Jerome Fiordimondo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Prudential Insurance Company of America since 1977 and transitioned to LPL Enterprise in 2024. Outside of his advisory role, he operates Fiordimondo Insurance and Financial Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and insurance products through affiliated entities.

Marshall Brooks is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 66 designations and having 28 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. In addition to his advisory role, he is also an insurance agent specializing in life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars. The firm structures financial planning as an annual collaborative process using firm-approved analytical tools and provides specialized services including divorce planning, estate settlement, and employer-sponsored programs.

Ian Geffers is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill since 2002 and holds a Series 66 designation. 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.

Michael Cice is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Cambridge since 2012. In addition to his advisory role, he is an independent insurance agent for various insurance companies through GWH Wealth Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent Financial Professionals using a variety of portfolio management approaches.

Aidan Bremer is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held positions at Stadium Graphics, SHI International Corp., Northwestern Mutual, and operated a catering business called Homplate Catering. 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 a combination of model-based and discretionary investment strategies.

Roseana Holder is a financial advisor at Merrill with 32 years of industry experience. She has held her current position since 2007 and holds Series 63 and Series 65 licenses. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies managed by internal teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

Ryan Forman is a Series 66-licensed financial advisor at Wells Fargo Advisors with one year of industry experience. Before joining Wells Fargo Advisors in 2022, he worked at APPS Paramedical, Chariot Valet, and Green Valley Country Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services including retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and planning tools to develop tailored recommendations.

Javier Tovar is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Hennion & Walsh Inc, 360 One FIrm, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Jeffrey Deissler is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its affiliated entities since 2025. Prior to that, he spent 26 years at Avantax Investment Services and has operated an independent tax and financial planning business since 1999. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering diverse portfolio management and financial planning services. The firm supports various investment strategies and program structures, with over 10,000 advisors and approximately $256 billion in assets under management.

Craig Rudisill is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2007 and Bank of America, N.A. since 2009. Outside of his advisory role, he owns a sole proprietorship involved with tax and compliance matters related to household employment. 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 delivers a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Austin Hayes is a Financial Advisor with Hayes & Associates at Merrill Lynch Wealth Management, having joined the team in 2025. Based in the Yardley, PA office, he holds Series 7, Series 66, and SIE registrations from FINRA, along with the Personal Investment Advisor (PIA) designation. Austin works with individuals, families, and businesses to pursue their financial goals through comprehensive and personalized strategies. His areas of expertise include corporate benefits, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Austin emphasizes clear communication and ongoing support to help clients make informed decisions aligned with their risk tolerance and long-term objectives. Austin earned a Bachelor’s degree in Business Management from Tulane University, where he focused on strategic planning and client service. Outside of his professional role, he enjoys biking, drawing, golfing, music, photography, skiing, surfing, table tennis, traveling, and watching movies. He currently resides in the Old City neighborhood of Philadelphia.

Peter Valenti is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and has 35 years of industry experience. He worked at Pruco Securities, LLC for 34 years and has been affiliated with Prudential Insurance Company of America for over three decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Brian Kovener is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Osaic Wealth, Inc., having joined in 2024, following prior roles at Securities America and Investacorp. Outside of his advisory work, Kovener serves as Publishing Director for VUE NJ, a bi-monthly print magazine. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs various asset-allocation tools and third-party platforms to create portfolios encompassing stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Matthew Pusak is a Series 66-licensed financial advisor at Merrill with 15 years of industry experience. He has been with Merrill since 2010. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Giglio is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at various companies across different sectors. He is also involved with Daddy'O, an outside business activity. 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.

Christopher Dunning is a financial advisor at Merrill with 12 years of experience in the industry. He holds a Series 66 designation and has been with Merrill since 2014. 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 a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Manners is a financial advisor at Merrill, holding a Series 66 credential and beginning his advisory career in 2025. His previous experience includes roles with the Claremont Institute, New Jersey Tutoring Corps, and the Peace Corps, among others. 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, and institutional investors.

Omar Rasheed is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2002 following his tenure at Morgan Stanley and brings a background in hospitality management, where he owned and operated a business with 150 employees. This experience informs his approach to addressing the financial challenges faced by small business owners and individuals alike, emphasizing fairness and personalized service. Omar holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), Chartered Retirement Plans Specialist™ (CRPS™), Certified Plan Fiduciary Advisor® (CPFA), Certified 401(k) Professional (CKP), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He received his High School Diploma from Archbishop Ryan High School and communicates with clients in English, Turkish, and Arabic. His expertise covers areas such as college education planning, corporate executive services, divorce transition planning, executive compensation, family wealth strategies, defined contribution plan consulting, LGBT wealth planning, small business strategies, retirement income, and personal retirement planning. In his volunteer work, Omar has contributed to Big Brothers Big Sisters in the greater Philadelphia region. Outside of his professional responsibilities, he enjoys cooking, hiking, horseback riding, music, photography, and traveling. Omar resides in Newtown, Pennsylvania, with his wife, son, and their dog, Niko.

Aedres Nadjem is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley and Uber. Outside of his advisory role, he works as a delivery driver for Uber and XMD Logistics. 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 for individuals, high-net-worth clients, and institutions.

Brian Adelberger is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo entities since 2008, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s process 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.