Shannon Brown is a financial advisor with LPL Enterprise holding a Series 66 designation and beginning their advisory career in 2025. Prior to entering the financial industry, Shannon worked at P.F. Chang's China Bistro and spent time at Chestnut Hill College and the University of Delaware. Outside of advising, Shannon maintains employment outside the financial sector. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolios, third-party management, and access to a broad range of financial and insurance products via an integrated platform.

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 financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Corinne Bielemeier is a financial advisor at Merrill with 20 years of industry experience and a Series 66 designation. She has been with Merrill since 2003. Outside of her advisory role, she works as a vendor sales employee at Philadelphia Eagles home games. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Owen Mc Gee is a Financial Advisor with The McGee Group at Merrill Lynch Wealth Management. He specializes in helping individuals and families develop clear financial plans tailored to their goals, time horizons, and desired outcomes. Owen structures financial approaches aligned with clients' objectives, risk tolerance, and liquidity needs. He collaborates closely with his father, who has over 30 years of experience advising clients, combining decades of perspective with his own commitment to long-term client relationships. Owen holds a Bachelor's Degree from the Pennsylvania State University System and has earned the Personal Investment Advisor (PIA) designation.

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.

John Northrop is a CFP®, ChFC®, and Series 66-licensed financial advisor with 10 years of experience at Edward Jones in Lansdale, PA. He has been with Edward Jones since 2016. Outside of his advisory role, he is president of Northrop Diversified, LLC, an investment company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies, including access to separately managed accounts and affiliated mutual funds.

Michael Hudson is a financial advisor with LPL Financial who holds the ChFC® designation and Series 63 license, with 36 years of industry experience. Prior to joining LPL in 2018, he worked at Nationwide Securities, LLC and Nationwide from 2010 to 2018. He is also involved in writing and servicing fixed insurance products through activities with Highland Capital and CRUMP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and brokerage services, including model portfolios, retirement plan consulting, and participant advice programs, supported by proprietary and third-party research.

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 at Merrill with 24 years of industry experience and holds Series 63 and Series 66 designations. She has been with Merrill since 1992, totaling 34 years at the firm. 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 strategies constructed by internal and third-party managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bradley Foose is a financial advisor at LPL Enterprise with four years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command-affiliated firms. Prior to his financial services career, he served in the U.S. Army for 13 years. Outside of advising, he manages a beach house rental in Ocean City, Maryland. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products.

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 bringing 35 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Avantax in various capacities from 1992 to 2021. He owns a tax preparation business operating under DKH Tax Professionals LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

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.