John Myers is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes positions at JPMorgan Chase Bank, Citizens Securities, Inc., and Citizens Bank, N.A. Outside of finance, he has been involved with Curley’s Pub since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence with forward-looking market assumptions, incorporating an ESG eligibility framework where applicable.

Laurie Mannarino is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Merrill since 1987. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Grover Stults is a financial advisor at Cetera with 29 years of industry experience and holds a Series 63 designation. He has worked at Cetera and its affiliated entities since 2025 and previously spent 15 years at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Stults is also the owner and sole proprietor of Center for Financial Strategies, LLC, a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Hoai Viet Tran is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 credential. His prior roles include positions at First Republic Investment Management, First Republic Securities, Bank of America, and Merrill. Outside of his advisory work, he is involved in the hospitality industry as a co-manager and part-owner of two restaurant businesses, contributing to menu development and business decisions. 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, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brian Pieloch is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2006. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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 broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Glenn Flego is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 designations and has 27 years of industry experience. His prior experience includes roles at Ameriprise Financial Services and Raymond James Financial Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a large-scale, integrated operational structure.

Robert Van Leer is a financial advisor with Ameriprise in Fort Washington, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise Financial Services since 2015, working at both the LLC and Inc. entities. Outside of his advisory role, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, incorporating investment research and algorithmic tools to provide recommendations on asset allocation and withdrawal strategies.

Marc Portnoy is a financial advisor with UBS Financial Services in Ewing, NJ, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with UBS since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 and model-based asset allocations to tailor client plans.

Robert Sullivan Jr. is a CFP®-certified financial advisor with 11 years of industry experience, currently with Wells Fargo Advisors in Doylestown, PA. His prior experience includes roles at Merrill and Waddell & Reed. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services that include specialized planning areas such as business-owner transition, sports and entertainment, and special-needs analysis. The firm combines proprietary research and planning tools with flexible implementation options across brokerage and advisory programs.

Marc Zarro is a financial advisor with Wells Fargo Clearing, holding the CFP® and ChFC® designations and over 26 years of industry experience. His career includes roles at Penn Investment Advisors, Longview Capital Management, VOYA Financial Advisors, and Ameriprise Advisor Services prior to joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets through a network of more than 14,000 advisors and offers both brokerage and advisory solutions.

Seth Gansman is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Morgan Stanley. Outside of his advisory role, he serves on the Board of Directors for the Warrington Hunt Home Owners Association and holds a six-year term as a Warrington Township Auditor. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kathleen Arnold is a financial advisor with Ameriprise in Lansdale, PA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written Recommendation Reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Stephanie Rodriguez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, she worked at Bank of America and has experience in property management, the restaurant industry, and manufacturing. 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.

Jarrett Dawson is a financial advisor with Merrill, holding a Series 66 designation and offering 10 years of industry experience. He has been with Merrill since 2010. Outside of his advisory role, he serves as a consultant for the Financial Industry Regulatory Authority (FINRA) assisting with securities-related dispute resolution and operates a business called Wicked Willow in Lambertville, 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 plans, corporations, and charitable organizations.

Joshua Stencler is a financial advisor with Wells Fargo Advisors in Doylestown, PA, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at LPL Financial, Raymond James Financial Services, and Mass Mutual, and has experience in the remodeling industry and education prior to his financial career. 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 including retirement, risk management, and specialized services such as business-owner transition and special-needs planning. Advisors develop tailored recommendations using firm research and planning tools, with clients deciding on implementation through brokerage or advisory programs.

Daevon Austin is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work background includes roles at Merrill Lynch, The Vanguard Group, Adecco, Randstad, and Big Lots, as well as self-employment. 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 designed for individuals, high-net-worth clients, and institutions.

John Quinn Jr. is a financial advisor at Merrill with 29 years of industry experience. He has been with Merrill since 1996 and holds Series 63 and Series 66 licenses. He serves as a director on the board of the LIMRA LOMA Secure Retirement Institute, a nonprofit organization. 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.

Spencer Cowan is a financial advisor at Merrill with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Bank of America, N.A. since 2018 and Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Paul Cola is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has previously worked at The Vanguard Group and Citizens Bank. Outside of his advisory role, he is involved in managing a rental property business in Philadelphia with Nina Cola. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm focuses on a structured planning process using firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

John Cassidy is a financial advisor with Equitable Advisors, holding the Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable, he served in the US Marine Corps from 2018 to 2022 and has had various roles including positions at Penn State University and Winthrop Partners. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm leverages a network of Investment Adviser Representatives and both proprietary and third-party investment programs in delivering its advisory services.