Francisco Gil is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining Raymond James in 2024. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation to a municipal advisor that enhances its public finance capabilities.

Augustus Spaulding is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Cresset Asset Management, Bank of America, and Merrill. Outside of his advisory role, he serves as president of the local chapter of the Exit Planning Institute. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

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. His work history includes positions at Valley Bank, Bank of America, and several retail and service roles before joining Merrill. 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 model-based and discretionary investment strategies for a range of individual and institutional clients.

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, 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 a Series 66 credential. His prior roles include positions at First Republic Investment Management, First Republic Securities, Bank of America, and Merrill. Outside of his advisory work, he is involved in the hospitality industry as a co-manager and part-owner of two restaurant businesses, contributing to menu development and business decisions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brian Pieloch is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2006. 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 investment strategies for a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Glenn Flego is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 designations and has 27 years of industry experience. His prior experience includes roles at Ameriprise Financial Services and Raymond James Financial Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a large-scale, integrated operational structure.

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 CFP®-certified financial advisor with 11 years of industry experience, currently with Wells Fargo Advisors in Doylestown, PA. His prior experience includes roles at Merrill and Waddell & Reed. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services that include specialized planning areas such as business-owner transition, sports and entertainment, and special-needs analysis. The firm combines proprietary research and planning tools with flexible implementation options across brokerage and advisory programs.

Marc Zarro is a financial advisor with Wells Fargo Clearing, holding the CFP® and ChFC® designations and over 26 years of industry experience. His career includes roles at Penn Investment Advisors, Longview Capital Management, VOYA Financial Advisors, and Ameriprise Advisor Services prior to joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets through a network of more than 14,000 advisors and offers both brokerage and advisory solutions.

Michael Leahy is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, MassMutual, and Edward Jones. Outside of his advisory role, he has ownership in a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools to model potential outcomes.

Jarrett Dawson is a financial advisor with Merrill, holding a Series 66 designation and offering 10 years of industry experience. He has been with Merrill since 2010. Outside of his advisory role, he serves as a consultant for the Financial Industry Regulatory Authority (FINRA) assisting with securities-related dispute resolution and operates a business called Wicked Willow in Lambertville, NJ. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Stencler is a financial advisor at Wells Fargo Advisors with five years of industry experience. He has held roles at LPL Financial, Raymond James Financial Services, and Mass Mutual, and previously worked in education and home remodeling. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. Advisors at the firm use Wells Fargo research and planning tools to deliver tailored recommendations, with clients having flexibility in how to implement these through various brokerage or advisory programs.

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 at Merrill with a Series 66 designation and no prior industry experience. His work background includes roles at Merrill Lynch, The Vanguard Group, Adecco, Randstad, and Big Lots, as well as self-employment. 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 designed for individuals, high-net-worth clients, and institutions.

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 at Merrill with 29 years of industry experience. He has been with Merrill since 1996 and holds Series 63 and Series 66 licenses. He serves as a director on the board of the LIMRA LOMA Secure Retirement Institute, a nonprofit organization. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.