Dennis Long is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018, following roles at AXA Advisors, Country Club of York, LentzCaping Inc., and York College of PA. Long is also involved with Karr Barth Associates, serving as an administrator or executor of estates and trusts. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and a variety of third-party managers to deliver advisory and brokerage solutions.

Rose Santiago is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses. She has been with the firm since 2025 and has prior experience at PFS Investments Inc. and Cloud10 Smartwash. Outside of finance, her background includes roles in retail and as a homemaker. Primerica Advisors is a large-scale institution serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and supported by custodial services from Pershing.

Kathryn Ortolf is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds a Series 66 designation and has worked previously at Messer LLC, Villanova University, and Linde LLC. Outside of her advisory role, she has a minority ownership interest in JK Partners LLC, a financial practice in Doylestown, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, and delivers tailored recommendations using proprietary research and tools.

Adam Steinhauser is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Michael Daoust is a financial advisor at Merrill with 27 years of industry experience. He holds a Series 66 designation and has worked at 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Varun Raghuveer is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers.

Gregory Micheals is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies to help clients pursue their long-term goals, focusing on areas such as college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. With over 30 years of team expertise, Gregory and his team work actively with clients to navigate financial planning, investments, and money management by creating individualized and detailed plans paired with efficient client service. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a Bachelor's Degree from Rider University. Outside of his professional work, Gregory enjoys spending time with his family, watching football and movies, traveling, going out to dinner, wine tasting, and socializing with friends.

Brook Williams is a financial advisor with Thrivent Investment Management in Montgomeryville, PA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, all with Thrivent Financial for Lutherans since 2002. Williams serves as a board member for the Indian Valley Education Foundation, where he helps coordinate fundraising efforts and decision-making to support educational programs in the Souderton School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses. The firm offers planning on a one-time or ongoing basis, with services covering a wide range of topics but without implementation of recommendations or discretionary trading authority.

Lindsey Minissale is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2017. Prior to her current role, she worked for five years at Kampus Klothes. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Scott Myers is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its advisory services.

Corry Stapleton is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America and Aerotek, as well as a position at Rowan University. 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. The firm offers 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.

Robert Iocco is a financial advisor at Morgan Stanley with 15 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017 and was previously employed by Delaware Investments from 2013 to 2017. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individuals and institutional clients, combining tailored financial planning with extensive investment offerings. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Zachary Stahl is a financial advisor with LPL Financial in New Britain, PA, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, he worked at CUNA Brokerage Services, Inc. and American Heritage FCU, where he currently serves as IRC Coordinator/FC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Justin Bartolucci is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Calvin Bushrod is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Before and After Properties for six years and Gallo Wines for four years. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Becker is a financial advisor at Stifel with 19 years of industry experience. He has been with Stifel Nicolaus & Co since 2009 and holds the Series 66 designation. Outside his advisory role, Becker co-founded the Steering Committee for the Bio Pharma Networking Group on LinkedIn, contributing approximately four hours per month without compensation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Drew Venit is a financial advisor with Equitable Advisors, holding a Series 66 license and two years of industry experience. His prior roles include positions at Thrivent Investment Management, Bryn Mawr Trust Advisors, and Janney Montgomery Scott, among others. Outside of advising, he has been involved with several entrepreneurial ventures including Innovative Vending Solutions LLC and Alex Electric LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to offer advisory and brokerage solutions.

Brian McMahon is a financial advisor with Merrill in Pennington, New Jersey, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Merrill since 1997. 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 individual and institutional clients.

Anthony Magnier is a financial advisor with Merrill, holding a Series 66 designation and 22 years of industry experience. He has been affiliated with Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith, Inc. for 15 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, along with trading, administration, and custody support.

Laura Conroy is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2010. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.