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.

Robert Sullivan Jr. is a financial advisor at Wells Fargo Advisors in Doylestown, PA, holding the CFP® and Series 66 designations with 10 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously at Merrill from 2015 to 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo research and tools, with planning engagements generally conducted on a discrete basis.

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.

Joshua Stencler is a financial advisor with Wells Fargo Advisors in Doylestown, PA, holding Series 63 and Series 66 licenses. He has five years of industry experience, including prior roles at LPL Financial, Raymond James Financial Services, and Mass Mutual. Before entering the financial sector, he worked in education and home remodeling. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options tailored to clients with certain net-worth thresholds, using proprietary research and tools to develop customized recommendations.

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.

Spencer Cowan is a financial advisor with Merrill in Pennington, NJ, holding Series 66 and Series 63 licenses and 10 years of industry experience. He has worked at Merrill since 2015 and Bank of America, N.A. since 2018. Merrill provides managed account services through the Select Portfolio Solutions program to a wide range of clients, including individuals, high-net-worth clients, and institutional fiduciaries, offering model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Virag Shah is a CFA® charterholder and holds a Series 66 license, with 17 years of experience in the financial industry. He has worked with LPL Financial since 2008 and is also associated with Van Leeuwen & Company, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual, institutional, and retirement plan clients through a network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Debasish Mukherjee is a financial advisor with LPL Enterprise in Warrington, PA, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Empire Today, and Kemper Insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management arrangements, and access to a range of brokerage and insurance products.

Nancy Scordo is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 credentials. She has nine years of industry experience, including over a decade at J.P. Morgan Securities and seventeen years with JPMorgan Chase Bank, N.A. She is based in Princeton, NJ. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Danny Santana is a Planning Consultant with experience in financial advisory roles at Bank of America Merrill Lynch. From 2022 to 2024, he served as an Investment Specialist, followed by a position as AVP-National Financial Solutions Advisor from 2024 to 2026. Danny's approach to financial planning emphasizes trust, understanding, and genuine care. He focuses on listening closely to clients, providing thoughtful insight, and supporting them to feel confident in their financial decisions. He recognizes the uniqueness of each client's situation and aims to assist with empathy, clarity, and integrity. In his personal time, Danny enjoys family activities, fitness, hiking, outdoor adventures, soccer, and traveling.

James Shaw is a Wealth Management Advisor with Merrill Lynch Wealth Management. He serves as a partner of Shaw, McNulty & Associates, where he works with professionals, business owners, and families to address complex financial needs. His client-focused approach encompasses comprehensive wealth structuring, personalized financial and retirement planning, tax-efficient portfolio construction, insurance and risk management, and retirement plan administration. James began his career in 2012 at BlackRock, gaining experience in client management, investment operations, and security analysis. His expertise includes investment strategies such as asset-backed debt securities, hedging strategies, and private equity. He holds the Chartered Financial Analyst® (CFA®) designation and is a CERTIFIED FINANCIAL PLANNER® (CFP®) Professional. James earned a bachelor's degree with a double major in Finance and Economics from The College of New Jersey and is active in his collegiate community, having previously served on the board of the TCNJ Alumni Association. Outside of his professional role, James enjoys traveling, golfing, boxing, skiing, and spending time with his wife and family.

Kevin Keaveney is a Senior Financial Advisor with Merrill Lynch Wealth Management in Doylestown, Pennsylvania. He began his career at Merrill Lynch Wealth Management in 2004 and has been working individually with affluent families and business owners since 2020. Prior to his private practice, Kevin held various leadership roles within the firm, primarily as a Wealth Management Specialist collaborating with Trust, Alternative Investment, Annuity, and Retirement Specialists to serve large clients in the Mid-Atlantic Market. Kevin specializes in areas including LGBT Wealth Planning, Managing New Wealth, Women and Wealth, and Retirement Income. His approach focuses on understanding clients' priorities and assisting them in pursuing their financial goals through a disciplined process aimed at transparency and simplicity. He holds a Bachelor's Degree in Economics from Rowan University and is a Personal Investment Advisor (PIA). Kevin has been active in the Alpha Phi Delta National Fraternity and is involved with St. Jude Partner in Hope. He resides in Holland, PA, with his wife Jen and their two daughters, Hailey and Stella. In his spare time, Kevin enjoys playing golf, guitar, and spending time with his family.

Edward Marsh is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2003. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s corporate platform, providing access to a wide range of financial products and services.

Alexis Tucker is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Alexis held roles at Northwestern Mutual and MassMutual Tri State. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Margaret Walsh is a financial advisor at Merrill with a Series 66 designation and six years of experience, including roles at the University of Montana and the University of Notre Dame. She is based in Pennington, NJ. 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.

Frank Campbell III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Warrington, PA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Kevin Gonzalez Jacquez is a Series 66-credentialed advisor with Merrill, based in Colonia, NJ. He has been with Merrill since 2024 and also holds experience at Bank of America, N.A., where he has worked since 2025. Prior to joining Merrill, he held positions at several firms including Courier Network and Home Depot Inc. 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 investors. The firm integrates with Bank of America’s broader corporate platform to deliver a wide array of investment products and services.

John O'Leary is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1996. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to lending, custody, and a wider set of products.