Joshua Storey is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Keenan Motors for 11 years and briefly at All Amish Structures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Thomas is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials. He began his advisory career in 2024 after completing his senior year at Elizabethtown College. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Benjamin Greenstein is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His background includes roles at Dow Jones and various positions in retail and education prior to joining Merrill. 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 and profit-sharing plans, corporations, and charitable organizations.

Samuel Flaherty is a financial advisor with LPL Financial and holds the CFP® and ChFC® designations, bringing 25 years of industry experience. He has been with LPL Financial since 2011 and also operates Flaherty Financial Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios.

Carty Giffin is a financial advisor with Ameriprise in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Directors for the Eagleton Farms Homeowners Association. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations delivered through a centralized consulting team.

Michael Farquharson is a CFP® with 28 years of industry experience, currently serving as a Financial Consultant at LPL Financial since 2021. He also has a longstanding role at M&T Securities, INC. beginning in 2013. Outside of his advisory work, he is an owner and landlord of a commercial property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Jennifer Davis is a Series 66-licensed financial advisor at Merrill with 19 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Justin Leonard is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Amboy Bank for two years and held various positions in retail and service industries. 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, pension plans, corporations, and charitable organizations.

Eric Wisniewski is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 credential and has been with Merrill since 2005. Outside of his advisory role, he runs ice hockey clinics and serves as head coach of a hockey team through Ice Land Arena, LLC. 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, institutions, and charitable organizations.

Dmitriy Myasnikov is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Revak is a Series 66–licensed financial advisor with Edward Jones in Yardley, PA, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Christian Schaeffer is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sofya Ziskina is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch Pierce Fenner and Smith since 2011. Outside of her advisory role, she serves as Treasurer and a board member for a homeowners association in Princeton, NJ, and is an officer involved in bookkeeping for a family-owned S corporation. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cole Mohrman is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has previously worked in a variety of roles outside finance, including positions at Spa Hearth and Home and South Jersey Turf Consultants. Mohrman also spent seven years at Rowan College of South Jersey Cumberland. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm combines internal and third-party investment management approaches and supports a range of account types including pension plans, corporations, and charitable organizations.

Robert Kroner Jr. is a financial advisor at Merrill with 31 years of industry experience. He has been with Merrill since 1984 and holds a Series 66 designation. 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.

Ayushkumar Patel is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Bank of America, Annpurna LLC, and Equitable Advisors, LLC. Outside of finance, he has experience managing a 7-Eleven franchise and operating Party Perfect Rentals. 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 a range of clients including individuals, high-net-worth clients, and organizations.

Angie Bowers is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1999. Outside of her advisory role, she works part-time as a waitress and food runner at a restaurant. 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 range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Faughnan is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caitlin Tshudy is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. She has been with Merrill since 2016. 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.

Michael Moody is the Regional Managing Director of the Florida Merrill Private Wealth Management Region, based in Miami, Florida. In this role, he leads the ultra-high-net-worth business across the state, collaborating with Private Wealth Advisors and their clients to develop tailored wealth management strategies for individuals, families, and business owners with significant wealth. Additionally, he serves as the Market Executive of the Miami & Islands Market for Merrill Lynch Wealth Management, overseeing financial advisor teams focused on helping clients pursue their financial goals. Mr. Moody has been with Merrill for 26 years, gaining experience in various leadership roles across the United States. Early in his career, he worked as a mortgage and credit specialist with Merrill Lynch Bank USA in Chicago and Denver. Over time, he took on roles such as Regional Sales Manager for the Southwest Region and contributed to financial advisor training initiatives. Since 2009, he has led the firm's wealth management business for clients in Miami and the Caribbean. He holds a B.A. in economics with a minor in Hispanic language and culture from Wake Forest University and an MBA in finance from Denver University. Mr. Moody also completed The Securities Industry Institute Program at Wharton University. He resides in Coconut Grove, Florida, with his wife and three children. He is actively involved in philanthropic and community activities and currently serves on two boards.