Nest Egg

William Nunley II is a financial advisor at Nest Egg with a Series 66 credential and one year of industry experience. His prior work includes roles at Terrain Cafe and Munz Roofing, as well as operating Nunley Enterprises LLC. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non-profit organizations, and retirement plans through an internet and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models to generate investment recommendations and manages portfolios on a discretionary basis with limited face-to-face contact.

Charles Scavone IV is a financial advisor with Nest Egg in Conshohocken, PA, holding the Series 63 and Series 66 designations and nine years of industry experience. He has worked at Nest Investments LLC since 2017 and previously spent a year at Fidelity Brokerage Services LLC. In addition to his advisory role, he is a licensed representative of Nest Insurance Agency LLC, a subsidiary of Nest Egg. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non-profit organizations, and retirement plans through an internet and kiosk-based advisory platform. The firm uses proprietary quantitative and qualitative models combined with technical, fundamental, and cyclical analysis to manage portfolios across a wide risk spectrum, serving a large client base primarily via automated, discretionary account management.

Ethan Prince is a financial advisor at Nest Egg with two years of industry experience. He holds Series 63 and Series 66 designations and previously worked at The Vanguard Group, Inc. from 2023 to 2025 and Sei from 2022 to 2023. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non-profit organizations, and retirement plans through an internet and kiosk-based advisory platform. The firm uses proprietary quantitative and qualitative models to generate investment recommendations and manages accounts on a discretionary basis with a focus on ETFs, mutual funds, and annuities.

Samuel Hardy is a financial advisor with Nest Egg and holds Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at J.P. Morgan Securities and JPMorgan Chase Bank. Hardy has also worked in several other positions across different industries before joining Nest Egg. Nest Egg provides discretionary investment management to individuals and institutions through an automated, algorithm-driven platform that manages diversified portfolios primarily using ETFs, mutual funds, and annuities. The firm serves a large client base across various channels and integrates quantitative and qualitative analysis in its investment approach.

Ryan Shane is a financial advisor at Nest Egg with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Vanguard Group for three years prior to joining Nest Egg. His background includes experience outside finance, having worked at Kildare's Irish Pub and West Chester University. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non-profit organizations, and retirement plans through an internet- and kiosk-based advisory platform. The firm uses proprietary quantitative and qualitative models to generate investment recommendations and manages client accounts on a discretionary basis.

Joseph Salomone is a financial advisor at Nest Egg with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bankers' Bank, LPL Financial, and Invest Financial Corp. Outside of his advisory role, he is involved with Salomone Associates LLC, where he provides consulting services for bank and credit union programs. Nest Egg delivers discretionary investment management services to individuals, corporations, trusts, non-profit organizations, and retirement plans primarily through an internet- and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models to generate and rebalance portfolios, focusing on ETFs, mutual funds, annuities, and 401(k) solutions.

Jason Berkson is a financial advisor at Nest Egg with five years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Nest Investments BD LLC and Nest Investments LLC since 2019. Prior to his advisory career, he was a self-employed poker player from 2015 to 2019. Nest Egg provides discretionary investment management services to individuals, corporations, trusts, non-profit organizations, and retirement plans through an internet and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models and an algorithmic approach to manage model portfolios, focusing on ETFs, mutual funds, and annuities.

Jason Dorfman is a financial advisor with Nest Egg in Conshohocken, PA, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at The Vanguard Group for two years and at Hand and Stone Franchise Corp for four years. Dorfman is also a licensed representative of Nest Insurance LLC, a subsidiary of Nest Egg. Nest Egg provides discretionary investment management primarily using ETFs, mutual funds, and annuities for individuals, corporations, trusts, nonprofits, and retirement plans through an internet and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models combined with technical, fundamental, and cyclical analysis to manage portfolios on a discretionary basis with limited face-to-face contact.