Glenn Fels is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 1985, he has assisted individuals, families, and businesses in growing their wealth and achieving their financial objectives. Glenn offers a range of services including retirement planning, education plans, wealth accumulation preservation and transfer, estate planning services, executor and trust administrative service, and access to consumer banking services. For business clients, he provides services such as cash management, group benefit plans, commercial banking, financing for business development, real estate financing, investment banking, and succession planning. Glenn holds a Bachelor's degree from Rider University, earned in 1983, and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a member of the Bucks County Estate Planning Council. Raised in Huntingdon Valley, Pennsylvania, Glenn currently resides in Bucks County, Pennsylvania. Outside of his professional work, he spends time with his family, works on improving his golf game, and makes weekend trips to the beach. He is married with two grown sons.

John Feeley is a CFP® with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He is a board member of the Ronald McDonald House of Southern New Jersey. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jenna Breslin is a financial advisor at OSAIC with 16 years of industry experience. She holds a Series 66 designation and worked previously at FSC Securities Corporation for 15 years before joining OSAIC in 2023. She is also involved in selling variable annuities, fixed life, and health insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Scott Demouth is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he leads a team of eight financial professionals providing comprehensive advice and guidance across all aspects of clients' financial lives. His approach emphasizes putting clients' needs and goals at the forefront of the planning process to guide them through varied market conditions. With over 33 years of experience in investment and wealth management, Scott's background includes twelve years on Wall Street at Donaldson, Lufkin & Jenrette and Barclays Capital, where he provided trading and investment strategies to institutional clients and managed proprietary capital. He holds several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Scott earned a bachelor's degree from Fordham University. In his personal life, Scott has been involved in local youth sports as a coach and board member for sixteen years. He enjoys skiing, golfing, running marathons, cooking, spending time with his family, and traveling.

Ramy Iskandar is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Santander Securities and PNC Investments. Outside of advising, he volunteers with the Leukemia and Lymphoma Society, mentoring students for their program. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jontue Long is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his career in 2001, he has developed a client base that includes professional athletes, entrepreneurs, and senior-level corporate executives, providing specialized financial guidance tailored to their unique circumstances. Jontue’s experience includes founding his own firm and advising clients across more than 15 states. He focuses on areas such as executive compensation, family wealth management, retirement planning, portfolio management, business strategies, and socially responsible investing. His approach emphasizes disciplined, planning-based processes with frequent client engagement to align strategies with personal values and financial goals. Jontue holds a Bachelor’s degree from Bucknell University and an MBA from the Fuqua School of Business at Duke University. He is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Private Wealth Advisor®, and holds additional credentials including Personal Investment Advisor and Sports & Entertainment Accredited Wealth Management Advisor. His background includes firsthand knowledge of the financial challenges faced by professional athletes, having grown up with a close family member in the NBA, as well as entrepreneurial experience from running a business for ten years. This diverse expertise enables him to serve clients with tailored insights, particularly in managing wealth transitions and liquidity events. Residing in Narberth, Pennsylvania, Jontue spends time with his family and enjoys basketball and football. He also participates in community volunteer activities aligned with Merrill Lynch’s tradition of community involvement. Jontue encourages clients to consider him their primary resource for a wide range of financial decisions, supported by Merrill’s integrated wealth management, banking, and lending services.

Mayra Schropp is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Prior to that, she worked at Robert Half Management Resources in 2017. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Michael Gibson is a CFP® and holds a Series 66 license, with 19 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he manages a rental property in Atlantic City, NJ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Keith Householder is a financial advisor at UBS Financial Services with 26 years of industry experience. His prior roles include positions at Bank of America and Merrill. He serves on the Board of Trustees at Ancillae Assumpta Academy, contributing as a member of the finance committee. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through its extensive platform and proprietary research.

Robert Martin Sr. is a CFP® with 42 years of industry experience and is currently affiliated with Raymond James Financial, where he has worked since 1999. He serves in several community roles, including positions on the Planning Board for the Borough of Riverton, the Finance Committee at Christ Church, and the endowment committee of the Riverton Steamboat Landing Foundation. He is also a member of the Board of Governors at the Greater Wildwood Yacht Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers non-discretionary planning and consulting tailored to client goals using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Arthur Weiss is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Strategic Wealth Advisors Group and FSC Securities Corporation. In addition to his advisory work, he operates a sole proprietorship providing tax preparation and insurance review services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. Its advisors employ firm-supported tools for portfolio construction and management, incorporating a wide range of investment options and third-party solutions.

Chioma Ugorji is a financial advisor with Primerica Advisors in Langhorne, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been with Primerica Advisors since 2013 and also has work history at Intuit Inc. since 2020. Outside of her advisory role, she is the proprietor of Heritage Tax & Accounting Services LLC. 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 offers model-driven investment strategies supported by third-party managers and custodians, with an emphasis on delivering advisory services through a large network of financial advisors.

Michael Fehrenback is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1999 and joined Merrill in 2017 after experience at Smith Barney and Morgan Stanley. Michael serves a multi-generational client base that includes active and retired executives at power and public companies, attorneys, and others residing in more than a dozen states. Michael focuses on building strong relationships with clients, emphasizing frequent communication to understand their long-term goals, financial concerns, and preferences. He specializes in areas such as executive compensation, family wealth management, legacy planning, liquidity management, tax minimization, and retirement income. His approach includes developing customized strategies that enhance both assets and liabilities, coordinating with clients’ CPAs and attorneys on tax and wealth transfer matters, and incorporating Merrill’s research and vetted investment managers into portfolio construction. Michael holds a Bachelor of Science degree in Economics from Rutgers University and has earned the Personal Investment Advisor (PIA) designation. Outside of work, he spends time with his wife, Renee, and their three children, and enjoys golfing, reading, running, traveling, and watching movies.

Jane Berryman is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise since 2015. Outside of advising, she serves on the Board of Directors for the Philadelphia Chapter of the Daughters of the American Revolution and acts as a chapter librarian. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Michael Balkey is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Merrill and Bank of America prior to joining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Emanuel Bassill Chuckran is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Florida Financial Advisors DBA Tristate Financial Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a varied client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Sotheavy Vann is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. Vann holds Series 63 and Series 65 designations and has worked at firms including Citizens Securities, Citizens Bank, and NYLIFE Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. 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.

Sammi Zheng is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Her prior roles include positions at Greystar, the University of Pittsburgh, and Americorps. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Molly Babcock is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Qurate Retail Group for six years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Lauren Akers is a financial advisor with Morgan Stanley in Yardley, PA, holding a Series 63 designation and 10 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2013. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm‑approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and serves both individual investors and clients through corporate financial planning agreements.