Daniel Loftus is a Senior Financial Advisor and Portfolio Manager with the Lewis Rosenwald Loftus Group at Merrill Lynch Wealth Management in Doylestown, Pennsylvania. He has over 20 years of experience in the financial industry, most of which has been with Merrill Lynch. Daniel works closely with clients on various financial areas including college education planning, family wealth management, endowments, foundations, non-profits, legacy planning, retirement income, and socially responsible investing. Daniel holds a Bachelor's degree in Finance from the University of Scranton and earned his MBA from LaSalle University. He has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor (CRPC), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), among others. He is an active member of professional organizations such as the Bucks County Estate Planning Council and serves on the Doylestown Township Bike & Hike Committee. Residing in Doylestown with his wife Ellen and their three children, Daniel is involved in the community through the Doylestown Athletic Association. He enjoys an active lifestyle including running, biking, golfing, swimming, and coaching youth sports teams.

Brian Reznikov is a financial advisor with Merrill holding a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and Northeast Private Client Group. 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 diverse client base including individuals, high-net-worth clients, pension plans, and corporate fiduciaries. The firm’s integration with Bank of America enables access to a wide range of products and services beyond typical investment management.

Leslie Weigand is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. Prior to joining LPL Financial in 2025, Leslie spent 38 years at Lincoln Investment Planning, Inc. Leslie is also involved with Gallagher Wealth Management Services, LLC, a business related to their LPL advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, third-party research, and advanced technology solutions.

Garren Nowicki is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career as an actuary with PricewaterhouseCoopers and Ernst & Young before transitioning to wealth management in 2000. Garren holds a bachelor's degree from Pennsylvania State University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His practice focuses on education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategies, and retirement income. Garren is engaged with professional and community organizations such as the Pennsylvania State University Alumni Association, Nittany Lion Club, THON, Upper Makefield Youth Baseball and Softball, and the Yardley Makefield Soccer Club. Outside of work, Garren spends time with his wife and four children, often participating in or watching soccer. He also enjoys baseball, football, interior decorating, skiing, softball, traveling, volleyball, and watching movies.

Emma Jenkins Long is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining LPL Financial in 2025, she worked at Deutsche Bank Securities Inc. and CDP North America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from LPL Research and third-party subadvisors.

Shikha Prashar is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones, UBS Financial Services, and Credit Suisse. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice.

Hardy Hodges III is a Series 66-registered financial advisor with Fidelity in Trenton, NJ, bringing 18 years of industry experience. His career includes 15 years at Merrill, along with roles at Bank of America and Fidelity Investments. Outside of finance, he operates small businesses selling flavored green teas and engages in affiliate marketing. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.

Jeffrey Strasburg is a financial advisor with LPL Financial based in Hamilton, NJ. He holds the Series 66 designation and has eight years of industry experience. He has been with LPL Financial since 2016 and is also involved with Sheehy & Molinelli, a related investment business. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering a range of advisory programs and financial planning services supported by extensive research and technology.

Jeffrey Sussman is a Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2015. In his current role, he works directly with clients and their families to develop and implement individualized financial plans. Jeffrey leverages the resources available at Fidelity to assist clients in planning for complex financial goals, especially in challenging market conditions. Before his current position, Jeffrey held roles as a Financial Consultant and Investment Consultant at Fidelity. He also has experience at BlackRock, where he worked as a Sales Associate and Sales Support Representative from 2011 to 2013.

Nicholas Shenkler is a financial advisor at LPL Financial with four years of industry experience. He previously worked at UBS Financial Services Inc. and has held roles in both financial services and healthcare sectors. He operates under Alcove Private Wealth, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Joseph Haas III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Royal Alliance Associates, Inc. for six years and Signator Investors, Inc. for 21 years. Outside of his advisory role, he is involved in e-commerce and life coaching activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Lauren Williams is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and eight years of industry experience. She has been with Merrill since 2016 and previously worked at Randstad for one year. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

Robert Gorman Jr. is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on nonprofit boards, including positions as treasurer and board chair. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm’s approach combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered by a centralized consulting team in partnership with clients’ financial advisors.

Charles Walsh III is a CFP® and Series 66-licensed financial advisor with 22 years of industry experience. He is currently affiliated with Fidelity, where he has worked in various capacities since 2006, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Tara Ann Goral is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 2006 and concurrently with Bank of America, N.A. since 2009. Outside of advisory work, she serves as a health and nutrition coach for Optavia. 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, and other fiduciaries.

Matthew Falsetti is a financial advisor with Merrill based in Pennington, NJ, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2007 and at Bank of America, N.A. since 2013. 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 diverse client base including individuals, high-net-worth clients, and institutional investors. The firm integrates its services within Bank of America’s broader corporate platform, providing access to a wide range of products and trading capabilities.

Mark Eskander is a financial advisor with Merrill holding a Series 66 designation and has been with the firm since 2026. Prior to joining Merrill, he held positions at Western Governors University, Amazon, Wells Fargo, and worked in education at Seton Hall University and Monroe Woodbury High School. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Michal Plonski is a financial advisor with Morgan Stanley in Yardley, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Sun Roofing and Lifetime Fitness. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning processes and a range of investment offerings.

David Milford is a CFP® and ChFC® with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Novartis for four years. He is based in Princeton, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Jennifer Williamson is a financial advisor with LPL Financial based in Yardley, PA. She holds the Series 66 designation and has 11 years of industry experience. Prior to joining LPL Financial in 2021, she worked with Waddell & Reed, INC. and various insurance carriers through W&R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by model portfolios, research, and technology-driven solutions.