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Silk H
Series 66
New Castle, DE
Mass Mutual Investors Services
Silk Hedges is a financial advisor at Mass Mutual Investors Services with one year of industry experience. Prior to joining Mass Mutual and its affiliates in 2024, Silk worked at Thrivent Financial and JPMorgan Chase. Outside of the financial industry, Silk was engaged as a stay-at-home parent from 2022 to 2024. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software tools to analyze client goals and deliver written recommendations.
Michael M
Series 66
Wilmington, DE
LPL Financial
Michael Mulford is a financial advisor with LPL Financial in Wilmington, DE. He holds a Series 66 designation and has been with LPL Financial since 2025. His prior experience includes roles at West Chester University of Pennsylvania, Jersey Fitness, and New Ocean Health Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Steven P
Series 66
Greenville, DE
Raymond James Financial
Steven Pierce Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Greenville, Delaware, holding a Series 66 designation and 24 years of industry experience. He previously worked with Cuna Brokerage/LPL Financial LLC for ten years and has been affiliated with Fulton Bank since 2023. In addition to his advisory role, he owns and operates Pierce MGMT LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm provides non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support tailored investment consulting.
Brady M
Series 66
Wilmington, DE
Wells Fargo Advisors
Brady Mc Govern is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. His background includes various roles at Gettysburg College and other organizations. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that address topics from cash flow and retirement to specialized areas such as business-owner transition and special-needs planning.
Shannon M
Series 66
Bala Cynwyd, PA
Equitable Advisors
Shannon Maguire is a Series 66-licensed financial advisor at Equitable Advisors with four years of industry experience. Prior to joining Equitable Advisors in 2021, Maguire held roles at Essent Guaranty and has experience working with Saint Joseph's University and several media and entertainment companies. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.
Bryahna S
Series 66
Bala Cynwyd, PA
Equitable Advisors
Bryahna Stanat is an advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and beginning her career in financial services in 2026. Prior to joining Equitable Advisors, she held various positions including roles at J.B. Hunt Transportation Services, Inc., Pennsylvania State University, and the Lehigh Valley IronPigs. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.
James L
Series 66
Greenville, DE
Fidelity
James Leitz is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Seapointe Village Realty and various educational and community organizations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its advisory roles with registered investment companies and its use of systematic methodologies and AI in portfolio management.
Natalie L
Series 66
Philadelphia, PA
Merrill
Natalie Laux is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 license and eight years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016 and previously attended Duquesne University Law School. Prior to her current role, she worked at Bank of America for one year. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.
Yvonne S
Series 63, Series 65
Philadelphia, PA
Merrill
Yvonne Steveson is a financial advisor at Merrill with 21 years of industry experience. She has held her current role since 2015 and holds Series 63 and Series 65 licenses. 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.
Matthew M
Series 66
Philadelphia, PA
J.P. Morgan Securities
Matthew Marker is a financial advisor with J.P. Morgan Securities in Philadelphia, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan, he worked at Blackstone Inc and KPMG LLP. J.P. Morgan Securities LLC 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 eligibility framework when recommending strategies.
William M
Series 63, Series 65, Series 66
Philadelphia, PA
Merrill
William Meagher Jr. is a financial advisor with Merrill in Philadelphia, PA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory work, he serves as a director at the Wagner Free Institute of Science, a charitable organization focused on natural sciences education and museum operations. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates investment management with Bank of America’s capital-markets platform and emphasizes managed accounts and manager-selection capabilities.
Robert M
CFP®, ChFC®, Series 63
Newtown Square, PA
Mass Mutual Investors Services
Robert Marasheski is a financial advisor with MassMutual Investors Services, holding CFP® and ChFC® designations and over 26 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of financial advising, he also practices physical therapy on a part-time basis. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative planning relationships without discretionary authority over client investments.
Norah S
Series 66
Philadelphia, PA
Morgan Stanley
Norah Sheridan is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Based in Philadelphia, PA, she has been with Morgan Stanley for the majority of her career. 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 and financial planning services, utilizing structured planning tools and modeling techniques to assist clients in their financial decision-making.
Scott B
Series 63, Series 65, Series 66
Bala Cynwyd, PA
Merrill
Scott Bucher is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Bucher has worked at Merrill since 2012 and has been with Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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 H
Series 63, Series 66
Philadelphia, PA
Wells Fargo Clearing
Michael Hinkle Jr. is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.
Jacob M
Series 66
Philadelphia, PA
Morgan Stanley
Jacob Marcus is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 66 designation and one year of industry experience. His prior work includes positions at NewRez, LLC., Enterprise Holdings, and Victus Sports, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.
Mianicole B
Series 66
Philadelphia, PA
Merrill
Mianicole Brinkley is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Ponte Vedra Beach, Florida. She specializes in developing and tailoring wealth management strategies that align with each client’s unique circumstances and goals. Her approach focuses on helping clients use their assets efficiently while regularly reviewing progress toward their objectives and adapting plans to support their future financial needs. She holds a Bachelor’s degree from the University of Colorado at Boulder and has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification as well as the Personal Investment Advisor (PIA) designation. Mianicole is actively involved in her community, serving as a board member of WeCareJax, an organization dedicated to advancing and coordinating compassionate specialty care for the uninsured.
Brandon M
Series 66
Newark, DE
Cetera
Brandon Miller is a financial professional with Cetera and holds a Series 66 designation, with three years of industry experience. He has worked with Cetera, Cetera Wealth Services, LLC, and Diamond State Financial Group since 2023, and previously was employed at Securian Financial Service and Minnesota Life Insurance Company in 2023. Outside of his advisory role, he has been involved with Dutch-Way Farm Market since 2005. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and retirement services through a multi-manager platform with access to various investment strategies and program structures.
Benjamin D
Series 66
Swedesboro, NJ
Edward Jones
Benjamin Diaz is a Series 66 licensed financial advisor with nine years of industry experience, currently with Edward Jones since 2016. He is based in Swedesboro, New Jersey. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Keith K
Series 63, Series 66
Greenville, DE
Morgan Stanley
Keith Kepplinger is a financial advisor at Morgan Stanley with six years of industry experience. He has held roles at Morgan Stanley Smith Barney LLC, Bank of America, Merrill, and J.P. Morgan Securities, among others. Outside of financial advising, he is a passive owner of several outpatient mental health franchises through Ellie Mental Health and High Horse Ventures LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.
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