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.

Steven Depaul is a financial advisor with Wells Fargo Clearing who holds a Series 63 designation and has 35 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as an executor for family estates in Lansdale, Pennsylvania. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Brendan O'Reilly is a financial advisor with Ameriprise in Yardley, PA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored recommendations, supported by a centralized consulting team and algorithmic tools.

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.

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.

Jamie Zibelman is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, Jamie worked at Bank of America and buybuy Baby. 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, and institutional investors.

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.

Scott Simon is a financial advisor with Mass Mutual Investors Services in Horsham, PA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Simon has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2015. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars with an emphasis on collaborative, annual planning engagements.

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.

Brent Coleman is a financial advisor with UBS Financial Services in Newtown, PA, holding a Series 66 designation and nine years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers a range of services including fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes proprietary research to tailor investment solutions.

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.

Clyde McKay is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has previously worked with Avantax Investment Services, Inc. and his own CPA firm, McKay, DeRito & Pollock, LLC. Outside of advising, he serves on the council of Washington Crossing United Methodist Church and is involved in tax preparation and accounting through his ongoing consultant role. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to affiliated and third-party investment strategies.

Michael Benscoter is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and is also a CPA and owner of Benscoter Accounting Solutions, Inc., operating accounting and tax service businesses. In addition, he is a licensed real estate agent. 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 a variety of third-party programs and advisory channels. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.

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.

Nora Haugh is a Series 66-registered financial advisor with Wells Fargo Clearing in Philadelphia, PA. She has been with Wells Fargo Bank and its affiliates since 2018 in various roles. Prior to joining Wells Fargo, she worked at Flag Media Analytics and Whyte House Monograms in 2018, and held positions related to financial aid and administration at Furman University from 2015 to 2018. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across a large network of advisors and uses a mix of research-driven approaches and diversified investment strategies.

Jonathan Farina is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2007. Outside of his advisory role, he manages a personal rental property business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Candice Fobia is a financial advisor with Morgan Stanley who holds a Series 66 designation and has nine years of industry experience. She previously worked at Merrill for seven years before joining Morgan Stanley Smith Barney in 2022. Outside of her advisory role, she serves as a board member for St. Paul's Episcopal Church in Camden, New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning through structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.

Erik Haugen is a financial advisor with Charles Schwab in Philadelphia, PA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Charles Schwab since 2002 and concurrently worked at Charles Schwab Bank, SSB since 2005. Prior to that, he was associated with the Springfield Inn for 34 years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options with multi-asset model portfolios and access to alternative investments.