William Stryker is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds a Series 63 designation and has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Geoffrey Carey is a financial advisor at Raymond James & Associates with 17 years of industry experience. He has held positions at Raymond James since 2017 and previously worked at Ameriprise Financial Services, Inc. for one year. He holds Series 63 and Series 65 licenses. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and serves municipal clients with public-financing and investment banking capabilities.

Jordan Taffin is a Financial Advisor and Senior Portfolio Advisor affiliated with Merrill Lynch Wealth Management. Based in the Summit, New Jersey office, he collaborates with multiple teams to provide financial planning and portfolio management services. Jordan leverages the resources of Merrill Lynch to develop and implement personalized strategies that address the complex financial needs of individuals, families, businesses, trusts, and charities. His expertise encompasses retirement planning, estate planning, business needs, lending, investment management, and alternative/non-traditional investments. Jordan and his team focus on establishing cost-efficient, accountable financial plans tailored to each client’s unique circumstances, prioritizing strategies that align with their goals and deliver measurable results. He holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jordan earned his bachelor's degree from the University of South Carolina System. He is originally from Monmouth County, New Jersey, and resides in Lincroft, New Jersey, with his wife, two daughters, and their chocolate lab. He volunteers with the Don't Shock Me Foundation, which raises awareness of Toxic Shock Syndrome among women. Outside of work, Jordan enjoys an active lifestyle that includes basketball, chess, fishing, football, golfing, skiing, soccer, tennis, spending time with his family, and watching movies.

Benjamin Siewert is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at the International Planning Alliance and J.P. Morgan Services Inc. Elimination Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathleen Coleman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Oren Baranchuk is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2010. 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 plans, charitable organizations, and corporate fiduciaries.

Preston Parrish II is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America since 2016. 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, and institutional investors. The firm integrates with Bank of America’s broader platform, providing access to various products and services beyond investment management.

Patrick Trauger is a financial advisor with Ameriprise Financial Services LLC, holding CFP® and Series 66 designations and bringing 15 years of industry experience. He previously worked at LPL Financial and has been involved with Penn Wealth Planning since 2007. Trauger also serves on the finance committee for Habitat for Humanity in Bucks County. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to create personalized, non-discretionary recommendations delivered through a centralized consulting team.

David Walley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he serves as co-trustee for his father’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, including a unique emphasis on insurance-related products and bank deposit sweep options within its investment menus.

Kambiz Amirzafari is a financial advisor with LPL Financial in Princeton, NJ, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved with MacLean Agency, LLC, where he sells non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Podgurski is a financial advisor with OSAIC based in Princeton, NJ, holding a Series 66 designation and bringing nine years of industry experience. His work history includes roles at New Century Financial Group, HR Block, Royal Alliance Associates, and Veritas Investment Group, where he serves as a market analyst. Outside of financial services, he is an eBay reseller. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes various asset-allocation tools and automated rebalancing to construct portfolios across a broad range of investment types, managing accounts on both discretionary and non-discretionary bases.

Edward Bowen is a financial advisor at Merrill with 20 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2013. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Matthew Godfroy is a financial advisor with Ameriprise, holding CFP®, ChFC®, and Series 66 credentials and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advisory work, he is involved in real estate ownership unrelated to his investment activities. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team, integrating advisory, brokerage, and insurance solutions.

Neil Ahearn is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with American Portfolios for 23 years. He also sells term life insurance through an insurance broker. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a range of investment types.

Jessica Jensen is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s corporate platform, providing access to a broad set of products and services.

Elizabeth Biava is a Series 66-credentialed financial advisor with Merrill, having six years of industry experience. She has been with Merrill since 2019 and previously worked at Michael Kors and in educational roles at Moravian College and Stuart Country Day School. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration with Bank of America to offer a broad platform of products and services.

Charles Gwynn is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at both Merrill and Bank of America, N.A., and has prior experience in education and healthcare settings. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Stephen Moeller is a Series 66-licensed financial advisor at Merrill with eight years of industry experience. He has worked at Merrill in two periods, from 2015 to 2019 and from 2021 to the present, with additional experience at Recreation Equipment Inc between 2019 and 2021. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a variety of model-based, discretionary, and tax-aware investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries as part of Bank of America’s broader platform.

Michael Fawcett is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Kiley Haws is a financial advisor with Primerica Advisors in Washington Crossing, PA, holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Primerica Advisors, Kiley worked at PFS Investments Inc. and has held various roles including positions at Bucks County Community College and the Pennsbury School District. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third parties and supported by custodial and trade execution services.