Neil Auricchio II is a financial advisor at Merrill with 22 years at the firm and 11 years of industry experience. He holds the Series 66 designation. Outside of his advisory role, he is involved as an employee with Netflix Productions, LLC, a for-profit entity unrelated to investment 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Barry Shevlin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 42 years of industry experience. He has been with Cambridge since 2011 and also serves as president of Shevlin Investments, Inc., a firm he founded in 2002. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management strategies and platform arrangements.

Marc Porpora is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work history includes positions at Bank of America, Ramapo College, and Dicks Sporting Goods. 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 individual, high-net-worth, and institutional clients.

William Michetti is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as executor and holds power of attorney for his domestic partner. 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 combines in-house research with third-party analytics to guide investment decisions.

John Anderson is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has worked with several firms, including Securities America Advisors and National Planning Corporation. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and custom strategies.

Misty Carroll Devine is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 10 years of industry experience. She has worked with Ameriprise and its affiliates since 2017, including prior experience at Creative Financial Group. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm serves a broad client base and provides advisory, brokerage, and insurance solutions through a large institutional platform.

Charles Ingulli Jr. is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 credential. His prior roles include positions at Hornor Townsend & Kent Inc and several other firms. Outside of advising, he is involved in community service as a borough councilperson in Langhorne, serves as president of Filitalia Bucks County, teaches as an adjunct at Holy Family University, and owns a tax preparation business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide written recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

David Lanka is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill Lynch & Co., Inc. since 2007. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Marko Milosevic is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at both Merrill and Bank of America, N.A., with overlapping tenures since 2015. 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 plans, corporations, and charitable organizations.

David Wallace is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill Lynch since 2010. 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, retirement plans, corporations, and charitable organizations.

John Carpani IV is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, among others. 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 uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

George Yarnall is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Raymond James since 2005 in various capacities and also serves as a power of attorney and trustee for individual clients. Yarnall has been involved with the New Hope Historical Society since 2005. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides non-discretionary planning and uses analytical tools to tailor recommendations to client goals, supporting implementation through advisory programs and partnerships.

Michael Mcginn is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with MassMutual Life Insurance Company since 2016, following a prior role at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory work, he owns a CPA firm where he prepares individual tax returns. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved software for goal analysis and written recommendations.

Jess Muha is a financial advisor with Merrill, holding a Series 66 designation and 15 years of industry experience. She has been with Bank of America and Merrill since 2011. Outside of her advisory role, she tutors students part-time for Hamilton Township Public Schools, assisting those unable to attend school due to physical or mental illness. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Cody Colville is a financial advisor at Osaic with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles including with Legacy Financial Group and as a steamfitter. Outside of his advisory work, he is involved with Lumen Financial Group in an administrative capacity. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, using a range of asset-allocation tools and automated rebalancing to construct diversified portfolios.

John Maziarz III is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has previously worked at M Holdings Securities, Inc. and JKJ Financial Services. Outside of advisory work, he was involved with GOAT Logistics LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management strategies and multiple custody and platform arrangements.

Brian Reppert is a financial advisor with Merrill, holding the Series 66 designation and eight years of industry experience. He has worked at Merrill since 2019 and previously at Foresters Financial Services and Tfs Securities Inc. 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 plans, corporations, and charitable organizations.

Steven Cerula is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill since 2013. Outside of his advisory role, he operates a sole proprietorship selling sports memorabilia on eBay. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Adrianne Vickers is a financial advisor at Stifel with 44 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals—both high net worth and non-HNW— institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Brett Rhode is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, he worked at UBS Financial Services for 33 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning using structured discovery methods and firm-approved tools.