Dean Gorfti is a financial advisor at Morgan Stanley with 14 years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at The Vanguard Group for 10 years and has been self-employed since 2018. Outside of his advisory work, he is also a freelance drummer. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery processes and utilizes tools such as Monte Carlo simulations to model outcomes.

Mason Flinn is a financial advisor with Merrill, holding Series 63, Series 65, and Series 66 designations and bringing 34 years of industry experience. He 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 and profit-sharing plans, corporations, and charitable organizations.

Karl Conrad is a financial advisor at Merrill with 22 years of industry experience. He has been with Merrill since 1997 and holds Series 63 and Series 66 licenses. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sara Lemley is a Series 66 licensed financial advisor with Merrill in Pennington, NJ, having 11 years of industry experience. She previously worked at Oppenheimer for five years before joining Merrill in 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Jerry Schapira is a financial advisor with Stifel in Yardley, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and planning analyses, while clients retain discretion over implementation.

Scott Schwartzman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with PFS Investments Inc. and Primerica Financial Services since 2010 and 2011, respectively. Outside of his advisory role, Schwartzman provides bookkeeping and tax services for individuals and nonprofit organizations on a part-time basis. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, maintaining oversight of model selection and implementation.

Angela Augustine is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Securities America Inc. and Securities America Advisors for 15 years. Augustine also serves as president of Augustine Financial Group, which is involved in life insurance and fixed annuity sales. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization using risk-tolerance questionnaires and efficient frontier analysis.

Gary Anello is a financial advisor with Wells Fargo Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to his current role since 2024, he worked at Wells Fargo Clearing from 2016 to 2024. He is a managing partner of Oak Wealth Management LLC, an investment-related business in Conshohocken. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning options and leverages Wells Fargo’s research and tools to deliver personalized recommendations, with implementation available through various brokerage and advisory programs.

Matthew Roesser is a financial advisor with Ameriprise in Doylestown, PA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides non-discretionary, research-driven recommendations addressing income sources, Social Security claiming options, and tax-efficient withdrawal strategies, supported by algorithmic tools and oversight committees.

Joseph Maxwell is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. In this role, he works with high net worth clients and families, providing insight and support to help them work toward their financial goals. Mr. Maxwell has over 25 years of experience in the financial industry. Prior to his current role, he held several positions at Fidelity Investments, including Financial Planning Consultant and Investment Representative. His experience also includes roles as a Financial Analyst at Ayco Goldman Sachs Company, Financial Advisor at UBS PaineWebber, and Generalist at Thomas Weisel Partners. Outside of his professional work, Joseph Maxwell enjoys gardening, golf, kayaking, spending time with his pets, and traveling.

Jennifer Mac Kerchar is a financial advisor with Ameriprise in Churchville, PA, holding a Series 63 designation and bringing 27 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she serves as the elected Majority Inspector of Elections in her voting district. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in delivering recommendations, with an emphasis on assets held in Ameriprise Managed Accounts.

Tristan Hulme is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors in 2024, his work history includes roles at Ally Financial and Ursinus College. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance and matching clients to model portfolios or discretionary managers, utilizing both proprietary and third-party investment solutions.

Kiranmai Ganti is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Bank of America and Educational Testing Service. Merrill, along 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 plans, corporations, and charitable organizations.

David Jenkins II is a CFP® professional affiliated with LPL Financial, with 31 years of experience in the financial services industry. His prior roles include positions at Raymond James Financial Services Advisors and Wealth Advisory Services, where he spent 17 years. He is also an agent for non-variable insurance products, selling term and universal life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Filippo Maiello is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and 18 years of industry experience. His career includes roles at Bank of America, Santander Securities, and Vivint Solar. Outside of his advisory work, he has performed part-time work for Uber. 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 range of individual and institutional clients.

Michael Jones is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1995. Outside of his advisory role, he serves as a poll/election worker in Doylestown, Pennsylvania. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm utilizes multiple program strategies and emphasizes tax-efficient investment solutions, supported by integration with Bank of America affiliates.

Geordan Vincent is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Ameriprise Financial Services, Northwestern Mutual Investment Services, and independent advisory roles. He serves as power of attorney and executor for his mother's estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and collaborates with third-party asset managers, offering clients access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Vito Depalo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to providing personalized financial guidance. Vito earned a Bachelor's Degree from the State University of New York at Oswego, which underpins his expertise in the financial services industry. His role focuses on assisting clients with wealth management strategies tailored to their individual investment goals.

Paul Kolano is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1999. Outside of his advisory role, he serves as an advisory board member and trustee for Catholic Charities, Diocese of Trenton. 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 strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Robert Diprato is a Series 66-credentialed financial advisor with Merrill, based in Pennington, NJ. He has 31 years of industry experience and has been with Merrill since 1989. Outside of his advisory role, he serves as an advisory board member for UCP of Hudson County, a nonprofit organization providing advocacy and support services in northern New Jersey. 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.