Derrick Wilson is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Gusto, Equity Services Inc, National Life Group, and The Vanguard Group. Outside of his advisory role, he is CEO of Selective Financial Solutions LLC, a business involved in insurance and tax preparation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions focused on diversified portfolios and long-term strategies.

Amanda Frank is a financial advisor at Raymond James & Associates with credentials including Series 63 and Series 65. She has prior experience at Morgan Stanley, Vanguard Group, Momentum Wealth Partners, and Elite Consulting Partners. Outside of her advisory roles, she has worked at Pic-A-Lilli Inn and held various positions in educational institutions. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Trevor Pinto is a financial advisor with Wells Fargo Clearing in Philadelphia, PA. He holds Series 65 and Series 63 licenses and has nine years of industry experience. His prior experience includes multiple roles at Citizens Bank and Citizens Securities, where he worked from 2006 to 2021 before joining Wells Fargo. 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 offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Adam Bracy is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 19 years of industry experience. Prior to joining Raymond James in 2025, he worked at TD Bank and its affiliated private client wealth firm for 10 years, as well as at PNC Wealth Management. He serves on the development board of the Greater Philadelphia YMCA and is involved with the Golf Association of Philadelphia. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Patricia Barnes is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Evestment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Robert Ku is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1997 and has extensive experience in portfolio construction as well as trust and estate planning strategies. Robert’s client focus areas include managing new wealth, personal retirement planning, and retirement income. Robert holds several professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's degree in Economics from the University of Delaware after graduating from Kadena High School. Originally from Kadena Air Force Base in Okinawa, Japan, Robert has lived in Burlington, New Jersey since 2002. Outside of work, he enjoys playing tennis, spending time at the beach, and visiting his family in Hawaii. He also participates in community volunteer activities in line with Merrill Lynch’s tradition of community involvement.

Mark Oneill is a financial advisor with Raymond James & Associates in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Raymond James & Associates since 2016. Outside of advising, he is listed as an owner of a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lauren Rossi is a financial advisor at Fidelity with a Series 66 designation and nine years of industry experience. She has worked at Fidelity Investments since 2021 and previously held roles at Valic Financial Advisors, Bank of America, Merrill, and Wells Fargo Home Mortgage. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and employs oversight controls to address conflicts of interest.

Manoj Muraleedharan is a financial advisor with Merrill in Philadelphia, PA, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Merrill in 2026, he worked at J.P. Morgan Chase and Primerica Advisors. Before entering financial services, he spent 14 years at Cognizant Technology Solutions. 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.

Mary Beckett is a financial advisor with Merrill in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Merrill since 1992 and Bank of America, N.A. since 2009. Outside of her advisory role, she serves as a committee member for Impact100 South Jersey, a women’s collective giving group focused on high-impact charitable grants. 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 charitable organizations.

Monique Karpen Titlemore is a financial advisor at UBS Financial Services with 28 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals.

Eric Guggenheim is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise in various capacities since 2005. Outside of his advisory role, he serves as Vice President of the Evesham Education Foundation and is President of the Rotary Club of Marlton, NJ. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Jeffrey Wall is a Series 66 licensed financial advisor with Merrill in Cherry Hill, NJ, and has 16 years of industry experience. He has worked with Bank of America and Merrill since 2010. 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.

Thomas Warner is a financial advisor at Ameriprise with a Series 66 designation and one year of experience at the firm. His prior work history includes roles at the University of Mississippi, St Joseph's Prep, and St Mary's of the Lakes. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team, supported by algorithmic automation and oversight committees.

Edward Doran is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Goldman Sachs & Co. for 10 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment selections.

Sara Porter is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Fidelity Investments since 2012. Outside of her advisory role, she provides therapeutic group and individual activities for patients at Virtua Mount Holly Hospital. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Edinson Cruzado is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has previously worked at Mercantile Bank of Michigan and has been associated with both Bank of America and Merrill since 2017. Outside of his advisory role, Cruzado is involved with El Toro Landscaping & Remodeling LLC in Bridgeton, NJ, where he assists with organizational duties. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jarrod Howard is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals and families grow, preserve, and manage their wealth through a risk-based approach. He focuses on a range of client needs, including college education planning, family wealth management, legacy planning, personal retirement planning, philanthropic planning, portfolio management, small business strategies, tax minimization, and retirement income. Jarrod holds a Bachelor's Degree from Hampton University and holds the designation of Personal Investment Advisor (PIA). He works with families and institutions to implement customized strategies that align with their unique financial goals, bringing clarity and transparency to the complexities of wealth planning. Jarrod is fluent in English and Spanish and contributes to the community by supporting organizations such as Sponsors for Educational Opportunity. Outside of his professional role, Jarrod enjoys boating, fishing, running, skydiving, and surfing.

Bruce Graeber is a Financial Advisor at Merrill Lynch Wealth Management, specializing in delivering tailored financial strategies to support long-term growth and stability for individuals and businesses. He partners with clients on a range of services including college education planning, equity compensation, investment consulting for defined contribution plans, personal retirement planning, and tax minimization. Before joining Merrill Lynch, Bruce earned a Finance degree with a specialization in Personal Financial Planning from Bloomsburg University. He also completed an Accredited Certificate Program at the College for Financial Planning and holds multiple professional designations, including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Prior to his current role, he worked as a Mortgage Loan Officer and assisted high-net-worth clients with trading and account needs within Merrill's Premium team. Bruce brings an educator's perspective to his practice, aiming to help clients understand their financial situations clearly and make informed decisions. He is involved in community organizations such as Habitat For Humanity, Ivyland Presbyterian Church, and Neshaminy High School Wrestling. Outside of work, Bruce enjoys chess, spending time with his family, watching movies, and writing.

Scott Bombeck is a CFP® with 28 years of industry experience and has been with Cambridge Investment Research Advisors since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and manages a digital content venture titled "Dr Tangent and the Multiverse of Beer and Music" and sponsors an online promotional merchandise store called Acanthus Associates Gear Store. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services. The firm supports a variety of investment strategies through its network of independent Financial Professionals and offers both proprietary models and access to unaffiliated strategists.