Shannon Maguire is a financial advisor at Equitable Advisors with four years of industry experience. She holds the Series 66 designation and has previously worked at Essent Guaranty and several other firms. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

Bryahna Stanat is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. She holds a Series 66 designation and has recently begun her career in the industry. Her prior experience includes roles at J.B. Hunt Transportation Services and involvement with Pennsylvania State University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Maxwell Gravenstine is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is a large, SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning supported by a structured process and advanced modeling tools.

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 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.

Ensong Zhang is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, N.A. and Guiker Solution Inc. 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.

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 Meagher is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). William earned a Bachelor's Degree from Hamilton College. His role involves providing financial advice and investment management services within Merrill Lynch Wealth Management.

Douglas Pires is a financial advisor at UBS Financial Services with 20 years of industry experience. He has been with UBS since 2016 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as Co-Chair of the Penn Athletics Sports Board for Sprint Football. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

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 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 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.

Mark Fleming is a financial advisor at Charles Schwab with 23 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2008 to 2025. Outside of his advisory role, he offers notary services to family and friends at no cost. Charles Schwab serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

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.

Gilbert Bovell is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he is the sole proprietor of Shine Your Light LLC, which provides mediation and holistic lifestyle coaching. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a range of advisory programs tailored to diverse client needs.

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.

Chase Davis is a financial advisor at Merrill with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Bank of America, BNY Mellon, and Convergent Financial Strategies LLC. He serves as a board member of the Penn State Financial Literacy Advocacy Board, which focuses on advancing financial wellness initiatives at Pennsylvania State University. 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 clients, and institutional investors.

Reynold Cicalese is a financial advisor with Cetera who holds PFS™ and Series 66 designations and has 26 years of industry experience. His career includes long tenures at Avantax Investment Services and 1st Global Advisors, as well as managing member roles in multiple consulting and financial services entities. Outside of his advisory role, he is involved in strategic branding and digital marketing through Alloy Edge LLC and serves as managing member of several business ventures. Cetera Investment Advisers LLC operates as a large multi-manager platform serving a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options, financial planning, and access to third-party managers, supported by its extensive network of over 10,000 advisors and more than $256 billion in assets under management.

Brian Lipps is a CFP® and CFA® credentialed financial advisor with 27 years of industry experience. He is currently with Edelman Financial Engines in Haddonfield, NJ, where he has worked since 2013 across various affiliated entities within the firm. His background includes roles at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment management services with an emphasis on diversified model portfolios, periodic rebalancing, and long-term investment orientation.

Jonathan Mulcahy is a financial advisor with Fidelity in Philadelphia, PA, holding Series 63 and Series 65 licenses and possessing six years of industry experience. His career includes roles at Fidelity Investments since 2021 and Wells Fargo Clearing and Wells Fargo Bank from 2014 to 2021. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model solutions.