David Felker is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Yardley, Pennsylvania. He joined Merrill Lynch in 2009 following 13 years with Smith Barney. David specializes in providing customized wealth management strategies for individuals, affluent families, businesses, and non-profit organizations, focusing on long-term client relationships built through a disciplined, personalized process. David's approach involves personal consultations to identify clients' financial goals and priorities, followed by the development and implementation of tailored strategies utilizing a range of investment tools. He holds the Personal Investment Advisor (PIA) designation and is affiliated with Merrill Lynch. David was born in Bethlehem, Pennsylvania, attended Bethlehem Catholic High School, and studied at Temple University in Philadelphia. Beyond his professional work, David has been actively involved in his community, including roles such as former President of the Council Rock Newtown Athletic Association and current staff member of Pennsylvania District 30 Little League. He participates in several organizations, including the Bethlehem Catholic High School Alumni Association, Temple University Athletic Boosters, and The Hun School of Princeton. David also engages in motorsports as an amateur race car driver and high performance driving instructor, and he enjoys golf, sports, and reading. He lives with his wife, Amy, and their three children.

Richard D. Rogers is a financial advisor at UBS Financial Services in Newtown, PA, holding Series 63 and Series 65 designations with 40 years of industry experience. He has been with UBS since 1993. Rogers serves on the Bucks County Free Library Board, overseeing the library system for the county. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor client strategies.

Augustus Spaulding is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at Cresset Asset Management, Bank of America, Merrill, and JPMorgan Chase Bank. Outside his advisory role, he is president of a local chapter of the Exit Planning Institute and is involved in managing several limited liability companies. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory solutions, combining proprietary research and model-based strategies to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad platform that includes fiduciary fee-based planning, portfolio management, and capital markets support.

David Woffindin is a financial advisor at Stifel with 50 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Woffindin holds Series 63 and Series 65 credentials. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and governmental entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

Marlon Jacome is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Before joining Merrill in 2026, he held various positions across multiple industries, including roles at Valley Bank and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and corporate fiduciaries.

Dustin Sullivan is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and previously worked at Brandywine Counseling & Community Services and ESF Summer Camps. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing proprietary asset allocation tools and access to third-party money managers across multiple platforms.

Laurie Mannarino is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Merrill since 1987. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader corporate platform, enabling access to a wide variety of financial products and services.

Grover Stults is a financial advisor at Cetera with 29 years of industry experience and holds a Series 63 designation. He has worked at Cetera and its affiliated entities since 2025 and previously spent 15 years at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Stults is also the owner and sole proprietor of Center for Financial Strategies, LLC, a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Hoai Viet Tran is a financial advisor at Merrill with 12 years of industry experience and holds the Series 66 designation. His prior experience includes roles at First Republic Investment Management, First Republic Securities, Bank of America, and a previous tenure at Merrill. Outside of his advisory work, he is co-manager and part-owner of two hospitality businesses focused on restaurant concepts. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Brian Pieloch is a financial advisor at Merrill with 28 years of industry experience. He has been with Merrill since 2006 and holds Series 63 and Series 66 designations. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers a range of investment strategies managed by both third-party and affiliated managers, integrated within Bank of America’s broader corporate platform.

Marc Portnoy is a financial advisor with UBS Financial Services in Ewing, NJ, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with UBS since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Vijay Krishnaswamy is a CFP® professional with seven years of experience in the financial services industry. He is currently affiliated with LPL Financial and has prior experience at Kestra Advisory, MML Investors Services, MassMutual, and MasterCard. Outside of his advisory role, he is involved with NKS Group LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and multiple portfolio management options.

Marc Zarro is a CFP® and ChFC® with 26 years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Advisors, LLC since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Michael Leahy is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Bank of America, Mass Mutual Investors Services, MassMutual Life Insurance Company, and Edward Jones. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jarrett Dawson is a Series 66 licensed financial advisor with Merrill, where he has worked since 2010. He has 10 years of industry experience. Outside of his advisory role, he serves as a consultant for the Financial Industry Regulatory Authority, assisting with securities-related dispute resolution, and owns Wicked Willow, a separate business he operates independently. Merrill 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 to individuals, high-net-worth clients, and institutional entities.

Addo Kuhlmann is a financial advisor with Merrill, holding the Series 66 designation and over 21 years of industry experience. He has been with Merrill since 2004. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Gersain Alvarado is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Merrill and Bank of America, as well as entrepreneurial experience as a self-employed professional. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Daevon Austin is a financial advisor with Merrill, holding a Series 66 designation and entering his second year in the industry. His prior experience includes roles at Adecco, The Vanguard Group, Inc., Randstad, and Merrill Lynch, Pierce, Fenner & Smith, as well as self-employment and positions at Big Lots, Inc. and Rowan University. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Tyler Jordan is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Tyler focuses on helping clients develop clear and confident financial plans by building long-term relationships based on trust and proactive service. He works closely with clients to anticipate their needs and adjust financial and retirement plans as circumstances and markets change. Outside of his professional work, Tyler enjoys fitness, hiking, skiing, and traveling.

John Quinn Jr. is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Merrill since 1996. Quinn serves as a director on the board of the LIMRA LOMA Secure Retirement Institute, a nonprofit organization based in Atlanta. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.