the University of Delaware. Outside of financial advising, Brown is involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, primarily offering access to third-party portfolio managers and insurance products through affiliated entities.

Thomas Kimmins is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. for 25 years. Outside of his advisory role, he serves as a board member of the Friendly Sons of Saint Patrick, a charitable organization in New Jersey. 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 clients including individuals, high-net-worth clients, and institutions.

Michael Remboski is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Keller Williams Premier and has diverse experience in other fields including positions at Amazon.com and various local businesses. 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 range of clients including individuals, high-net-worth investors, and institutions.

Laura Ryfinski is a financial advisor with Merrill, holding a Series 66 designation and 15 years of industry experience. She has worked at Bank of America and Merrill since 2011. Outside of her advisory role, she is involved part-time in a for-profit hair care business, Deserrie's Salon, in Hamilton Square, New Jersey. 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.

Steven Bullard is a financial advisor with Stifel, holding a Series 63 designation and 38 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent seven years at Bank of America N.A. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jason Paladino is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Doylestown, PA. He has 21 years of industry experience and has been with Wells Fargo in various capacities since 2015. 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 substantial assets and employs a large network of advisors, offering both brokerage and advisory solutions supported by comprehensive research and analytics.

Corinne Bielemeier is a Series 66 licensed financial advisor with Merrill, based in Pennington, NJ. She has 21 years of industry experience and has been with Merrill since 2003. Outside of her advisory role, she is employed by Philadelphia Eagles, LLC, where she works in vendor sales at Sunday home games. 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.

Owen Mc Gee is a Financial Advisor with The McGee Group at Merrill, where he works alongside his father, a seasoned advisor with over 30 years of experience. He assists individuals and families in building clear financial plans by understanding their full financial picture, including goals, time horizon, and objectives. Owen structures approaches aligned with clients' objectives, risk tolerance, and liquidity needs. His expertise includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Owen holds a Bachelor's Degree from the Pennsylvania State University System and the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Owen enjoys basketball, cooking, football, golfing, music, spending time with his family, traveling, and watching movies.

Olubukunola Coker is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. She has been with Merrill 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frank Dellarossa is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2015. Outside of his advisory role, he is the sole owner of a rental property business. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Krista Ramroop is a financial advisor at Merrill with 13 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2015. 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.

Jennifer Altmeyer is a financial advisor at Merrill with 7 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2004. 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.

Suzan Hemstock is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Merrill 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 investment strategies for individuals, high-net-worth clients, and various institutional clients.

Bradley Foose is a financial advisor with LPL Enterprise and holds a Series 66 designation, bringing four years of industry experience. Prior to joining LPL Enterprise, he held roles at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command entities. He also served in the U.S. Army from 2008 to 2022. Outside of advising, he manages a beach house rental business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers financial planning alongside access to third-party asset managers and insurance products through affiliated entities.

Edward Clementson is a financial advisor with Merrill who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked at Merrill since 2013 and Bank of America since 2016. Outside of his advisory role, he serves as a director of the Hopewell Valley Lions Club, a nonprofit organization focused on community service and charitable activities. 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 various institutional investors.

Thomas Kanyok is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His career includes five years at Waddell & Reed Inc. and ownership of multiple wellness spa businesses under the Restore Hyper Wellness brand. Kanyok is involved as an owner in several health and wellness ventures alongside his advisory role. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment implementation options, including proprietary models and access to third-party strategists, delivered through a large network of independent financial professionals.

Douglas Heil is a financial advisor with LPL Financial, holding a Series 63 designation and over 35 years of industry experience. His prior roles include extensive tenures at Avantax Insurance Agency LLC and Avantax Advisory Services. Heil also owns a tax preparation business, DKH Tax Professionals LLC. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Maria Mc Keon is a Senior Financial Advisor at Merrill Lynch Wealth Management, leveraging over 25 years of experience in the financial industry. She has served in various roles including senior investment banker and public finance professional at Citigroup, co-founder of an advisory firm, CFO, and financial advisor to multiple enterprises. Her practice focuses on corporate and personal investment, retirement planning, liquidity management, insurance, and lending solutions within the Bank of America platform. Maria works with businesses, institutions, non-profits, and individual investors to help them achieve their financial goals through a holistic approach. Maria holds a Bachelor's degree from Herzen University and a Master's degree in International Finance and Business from Columbia University in New York City. She holds several professional designations including Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She maintains a nationwide advisory practice and has considerable international finance and business background from her extensive work and travel in emerging markets. Outside of her professional life, Maria is an avid traveler and engages in personal interests such as antiquing, gardening, and tennis.

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.