Leonard Arabia Jr. is a Private Wealth Advisor at Merrill Private Wealth Management in Boston. He is a member of an industry-recognized Private Wealth team that focuses on providing integrated solutions, creative and efficient planning, and balance sheet optimization within a client-centered "listen first" framework. Leonard and his team specialize in designing, developing, and implementing bespoke wealth strategies for select affluent families. Their expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, small business strategies, and tax minimization. They take a long-term and risk-aware approach to preserving and investing assets, with an emphasis on multigenerational planning. He holds a Bachelor's degree from Boston College and has earned the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Leonard is also involved with the Big Brothers Big Sisters of Eastern Massachusetts and is an active member of Merrill Private Wealth Management.

Lloyd Zitomer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anthony Ezell is a financial advisor with Primerica Advisors in Glenside, PA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Primerica Advisors since 2007 and has worked with Primerica Financial Services since 2006. Outside of advising, he is involved in the sale of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure with ongoing oversight of its investment models.

Kornelia Forvour is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She previously worked for Lincoln Financial Advisors for 13 years before joining OSAIC. Outside of her advisory role, she is employed by Integrity 5 LLC, where she supports two Registered Representatives and handles operational and administrative duties. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing in portfolio construction.

James Hoff is a Wealth Management Advisor and Merrill Resident Director who works with founders, family-led businesses, and entrepreneurs, typically those with $20 million or more in revenue, to navigate their business exit strategies. Leveraging resources from Merrill, Bank of America, and external networks, he provides coordinated planning services including minimizing tax liabilities on sale proceeds, investment banking, deal structuring, buyer sourcing, and advanced estate and trust planning. With experience growing up in a family business, James understands the challenges business owners face when planning their exits. He focuses on helping clients avoid leaving money on the table and preventing unexpected tax bills by advising on personal planning for an actively wealthy life post-exit. His expertise extends to areas such as divorce transition planning, family wealth management, philanthropic planning, portfolio management, small business strategies, and tax minimization. James holds a Bachelor's Degree from the University of Tampa and maintains professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He engages with his community through volunteer work and enjoys personal interests such as baseball, basketball, chess, football, golfing, pickleball, reading, spending time with family, surfing, and traveling.

Alex McGeoch is a Financial Consultant at Fidelity Investments. In this role, Alex collaborates with clients to develop financial plans tailored to their individual situations and future goals. He serves as a client advocate, aiming to help clients maximize the benefits of their relationship with Fidelity. Alex has been with Fidelity Investments since 2022, progressing through roles as a Financial Representative, Investment Consultant, and now Financial Consultant. This experience has provided him with a foundation in financial consulting and investment services.

Bryan Pitman is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation with 12 years of industry experience. He has been with Morgan Stanley since 2011. 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 tailored financial planning services, managing approximately $2.74 trillion in client assets.

Marc Pacella is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Merrill, Bank of America, City National Bank, and RBC Capital Markets. Outside of his advisory role, he is a business owner of MJA Brands. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and various investment strategies.

Joseph Godwin Jr. is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, he serves as president of the River Road Condo Association and is a member of the investment committee for Lafayette College’s Board of Trustees Alumni Association. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines in-house research with third-party analytics to support diversified investment strategies and offers both brokerage and advisory solutions.

Susan Bonerbo is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment plans and combines institutional trading capabilities with wealth management services.

Tyler Sherman is a financial advisor with Raymond James & Associates, holding a Series 66 designation. He began his advisory career at Raymond James in 2026. Prior to this, he worked in roles with the New Orleans Saints and Pelicans and in the hospitality industry. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and firm-supported research.

Marc Neumann is a financial advisor at OSAIC with 32 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. Outside of advising, he is a notary public and co-owner of investment-related business ventures including Integrity 5 LLC. OSAIC Wealth, Inc. serves a diverse client base ranging from individual and high-net-worth investors to pension plans and charitable organizations. The firm offers integrated brokerage and advisory services supported by proprietary asset-allocation tools and access to third-party money managers and investment platforms.

Victoria Farrell is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill and J.P. Morgan Securities LLC since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with affiliated brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Christine Pierce is a financial advisor with Osaic Wealth, Inc. holding a Series 66 designation and five years of industry experience. She has held prior roles at SagePoint Financial, Inc. and SagePoint Financial, LLC, and serves as Director of Operations for Plan One Financial Group and Howard Mattson LLC. Pierce is also President of the Green-Fields Swim Club board, a local summer swimming organization. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and wrap programs.

Kwun (Kevin) Wong is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2021, he worked at M&T Securities and Cco Investment Services Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.

Elaine Shelton is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has been with Morgan Stanley since 2008. 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 discovery processes and firm-approved tools to create tailored plans.

Richard Udine is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Justin Nash is a financial advisor with Fidelity Investments in Philadelphia, PA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill and Amazon, as well as academic and athletic positions at Temple University and Newtown Athletic Club. Fidelity’s Strategic Advisers LLC, where Nash is affiliated, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Darron Carpenter is a CFA® charterholder with 13 years of industry experience, currently advising at Wells Fargo Clearing since 2026. His prior roles include positions at Citizens Securities, Inc. and Citizens Bank, among others. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to support a range of brokerage and advisory solutions across a large client base.

John Ventura is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1995. 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 a range of clients including individuals, high-net-worth clients, and institutions.