Seth Mchenry is a financial advisor at LPL Financial with 37 years of industry experience. He has been with LPL Financial and its predecessor since 2007. He holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Albert Krauza is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at Morgan Stanley and UBS Financial Services before joining Bank of America and Merrill, where he has been since 2011. Krauza is a board member of Club 8744, a nonprofit organization that provides meeting space for twelve-step groups in Lower Bucks County, PA. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Joseph Valeri is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Wells Fargo Clearing, and Wells Fargo Bank NA. He is based in Pennington, NJ. 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 client types including individuals, high-net-worth clients, and institutions.

Pierson Burton is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Fenner & Pierce since 2011. 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.

Anthony Trill is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work history includes roles in the pharmaceutical, automotive, and restaurant industries, as well as experience in education and municipal government. 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, pension plans, corporations, and charitable organizations.

Ryan Gordon is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Thompson BMW for four years. Outside of his advisory role, he serves as a committee member for the nonprofit Shir Ami, where he helps review investment accounts and policies. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients with tailored financial planning and investment consulting, offering a range of portfolio management styles supported by in-house research and sub-advisers.

Brittany Fatholahi is a Wealth Management Advisor at Merrill Lynch Wealth Management. She provides clients with financial planning and portfolio management services, focusing on areas such as college education planning, legacy planning, small business strategies, socially responsible investing, and tax minimization. Her approach emphasizes organizing and coordinating clients' financial lives through ongoing, friendly advice and guidance. Brittany began her career in finance after growing a successful paint contracting business during college. She spent four years in independent wealth management before joining Merrill in 2017, where she built her practice and offers tailored investment strategies and discretionary portfolio management through the Investment Advisory Program. She holds multiple professional designations, including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC). Brittany earned her bachelor's degree in business and economics from Franklin & Marshall College. Outside of her professional role, Brittany has been involved in several organizations and community initiatives. She has served as membership chair for the Delco Property Investors Club, co-president of Merrill’s Tri-State Women’s Exchange, secretary of RH K9 Rangers Search & Rescue, and is a certified therapy dog handler with Caring Community Canines. She participates in groups such as the AKC Philadelphia Dog Training Club and the National Association of Women Business Owners (NAWBO) Philadelphia. Brittany resides in Havertown with her husband and their German Shepherd.

Michael Grant is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. He also serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Christopher Bubrow is a financial advisor at Merrill with 29 years of industry experience. He has been with Merrill since 1996 and holds a Series 66 designation. Outside of his advisory role, he is involved in a family business, Bubrow's TV & Appliance, where he dedicates a few hours monthly to property management. 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 range of model-based and discretionary investment strategies supported by its internal Chief Investment Office and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Ocoma is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. He previously worked at Axa Advisors, LLC and Genesys Telecommunications. Outside of his advisory role, he serves as a board member of the Montgomery County LGBT Business Council and works as a ski instructor at Jack Frost Ski Resort. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of investment programs, including third-party asset managers and LPL-sponsored advisory solutions, to tailor strategies based on client risk tolerance and objectives.

Daniel Keller is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior experience at Bank of America, Merrill, TD Bank, and several other firms. His background also includes a period at The College of New Jersey and involvement with Wabowl LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors, offers fund advisory and model portfolios, and maintains roles in commodity pool operations and registered investment companies.

Christopher Clabaugh is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds Series 63 and Series 66 credentials and has two years of industry experience. Prior to joining Equitable Advisors, he worked for Foireann, LLC for 13 years. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes personalized risk assessment and the use of third-party advisory programs alongside proprietary solutions.

Robert Fraser is a financial advisor at Merrill with 26 years of industry experience. He has been with Merrill since 2002 and holds Series 63 and Series 66 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Adolph III is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1995 and has over three decades of experience in addressing the wealth management needs of high-net-worth families, corporate executives, business owners, and entrepreneurs. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, women and wealth, sports and entertainment, tax minimization, and retirement income. He holds several professional designations including the Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). William earned a bachelor's degree in international politics from Pennsylvania State University. He is also involved with professional organizations such as Penn State Teammates for Life and the Penn State Varsity S Club, where he mentors student-athletes. Outside of his professional role, William lives in Media, Pennsylvania, with his wife Barbra and their three children. He enjoys an active outdoor lifestyle including fishing, golfing, hunting, reading, running, skiing, surfing, and woodworking. He is recognized for his contributions to wealth management, being named to the Forbes "Best-in-State Wealth Advisors" list for multiple years including 2024.

Brendan Keeney is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019. His prior roles include positions at DoorDash, Yardley Wealth Management, and Barstool Sports, as well as attending Saint Joseph's 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

James Rescigno is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Guardian Life Insurance Company of America, Park Avenue Securities, and KeyBanc Capital Markets Inc. He is based in Pennington, NJ. 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.

Miguel Vasquez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and Rutgers University, as well as ownership of Vaspro Realty LLC, a real estate holding company managed by his spouse. 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.

Nathan Lepore is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2015. 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 institutional investors.

William Murley is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at The Vanguard Group and various nonprofit and educational organizations. Outside of advising, he is active as a Christian public speaker and releases music through online platforms. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party program sponsors.

Nina Caruso is a Series 66-licensed advisor at Merrill with six years of industry experience. She has been with Merrill since 2019 and previously worked at the University of North Carolina - Wilmington for four years. Outside of her advisory role, she has a long-standing position at Old Navy. 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 a range of clients including individuals, high-net-worth investors, and institutional entities.