Augustus Spaulding is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at Cresset Asset Management, Bank of America, Merrill, and JPMorgan Chase Bank. Outside his advisory role, he is president of a local chapter of the Exit Planning Institute and is involved in managing several limited liability companies. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory solutions, combining proprietary research and model-based strategies to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad platform that includes fiduciary fee-based planning, portfolio management, and capital markets support.

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. Before joining Merrill in 2026, he held various positions across multiple industries, including roles at Valley Bank and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and corporate fiduciaries.

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.

John Myers is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and Citizens Securities, Inc. Outside of his advisory roles, he is involved with Curley's Pub. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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 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 with Bank of America’s broader corporate platform, enabling access to a wide variety of financial products and services.

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 the Series 66 designation. His prior experience includes roles at First Republic Investment Management, First Republic Securities, Bank of America, and a previous tenure at Merrill. Outside of his advisory work, he is co-manager and part-owner of two hospitality businesses focused on restaurant concepts. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Brian Pieloch is a financial advisor at Merrill with 28 years of industry experience. He has been with Merrill since 2006 and holds Series 63 and Series 66 designations. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers a range of investment strategies managed by both third-party and affiliated managers, integrated within Bank of America’s broader corporate platform.

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 financial advisor at Wells Fargo Advisors in Doylestown, PA, holding the CFP® and Series 66 designations with 10 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously at Merrill from 2015 to 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo research and tools, with planning engagements generally conducted on a discrete basis.

Marc Zarro is a CFP® and ChFC® with 26 years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Advisors, LLC since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Michael Leahy is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Bank of America, Mass Mutual Investors Services, MassMutual Life Insurance Company, and Edward Jones. 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, pension plans, charitable organizations, and corporate fiduciaries.

Jarrett Dawson is a Series 66 licensed financial advisor with Merrill, where he has worked since 2010. He has 10 years of industry experience. Outside of his advisory role, he serves as a consultant for the Financial Industry Regulatory Authority, assisting with securities-related dispute resolution, and owns Wicked Willow, a separate business he operates independently. 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, and institutional entities.

Joshua Stencler is a financial advisor with Wells Fargo Advisors in Doylestown, PA, holding Series 63 and Series 66 licenses. He has five years of industry experience, including prior roles at LPL Financial, Raymond James Financial Services, and Mass Mutual. Before entering the financial sector, he worked in education and home remodeling. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options tailored to clients with certain net-worth thresholds, using proprietary research and tools to develop customized recommendations.

Daevon Austin is a financial advisor with Merrill, holding a Series 66 designation and entering his second year in the industry. His prior experience includes roles at Adecco, The Vanguard Group, Inc., Randstad, and Merrill Lynch, Pierce, Fenner & Smith, as well as self-employment and positions at Big Lots, Inc. and Rowan University. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

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 with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Merrill since 1996. Quinn serves as a director on the board of the LIMRA LOMA Secure Retirement Institute, a nonprofit organization based in Atlanta. 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.

Spencer Cowan is a financial advisor with Merrill in Pennington, NJ, holding Series 66 and Series 63 licenses and 10 years of industry experience. He has worked at Merrill since 2015 and Bank of America, N.A. since 2018. Merrill provides managed account services through the Select Portfolio Solutions program to a wide range of clients, including individuals, high-net-worth clients, and institutional fiduciaries, offering model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Virag Shah is a CFA® charterholder and holds a Series 66 license, with 17 years of experience in the financial industry. He has worked with LPL Financial since 2008 and is also associated with Van Leeuwen & Company, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual, institutional, and retirement plan clients through a network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.