Joshua Christiani is a financial advisor with Merrill based in Pennington, NJ. He holds the Series 63 and Series 66 designations and has eight years of industry experience. His prior work experience includes roles at Bank of America and ETS (Adecco). 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 with model-based and discretionary investment strategies developed by internal and third-party managers.

Chad Simmerman is a financial advisor with LPL Enterprise holding a Series 66 designation and has been with the firm since 2026. Prior to joining LPL Enterprise, his work experience includes roles at Doordash, West Chester University, and in the food service industry. He is based in Warrington, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Sally Parker Will is a financial advisor with Merrill, holding Series 63, 65, and 66 designations and has 30 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she is an owner of a family summer home in Cape May, New Jersey, which she helps manage for rental purposes. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a variety of model-based and discretionary investment strategies.

Megan Giaimo is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Planet Fitness LLC and the U.S. House of Representatives. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christian Mantuano is a financial advisor with Merrill, holding a Series 66 designation and based in Pennington, NJ. His work history includes roles at Trenton Country Club and Pennington Quality Market, alongside his current position at Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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, and institutional investors.

Clara Siegel is a financial advisor with Merrill, holding a Series 66 credential and seven years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robin Lewis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Primerica Financial Services since 2011 and PFS Investments Inc. since 2012. Outside of advisory work, he serves as an office manager for Jodie Banks, LLC and works as an independent contractor with Custom Benefit Plans. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies with a range of tactical and strategic approaches. The firm operates at scale with thousands of advisors and offices and utilizes third-party asset managers along with BNY Mellon Advisors and Pershing for trade execution and custody.

Eric Felt is a financial advisor with Mass Mutual Investors Services in Fort Washington, PA, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, having worked with MassMutual and its affiliated firms since 1983. In addition to his advisory role, he is involved with Eric Felt Insurance Services, LLC, which provides life and group health insurance solutions. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative annual planning engagements without discretionary investment authority.

Austin Radomski is a Series 66 licensed financial advisor with two years of industry experience. He currently works at LPL Enterprise and has prior experience with firms including Pruco Securities LLC and PennWest California. Outside of finance, he has worked in the food service industry and education. 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 emphasizes model-driven investment implementation and offers access to third-party asset managers and various financial products through its network of investment adviser representatives.

Alexander Reber is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, he worked at Hartford Funds Distributors and CVS Health. He has an educational background that includes time at the University of Michigan and Malvern Preparatory School. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers tailored to clients' risk profiles.

Thomas Lahey is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at Bank of America and Merrill since 2010. Outside of advisory, he is a partner at Emerson Reid, where he acts as a group health insurance broker for small businesses. 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 a diverse client base including individuals, high-net-worth clients, and charitable organizations.

Lynn Sandt is a financial advisor at Charles Schwab with 17 years of industry experience. She holds the Series 66 designation and previously worked at Lear Investment Management and Phlox Capital Management, among other roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational and custody arrangements.

Jeffrey Wiedmann is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2011. Outside of his advisory role, he is involved with an outside business based in Philadelphia. 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 and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Michael Silverman is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2018. Prior to that, he spent 26 years at Oppenheimer. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, which clients use as a basis for decision-making.

Patricia Niles is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. She previously worked at Janney Montgomery Scott for ten years and currently serves as Branch Manager at Lutschaunig Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal and retirement plan advisory services.

Jared Lynch is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having four years of industry experience. Prior to joining LPL Financial, he worked at The Vanguard Group and held various roles outside the financial industry, including positions at Anthony's Coal Fired Pizza and Merion Golf Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

Thomas Panebianco Jr. is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1992. 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 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.

Eliza Mc Devitt is a Series 66–licensed financial advisor at Raymond James & Associates with six years of industry experience. She has worked at Raymond James since 2020 and previously held roles at THRUUE, Inc. and SynaVoice LLC. Outside of her advisory work, she coaches the University of Pennsylvania Women's Club Water Polo team. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and charitable organizations. The firm offers financial planning and consulting with a range of portfolio management styles, supported by extensive research and affiliated resources.

Anthony Villari is a financial advisor with Equitable Advisors, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 36 years of industry experience, including ten years at Karr Barth Financial Planning and over two decades with Equitable Advisors and AXA Advisors. Outside his advisory work, he serves as an administrator or executor of estates and trusts for family and non-family members. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through investment adviser representatives, utilizing a combination of third-party asset managers and proprietary offerings.

Barry Duran Harris is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2004. In addition to his advisory role, Harris serves with the North Brunswick Democratic Organization, representing local residents' needs to the committee. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.