Mark Welsh is a Series 66-licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill in 2024, he worked at PNC Bank and held various other roles including positions at Dollar General and Prendergast Landscaping. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, and institutional investors.

John Mcdermott Jr. is a Series 66 licensed financial advisor with Raymond James & Associates, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he owns and operates Clear Horizons Window Cleaning. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, serving both retail and institutional clients.

Mitchell Foreman is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ. He has 13 years of industry experience and has been with Merrill since 2010. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of products and services beyond typical investment management.

Gabriela Real Irigoyen is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work history includes roles at OSI Staffing, Infinity, Sykes, Vanru, and the University of Costa Rica. Merrill 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, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad range of products and services beyond typical investment offerings.

Kathleen Tomori is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 30 years of industry experience. She has been with Merrill since 2006. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide array of financial products and services.

James Gibson is a financial advisor with Cetera, holding the PFS™ and Series 63 designations and bringing 37 years of industry experience. He has held roles at multiple firms, including LPL Financial and his own entities, J Gibson & Associates, Inc., a tax and accounting service, and 44th Street Capital Advisors LLC, a financial services firm. Gibson also sells fixed insurance products, including life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform and supports various program structures with over $256 billion in assets under management.

James Mcdavitt is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding Series 63 and Series 65 credentials and bringing 43 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 Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services guided by investment policy statements and modern portfolio theory. The firm’s advisory process includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Scott Mc Crea is a CFP® professional with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at TransAxle, LLC and Earthborne, Inc. He serves as a board member for Valley Day School in Morrisville, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, operating through one of the largest advisor networks in the industry.

Connor Geiger is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked with the United Brotherhood of Carpenters and in retail and hospitality roles. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Bradley Thomas is a CFP® and ChFC® credentialed advisor with nine years of industry experience. He currently works at LPL Financial and previously held positions at Bank of America and Merrill. Outside of his advisory role, he owns a party rental business called Keystone Bounce. 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 offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment strategies.

Benjamin Matsumoto is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held various roles outside of finance, including positions in education and hospitality. He has worked at institutions such as The College of New Jersey and Rutgers University, as well as at Spigola Italian Restaurant & Bar. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s corporate platform, delivering access to a wide range of financial products and services.

Daniel Foy is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. Its advisory approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Gregory Feliciano is a Series 66-credentialed advisor at Merrill with 13 years of industry experience. He has been with Bank of America and Merrill since 2012. Merrill provides managed account services through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America's broader platform.

Michael Trakofler is a financial advisor at Merrill with Series 65 and Series 66 registrations. He has recently joined the industry and has held various roles across different companies prior to his current position. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based, discretionary, and tax-aware investment strategies to a broad range of clients including individuals, pension plans, and charitable organizations. The firm’s integration with Bank of America’s platform enables access to a wide variety of products and services beyond traditional investment management.

Lori Clarke Romano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at Cenlar for twelve years before joining J.P. Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory services with affiliated brokerage and investment management capabilities.

Donald Fowler is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leverages over 30 years of experience to provide clients with personalized wealth management strategies tailored to their individual financial situations and goals. Donald emphasizes a comprehensive approach that includes asset preservation, income, and growth, incorporating a diversified mix of cash, fixed income, global equities, and other investments. His practice also encompasses retirement planning, family wealth management, estate structuring, and business ownership considerations. Donald holds a Bachelor's Degree from Albright College and a High School Diploma from Nottingham High School. He has earned professional credentials as a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA). Early in his career, he developed expertise in bond portfolios, which informs his current use of a broad spectrum of fixed income investments. Donald is committed to client education and works closely with each individual to understand their financial history, concerns, and expectations to build strategies designed to help pursue long-term financial well-being. Born and raised in Mercer County, Donald continues to reside there with his wife, Margaret. He is involved in community activities, including volunteering with the Boy Scouts of America. Outside of work, he enjoys golfing, paddle tennis, and spending time with his four sons on family vacations.

Hannah Sodicoff is a Series 66-licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill, she worked at the Middle East Media Research Institute and Mentally United and has experience across the education and retail sectors. Merrill 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 to individual, high-net-worth, institutional, and charitable clients. The firm integrates with Bank of America’s corporate platform, enabling access to a broad set of financial products and services.

Christopher Mclaughlin is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, incorporating modeling techniques like Monte Carlo simulations, while clients are responsible for plan implementation and updates.

Walter Archer is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Freedom Mortgage, and several other firms. He is a part owner of WAC Entertainment, LLC, a music and entertainment business currently inactive. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a varied client base including individuals, high-net-worth clients, and institutional investors.

Danielle Beccarelli is a financial advisor at Merrill with 11 years of industry experience. She has held positions at Merrill since 2018 and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Merrill 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, charitable organizations, and corporate fiduciaries.