Jennifer Garomon is a financial advisor at Merrill with 32 years of industry experience. She has held her current position since 2006 and holds Series 63 and Series 65 licenses. 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.

Jason Gaffney is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Riley Fantozzi is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Bausch + Lomb and has a background that includes roles at Arizona State University and in education with the Pennridge School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on model portfolios and governance.

James Peters is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2005, as well as at Bank of America, N.A. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies developed by internal teams and third-party managers.

Ryan Harris is a financial advisor with Merrill in Blue Bell, PA, holding Series 65 and Series 66 credentials and 19 years of industry experience. He has been with Merrill since 2009 and recently began working with Bank of America in 2026. Outside of advising, he is the sole owner of a rental property in Feasterville, PA. 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.

Jesse Brookreson is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves as a finance committee member for St. Robert Bellarmine Roman Catholic Church in Warrington, PA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a broad range of portfolio management styles.

Charles Gentile is a financial advisor at Merrill with 21 years at the firm and 14 years of industry experience. He holds a Series 66 designation and is based in Newtown, PA. 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.

Jordan Litz is a financial advisor with Merrill and holds Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Merrill and Bank of America since 2012. Outside of his advisory role, he is a partner with a 10% stake in Our Connection, LLC, a company developing a social networking application for smartphone users. 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 a combination of model-based and discretionary investment strategies.

Scott Brong is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he held positions at The Prudential Insurance Company of America and Pruco Securities LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.

Daren Roberts is a financial advisor at RBC Capital Markets with three years of industry experience. He holds the Series 66 designation and previously worked at BlackRock Investments LLC and The Vanguard Group, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of investment managers and offers options such as tax management and responsible-investing screens.

Sean McGee is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is one of a limited group of Senior Portfolio Managers qualified to manage investments directly without delegating decisions to other managers, enabling him to manage portfolios on a discretionary basis using his personalized and defined strategies. With over 30 years of experience, Sean has assisted individuals, families, and business owners in achieving their financial goals. His expertise includes executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He assists clients through comprehensive planning, structuring accounts, and managing investments dynamically in changing financial markets. Sean also provides support through Bank of America, N.A. with home financing, securities-based lending, and banking needs. Sean holds the Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned a Bachelor of Science in Mechanical Engineering from Lehigh University and a Master of Business Administration from the Darden Graduate School of Business Administration at the University of Virginia. His personal interests include biking, photography, swimming, and traveling. Sean has served in leadership roles such as chairing the Reunion Committee at Lehigh University and holding board positions at Raritan Valley Community College and the Hunterdon Art Museum.

Patrick Campbell is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds a Series 65 designation and previously worked at McAdam LLC. Outside of his advisory work, he has experience in the restaurant industry, having been involved with Cobble & Co Restaurant and Dublin Deck Bar & Grill. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice.

Erica Wadel is a financial advisor with Ameriprise in Plymouth Meeting, PA, holding Series 63, 65, and 66 licenses and with 32 years of industry experience. Her career includes multiple tenures at Ameriprise and a 12-year period at RiverSource Distributors Inc. She also works as an insurance specialist with Ashford Wealth Advisors and TruSpire Wealth Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides client-specific recommendation reports and ongoing advice focused on reliable income and tax-aware withdrawal strategies.

Sean Mc Cabe is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to help them manage their financial priorities, ranging from buying a home and saving for children's education to preparing for healthcare needs. With his role as a Merrill Financial Solutions Advisor and as a Personal Investment Advisor (PIA), Sean collaborates with clients to define their goals and develop portfolio strategies designed to achieve them. He provides ongoing advice and adapts portfolios as clients' situations change. Sean holds a Bachelor's Degree from Virginia Polytechnic Institute & State University.

Stephen Dudek is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include seven years at VOYA Financial Advisors and several years at Cetera Wealth Services, LLC before joining Cetera. He is also an independent insurance agent, involved in the sale of fixed insurance products and operates under Financial Independence Planning, LLC for advisory and financial planning services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement services, supported by extensive assets under management and diverse program options.

Alan Good is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2020, with prior experience at APW Capital and Kistler Tiffany Advisors. Outside of his advisory role, he is involved in independent insurance brokering, working with multiple carriers on life, disability, and long-term care insurance products as well as group health benefits through various brokerage firms. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ryan Johnson is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked for Raymond James & Associates Inc and Bank of America, N.A. prior to his current role. 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.

Leona Thompson is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Her background includes roles at several firms such as Vanguard and Bank of America, along with diverse experience in multiple other companies across various industries. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marc Lowenberg is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 29 years of industry experience. He has previously worked at Royal Alliance Associates, Inc. and John Hancock Mutual Life Insurance Co., and owns a business buying and selling baseball cards. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, goal-based planning supported by firm-approved software and a variety of investment programs.

Christine Arnold is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2004. 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 developed by internal and third-party managers.