Therry Venescar is a financial advisor at Merrill with a Series 66 designation. He has less than one year of industry experience, joining Merrill in 2025. Prior to this, his work history includes roles at Bank of America, Santander Bank, and Rider University Controllers Office. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Byron Coleman is a Series 66-credentialed advisor with 11 years of industry experience, currently with Merrill in Philadelphia, where he has worked since 2005. Outside of his advisory role, he serves as president of Just4People, Inc., a nonprofit organization that supports distressed families by facilitating and organizing events. 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.

Lee Hoffman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 30 years of experience providing wealth management and investment management services to individuals, corporations, and employee benefit plans across both for-profit and non-profit sectors. Before joining Merrill Lynch in 1997, Lee spent 10 years in trust banking, administering employee benefit plans for corporate clients. His deep understanding of ERISA regulations and related legislation is highly valued by the plan sponsors he serves. Lee holds a Bachelor's degree from the University of Virginia McIntire School of Commerce. He has earned multiple professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Lee previously taught the CFP retirement curriculum at The George Washington University and is a member of both the CFA Institute and the CFA Society of Washington, DC. His client focus areas include Corporate Executive Services, Divorce Transition Planning, Institutional Consulting, Services for Endowments, Foundations, and Non-profits, and Socially Responsible, Values-Based, and ESG Investing. Lee also has personal interests in baseball, basketball, cooking, football, music, reading, and traveling.

Brendan Rotondi is a Financial Advisor with Merrill Lynch Wealth Management in the Philadelphia office. He focuses on client areas including college education planning, divorce transition planning, education planning, family wealth management strategies, and personal retirement planning. Brendan works to understand each client's unique goals and creates personalized strategies to help achieve long-term success. Prior to becoming a financial advisor, Brendan gained experience as an Account Services and Middle Office Trade Support professional at Janney Montgomery Scott, where he supported advisory trading and account operations. Before that, he worked as a Retail Banker with M&T Bank. This background provided a foundation for his transition into financial advising and his focus on building long-term client relationships. Brendan holds a Bachelor of Science degree in Finance from The University of Alabama and has earned the Personal Investment Advisor (PIA) designation. Outside of work, his personal interests include camping, chess, cooking, fishing, football, music, and racquetball.

Sean Mcfadden is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding a Series 63 designation and bringing 24 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A., where he worked for a combined 14 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Vincent Ferrigno is a CFP® professional with 20 years of experience in the financial services industry. He currently works at LPL Enterprise and has held prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in selling workers' compensation and commercial lines insurance. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a broad range of brokerage and insurance products via an integrated platform.

Elizabeth Leska is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Bank, NA, and Wells Fargo Advisors, LLC. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions, using research and analytics to support portfolio construction and investment selection.

Jacob Foster is a financial advisor at Fisher Investments with 11 years of industry experience. He holds the Series 66 designation and previously worked at Blackrock Investments, LLC for nine years. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to construct globally diversified portfolios employing quantitative and qualitative research, tax-aware processes, and risk management tactics.

Jennifer Ellman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She has been with Wells Fargo Clearing since 2016. 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 services. The firm’s advisory process is based on investment policy statements and modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Christian Boynton is a financial advisor at UBS Financial Services in Philadelphia, PA. He holds the Series 66 designation and has been with UBS since 2026. His prior experience includes roles at Project Prosper Inc., Trident Transport, and international service with the Peace Corps. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Donald Delmonte Sr. is a financial advisor at Ameriprise with 40 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at LPL Financial and Ameriprise Financial Services. Outside of advising, he is involved in several business ventures related to real estate ownership and management. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that include written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored advice, primarily for clients with substantial investable assets.

William Mc Allister is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006 and holds Series 63 and Series 66 credentials. In addition to his advisory role, he is a partial owner of a local retail cigar lounge and serves as president of a transportation company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions.

Vincent Ebbecke Sr. is a financial advisor with Raymond James Financial in Philadelphia, PA, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has worked at Raymond James Financial Services since 2000 and was affiliated with Connor Financial Group from 2016 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to illustrate potential outcomes and supports clients through advisory programs and institutional consulting.

Carolyn Bradley is a Series 66 credentialed financial advisor with nine years of industry experience. She is currently with Morgan Stanley, having worked there since 2016 following a prior role at UBS. Outside of her advisory work, she serves on the finance committee of Womens Way, a Philadelphia-based nonprofit organization. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.

Linda Dimichele is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1992. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Barry Yerger is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. Outside of his advisory role, Yerger is a managing member of Upland Farms, LLC, an agricultural farmland business, and is involved in operating a hunting club associated with the farm. J.P. Morgan Securities 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 recommendations.

Pietro Berghella is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has been with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to his current role, his background includes positions outside the financial industry, including work with Gran Caffe L'aquila and other varied roles. 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 advisory services on a non-discretionary basis.

Gerard Viars is a financial advisor at OSAIC with 43 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 39 years. Viars is involved with Collender Griffith Chang and Associates, offering a range of insurance products including health and disability coverage. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage, investment advisory services, and financial planning through a large network of advisers. The firm employs various portfolio construction tools and offers access to third-party money managers and managed-account solutions.

Maninder Gill is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo for 11 years before joining J.P. Morgan Securities in 2023. 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 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 while clients retain final decision authority.

Kaitlin Maguire is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She previously worked for Goldman, Sachs & Co for 15 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. She holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending strategies.