Mark Meckel is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and eight years of industry experience. His career includes roles at Equitable Advisors since 2018 and previous work with Axa Advisors. Outside of his advisory work, he is listed as an associate on external business websites related to private client services. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to advisory models, with services delivered through a network of Investment Adviser Representatives and third-party program sponsors.

Dustin Ream is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2019 and is also associated with Bank of America, N.A. Ream is an owner of Dustin Ream Photography and a contributor to Getty Images, providing photographic content for licensing. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Christopher Crosby is a financial advisor with Cetera, holding the Series 66 credential and bringing 21 years of industry experience. His prior experience includes roles at BNY Mellon and various independent advisory practices. He serves as a trustee on the investment committee for Rowan College, reviewing investment advisors and portfolio allocations for the foundation. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management solutions and access to third-party money managers.

Sean Schmid is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Penn Investment Advisors Inc., Penn Community Bank, and Longview Capital Management LLC. He serves as an executive board member and treasurer for Foundations Community Partnership, a nonprofit foundation that awards grants to local 503(c)(3) organizations. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers tailored to client risk tolerance and goals.

Jason Riccardo is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding a Series 66 license and 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory process.

John Paul Brennan is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds the Series 66 designation and has eight years of industry experience, including prior roles at Axa Advisors, LLC, and HP Law, LLC. Outside of his advisory work, he is involved in realty sales through Realty Benefit Services and Dergalis Associates LLC, and serves as an administrator or executor of estates and trusts. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to advisory models and third-party managers, utilizing a range of investment products and providing ERISA fiduciary services for qualified plans.

Melody Fadako is a Series 66 registered advisor at Merrill with 15 years of industry experience. She previously worked at Wells Fargo Clearing, Wells Fargo Bank, NA, and PNC Wealth Management before joining Merrill in 2022. 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, and institutions.

Corey Woodson Sr. is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill since 2010. 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 charitable organizations.

Sullivan Connors is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Buffalo Wild Wings and was affiliated with Michigan State University and Wilmington Friends School. He also spent time at the 76ers Basketball Camp in 2018. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to a diverse clientele, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a combination of proprietary and third-party advisory programs and emphasizes client information gathering and risk assessment to guide investment decisions.

Scott Lingrell is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at METLIFE Securities Inc for 15 years before joining MassMutual and affiliated entities. Outside of his advisory role, he serves as the volunteer president of Players Committee Inc, a 501(c)(3) charity. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes annual financial planning engagements using firm-approved software and offers a range of programs including wrap and money-manager services.

Dannys Ramirez is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Northwestern Mutual. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tara Mellody is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a variety of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Winkle is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 credential and six years of industry experience. He has been with Merrill and Bank of America since 2020, following eight years at Bank of America prior to that. 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.

Eric Lewandowski is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in direct internet marketing sales of nutrition products through Market America. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate and charitable entities, using model-driven investment implementation and offering access to third-party asset managers and insurance products.

Rebecca Meyer is a financial advisor at Merrill with nine years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith since 2016 and holds a Series 66 designation. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jared Hark is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 65 credential and three years of industry experience. His prior work includes founding Hark & Associates, PC, and roles at Urban Outfitters and Temple University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, with investment strategies implemented through model portfolios, third-party subadvisors, or customized approaches.

Anthony Cortina is a financial advisor at Morgan Stanley with 15 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020 and was previously with UBS from 2014 to 2020. He holds the Series 66 credential. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and provides services that include investment advisory, estate planning strategies, and corporate financial planning agreements.

David Hibshman is a CFP® professional with 40 years of industry experience, currently serving at Equitable Advisors since 2005. His prior work includes roles at Axa Advisors, LLC and Mony Securities Corporation. Outside of his advisory role, he owns a tax planning and preparation business and is the controlling shareholder of Financial Health Group, Inc. Equitable Advisors serves individuals across wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm offers a range of investment options, including mutual funds, ETFs, and alternative investments, and emphasizes matching clients to appropriate programs or managers based on risk tolerance and plan information.

Kevin Hiller is a financial advisor with Equitable Advisors in New Britain, PA, holding Series 63 and Series 65 registrations and having 10 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Penn Investment Advisors, and Northwestern Mutual, among others. He is also involved as an independent agent in the sales and service of fixed insurance products. Equitable Advisors serves a broad client base, including individuals, institutional clients, and retirement plans, providing financial planning, retirement consulting, and asset management programs. The firm’s approach emphasizes matching clients to model portfolios or discretionary managers, often through third-party sponsors, and offers a variety of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Christopher Hellmann is a financial advisor at Merrill with 24 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002 and holds Series 63 and Series 66 licenses. 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, and institutional investors.