Robert Breitner is a financial advisor at LPL Financial in Philadelphia, PA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at American Heritage Federal Credit Union and American Heritage Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by LPL Research and third-party subadvisors.

Benjamin Greenstein is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ. He has three years of industry experience and has previously worked at Dow Jones and Virginia Tech. 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 client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jason Handwerger is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Andrew Moss is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Deloitte for two years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Carty Giffin is a financial advisor with Ameriprise in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Directors for the Eagleton Farms Homeowners Association. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations delivered through a centralized consulting team.

David Dominici is a financial advisor at Cetera with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cetera in 2025, Dominici worked at Ameriprise Financial Services for ten years and is also a partner at Game Time Performance, a baseball and softball training business. He serves as treasurer of the St. Josephs Men's Guild, a religious organization. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with over 10,000 advisors nationwide.

Jennifer Davis is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated 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’s integration with Bank of America enables access to a broad set of financial products and services.

Erika Kelly is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch Pierce Fenner & Smith since 2016, as well as at Bank of America, N.A. since 2026. Prior to joining Merrill, she was employed at The College of New Jersey from 2013 to 2017. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of investment strategies including model-based, discretionary, and CIO-constructed approaches for individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated with Bank of America’s broader corporate platform, enabling access to a wide array of financial products and services.

Justin Leonard is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at Amboy Bank for two years and held various roles in retail and other sectors. 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 for individuals, high-net-worth clients, retirement plans, and charitable organizations.

Eric Wisniewski is a financial advisor at Merrill with 20 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2005. Outside of his advisory role, he runs ice hockey clinics and serves as a head coach for a hockey team through his involvement with Ice Land Arena, LLC. 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 including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Roberto Roffo is a Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial markets. He began his career at Merrill and has developed and managed a wide range of funds and investment strategies across multiple asset classes and market environments. Roberto has served as a market commentator and lecturer, authoring numerous white papers and being featured in financial media outlets such as Bloomberg, The Bond Buyer, TheStreet.com, Debtwire, and Reuters. He holds bachelor's degrees in Economics and English from the University of Massachusetts and maintains FINRA Series 7 and 66 registrations as well as the Personal Investment Advisor (PIA) designation. Beyond his professional commitments, Roberto is involved with Big Brothers Big Sisters of America. His areas of client focus include family wealth management, liquidity management, retirement planning, portfolio management, socially responsible investing, women and wealth, tax minimization, and retirement income.

Dmitriy Myasnikov is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill since 2014. 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.

Todd Lindemuth is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with CUNA Mutual Group and Cuna Brokerage Services, Inc. in addition to his role at LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm provides a variety of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Jeffrey Revak is a Series 66–licensed financial advisor with Edward Jones in Yardley, PA, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Christian Schaeffer is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2015. 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.

Brian Flynn is a financial advisor at Morgan Stanley with 16 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 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Sofya Ziskina is a financial advisor at Merrill with 13 years of industry experience and a Series 66 designation. She has been with Merrill Lynch Pierce Fenner and Smith since 2011. Outside of her advisory role, she serves as treasurer and board member of the Princeton Landing homeowners association and is an officer involved with bookkeeping for a family-owned S Corporation. Merrill provides managed account services to a diverse client base through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Daniel Linn is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and 13 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC from 2013. He is involved in his community as a volunteer tee ball and first-grade basketball coach in Lacey, New Jersey. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Cole Mohrman is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked in various roles across several companies including Spa Hearth and Home and South Jersey Turf Consultants. 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 fiduciaries. The firm integrates its services within Bank of America’s broader platform, providing access to a diverse set of investment products and related financial services.

Robert Kroner Jr. is a financial advisor at Merrill with over 31 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1984. 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 leverages its integration with Bank of America to provide access to a broad set of products and services beyond traditional investment management.