Mark Coddington is a Series 66 licensed financial advisor at Merrill with 20 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party style managers.

Philip Cupo is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 17 years of industry experience. He has worked at Merrill since 2009 and has been associated with Bank of America, N.A. since 2011. 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.

Jacquelyn Doubet is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. She has been with Cambridge Investment Research Advisors since 2015 and is also associated with Scott E. Marshall and Associates Wealth Management. Additionally, she serves as a notary in Pennsylvania. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management platforms and both proprietary and third-party model strategies.

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.

Jason Arbittier is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2008. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Gregory Boston is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He worked at UBS Financial Services from 2008 to 2021 before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both non-discretionary and discretionary services, with an investment process driven by investment policy statements and modern portfolio theory, and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Michael Fiori is a financial advisor with Equitable Advisors in Cinnaminson, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2006. Outside of his advisory role, he is associated with Karr Barth Associates, a branded private client group. 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 various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Christopher Heaven is a financial advisor with Morgan Stanley, holding a Series 66 designation and having 22 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to guide its financial strategies.

Willard Schriver III is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. He has worked at Bank of America and Merrill since 2014. Outside of his advisory role, he is involved with PL Hospitality Group LLC, where he occasionally works bartending shifts on weekends. 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

James McGuire III is a financial advisor at Robert W. Baird & Co. with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Robert W. Baird since 2014. He serves as a board member for the Church of the Good Samaritan in Paoli, PA. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, emphasizing manager selection, internal research, and a mix of discretionary and non-discretionary strategies.

Christopher Strivieri is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Equitable Advisors serves a wide range of clients, including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers, operating a hybrid referral and implementation model that emphasizes individualized client service.

Patrick Walsh is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1979, shortly after earning his Bachelor's Degree in Finance from Drexel University. Patrick holds the designation of Personal Investment Advisor (PIA). Throughout his career, he has focused on areas including education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. He is recognized in the Philadelphia area as an industry spokesman and educator, having lectured at Drexel University's Graduate School of Business and providing daily bond market commentary on KYW News Radio for over two decades. Patrick resides in Radnor, Pennsylvania with his wife, Gretchen. He is involved in community activities as a director of the Bala Cynwyd-Narberth Rotary and serves on St. Dorothy's Finance Committee. Patrick has a daughter attending school and a son, Justin, who is a colleague in his Merrill Lynch Wealth Management group.

Alexander Canakis is a financial advisor with J.P. Morgan Securities in Philadelphia, PA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Tristate Financial Advisors for two years. 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 delivered through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to offer a broad range of services.

Lyudmyla Baranov is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2017. Prior to joining Merrill, she worked at Dressbarn for one year. Outside of her advisory role, she assists on weekends with data entry for her husband's histology consulting 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Nadia Ekezue is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work includes roles at Brian Sharkey, Bank of America, Merrill, and Cetera Wealth Services. Outside of finance, her background includes several positions in the food and beverage industry and experience at the University of North Carolina at Chapel Hill and Greensboro. Equitable Advisors serves a wide range of clients including individuals, high-net-worth investors, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through LPL-sponsored platforms and third-party managers to deliver its solutions.

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.

Vincent Benvenuto is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 registrations. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

April Stephens is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and 10 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith since 2016. 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 supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Henry Faragalli III is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Janney Montgomery Scott, LLC, returning to RBC Capital Markets in 2025 after an earlier tenure from 2011 to 2017. Outside of his advisory role, he is involved in horse ownership, including buying, selling, and maintaining horses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs with customizable investment strategies implemented through in-house and third-party managers, supported by integrated lending and alternative investment options.