Owen Mc Gee is a Financial Advisor with The McGee Group at Merrill, where he works alongside his father, a seasoned advisor with over 30 years of experience. He assists individuals and families in building clear financial plans by understanding their full financial picture, including goals, time horizon, and objectives. Owen structures approaches aligned with clients' objectives, risk tolerance, and liquidity needs. His expertise includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Owen holds a Bachelor's Degree from the Pennsylvania State University System and the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Owen enjoys basketball, cooking, football, golfing, music, spending time with his family, traveling, and watching movies.

Olubukunola Coker is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2006. 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.

Richard De Brocco is a financial advisor with Charles Schwab in Glenside, PA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Citizens Securities, Inc., Citizens Bank, TIAA, and THE Vanguard Group, Inc. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios along with centralized custody and order-routing services.

Frank Dellarossa is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2015. Outside of his advisory role, he is the sole owner of a rental property business. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Krista Ramroop is a financial advisor at Merrill with 13 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2015. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Altmeyer is a financial advisor at Merrill with 7 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2004. 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.

Suzan Hemstock is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Merrill since 1992. 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 clients.

Bradley Foose is a financial advisor with LPL Enterprise and holds a Series 66 designation, bringing four years of industry experience. Prior to joining LPL Enterprise, he held roles at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command entities. He also served in the U.S. Army from 2008 to 2022. Outside of advising, he manages a beach house rental business. 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’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers financial planning alongside access to third-party asset managers and insurance products through affiliated entities.

Russell Hanscom III is a financial advisor at LPL Financial with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Invest Financial Corporation and Raymond James Financial. He is also involved with TruMark Financial Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

William Miller is a CFP® with seven years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior experience includes roles at LPL Financial, Securities America Advisors, and Mass Mutual Investors Services. Outside of his advisory work, he is also associated with Know My Plan, where he acts as Financial Advisor and Director of Operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports both advisory programs and institutional consulting across a large network.

Francis Blust is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at The Vanguard Group and Arcadia University. Outside of his advisory work, he has been involved with the Wissahickon Skating Club for nine years. 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, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive in-house research and a range of portfolio management styles.

Edward Clementson is a financial advisor with Merrill who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked at Merrill since 2013 and Bank of America since 2016. Outside of his advisory role, he serves as a director of the Hopewell Valley Lions Club, a nonprofit organization focused on community service and charitable activities. 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.

Thomas Kanyok is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Waddell & Reed Inc and Allspring Funds Management, LLC. He is also the owner of Restore Hyper Wellness, a wellness spa business. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through various platforms and provides access to third-party advisers and proprietary model strategies.

Chad Akselrad is a financial advisor with Ameriprise in Holland, PA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at firms such as Cambridge Investment Research, Merrill, Charles Schwab, and Wells Fargo. Outside of finance, he operates Pulse Entertainment, providing mobile DJ services for private events. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Amanda Ferry is a financial advisor at Merrill with six years of industry experience. She previously worked at Spencer Savings Bank for four years before joining Merrill in 2019. Outside of her advisory role, she works part-time as a delivery employee for DoorDash. 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.

Michael Scurato is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2001. 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.

Ronak Patel is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2017 and 2018, respectively. Outside of his advisory role, he works as a per diem wedding coordinator for Rose Events LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages a broad range of client assets through structured planning processes and various advisory programs.

Brian Larkin is a financial advisor with LPL Enterprise, holding the Series 63, 65, and 66 credentials and over 10 years of industry experience. His prior roles include positions at MassMutual, New York Life, and Unum Group/Colonial Life. Outside of his advisory work, he has been involved as a sports referee since 2013 and has coaching experience in sports and fitness. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach leveraging portfolios developed by LPL’s Research Department and third-party strategists, while also facilitating access to financial planning, asset managers, insurance products, and affiliated services.

Dana Rogers is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2009. 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.

Grzegorz Zymierski is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and six years of industry experience. He has been with Merrill 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.