Jonathan Schmitt is a financial advisor at Merrill with Series 63 and Series 65 licenses. He has less than one year of industry experience and has held positions at Bank of America, JPMorganChase, and New Century Financial Group, as well as academic roles at West Chester University. 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.

Eric Pirog is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2006. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Williams is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2011. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm provides investment management through multiple program strategies and emphasizes integration with Bank of America affiliates to support a wide range of financial and capital-markets activities.

Jon Rosenwald is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2006 and Bank of America since 2009. 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 to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Isaac Smith Walker is a Series 66 registered advisor with Merrill, based in Pennington, NJ, and has four years of industry experience. Prior to his current role, he worked at Bank of America, N.A. since 2022 and has held various positions outside the financial industry, including roles at Hand & Stone Massage and Facial Spa and Securitas Security Services USA. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

James Potoka is a CFP®-credentialed financial advisor with 44 years of industry experience. He is currently affiliated with OSAIC and previously spent 25 years with FSC Securities Corporation. Potoka is also an independent insurance agent offering long-term care, life, disability, and health insurance products through his sole proprietorship. OSAIC serves a diverse client base including individual, high-net-worth, pension, and corporate investors, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and offers access to various investment vehicles and third-party managed accounts.

Michael Mattia is a CFP® professional with eight years of experience, currently serving as a financial advisor at LPL Enterprise. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Bank of America, and Merrill. Mattia is also the owner of Priceless Painting LLC, a construction-related business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services in financial planning, insurance, and affiliated trust custody.

Justin De Luca is a financial advisor with LPL Financial, holding a Series 66 designation and having 19 years of industry experience. His prior roles include positions at Lincoln Investment, PNC Wealth Management, OSAIC Institutions, Mass Mutual Investors Services, and Merrill. Outside of his advisory work, he is involved as a musician in a local musical 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 offers a range of advisory and brokerage services, including financial planning and institutional platforms, implementing strategies through its extensive network of investment adviser representatives.

Alf Markussen is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Bank of America, Merrill, and several other financial and business entities. Outside of his advisory work, he is the owner of Markussen Associates and operates an eBay store. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and a suite of financial planning and consulting services.

Leigh Mayer is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2001. 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.

Jagruti Panwala is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. She serves as an executive member of the American Hotel and Lodging Association Board of Directors and participates as a panel speaker for the nonprofit Castell College. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services across diverse asset classes, utilizing asset-allocation tools and third-party money managers to construct portfolios on both discretionary and non-discretionary bases.

Patrick Foley is a CFP® with over 31 years of industry experience and has been with Robert W. Baird & Co. since 2009. He serves as a board member and on the investment committee for Mt. Saint Joseph Academy. Foley is also a partner in the self-published book "Winning at Retirement," where he manages the website and digital advertising. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Chintan Vora is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2005 and Bank of America, N.A. since 2014. 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.

Robert Lydon is a CFP® with 29 years of industry experience, currently advising at LPL Financial since 2024. His prior experience includes roles at Parkland Securities, SPC, and Hornor, Townsend & Kent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Kevin Anthony is a financial advisor with Cetera, holding a Series 66 license and two years of industry experience. He previously worked at Bucks County Wealth Management and provides accounting services at Strack Associates Inc. He also sells fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Jules Andrianantoandro 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 also works at Bank of America, N.A. since 2011. Outside of his advisory role, he represents a family-owned food facility on FDA matters related to import shipments. 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 variety of client types, including individuals, high-net-worth clients, and institutional investors.

Benjamin Kline is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at Bank of America, Merrill, and The Vanguard Group. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Susan Cornford is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Merrill since 2019 and has held positions at Bank of America, N.A., Hyatt House, Macy's, Target, TD Bank, and Plymouth Rock Assurance. Outside of her advisory role, Susan is involved with Easter Seals, supporting funding for recreational activities for her disabled son. 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 individuals, high-net-worth clients, and institutional investors.

Eric Mitchell Jr. is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked previously at Citizens Bank, Citizens Securities, Bank of America, and Linden Bulk Transportation. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Papa Macisse Diop is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His background includes roles with several professional soccer teams such as FC Cincinnati, Philadelphia Union, and Sporting Kansas City. 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.