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.

Henry Han is a Series 66-registered financial advisor with nine years of industry experience. He has worked at several firms, including Equitable Advisors, Ameriprise Financial Services, Bank of America, Merrill, and Janney Montgomery Scott. In addition to his advisory role, Han serves as Director of Investment Operations at PST Advisors, where he manages advisor relationships and oversees the investment process and analysis. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of third-party advisory models and investment products, providing ERISA fiduciary services through credentialed representatives.

Debasish Mukherjee is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and three years of industry experience. His previous roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Kemper Insurance, and Empire Today. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Drake Bayard is a financial advisor with Raymond James & Associates. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining Raymond James, he held positions in education and technology sectors, including roles at The College of New Jersey and Infor. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Matthew Hartman is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses. He has 30 years of industry experience, including nearly three decades at Massachusetts Mutual Life Insurance Company and associated entities. His prior experience includes roles focused on non-variable insurance and investment-related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by machine-learning tools and a diverse platform that includes insurance and banking partnerships.

Kevin Keaveney is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch Wealth Management in 2004 and transitioned to working individually with wealthy families and business owners in 2020. Prior to his private practice, Kevin held various leadership roles within the firm, primarily as a Wealth Management Specialist collaborating with Trust, Alternative Investment, Annuity, and Retirement specialists to serve the largest clients in the Mid-Atlantic Market. Kevin's expertise includes areas such as LGBT wealth planning, managing new wealth, women and wealth, and retirement income. He holds a Bachelor's Degree in Economics from Rowan University and maintains the Professional Investment Advisor (PIA) designation. Kevin is affiliated with the Alpha Phi Delta National Fraternity and participates in community involvement as a St. Jude Partner in Hope. Outside of his professional activities, Kevin enjoys golfing, soccer, traveling, and spending time with his family. He resides in Holland, PA with his wife Jen and their two daughters, Hailey and Stella.

Edward Marsh is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2003. 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. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Maryanne Kelly is a financial advisor at Stifel with 27 years of industry experience. She holds a Series 63 designation and previously worked at Boenning & Scattergood, Inc. for 24 years before joining Stifel in 2022. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Paul Woodson II is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2026. Prior to his current role, Woodson worked at RepScrubs, JC Penny, Lincoln Memorial University, and DeRoyal Industries. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a network of Investment Adviser Representatives and a range of third-party and proprietary investment solutions.

Edie Castor is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and previously worked at PNC Bank NA for nine years. 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.

Robert Croyle is a financial advisor with Primerica Advisors in Chalfont, PA. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2025. His prior experience includes roles at Primerica Financial Services, College HUNKS Hauling Junk, Susquehanna University, Davis Feed Mill, and Pennridge School District. Outside of advisory work, he has been involved in sales of home security and automation products through affiliations with Primerica Mortgage and Primerica Client Services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs a curated third-party asset manager model with oversight from BNY Mellon Advisors and uses a tiered wrap fee structure.