Richard Polimeni is a financial advisor at Merrill with Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Merrill Lynch & Co., Inc. since 2002. Outside of his advisory work, he serves as Chair of the executive committee for the College Savings Foundation, a nonprofit organization focused on education savings programs, and participates on an advisory group for the Municipal Securities Rulemaking Board related to 529 savings plans and ABLE programs. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm integrates strategic asset allocation with support services including trading, account administration, and custody.

David Felker is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Yardley, Pennsylvania. He joined Merrill Lynch in 2009 following 13 years with Smith Barney. David specializes in providing customized wealth management strategies for individuals, affluent families, businesses, and non-profit organizations, focusing on long-term client relationships built through a disciplined, personalized process. David's approach involves personal consultations to identify clients' financial goals and priorities, followed by the development and implementation of tailored strategies utilizing a range of investment tools. He holds the Personal Investment Advisor (PIA) designation and is affiliated with Merrill Lynch. David was born in Bethlehem, Pennsylvania, attended Bethlehem Catholic High School, and studied at Temple University in Philadelphia. Beyond his professional work, David has been actively involved in his community, including roles such as former President of the Council Rock Newtown Athletic Association and current staff member of Pennsylvania District 30 Little League. He participates in several organizations, including the Bethlehem Catholic High School Alumni Association, Temple University Athletic Boosters, and The Hun School of Princeton. David also engages in motorsports as an amateur race car driver and high performance driving instructor, and he enjoys golf, sports, and reading. He lives with his wife, Amy, and their three children.

Richard D. Rogers is a financial advisor at UBS Financial Services in Newtown, PA, holding Series 63 and Series 65 designations with 40 years of industry experience. He has been with UBS since 1993. Rogers serves on the Bucks County Free Library Board, overseeing the library system for the county. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor client strategies.

Francisco Gil is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include eight years at Wells Fargo Clearing and seven years with Wells Fargo Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network with municipal and public finance expertise as well as specialized retirement plan advisory services.

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 designation and less than one year of industry experience. His prior work includes roles at Valley Bank, Bank of America, and multiple positions across retail and service sectors. He is also currently involved with Brightview Senior Living. 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.

Adam Gershovich is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior experience includes roles at Machon Shlomo, Saint Joseph's University, and Berkshire Hathaway Home Services. Outside of finance, he has been involved with Optical Unique since 2010. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple program sponsors and endorsed platforms.

Brian Wells is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2016. Prior to this, he worked at AXA Advisors, LLC. Outside of his advisory role, he serves as a member of the Bucksmont Chamber of Commerce and is involved as an independent insurance agent specializing in fixed insurance products. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working through program sponsors and third-party managers to provide advisory and brokerage solutions.

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 at Equitable Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2003, previously affiliated with Axa Advisors. He also operates a separate business under the name Karr Barth Associates. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates a dual registration as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

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 the Series 66 designation and previously worked at Brandywine Counseling & Community Services and ESF Summer Camps. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing proprietary asset allocation tools and access to third-party money managers across multiple platforms.

John Myers is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and Citizens Securities, Inc. Outside of his advisory roles, he is involved with Curley's Pub. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.

Robert Van Leer is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2015. Van Leer is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity that manages his practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice focused on dependable income and tax-aware 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.