Bryan Nolan is a financial advisor at Stifel with seven years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Stifel in 2024, he worked at The Vanguard Group for six years and has experience with Randstad USA and Philadelphia University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations. The firm offers brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Charles Romano is a financial advisor at Merrill with eight years of industry experience and a Series 66 designation. His prior roles include positions at Fidelity Investments, Kestra Advisory Services, J.P. Morgan Securities, and Bank of America. Romano's background also includes work outside the financial sector, such as at Wawa and Rutgers University. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Nathaniel Coleman is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2014 and 2015 respectively. Outside of his advisory role, he participates in the Financial Literacy Center of Lehigh Valley, where he educates students on the benefits of using banking services and the basics of the financial system. 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, and institutional investors.

James Nastasi is a financial advisor with UBS Financial Services in Conshohocken, PA, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Adam Andreski is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Merrill since 2001. 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 plans, corporations, and charitable organizations.

Anthony Cusumano is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2003. 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 strategies for various client types including individuals, high-net-worth clients, and institutions.

Richard Grobman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at Raymond James since 2017 and previously spent 25 years at Fahnestock & Co., Inc. Grobman serves in several trustee roles for family trusts and participates in nonprofit governance, including chairing the investment committee for a local synagogue and serving on the investment committee of a regional Jewish family and children’s services organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting primarily through non-discretionary relationships, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Kristin Colgan is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she worked at CBRE and held roles in the restaurant industry with Eddie V's Prime Seafood, Taphouse 23, and Sullivan's Steakhouse. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its advisory process.

Brian Degnan is a financial advisor with Morgan Stanley, holding a Series 66 designation and 22 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved tools and methodologies such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Jeffrey Hall is a financial advisor with RBC Capital Markets in Conshohocken, PA, holding Series 63 and Series 65 designations and over 46 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing in-house and third-party investment managers and tailored strategies based on clients’ risk profiles.

Randy Swope is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services since 2018, as well as Lincoln Investment from 2016 to 2018. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

James Quigley is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and having 11 years of industry experience. He has been with Merrill since 2011. Outside of his advisory role, he is planning to start a business selling products on Amazon. 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 and profit-sharing plans, corporations, and charitable organizations.

Mario Walls is a financial advisor at Merrill with 24 years of industry experience. He has held his position at Merrill Lynch, Pierce, Fenner & Smith Inc. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

Gregory Scott is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2007. Scott serves as a board member of the Magee Rehabilitation Hospital Foundation in Philadelphia. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and endorsed turnkey asset management platforms to deliver advisory and brokerage solutions.

Christopher Stuppi is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2016 and at Bank of America, N.A. since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Pieter Lamley is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and in the real estate and energy sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

David Farina is a financial advisor with Stifel in Yardley, PA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves as Lead Pastor at Calvary Full Gospel Church, where he preaches, teaches, and oversees church operations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing clients with asset allocation and planning analyses to support their investment decisions.

John Rufo is a financial advisor with UBS Financial Services in Conshohocken, PA, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and provides a broad range of capital markets and fiduciary services.

Robert Tomasulo is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 49 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Tomasulo is involved with a business called Power for Mother, based in Yardley, PA. 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 advice. The firm’s advisory process is IPS-driven and includes a range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Jeffrey King is a financial advisor at Raymond James & Associates with 19 years of industry experience. He previously spent 12 years at UBS Financial Services before joining Raymond James in 2025. He holds a Series 66 designation and is based in West Conshohocken, PA. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.