Gregory Miller is a financial advisor with UBS Financial Services in Newtown, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he walks dogs for their owners on weekends. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm operates across brokerage, advisory, and futures commission merchant capacities, providing a broad range of capital markets services and wealth management solutions.

Travis Yawger is a financial advisor at Merrill with Series 63 and Series 66 registrations and two years of industry experience. His prior work history includes roles at The Vanguard Group and Northwestern Mutual, among others. 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, retirement plans, corporations, and charitable organizations.

Don Holloschutz is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset thresholds. The firm provides comprehensive, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with financial advisors.

Lida Rogers is a Financial Consultant currently working at Fidelity Investments, where she has been since 2020. She has held roles as a Planning Consultant and Investment Consultant before assuming her current position in 2024. Prior to joining Fidelity Investments, she worked as a Financial Solutions Adviser at Merrill Lynch from 2017 to 2020. Throughout her career, Lida has focused on partnering with clients to develop financial plans that align with their individual goals and preferences. She emphasizes understanding clients on both personal and professional levels to build trust, which she considers fundamental in financial advisory relationships. Her approach involves helping clients develop, implement, and maintain sound financial strategies. Outside of her professional responsibilities, Lida has personal interests that include baseball, biking, gardening, traveling, yoga, and exploring culinary experiences.

David Friedman is a Series 66 licensed financial advisor with 15 years of industry experience, currently practicing at UBS Financial Services in Yardley, PA. He has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market assumptions and research to tailor investment plans to clients' goals and risk tolerances.

Kenneth Welsh is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley Smith Barney. He serves on the finance committee of Neshamony United Methodist Church, assisting with budget and fund distribution matters. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to deliver tailored recommendations.

Jignesh Patel is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has held various roles within Fidelity, including Planning Consultant and Relationship Manager, demonstrating a progressive career in financial services since joining the company in 2019. Prior to his tenure at Fidelity, Patel gained experience as a Client Account Manager at Bleakley Financial Group, a Research Analyst at Portfolio Evaluations, a Senior Investment Advisor at Frisch Financial Group, and a Financial Solutions Advisor at Merrill Lynch. Patel's professional focus involves partnering with individuals, couples, and families to build trusting relationships and provide peace of mind regarding their financial futures. He approaches financial planning holistically, aiming to integrate all aspects of a client's financial life. His role leverages the resources of his Fidelity team to co-create, execute, and monitor financial plans tailored to clients' goals. Outside of his professional responsibilities, Patel has interests in fitness, parenthood, photography, running, and traveling.

Louis Hoffman is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2004. Outside of advisory work, he is also an insurance agent specializing in life, fixed annuities, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative annual planning engagements using firm-approved software to support goal analysis and delivers written recommendations across investment categories.

Scott Melzer is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at PMM Financial Group LLC, Waddell & Reed, Inc., Ameriprise, and various insurance carriers. 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, model portfolio programs, third-party asset management, and institutional platforms.

Monica Figueroa is a financial advisor with Merrill, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Merrill since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ashley Frazier is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at multiple firms within the JPMorgan Chase organization as well as Citizens Securities, Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Jonathan Sharaf is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo since 2009, including his current role since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Kevin Losch is a Financial Consultant who focuses on creating and implementing holistic financial plans tailored to clients' short and long term goals. He aims to help clients work toward enjoying life on their own terms. Kevin's professional experience includes serving as a Financial Solutions Advisor at Bank of America Merrill Lynch from 2014 to 2022. Prior to that, he worked as a Financial Advisor at Morgan Stanley from 2012 to 2014, and as a Client Associate at Merrill Lynch from 2006 to 2012.

Michael Rochonchou Jr. is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at American Portfolios Financial Services, American Portfolios Advisors, Haddon Planning, and BCG Securities. 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 wide range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ethan Li is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Enterprise and Pruco Securities LLC. Outside of finance, he has experience working at Dumplings 2 Go and served in various capacities at Stevens Institute of Technology and the West-Windsor Plainsboro School District. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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.

Kevin Primich is a Planning Consultant at Fidelity Investments, where he collaborates with clients to identify their financial goals and develop tailored investment strategies. He focuses on understanding each client's unique needs to create and implement personalized financial plans. Kevin has worked in the financial services industry since 2020, beginning as a Financial Service Representative at Merrill Lynch. He progressed to the role of Investment Specialist at Merrill Lynch before joining Fidelity Investments as an Investment Consultant in 2023. In 2025, he advanced to his current position as Planning Consultant. Outside of his professional work, Kevin's personal interests include socializing with friends, golf, pets, running, snowboarding, and soccer.

Kevin Mulderig is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has been with Bank of America and 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. The firm offers model-based and discretionary strategies managed by internal CIO teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Garret Quallet is a Financial Consultant currently employed at Fidelity Investments. In this role, he works with individuals and families to develop personalized strategies to grow and protect their wealth. Garret has experience in financial planning and investment consulting, with a focus on creating strategies grounded in logical and sound principles that prioritize long-term goals. He has held various positions at Fidelity Investments since 2023, including Financial Services Representative, Relationship Manager, and Investment Consultant. Outside of his professional work, Garret has interests in baseball, comedy, fitness, football, and reading.

Debra Getz is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at Prudential Investment Management Services, Empower, AXA Advisors, Allstate, Merrill, and Bank of America. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Michael Richard is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 22 years of industry experience. He has worked at 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.