Robert Hall is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Edward Jones for ten years before joining Ameriprise in 2019. In addition to his advisory role, Hall is involved in independent insurance brokering, specializing in term life insurance with AIG. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Charles Hill is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in 1992 and has been a part of The Hill Group since 2000, working alongside his brother Jeff. Charles emphasizes the integration of health and wealth in guiding clients toward long, rewarding lives and meaningful legacies. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Charles earned a Bachelor of Science degree in Business Administration from the University of Rhode Island. His expertise spans legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing, tax minimization, and retirement income strategies. Charles is active in his community, residing in Yardley, Pennsylvania with his wife, Liza, and their four children. He volunteers with Habitat for Humanity, coaches local youth sports, and participates in the Kiwanis Club of Washington Crossing Yardley. His personal interests include fishing, gardening, skiing, and spending time with his family.

David Schimpf is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 20 years of industry experience and has been with Primerica since 2005. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based strategies developed by unaffiliated asset managers.

William Daniel is a financial advisor with Equitable Advisors, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Daniel serves as Chief Ministry Officer for Hospital Ministries International, overseeing charitable work in India. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes client information gathering and risk assessment to match clients with advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Jeffrey Heinel is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior experience includes nearly three decades at The Investment Center, Inc., followed by 19 years at Ic Advisory Services, Inc. Heinel is also involved with Socius, LLC, a real estate rental business. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and extensive operational tools.

Patrick Watson Jr. is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, with prior roles at AllianceBernstein Investments, Inc. and T. Rowe Price. Outside of advising, he owns a limited liability company focused on breeding and selling dogs. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Claudia Peppard is a financial advisor with RBC Capital Markets in Princeton, NJ. She holds a Series 66 designation and has seven years of industry experience, including prior roles at UBS Financial Services and Synergy. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles through a mix of in-house and third-party investment managers.

Jeffrey Martinides is a Wealth Management Advisor at Merrill Lynch Wealth Management and the lead advisor with The Martinides Group. He began his career in financial services with Merrill Lynch in 1987 and has developed his practice focusing on corporate executive services, executive compensation, family wealth management strategies, and services for endowments, foundations, and non-profits, among other areas. Jeff also advises on legacy planning, personal retirement planning, philanthropic planning, portfolio management, individual and corporate investment strategies, and tax minimization. Jeff holds a bachelor's degree from Temple University's Fox School of Business. He has earned several professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Throughout his career, he has been recognized nationally by Barron's and Forbes for his advisory work. Outside of his professional responsibilities, Jeff is involved in community organizations including the Bucks County Opportunity Council, McKeown Foundation, and Trenton Soup Kitchen. He enjoys outdoor activities such as fishing, golfing, clay target sports, and painting, and spends time with his family.

Jesse Alijewicz is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Cetera since 2019 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. 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 multi-manager platform with diverse portfolio management options and reports over $256 billion in assets under management across more than 10,000 advisors.

Dave Lalla is a financial advisor with LPL Financial in Edison, NJ, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked with LPL Financial since 2009, following roles at Chase Investment Services Corp. and Quick & Reilly, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by technology and a wide network of over 22,800 advisors.

Brooke Mcgeehan is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2005, with prior experience at City National Bank from 2016 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on clients’ Advisory Risk Profiles, utilizing a mix of in-house and third-party managers.

George Altmeyer Jr. is a Series 66 licensed financial advisor with Merrill, where he has worked since 2003. He has 18 years of industry experience and is based in Pennington, NJ. 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.

Joseph Toth is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Merrill since 2024 and also has experience with Bank of America, N.A. Outside of his advisory roles, he has been involved with NJ Premier All Stars and the Metedaconk National Golf Club. 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.

Frances Stanton Martinez is the Resident Director and Wealth Management Advisor at Merrill, where she has been serving clients since 2014. She focuses on building new client relationships and delivering wealth management services tailored to the needs of individuals, families, and businesses. Frances is a partner in The Callahan Pascua Group, applying her expertise in areas such as family wealth management strategies, retirement income planning, tax minimization, and college education planning. Frances holds multiple professional designations, including the Certified Investment Management Analyst® (CIMA®), which is awarded by the Investments & Wealth Institute™ in conjunction with The Wharton School, University of Pennsylvania. She also holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) credentials. Frances earned her Bachelor of Arts degree in Interdisciplinary Studies with a focus on Political Science, Communication, and Psychology from San Diego State University and a Master of Business Administration from Alliant International University. In addition to her professional qualifications, Frances is fluent in Filipino and English. She is actively involved in professional and community organizations, serving as National Chair for the Investments & Wealth Institute™ Conference Committee beginning in 2024, and as President of the Merrill Women's Exchange San Diego Chapter for 2024–2025. Frances has also held leadership roles within the Merrill Women's Exchange and is a member of the La Jolla Woman's Club. Her personal interests include travel, music, tennis, yoga, scrapbooking, writing, and spending time with her family.

Matthew Loftus is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. His prior firms include Merrill and M.S. Howells & Co. Outside of his financial advisory work, he coaches a hockey team through Upper Moreland Parks and Recreation. 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 clients. The firm emphasizes tailored planning and investment consulting using analytical tools and supports its clients through a broad network of advisors and specialized programs.

Thomas Sonetto is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2015. Sonetto has also been involved with ARTMAN Lutheran Home since 2013. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberly Stasen is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked within various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, employing proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Michael Johnson is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Outside of his advisory role, he has been involved with MRJ Sports, operating the basketball-related business Hoopaholics since 2004. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning that utilizes firm-approved planning tools and models, managing approximately $2.74 trillion in client assets.

Mark Bean is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2006 and Bank of America, N.A. since 2013. Outside of his advisory role, he serves as a board member for the Wild Bird Research Group, a nonprofit focused on bird conservation research in the Americas. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, third-party manager selection, discretionary portfolio management, brokerage, and custody services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by a CIO-managed platform.

Alexander Struck is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2010. 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.