Daniel Mckiernan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He manages an inter-generational wealth management business focused on client satisfaction through comprehensive, personalized service supported by the resources of a global bank. He joined Merrill Lynch Wealth Management in 2016 after completing his MBA at the Villanova School of Business with specializations in Finance, Strategic Management, and International Business. In 2017, he became part of The McKiernan Group, where he integrates a goals-based wealth management planning process, develops client relationships, and creates customized financial strategies. He works closely with clients' teams of attorneys, accountants, and other advisors to provide coordinated wealth management. Daniel performs detailed analyses of clients’ net worth, cash flows, and asset allocations, which include retirement probability forecasts, education saving strategies, and portfolio performance reports. He focuses on family wealth management, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible investing including ESG considerations, tax minimization, and retirement income. Daniel earned his bachelor's and MBA degrees from Villanova University and holds Series 7, 63, and 65 FINRA registrations along with the Personal Investment Advisor (PIA) designation. He is actively involved with the Villanova School of Business Mentor Program and serves as a mentor and advisor for the NOW Generation of Chautauqua Institution. Daniel is a member of the Augustinian Volunteers Alumni and has volunteered as a teacher at Holy Family Catholic School in San Diego. He resides in Ardmore, PA, and is a member of the Overbrook Golf Club and The Merion Cricket Club.

Fred Kurtz is a financial advisor at Edward Jones in Newtown, PA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is involved with Rittenhouse Ventures III, an early-stage venture capital fund based in Philadelphia. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Nathan Jeanes is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. He has been with Merrill since 2009. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sneha Salgam is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017, with prior roles at the University of Richmond in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains one of the largest networks of financial advisors and branch offices in the industry.

William Norberg is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, Wells Fargo Clearing, Wachovia Bank, N.A., and Wells Fargo Investments, LLC. Outside of his advisory role, he manages BBCN, LLC, an entity used for business expense and payroll management. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process emphasizing asset allocation, portfolio optimization, and risk management.

Andrea Nucero is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 1999 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to client goals and risk tolerances.

Paolo Shaw is a financial advisor at Equitable Advisors with a Series 66 credential and no prior industry experience. His work background includes roles outside the financial sector, such as positions at Qdoba Mexican Eats and Daily Diner, as well as attendance at Saint Joseph's University. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes various third-party advisory models and offers services involving mutual funds, ETFs, separately managed accounts, and select alternative investments.

Ryan Calhoun is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and having five years of industry experience. Prior to joining Equitable Advisors in 2020, he held various roles including positions at Amazon and West Chester University of Pennsylvania. Outside of financial advising, he has experience working with Germantown Academy Football Camps. Equitable Advisors serves a broad client base, including individual and institutional clients, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party asset managers and advisory programs, focusing on customized investment solutions without sponsoring its own wrap fee program.

Gregory Stosuy is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including BCG Securities, American Portfolios Financial Services, Banc of America Investment Services, Quick & Reilly, and Prudential Equity Group. Outside of his advisory role, he is involved with the Haddon Planning Group, focusing on insurance services. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting various program options and third-party manager selections.

Mitesh Shah is a Planning Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he focuses on working with clients to achieve their financial goals by understanding both their financial situations and personal motivations. Prior to his current position, Mitesh gained experience at J.P. Morgan as a Trade Lifecycle Associate from 2019 to 2023. Earlier in his career, he worked as a Sales Associate at FS Investments in 2018 and as a Financial Solutions Advisor at Merrill Lynch from 2013 to 2017. Outside of his professional work, Mitesh has interests that include football, golf, outdoor adventures, pets, swimming, and traveling.

James O'Neill is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Merrill since 2015. 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.

Sonakshi Sood is a financial advisor at Merrill with nine years of industry experience and a Series 66 designation. She has been with Merrill and Bank of America since 2014. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Soto is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2009, with a prior year at UBS Financial Services. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Guy Wilson is a financial advisor with Equitable Advisors, holding a Series 66 designation and 21 years of industry experience. He has worked at Equitable Advisors since 2005 and has also been involved with PST Advisors, LLC and Karr Barth Financial Planning, Inc. outside his role at Equitable. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm delivers advice through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs to implement customized investment solutions.

Erica Lehneis is a financial advisor at Merrill with 5 years of industry experience and holds a Series 66 designation. She has worked at Bank of America/Merrill Lynch 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Elvin Diaz Ozuna is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at State Farm for three years and has held various roles outside financial services, including at Walmart, Crayola Experience, Adobo Latin Kitchen, and Easton Area School District. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Mrazik is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Bank of America, Merrill, EquityBee Inc., and North Capital Private Securities. Outside of his advisory work, he produces music and releases it on streaming platforms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services, including financial planning and portfolio management.

Andrew Siwiec is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bank of America since 2017. 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.

Ray Greenberg is a CFP® with over 50 years of experience in the financial industry. He has been associated with Cetera since 2025 and previously worked with Concourse Financial Group Securities Inc for nearly two decades. Greenberg serves as a board member at both the Southampton Free Library and Quaint Oak Bank. Cetera Investment Advisers LLC is an SEC-registered firm providing a wide range of advisory services to individuals, retirement plans, corporate and charitable clients, and institutions. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various investment program structures.

Aidan Lawrence is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has a background including roles at All Current Electrical and various educational and retail positions. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm works with a network of Investment Adviser Representatives and uses a range of firm-offered and third-party advisory programs to meet client needs.