Colleen O'hara Shue is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously 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 non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Gould Jr. is a financial advisor with Merrill in Yardley, PA, holding Series 63 and Series 65 designations and having 29 years of industry experience. He has been with Merrill for 30 years and has worked at Bank of America since 2009. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm emphasizes multiple program strategies with advisor or client discretion and integrates with Bank of America affiliates to support trading, lending, and capital-markets activities.

John Walsh is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has been with Merrill 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kersti Jakobson is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2005. 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.

Timothy Dunnigan is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. He has been with Merrill since 2014 and previously worked at Bank of America, N.A. for three years. 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 model-based and discretionary investment strategies.

Kevin Maxey is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been providing financial and wealth management advice and services since 1997. Kevin joined Merrill in 2000 after working at Prudential Insurance. His areas of expertise include corporate retirement planning, investment strategies, family wealth management strategies, legacy and liquidity planning, managing new wealth, personal retirement planning, and portfolio management services. He also focuses on socially responsible, values-based, and ESG investing, as well as tax minimization and retirement income planning. Kevin holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., and is a Personal Investment Advisor (PIA). He earned his high school diploma from Foothill High School. Raised in Northern California, Kevin and his wife, Nicole, have lived in Bucks County since 2000. They have two sons. Outside of his professional work, Kevin enjoys hiking, listening to music, and spending time with his family.

Jason Geller is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2012. 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.

Michael Walters is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Merrill for 19 years. 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.

Marie Hopta is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 20 years of industry experience. She has worked with Merrill since 1998. 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 and profit-sharing plans, corporations, and charitable organizations.

Ryan Devine is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has worked at Bank of America and Merrill since 2013. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Estes is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with Merrill since 2000. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Krempa is a CFP® professional with 36 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. Outside of his advisory role, he is involved in a family-operated racing business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and custody arrangements.

Dana Brown is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2013. Outside of his advisory role, he is the sole owner of a rental property and serves as an executor for an estate. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Marcita Reese is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, Wells Fargo, Ameriprise, and Santander. In addition to her advisory role, she is the general partner and managing member of M.Bookkeeping LLC, which provides bookkeeping services to close friends and family businesses. Merrill, together with its affiliate Managed Account Advisors LLC, delivers 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 accounts.

Christopher Hensley is a financial advisor at Merrill with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Merrill since 2002. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Akash Patel is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing and Wells Fargo Bank NA since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Peters is a financial advisor with Ameriprise, holding a Series 63 designation and 29 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with the Mercer County Republican Party committee, which helps select Republican candidates for local and state offices. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports, primarily focusing on assets held within Ameriprise-managed accounts.

Josephine Aynat Molina is a financial advisor with Primerica Advisors in Perkasie, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Primerica Advisors since 1989 and Primerica Financial Services since 1988. In addition to her advisory role, she is a notary and engages in part-time referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure while overseeing portfolio management and trading through established custodians.

Jonathan Schmitt is a financial advisor at Merrill with Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at Bank of America, JPMorganChase, and New Century Financial Group. Before entering the financial sector, he held teaching positions at West Chester University, Pennsbury High School, and Charles Boehm Middle School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Eric Pirog is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.