Michael Steinrock is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America/Merrill Lynch. His background also includes roles outside of finance, such as positions at InstaCart and All Star Baseball Academy. Wells Fargo Clearing provides retirement plan consulting services focused on qualified ERISA and non-qualified deferred compensation plans. The firm employs an IPS-driven, modern portfolio theory approach and offers both non-discretionary and discretionary investment advisory services tailored to plan-specific objectives and risk tolerances.

Brent Fuchs is a financial advisor at Osaic Wealth, Inc. with 25 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors Corp for 25 years. Fuchs is involved in several insurance-related activities, including offering various types of annuities, life insurance, and health insurance products through Heritage Financial Consultants, LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using a variety of portfolio construction tools and multiple advisory platforms.

Margaret Disammartino is a financial advisor with Merrill based in Philadelphia, PA. She holds a Series 66 designation and has 18 years of industry experience. She has been with Merrill Lynch since 1991. 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, offering model-based and discretionary investment strategies managed by internal teams and third-party style managers.

Emily Huber is a Series 66-credentialed financial advisor with three years of industry experience. She is currently with Edward Jones in Philadelphia, where she has worked since 2025 and previously from 2019 to 2021. Her prior experience includes roles at Bank of America (Merrill Lynch) and the University of Delaware. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Arthur Ace is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including PNC Wealth Management and Truist Investment Services. Outside of his advisory role, he serves on the board of the Touchstone Foundation, which focuses on mental health services for youth, and is involved in nonprofit leadership through Leadership Lancaster and the Lancaster Estate Planning Council. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice 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.

Dana Nguyen is a financial advisor at UBS Financial Services with six years of industry experience. Nguyen holds Series 63 and Series 65 licenses and has worked at UBS since 2019. Prior roles include positions at Citizens Securities, Citizens Bank, PNC Bank, and Kish Bancorp. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, 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.

Kimberly Goodman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Wells Fargo in various roles since 2016. Outside of her advisory work, she serves as a power of attorney for her child. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Donna Cleveland is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. She has been with Wells Fargo firms since 2010, including Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Samantha Talecki is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and three years of industry experience. Her prior experience includes roles at Bank of America and Merrill. She has also worked in education and community roles, including positions at Allentown Central Catholic High School and Southern Lehigh Community Pool. 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 plans, corporations, and charitable organizations.

Michael Alaburda is a financial advisor at Merrill in Philadelphia, PA, holding a Series 66 designation with 13 years of industry experience. He has been with Bank of America and Merrill Lynch, Pierce, Fenner, and Smith since 2013. 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 strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberly Daniels is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with LPL Financial since 2015 and previously worked at Wireless Zone from 2011 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Adam Conish is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. Prior to joining UBS in 2026, he spent 19 years with Quasar Distributors, LLC and Glenmede Investment Management, LP. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based 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 strategies to clients’ goals and risk tolerances.

Martin Sinclair is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been associated with Cetera and its affiliate entities since 2013 and operates a CPA practice, Sinclair Associates LLC. Sinclair is involved in nonprofit work as a board member of My Father's House Inc. and serves as treasurer for the Prader-Willi Syndrome Association Chapter of New Jersey. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers multiple program options, including model portfolios and custom strategies, managing over $256 billion in assets.

Seth Kuhn is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., and various academic positions at Villanova University, Pennsylvania State University, and Duke University. He also has experience with Adelphia Seafood and was involved with For Soccer Ventures. J.P. Morgan Securities LLC 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 team of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Charles Strano is a financial advisor with OSAIC in Woodbury, NJ, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He previously worked for FSC Securities Corporation from 1994 through 2023. Outside of his advisory role, he is involved in the sales and service of life insurance through a sole proprietorship. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and third-party managers to construct tailored portfolios.

Marguerita Chapman is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and its use of systematic methodologies and AI techniques in portfolio management.

Donna Dorazio is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Zachary Duymich is a financial advisor at Merrill in Philadelphia, PA, holding a Series 66 designation with nine years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017 and previously held roles at Bank of America and Centenary University. Outside of finance, he was involved with JCZ Cleaning Service from 2011 to 2017. 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 tailored for individuals, high-net-worth clients, and institutional investors.

Andrew Burdsall is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC and Jpmorgan Chase Bank (Ky). Outside of his advisory role, he works as a contractor driver for Uber. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Stephan Tucker is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Northwestern Mutual Private Client Group and Vanguard. Tucker is involved with the Achieving Reunification Center, a social work nonprofit focused on educating and supporting parents in the child welfare system. 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 plans, corporations, and charitable organizations.