J Douglas Riva is a CFP® and ChFC® with 41 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2017 and previously spent five years at Bank of America, N.A. He serves as a board member for the Paradise Point Homeowners Association in Lakeville, PA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 financial advisors.

Thomas Logue is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes multiple periods at Merrill totaling 12 years, as well as roles at Lowe and Fidelity Investments. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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 using model-based and discretionary investment strategies developed by internal and third-party managers.

Anthony Dorsey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been with Primerica Advisors since 1999 and has been affiliated with Primerica Financial Services since 1997. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes an operational model with tiered wrap fees, focusing on individual investors rather than institutional pension or profit-sharing plans.

Joseph Brauner is a financial advisor with Raymond James & Associates in Newtown, PA, holding a Series 66 designation and five years of industry experience. His work history includes roles at Raymond James & Associates Inc. since 2020 and prior positions at Pro Unlimited and Rutgers University. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by firm research and a range of portfolio management styles.

Daniel Leahy is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked previously at American Portfolios Financial Services, American Portfolios Advisors, and Equitable Advisors LLC. Outside of his advisory role, Leahy is involved as managing director at Capital Wealth & Tax Management, LLC, where he sells fixed insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party solutions to construct and manage portfolios across multiple asset classes.

Tamara Naylor is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She joined Merrill in 2020 after working at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC from 2012 to 2020. Outside of her advisory work, she is a co-owner of a rental property in Trenton, NJ. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm combines internal Chief Investment Office teams and third-party managers to implement asset allocation and trading across various client types.

Ernest Dimascia is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1985 and transitioned to LPL Enterprise in 2024. In addition to his advisory role, he is involved with The Warrington Insurance Group, focusing on property and casualty insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, supported by an integrated platform that combines adviser programs with sales of financial products including insurance.

Matthew Frickmann is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has prior work experience in the hospitality and education sectors. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Kevin Flood is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Retirement Investment Services and Cadaret, Grant & Co., Inc. He is involved with Spectra Associates, Inc. and Spectra Pension Associates, Inc., where he serves in a fiduciary capacity and as a third-party administrator. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Agne Solano is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Shue is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, he acts as a power of attorney for his mother. 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 investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Scott Cantwell is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with MML Investors Services since 2014 and with Mass Mutual Life Insurance Company since 2013. In addition to his advisory role, he also acts as an agent for individual life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by proprietary software and educational seminars.

Alan Hark is a financial advisor at LPL Financial with 14 years of industry experience and holds the Series 66 designation. He has been with LPL Financial since 2011 and also operates Hark & Associates P.C., providing accounting, tax, and business consulting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a wide range of advisory programs and financial planning services.

Karen Machin is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Ameriprise Financial and KPMG, LLP. She serves on the Board of Directors for Philly Financial Literacy Week and participates on its planning committee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a collaborative, non-discretionary process utilizing proprietary research and third-party data.

Ross Hart is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Raymond James since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Zachary Bross is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Morgan Stanley. Outside of finance, he has experience with the Pennsylvania Interscholastic Athletic Association and local government parks and recreation. Bross is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services that incorporate both traditional and non-traditional investment strategies.

Thomas Nardelli is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at JG Wentworth LLC and Lyft. 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 LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Joanne Natale is a CFP® with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. She has previously worked at Securities America Advisors, Park Avenue Securities, and Guardian Life Insurance Company. Outside of her advisory role, she is a CPA and managing partner at Proactive Tax Strategies, LLP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services supported by a national network of investment adviser representatives.

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.

Oren Baranchuk is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2010. Merrill 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.