Akiva Finkelstein is a Series 66 registered financial advisor with Edward Jones, based in Hainesport, NJ. He has one year of industry experience and previously held roles at Green Rhino Capital, Doordash, and the University of Incarnate Word School of Osteopathic Medicine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment strategies and advisory services, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

John Trzeciak is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Bank of America, N.A. since 2011 and Merrill since 2009. 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.

Nakia Martin is a financial advisor at Raymond James Financial with 21 years of industry experience. He has held positions at firms including LPL Financial, Thrivent Investment Management, Lincoln Financial Advisors, and Cambridge Investment Research. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports a broad advisor network with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Robert Di Falco is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2009. Outside of his advisory role, he serves on the Pennington Borough Board of Fire Commissioners in New Jersey. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Frank Doyle is a financial advisor at Cetera with 39 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cetera, he worked at VOYA Financial Advisors and has been operating Doyle Financial, LLC since 2009. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with various investment program options.

Sebastian Cornejo is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at The Vanguard Group and City of London Investment Management. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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, retirement plans, corporations, and charitable organizations.

Ernest Luster is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at Bank of America, Merrill, Northwestern Mutual, Kohl's, and Rowan University. He also owned and operated Luster Services from 2010 to 2018. 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.

Nevin Sari is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at CITIGROUP and Citco Fund Services, and spent 18 years at BNY Mellon. He serves as a board member of the Turkish Women's League of America, an organization focused on teaching and preserving the Turkish language. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering a range of financial planning, investment consulting, and municipal advisory services.

David Kerchner is a financial advisor with Equitable Advisors in Schwenksville, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he serves in fiduciary capacities such as executor and trustee for family estates. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm operates a hybrid referral and implementation model combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Kevin Young is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as a mentor on the LaSalle Leadership Council at LaSalle College High School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocation with institutional trading capabilities and wealth management solutions.

Jeremy Rumpf is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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.

Peter Renna is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2004. 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.

Brian Gibson is a financial advisor with Merrill in Pennington, NJ, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Merrill since 2005. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Kenneth Kussay is a Series 66 licensed financial advisor with over 31 years of industry experience. He has been affiliated with Linsco/Private Ledger Corp. since 2006 and operates under the DBA Granite Financial Solutions, LLC. He is based in Colmar, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial services supported by research and model portfolios, serving both discretionary and non-discretionary management needs.

Christopher Crail is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has held roles at Primerica Advisors since 2012 and also teaches at Penn State Abington. Outside of his advisory work, he receives compensation for referrals related to home security and automation products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited selection of separately managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm focuses on curated third-party asset managers and uses an independent consultant to oversee manager selection and model implementation.

Christopher Romano is a financial advisor with Merrill, holding a Series 66 designation and 22 years of industry experience. He has been with Merrill since 2000. Outside of his advisory work, Romano serves as a referee for youth and adult soccer games and is involved with a local youth soccer association. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Jesse Bauta is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Merrill, as well as managing the DaddyO Bar and Restaurant for several years. 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 a range of clients including individuals, high-net-worth investors, and charitable organizations.

Matthew Adams is a financial advisor with Wells Fargo Advisors in Philadelphia, PA, holding a Series 66 license and eight years of industry experience. Prior to joining Wells Fargo Advisors in 2017, he worked at GQR Global Markets for three years. Outside of his advisory role, he is a 50% owner of Fishtown Connect LLC, a networking group based in Philadelphia. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.

Jameson Donahue is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2020, following a brief tenure at Axa Advisors, LLC, and eight years at Overbrook Golf Club. In addition to his advisory role, he is involved as a sales associate for Realty Benefit Services and Dergalis Associates LLC, focusing on ancillary product sales and tax account programs. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Patrick Dinan is a financial advisor with Merrill in Blue Bell, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2016. 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.