Emmett Young is a financial advisor with Equitable Advisors holding Series 65 and Series 63 licenses. He has one year of industry experience and joined Equitable Advisors in 2026. Prior to his advisory role, he held various positions in hospitality and service industries, including ongoing work at Great American Pub. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party sponsored advisory programs and emphasizes matching clients to appropriate investment models and managers.

Stephen Goldberg is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2003, including through its prior affiliations with AXA Advisors and AXA Equitable. His earlier experience includes roles at MSI Financial Services and Firstrust Financial Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, utilizing third-party asset managers and technology-enabled advisory models.

Donald Cericola Jr. is a financial advisor with MassMutual Investors Services in Horsham, PA, holding a Series 63 designation and 33 years of industry experience. He has operated Donald V. Cericola CPA since 1999 and has been affiliated with Massachusetts Mutual Life Insurance Company since 1994. Outside of advisory work, he is involved in CPA and tax preparation services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative annual planning processes.

Jordan Mroczkowski is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2018. His prior experience includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank from 2015 to 2018, as well as PS Wolf Media/Cablevision. 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.

Alexa La Rue is a Series 66-licensed financial advisor with Merrill in Pennington, NJ, bringing six years of industry experience. Prior to joining Merrill in 2019, she held roles at Savvy-Marketers LLC, Nardis Tavern, Sink R Swim Men's Shop, Quality Auto Truck and Tire, Rider University, and Montgomery Kid Connection. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies supported by internal and third-party managers.

Samantha Brace is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2014, progressing through various roles including Assistant Branch Leader, Team Leader in Workplace Planning and Advice, and Senior Trading Specialist among others. Her professional experience encompasses leadership in client services, workplace planning, and financial representation. Throughout her career at Fidelity Investments, she has focused on supporting associates to reach their potential and assisting clients with planning for long-term financial well-being. Outside of her professional responsibilities, Samantha engages in activities such as family activities, parenthood, reading, and traveling.

Jan Stoltz is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020, following brief roles at Shir Ami, Gap, and with Dr. Robert Cherrey. Prior to his advisory career, he was involved with Pinnacle Physician's / Stoltz and Hahn for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

David Leist is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Merrill since 2011, also working with Bank of America since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Eilene Beck is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked at Primerica and its related entities since 2004 and has also held positions with several Vaco affiliates. Beck is involved in sales of investment-related products and part-time referrals of home security and automation services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established custodians.

John Cooper is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and economic models to support its financial planning services.

James Oertling is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2013, with previous experience at UBS Financial Services and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Phillip Hopewell is a financial advisor with Merrill holding a Series 66 designation. He has been with Merrill since 2026. His prior experience includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as service in the U.S. Navy from 2017 to 2023. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nicholas Palazzo is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. Outside of his advisory work, he serves as an altar server at St. Patrick Church in Philadelphia. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a variety of third-party managers and advisory models to tailor investment solutions.

Colin Douglas is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill in 2025, he was involved with Sidekicks Respite Services and operated Cafe Antonios, alongside roles in education and entrepreneurship. 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 institutions.

Robert Mckiernan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads The McKiernan Group, providing wealth management strategies tailored to meet the unique financial goals of his clients. With over 30 years of experience, Robert specializes in college education planning, corporate executive services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, and retirement income. Robert holds a bachelor's degree from Villanova University and is a Personal Investment Advisor (PIA). He is actively involved in professional and community organizations including the Advisory Council of Notre Dame Academy, the Annual Fund of Chautauqua Institution, the Augustinian Development Council, the Bryn Mawr Business Association, and The Devon Horse Show & Country Fair. His community involvement extends to supporting the Augustinian Monastery, Joy of Sox, and St. Thomas of Villanova Parish. Outside of his professional work, Robert enjoys boating, golfing, skiing, spending time with his family, and practicing yoga.

Sean O'Rourke is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 66 credentials and having 19 years of industry experience. His prior roles include positions at Citizens Bank from 2015 to 2019. In addition to his advisory work, he is licensed as an insurance agent and offers life, health, disability, long-term care, property and casualty insurance, as well as fixed annuities. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a focus on collaborative, ongoing client relationships using firm-approved analytical tools.

William Goldman is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at True Search, Workato, and Sidecar Interactive. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a combination of in-house and third-party advisory models and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Daniel Cooney Jr. is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent 17 years at Jakks Pacific Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Arthur Vincent is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Mckeon is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary options, with a broader range of investment products than typical institutional advisers.