Lawrence Olivadoti Jr. is a Financial Advisor at Merrill Lynch Wealth Management, based in the Greater Philadelphia region. He serves businesses, individuals, families, and business owners, focusing on aligning their financial resources with their long-term goals. With over ten years of experience in financial services, Lawrence specializes in equity compensation, concentrated stock positions, retirement planning, investment management, business ownership, legacy planning, and estate planning. He assists clients in navigating complex financial decisions involving equity compensation, retirement plans, concentrated stocks, estate and retirement planning, business ownership, and wealth transfer. Lawrence holds a Bachelor's Degree from Rutgers University - New Brunswick and has completed a Certificate Program at the Yale School of Management. He has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His client focus includes corporate benefits, employee benefits planning, equity compensation services, investment consulting for defined contribution plans, legacy planning, personal retirement planning, portfolio management services, and small business strategies. His personal interests include adventure sports, chess, golfing, hiking, music, running, soccer, surfing, traveling, and writing.

Joseph Gunsiorowski is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brooke Blanche is a financial advisor with Merrill in Blue Bell, PA, holding a Series 66 designation and having one year of industry experience. Prior to joining Merrill, Brooke worked at Merrill Lynch Wealth Management and has a background that includes teaching Pilates at The Move, a studio in Boston, Massachusetts. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brandon Blake is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill since 2008 and concurrently with Bank of America 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, and institutional investors.

Barbara Spitzlei is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her work history includes roles at Wells Fargo Advisors, RBC Capital Markets, and UBS Financial Services. She is also involved as a paraplanner at KSP MLS LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Jack Demouth is a financial advisor at Merrill Lynch Wealth Management. He focuses on delivering personalized financial planning services for individuals, families, and businesses, helping clients prepare for retirement, education, and estate planning. Jack and his experienced team utilize strategic planning to build personalized portfolios around clients' financial goals. Jack earned a Bachelor's degree in Finance from Rowan University. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). With expertise in areas such as college education planning, family wealth management strategies, retirement income, and tax minimization, Jack provides comprehensive advisory services. A native of Princeton Junction, Jack actively participates in his community through volunteering. He has over 10 years of volunteer experience with the West Windsor Little League and the West Windsor Volunteer Fire Company No. 1.

Dustin Hoffman is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 credential and previously worked at Bank of America, N.A. for five years. In addition to his advisory role, he owns and operates Curly Tail Ice Cream LLC, a food service business at festivals. 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.

Justin Di Pasquale is a financial advisor with Ameriprise in Harleysville, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of his advisory role, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored, non-discretionary retirement advice through a centralized consulting team.

Robert Clarke is a financial advisor at LPL Financial with 30 years of industry experience and holds Series 63 and Series 65 designations. He has been with LPL Financial since 2005. Clarke also operates RWC Investment Management, LLC, a separate business entity based in Doylestown, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisers with research tools and a range of investment strategies.

Allison Chaki is a financial advisor at Merrill with 18 years at the firm and a total of 10 years of industry experience. She holds a Series 66 designation and is based in Doylestown, 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. 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.

Evan Peterson is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at MSA Capital Group and Ampak Data and Electrical. 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.

Ian Dougherty is a financial advisor with LPL Financial, holding five years of industry experience. He has worked at LPL Financial since 2021 and has operated I M Dougherty & Company, PC since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Cornelius Mccarthy is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and possessing 27 years of industry experience. He has been with LPL Financial since 2008 and previously worked at BLBB Advisors from 2006 to 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.

Sherwin Forde is a financial advisor with Primerica Advisors in Norristown, PA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of his advisory role, he is involved in tax preparation and accounting through his own CPA practice and owns a separate business, The Logos, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and delegates trading responsibilities to third-party managers while maintaining oversight of model selection and portfolio management.

Pascale Abi Khattar is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2007 and at Bank of America, N.A. 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 investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Joseph Ochotny Jr. is a financial advisor with Cetera who holds the PFS™ designation and has 27 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services, Inc. for 27 years and operates his own CPA practice since 1990. He serves on the board of directors for Meghan's Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm with over 10,000 advisors, offering portfolio management, financial planning, and retirement services to a diverse client base including individuals, employer-sponsored plans, corporate, charitable, and institutional accounts. The firm provides multiple investment platforms and program structures, incorporating both affiliated and third-party money managers.

Peter Carpenter is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Merrill since 1998, including roles at Merrill Lynch Canada starting in 2007. 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 developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Uehling is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Andrew Sullivan is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America, N.A., and various positions outside finance, including time at Camp All-Sport and the University of Edinburgh. 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, and institutional investors.

Arthur Strackhouse is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2008 and worked at Jourdan Wealth Management from 2016 to 2019. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public-finance work through a unique municipal advisor affiliation.