Dexter Quime Uban is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to meet those objectives. He provides ongoing advice and adjusts plans as clients' situations evolve to help them manage various financial priorities. Dexter holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Southern New Hampshire University. His expertise encompasses helping clients address complex financial needs such as saving for education, retirement planning, healthcare funding, and managing competing financial demands. He is involved in the community through participation with organizations such as Founders Academy and Weston Elementary.

John Sklencar is a financial advisor with Osaic Wealth, Inc. based in Plymouth Meeting, PA, holding Series 63 and Series 65 licenses. He has 43 years of industry experience, including long-term roles at FSC Securities Corporation and Physicians Private Client Group. In addition to his advisory work, he organizes and promotes a scholarship focused on healthcare authorization awareness and fundraising events. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors, employing a range of investment tools and third-party platforms to construct and manage portfolios across various asset classes.

Yancy Whitaker is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he held roles at BAE Systems and USLI Insurance and was a college student. 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 primarily uses model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Dino Battaglia is a financial advisor with Charles Schwab who holds Series 63 and Series 65 credentials and has 12 years of industry experience. He previously worked at Vanguard and Sei Investments Company before joining Charles Schwab in 2020. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options supported by centralized operational and supervisory infrastructure.

Scott Levy is a CFP® certificant and holds a Series 66 license with 12 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and previously worked at Securian Financial Services, Minnesota Life Insurance Company, and Allied Wealth Partners. Outside of his advisory role, he serves as Membership Chairperson for Buxmont LETIP and is active as a sports card collector. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a broad client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a variety of portfolio management options and proprietary and third-party model strategies tailored to client objectives.

Leon Hart is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2002 and was employed by FedEx Home Delivery from 2006 to 2025. Outside of his advisory role, he is involved in home health care services as a home health aide on a part-time basis. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm employs third-party asset managers and offers a tiered wrap-fee structure, focusing on curated portfolio models rather than institutional or pension plan management.

Jeffrey Ferry is a financial advisor at LPL Enterprise with 25 years of industry experience. He previously worked at Pruco Securities, LLC for 25 years before joining LPL Enterprise in 2025. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Erin Cresko is a financial advisor with Raymond James & Associates in Jenkintown, PA, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Raymond James & Associates since 2008. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Charu Chandna is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2019 and also has experience at Bank of America, N.A. beginning in 2023. 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 and profit-sharing plans, corporations, and charitable organizations.

Edward Purvis is a CFP® with 45 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brennan Warwick is a financial advisor with Merrill holding a Series 66 designation and four years of industry experience. He has worked at Bank of America, N.A. since 2023 and has been affiliated with Merrill since 2021. Prior to his current roles, he held positions at Duquesne University School of Law and The College of New Jersey. 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, and institutional investors, supported by internal and third-party portfolio managers.

Stephen Alburtus is a financial advisor at Merrill with 28 years of industry experience. He has been with Merrill since 1999 and holds Series 63 and Series 65 designations. 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.

David Simon is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Simon serves as an officer and vice president at 1792 Wealth Advisors, LLC, where he is engaged in financial advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary investment consulting and supports institutional consulting and portfolio management through a large advisor network.

Michi Chin is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2021, with prior roles at Citizens Securities and Citizens Bank. Outside of her advisory work, she is an owner and partner of Higharchi LLC. J.P. Morgan Securities 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 non-discretionary advisory program.

Michael Wiley is a financial advisor at Raymond James & Associates with 29 years of industry experience. He previously worked for Morgan Stanley Smith Barney for 17 years before joining his current firm. He holds the Series 63 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Efstathios Kanteliotis is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 27 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Raymond James. He serves as a volunteer member of the Finance and Investment Committee at Holy Trinity Greek Orthodox Church. Raymond James & Associates 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.

Christian Issa is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he held roles at Estee Lauder, KBRA Holdings Inc, Drexel University, Evergreen Senior Management, and Council Rock High School North. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Tuck is a CFP®-certified financial advisor with LPL Financial, based in Doylestown, PA, where he has worked since 2011. He has 15 years of industry experience. Outside of his advisory role, he sells disability insurance policies to clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management access, and various institutional platforms, combining scale with a range of advisory and non-advisory financial services.

Pargev Ayvazyan is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 credentials and has previous experience at Bank of America and HSBC Bank. Outside of his advisory role, he owns and operates Exceluserform.com, a website selling MS VBA Excel tools, and has authored a book titled Beyond Prediction. 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 institutions.

Vincent Libucki Jr. is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and two years of industry experience. He previously worked at JP Morgan Chase for three years and Capital One for seven years. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports primarily for clients with assets managed by Ameriprise.