Francisco Gil is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining Raymond James in 2024. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation to a municipal advisor that enhances its public finance capabilities.

Kathleen Breitmayer is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2016, including a current role at Morgan Stanley Private Bank, N.A. in West Conshohocken, PA. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning services that utilize structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers its services through both direct client engagements and employer-sponsored financial planning agreements.

David Woffindin is a financial advisor at Stifel with 50 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Woffindin holds Series 63 and Series 65 credentials. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and governmental entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

Marlon Jacome is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. His work history includes positions at Valley Bank, Bank of America, and several retail and service roles before joining Merrill. 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 individual and institutional clients.

Adam Gershovich is a financial advisor with Equitable Advisors. He holds the Series 66 designation and has experience working in real estate and optics prior to joining Equitable Advisors in 2026. Outside of financial services, he has a background with Machon Shlomo and has been involved with Optical Unique for several years. Equitable Advisors serves a broad client base including individual investors, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives. The firm utilizes a range of advisory programs and third-party managers, focusing on personalized risk assessment and program matching without sponsoring its own wrap fee program.

Brian Wells is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His career includes multiple tenures at Equitable Advisors and prior roles at Axa Advisors, MSI Financial Services, Firstrust Financial Advisors, and Progress Financial Advisors. He is also a member of the Bucksmont Chamber of Commerce. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a broad network of Investment Adviser Representatives and third-party asset managers.

James Hagedorn is a Financial Advisor based in the Bala Cynwyd, PA office, working within Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies and supports them in navigating important financial decisions. His approach focuses on understanding each client's unique goals and priorities, emphasizing a comprehensive view of their financial picture. James specializes in areas including education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. He holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from The Catholic University of America. Outside of his professional work, James has personal interests in baseball, cooking, football, and golfing.

Richard Benonis is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003, previously known as Axa Advisors. He is also associated with Karr Barth Associates, an independent business venture. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party program sponsors.

Grace Loveland is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has six years of industry experience. Prior to joining Raymond James, she worked for Epic Systems Corporation for six years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and consulting services with a focus on tailored, non-discretionary advice supported by a range of portfolio management styles and affiliated research.

Dustin Sullivan is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked in community services and education-related roles before joining OSAIC Wealth / Legacy Financial in 2023. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm utilizes model-based asset allocation and portfolio optimization within a multi-advisor platform offering a range of advisory and brokerage services.

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.