Gary Moody is a financial advisor at Merrill with 23 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020, previously spending significant time at Glen Eagle Wealth, LLC and Glen Eagle Advisors LLC. 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.

Irina Nevedomskaia is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has prior work experience at Bank of America, Citizens Bank, and telecommunications firms including Vimpel-Communications and MEGAFON. She also holds a fiduciary role as a power of attorney for her spouse. Merrill, together 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, and institutional investors.

Adam Kwietniak is a financial advisor at Merrill with eight years of experience in the industry. He holds the Series 66 designation and has held roles at Merrill since 2018. His prior work includes positions at Rider University and Rutgers Business School, among others. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Santosuosso is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill in 2025, he held various roles outside the financial sector, including positions at Lululemon, GNC, and Rutgers School of Business. 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.

Michael Knipe is a financial advisor with LPL Enterprise in Warrington, PA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for a combined total of nine years before joining LPL Enterprise in 2024. 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 wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with active sales of other financial products.

James Frank is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Equitable Advisors since 1999, with additional experience at Karr Barth Financial Planning, Inc. and Financial Planning Partners LLC. Outside of his advisory role, he operates as an attorney specializing in estate planning and serves as an estate administrator and trustee for family members. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a variety of third-party asset managers. The firm combines advisory and brokerage channels and employs a hybrid referral and implementation model tailored to client goals and risk tolerance.

Eileen Pickard is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill Lynch since 2001. 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.

Christian Grumm is a Series 66-licensed financial advisor with Merrill in Pennington, NJ, with three years of industry experience. Prior to joining Merrill and Bank of America in 2022, he worked at Freedom Mortgage, AT&T, and Nu-Wave Wireless. Outside of finance, he is co-owner of WAC Entertainment LLC, a business focused on producing creative projects including music and videos. 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 institutional investors.

Isabella Conti is a financial advisor at Equitable Advisors with three years of industry experience. She holds a Series 66 designation and has previously worked at C&C Financial Company and Hannah G's. Outside of her advisory role, she is a sole proprietor at Emerson Reid, where she provides group health and related insurance options for companies. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through a range of third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.

Grace Hirshblond is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and previously worked at Georgian Court University and Ess. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Johanna Walters is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 1998, she has worked with C-suite executives, successful entrepreneurs, and multigenerational families, providing investment analysis, wealth management strategies, and estate planning services. Her client-focused approach aims to help individuals and families make informed financial decisions tailored to their unique needs. Johanna graduated magna cum laude from Temple University with a major in finance and business law. She holds the Series 7 and Series 66 FINRA registrations and is licensed as an agent for life, accident, and health insurance. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), among others. She has also attended the University of North Carolina. Beyond her professional career, Johanna serves as a board member of Women's Animal Center, America's first animal shelter. She also supports Wissahickon Trails in its mission for improved water quality, environmental education, and land conservation. Johanna and her husband, Brian Sweeney, reside in Blue Bell, PA, and enjoy horseback riding, skiing, and hiking.

Elona Gera is a financial advisor with Equitable Advisors in Yardley, PA, holding a Series 66 designation and 12 years of industry experience. She has been with Equitable and its predecessor, AXA Equitable, since 2013. Outside of her advisory work, she provides Albanian interpretation services for families at medical appointments. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and third-party managers.

Justin Eney is a financial advisor at Equitable Advisors with one year of experience. He holds the Series 66 designation and has prior experience at Mass Mutual Greater Philadelphia. Outside of finance, he has worked at Jeffersonville Golf Club and Lifetime Fitness. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed third-party managers.

Joshua Nyce is a financial advisor with Merrill holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fidelity Talentsource and The Salvation Army. 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 strategies for individuals, high-net-worth clients, and institutional investors.

James Vessio is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2007. 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.

John Owsiak is a financial advisor with Equitable Advisors in Dresher, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, previously affiliated with Axa Advisors, LLC during the same period. Outside of his advisory role, he operates an outside insurance brokerage business and serves as an administrator or executor of estates and trusts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm utilizes a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to deliver client recommendations.

David Bruno is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC since 1989. LPL Enterprise serves a diverse clientele that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides a comprehensive platform combining advisory and brokerage services with access to model portfolios, third-party asset management, and a range of financial and insurance products.

Christian Pothast is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to Merrill, he held positions at NBCUniversal and Nova Group Marketing, among other roles. He also spent four years affiliated with Seton Hall University. 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 individuals, high-net-worth clients, and institutional investors.

Ryan Murray is a financial advisor with Ameriprise based in Jamison, PA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Murray serves as Treasurer for Nestlewood Estates, is a member of the finance committee at Solomon's Lodge No. 3, and holds leadership positions including Honorary Chairman of the Business Advisory Council and President of Alternative Care Concepts. He also supports local education through involvement with the Jamison Elementary Home & School Association. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice, primarily focusing on assets held in Ameriprise Managed Accounts.

Samantha Rodrick is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at McDaniel College and Impact XM. She also has experience in education and hospitality through roles at Monroe Township schools and Green Leaf Pet Resort and Hotel LLC. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.