Mark Mucciacciaro is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, based in the Yardley, Pennsylvania branch office. He guides wealthy families and businesses through a goals-based wealth management process, focusing on understanding clients' goals, dreams, time horizons, and comfort with investments to help them achieve their desired results. Mark’s expertise encompasses areas such as college education planning, family wealth management strategies, retirement income, tax minimization, and services for endowments, foundations, and non-profits. Mark began his career in 1996 with Merrill Lynch in New York City and later joined Morgan Stanley in 2008 before returning to Merrill in 2016. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Plans Specialist™ (CRPS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mark earned a Bachelor of Science degree from Rutgers University. He has also served as an adjunct professor at Temple University, teaching Financial Planning in the MBA program of the Fox Business School. A native of South Jersey, Mark and his wife, Kathy, along with their children, Matthew and Nicole, have lived in Yardley since 2004. Outside of his professional role, Mark enjoys boxing, cooking, spending time with his family, and coaching his children in sports. He has been involved in the community as a past board member of the Embrace Kids Foundation.

Robert Huesken is a financial advisor with Merrill who holds Series 63 and Series 66 designations and has nine years of industry experience. His career includes roles at Bank of America, Wells Fargo, PNC Bank, and American Heritage Credit Union. 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.

Nicholas Scheurer is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and Merrill, as well as academic positions at Rowan School of Osteopathic Medicine and Rowan Economics Department. 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 plans, corporations, and charitable organizations.

Scott Furnish is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Merrill since 2003. 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.

Hui Corona is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing wealth management solutions tailored to affluent clients and families. She holds professional designations including Certified Private Wealth Advisor (CPWA®), Certified Exit Planning Advisor (CEPA®), and Personal Investment Advisor (PIA). Hui focuses on helping business leaders develop strategies for tax minimization, asset monetization and protection, growth maximization, and wealth transfer. Her expertise includes guiding business owners through exit planning, from maximizing business value to ensuring smooth transitions. Hui takes a client-centric approach by understanding individual goals and providing advice on investing, retirement planning, and financial preparedness. She earned a Bachelor's Degree from the University of International Business and Economics, an MBA from the University of Illinois at Chicago, and completed an accredited certificate program at Yale School of Management. Hui communicates fluently in English and Chinese.

Kyle Glenn is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Dick's Sporting Goods Inc, and other companies. Outside of his advisory role, he works as an independent contractor for Instacart, providing delivery services. Merrill, together 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 a range of individual and institutional clients.

Manish Kakkar is a financial advisor with Equitable Advisors in East Brunswick, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is involved in United Healthcare’s dental and health insurance business. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a range of third-party advisory platforms and proprietary funds.

Wendell Pribila is a financial advisor with LPL Financial in Titusville, NJ, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, utilizing a range of strategic and tactical investment options supported by advisor-facing technologies.

Max Fallon is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Prior to joining Merrill, he co-owns Hot Dress LLC, a business focused on writing, recording, and performing original music. 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 both model-based and discretionary investment strategies for individual and institutional clients.

Meghan Sutphen is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at Equitable Advisors and JPMorgan Chase Bank, N.A., along with various positions outside the financial industry and involvement with local boards of education. J.P. Morgan Securities LLC 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 when recommending investment strategies.

George Jenkins is a financial advisor with LPL Financial in Pennington, NJ, holding Series 63, 65, and 66 licenses and 34 years of industry experience. His prior work includes roles at Edward Jones and Private Portfolio Partners, LLC. He also offers clients Medicare Supplement Insurance through Martin Insurance Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management services through a large network of investment adviser representatives.

R. Michael Braender is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Grove Point Investments, H. Beck, and Minnesota Life Insurance Company. Outside of advising, he is involved as a registered representative with RMB Wealth Advisors, LLC, offering financial services to clients. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform providing a range of portfolio management and financial planning services through discretionary and non-discretionary programs.

Javid Jaraiedi is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 39 years of industry experience. He previously worked at Metlife Securities Inc. for 25 years before joining Mass Mutual in 2016. Outside of his advisory role, he owns Jaraiedi Financial Group, an LLC established for marketing his practice. MML Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach involves collaborative annual planning engagements using firm-approved software and offers a range of programs including asset management, wrap accounts, and educational seminars.

Tony Bradica is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. Outside of his advisory role, Bradica serves as a board member and age coordinator for the Bolton Youth Soccer Association, where he is involved in team assignments and organizational decisions. 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.

Drew Lorenz is a Wealth Management Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® professional. He is a third-generation Merrill advisor who adopts a client-focused approach to wealth management, taking care to understand his clients' priorities and goals. Drew leverages the resources of Merrill to address the diverse financial needs of his clients. He specializes in areas including retirement planning, portfolio construction, estate planning, college education planning, divorce transition planning, family wealth management strategies, philanthropic planning, tax minimization, socially responsible investing, and retirement income strategies. Drew holds a Bachelor's degree in Finance with a minor in Entrepreneurship from the University of Miami and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional duties, Drew participates in community organizations such as Achilles International, Juvenile Diabetes Research Foundation, Purple Stride - Pancreatic Cancer Walk, Urban Promise Camden, and Urban Promise Trenton. He enjoys activities including boating, fishing, photography, scuba diving, skiing, tennis, and spending time with his family.

David Scafa is a financial advisor with Cetera, holding the PFS™ and Series 63 designations and bringing 27 years of industry experience. He has worked with several firms including Avantax and operates Scafa Professional Center, LLC. In addition to advisory roles, he provides tax preparation and accounting services through his own CPA practice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diversified investment programs, combining model portfolios, third-party managers, and customized strategies.

Michael Warin is a financial advisor with Cetera, holding a Series 63 designation and bringing 28 years of industry experience. He has worked at Cetera since 2025 and previously spent over two decades at Avantax in various capacities. Outside of his advisory work, Warin is active in community service through roles at Faith Lutheran Church, including auditing finances, serving as an usher, co-chairing the soup kitchen committee, and chairing an annual hunger walk. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management options and financial planning services through a nationwide network of independent advisors.

Jared Klancic is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2022, previously holding a position at Bank of America, N.A. from 2024 to present. Before his advisory roles, he has professional experience at Widener University, Primo Hoagies, and Roman Catholic. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. 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 CIO teams and third-party managers.

Christopher Mottershead is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephan Giffin is a financial advisor at Ameriprise with four years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2021, he worked in the automotive collision repair industry with several companies between 2016 and 2021. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.