Jason Pierce is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 credential and has been affiliated with Merrill since 2014 and Bank of America, N.A. since 2015. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates its investment management capabilities with Bank of America's broader banking and capital markets platform, emphasizing managed accounts and tax-efficient strategies.

Sean Mc Cabe is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to help them manage their financial priorities, ranging from buying a home and saving for children's education to preparing for healthcare needs. With his role as a Merrill Financial Solutions Advisor and as a Personal Investment Advisor (PIA), Sean collaborates with clients to define their goals and develop portfolio strategies designed to achieve them. He provides ongoing advice and adapts portfolios as clients' situations change. Sean holds a Bachelor's Degree from Virginia Polytechnic Institute & State University.

Christopher Borsuk is a financial advisor with Ameriprise in Pennington, NJ, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in independent insurance brokering and was previously owner of Compass Advisors Group, LLC, which was used for insurance and marketing activities. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research and modeling to provide non-discretionary, tax-efficient recommendations, with a focus on assets held in Ameriprise-managed accounts and uses algorithmic tools overseen by an internal committee.

Davis Walker is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services Inc., Davis Walker Financial Services, LLC, Northwestern Mutual, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Paul Scattolini is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked with AXA Advisors, LLC from 2005 to 2020. Outside of advisory work, he is involved with an insurance brokerage business under the name Karr Barth Associates. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Ryan Johnson is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked for Raymond James & Associates Inc and Bank of America, N.A. prior to his current role. 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.

Leona Thompson is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Her background includes roles at several firms such as Vanguard and Bank of America, along with diverse experience in multiple other companies across various industries. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rocco Rugnetta is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has worked since 2006. Prior to joining Merrill Lynch, he spent ten years managing the Retirement Services divisions of two investment companies. He provides advisory and wealth management services to affluent families, professionals, business owners, and corporate executives, focusing on retirement income planning, investment portfolio customization, and corporate retirement plans. Rocco also serves as a Retirement Benefits Consultant, assisting employers with plan design and oversight, as well as educating employees on savings and investment options. Rocco holds several professional designations, including Certified 401(k) Professional, Chartered Retirement Planning Counselor™, Certified Plan Fiduciary Advisor, Personal Investment Advisor, and Retirement Benefits Consultant. He earned his MBA in Finance from Saint Joseph’s University and holds a Bachelor of Arts degree from LaSalle University. Additionally, he completed a certificate program at The Institute for Employee Benefits Training. Residing in Philadelphia with his wife Erika and their sons, Rocco is actively involved in community activities such as coaching youth baseball and serving on the board of the Christopher Doto Memorial Scholarship Foundation. He also volunteers at Saint Pio Catholic School and the Guerin Recreation Center. Fluent in English and Italian, Rocco engages with organizations including the Delaware Valley Youth Athletic Association.

Christine Arnold is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Christopher Smith is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles within Fidelity Investments, including Investment Consultant from 2022 to 2023 and Investment Solutions Representative from 2021 to 2022. Prior to his tenure at Fidelity, Christopher was a Financial Consultant at Equitable Advisors from 2018 to 2021. In his role, Christopher partners with individuals and their families to develop and implement comprehensive financial plans tailored to their unique situations and goals. He focuses on helping clients make informed financial decisions to pursue their objectives and achieve financial freedom. Christopher values continuous learning and growth through his interactions with clients.

Keith Calandra is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at PGIM Investments, Prudential Investment Management Services, Bank of America, and Hennion & Walsh Inc. Outside of advising, he manages a small number of rental properties. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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, and institutions.

Stephen Kolodij is a financial advisor at Cetera with 19 years of industry experience and holds the Series 66 designation. He previously worked at Voya Financial Advisors and Cetera Wealth Services before joining Cetera in 2023. Outside of his advisory role, he serves on the audit and nominating committee of the Ukrainian Engineers' Society of America, acts as membership chairman for the Tryzub Ukrainian American Sports Center, and has worked as a machine inspector assisting voters in Philadelphia County. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of program options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary accounts.

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 at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Merrill, Grubhub, and several educational institutions. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Ebbecke is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2024, he worked for Lincoln Financial Securities Corporation for nine years and has operated Stephen B. Ebbecke and Associates, an insurance brokerage focused on life and disability insurance, since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with financial planning, model portfolio programs, third-party asset management, and institutional platforms. The firm supports advisors with proprietary research models and third-party subadvisors across various investment strategies.

Caprese Harmon is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Merrill in 2019, Harmon worked at Northwestern Mutual Investment Services LLC, Stephen T Guinan, and Gap Inc. Outside of finance, Harmon is employed in a non-investment role providing home care for a family member. 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, and institutions.

Leslie Weigand is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. She previously worked for Lincoln Investment Planning, Inc. from 1987 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

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.

William Hill is a Series 66-licensed financial advisor with Equitable Advisors, based in Bala Cynwyd, PA. He has one year of experience in the financial services industry, including prior roles at WSFS Bank and Bryn Mawr Trust Company. His background also includes diverse work experiences outside finance, such as positions at ImageFirst, Scantek Corporation, and teaching roles at Immaculata University and Roman Catholic High School. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and a variety of asset management programs. The firm utilizes both proprietary and third-party advisory models, focusing on tailored investment solutions without sponsoring its own wrap fee program.

Emma Jenkins Long is a financial advisor at LPL Financial with 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 held roles at CDP North America and JSA Sustainable Wealth Management. Before entering the financial industry, she was involved in education at Growing Up Green Middle School and Burlington School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.