Christopher Koehler is a financial advisor with Wells Fargo Clearing in Doylestown, PA. He holds a Series 66 designation and has 11 years of industry experience, including 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brigitte Bendriss is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill Lynch in 2012, bringing over thirty years of experience in operational and accounting management as well as ownership within the auto and heavy truck dealership industry. Her extensive business background provides her with unique insight into the financial and estate management needs of business owners. Ms. Bendriss earned a Bachelor of Science degree in Industrial Management from Louisiana State University in 1980 and holds the Personal Investment Advisor (PIA) designation. She focuses on delivering customized financial strategies tailored to high-net-worth individuals and business owners, emphasizing understanding clients’ priorities to develop personalized wealth management, estate, and business financial plans. A lifelong resident of Lake Charles, Louisiana, Ms. Bendriss is actively involved in her community. She serves as a board member of the Chennault International Airport Authority and has been a Vestry member and Finance Committee member of the Episcopal Church of the Good Shepherd, where she has also held the office of Senior Warden. Outside of her professional and community roles, she pursues interests including big game hunting and spending time with her family.

Minakshi Malhotra is a financial advisor with LPL Enterprise holding Series 63 and 65 licenses and 24 years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2002, transitioning to LPL Enterprise in 2024. Malhotra also maintains an active role as a property and casualty insurance agent with Liberty Mutual and a non-variable insurance sales agent with Prudential. LPL Enterprise, LLC 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 utilizes a model-driven investment approach with access to third-party asset managers, and offers financial planning, consulting, and insurance product sales through affiliated entities.

Emily Wingfield is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America since 2019. Prior to her career in finance, she held various roles including positions at TGI Friday's and J&J Snack Foods. 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 institutions.

Daniel Guss is a financial advisor at Merrill with 29 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, he assists with a family dog sitting business by helping with dog walks and boarding. 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 using model-based and discretionary investment strategies developed by internal and third-party teams.

Andrew Weight is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he consults on general matters for a family-owned business in the mechanical sector. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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.

Alexander Proektor is a Series 66 licensed advisor with Merrill, based in Pennington, NJ. He has six years of industry experience and has been with Merrill since 2019. Prior to his financial advisory career, he held roles in retail and insurance sectors, including positions at La-Z-Boy Furniture Galleries and State Farm. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Skalamera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 47 years of industry experience. His career includes prior roles at Morgan Stanley and multiple tenures at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Kapolka is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 31 years of industry experience. Prior to joining Cambridge in 2021, he worked extensively with Avantax-affiliated firms for more than two decades. Outside of his advisory work, he owns Keystone Fly Rod Company, which provides fly fishing and fly casting instruction, and serves as treasurer for the Upper Saranac Lake Association. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals and multiple platform options.

Benjamin Chando is a financial advisor at Merrill with a Series 66 credential. He has one year of industry experience, having previously worked at Kura Sushi and Applebees. Benjamin studied full time at Rutgers University from 2021 to 2025. 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 and profit-sharing plans, corporations, and charitable organizations.

Ariana Karwowski is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has been with Merrill since 2013. 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 various institutional investors.

Reyne Harris is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ, and has 25 years of industry experience. He has worked at Merrill and its affiliates since 2000, with a brief tenure at BOFA Securities from 2019 to 2021. Outside of his advisory role, Harris is involved in fitness as an indoor cycling instructor and gym instructor and is a general partner managing financial and administrative duties for Recovery Restoration LLC. 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 a variety of clients including individuals, high-net-worth clients, and institutional investors.

John Hannan III is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a five-year tenure at Citizens Securities, Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting for individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a large network of financial advisors and combines research from its Investment Institute with third-party analytics to provide diversified investment solutions.

Glenn Palmitessa is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Ameriprise Financial Services, Wells Fargo Clearing, and Morgan Stanley. Outside of his advisory role, he is involved in retail through Buckmans Ski and Snowboard Shop in Doylestown, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Douglas Clark is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he serves as a bookkeeper and board member for the Colorado Center for Modern Psychoanalytic Studies, where he assists with check writing, account balancing, and fundraising. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Catherine Gowen is a Series 66 licensed financial advisor with Merrill, based in Pennington, NJ. She has 19 years of industry experience and has been with Merrill 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 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.

Norman Bauman III is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch since 2005. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and various organizations.

Wendy Fratrik is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL in 2024, she worked at Bank of America for five years and spent 24 years at Merrill Lynch, Pierce, Fenner & Smith. 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 advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset management, with a wide range of investment options and advisor support tools.

Kyle Albahary is a Planning Consultant at Fidelity Investments, where he currently works with clients to help them achieve their financial goals. He has been with Fidelity Investments since 2021, progressing through roles as a Financial Representative and Relationship Manager before his current position. Kyle has developed expertise in financial planning and client relationship management through his experience at Fidelity. He is committed to building lasting relationships and serving as a trusted resource for clients on their financial journey to retirement. Outside of his professional work, Kyle enjoys baseball, family activities, fitness, golf, movies, and music.

Stephen Niles is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 19 years before joining Raymond James Financial Services Advisors, Inc. in 2019. 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, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals, employing analytical tools and risk profiling, and supports advisory programs alongside institutional consulting and portfolio management.