Glenn Lanzafama is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill since 2002 and holds Series 63 and Series 66 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.

Maria Csencsitz is a financial advisor with Merrill, holding a Series 66 designation and over 21 years of industry experience. She has been with Merrill since 2004. Outside of her advisory role, she serves as a fundraising committee member for CharitableRiverfront Baseball, supporting travel baseball players in the Burlington, New Jersey area. 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.

Michael Wilson is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016. 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 using internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rebecca Bertrando is a financial advisor at UBS Financial Services with 8 years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017, with prior experience including education at Lehigh University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor investment plans.

Blake Suttie is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Stephen Sheehan is a Series 66-licensed financial advisor with 24 years of industry experience. He has been with Merrill since 2006 and concurrently associated with Bank of America, N.A. since 2011. He is based in Pennington, New Jersey. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies constructed by internal and third-party managers and supports trading, account administration, and custody services.

Michelle Sheridan is a financial advisor at LPL Enterprise with 12 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes multiple roles at Prudential Insurance Company of America and Pruco Securities, LLC. Additionally, she maintains an active notary license. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with other financial product sales.

Ronald Chakler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked at American Portfolios Financial Services and OSAIC before joining LPL Financial. Chakler is also the owner of RMC Financial Group LLC, a life insurance business for which he is licensed but does not actively solicit sales. 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 and financial planning services supported by research and model portfolios from both internal and third-party sources.

Andrew Soltys is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has been with Fidelity Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a focus on systematic methodologies and long-term asset allocation benchmarks.

Paul Bruno Jr. is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. He has been associated with Bank of America and Merrill since 2011. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Nobile is a financial advisor at Merrill with 19 years of industry experience. He has been with Merrill since 2011 and holds a Series 66 designation. 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 strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Harry Mcwilliams is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with Linsco/Private Ledger since 2005. Mcwilliams also operates Granite Financial Solutions, LLC as a DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches and offering access to model portfolios and research.

Mackenzie Roedel is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Prior to this, Roedel worked at Delaware Distributors, LP and Macquarie Investment Management, each for five years, and held positions at Cornell University and Lazard Asset Management. Outside of Ameriprise, Roedel manages an advisory business, Penn Wealth Planning, LLC, based in New Hope, PA. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and utilizes algorithmic tools overseen by specialized committees to support its retirement planning offerings.

Bradley Snyder is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, NYLIFE Securities LLC, and New York Life. Outside of the financial industry, he was involved with GreaseBusters of Central PA & Pittsburgh for five years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that includes brokerage and insurance products.

Chloe Moore is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Fidelity Investments and has a background in performing arts, including experience as an opera singer and voice teacher. She currently serves as a soprano section leader at Doylestown Presbyterian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Gary Grossman is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2014. Outside of his advisory role, he owns a wholesale party supplies business serving a franchise restaurant and acts as a notary public. He also serves as a co-trustee in a separate outside business capacity. 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 strategies combining internal Chief Investment Office models and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Anderson is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bank of America and Merrill since 2020. Outside of finance, he has participated as a background artist, doing TV commercials, film, voiceovers, modeling, and print advertising. Merrill, along 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.

Ingrid Soprych is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2014 and was previously affiliated with Jerry Neumann and Naomi Richman. Outside of her advisory role, she assists a family friend as a personal assistant with household tasks. 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 plans, corporations, and charities.

Jeffrey Kane is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member of the Madison House Condominium Association in Margate, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Todd Gunerman is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1995 and with Hamilton Financial Advisors since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.