Matthew Daponte is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. His career includes roles at Stifel Nicolaus & Co., Stephen DiOrio Insurance Agency, The Allstate Corporation, and a position with the United States Senate. Outside of his advisory work, he is involved as a poll worker for the Montgomery County Board of Elections. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Divyang Telwala is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. He initially began his career at Smith Barney in New York City and joined Merrill in 2011. Divyang serves a largely referred clientele that includes business owners, physicians, corporate executives, and single, divorced, and widowed individuals and their families across more than 15 states. His client focus areas include liquidity management, portfolio management services, small business strategies, and retirement income planning. Divyang is known for providing thoughtful strategies and straightforward advice, emphasizing frequent and open communication with his clients. He devotes significant time to understanding each client’s unique perspective on wealth and collaborates with various professionals—such as actuaries, third-party administrators, trust professionals, CPAs, and attorneys—to support complex exit planning, tax minimization, and estate planning. Divyang also offers access to Bank of America for lending and practice management solutions. He holds the Personal Investment Advisor (PIA) designation and a Bachelor's degree from SUNY at Stony Brook. Outside his professional role, Divyang and his wife Ami are active in their children’s activities and support Roxy Ballet. He enjoys basketball, hiking, traveling, reading, and entertaining. He also contributes to his community as a basketball coach. Divyang was named to the 2022 Forbes “Best-in-State Wealth Advisors” list.

James Dechristopher is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2015. 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 various institutional investors.

Alehtee Taylor is a Series 66 credentialed financial advisor with Merrill, based in Pennington, NJ, and has 12 years of experience at the firm. Taylor has worked exclusively with Merrill since 2014. 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.

Aigy Hasegawa is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan and JPMorgan Chase Bank, N.A. since 2016. Prior to that, he spent a year at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Michael Calagna is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Bank of America and Merrill for the past 12 years. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Pamela Whitman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked at Wells Fargo since 2016 and previously spent four years at Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Ryan Stryker is a financial advisor at Merrill in Princeton, NJ, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Bergamot Asset Management LP and Fragomen, as well as work at Rutgers University. Outside of finance, he operates a theme park tour business, organizing trips to various parks across the United States. 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 plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Daniel Molloy is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and previously worked at Guggenheim Partners. 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 institutions.

Ronald Smith is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has previously worked at Waddell & Reed, INC. for 22 years and has been involved with RRR LLC since 2020. Outside of his advisory role, he is an owner of RRR LLC, a real estate rental business. 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 range of financial planning and investment management services, including access to model portfolios and third-party asset managers, supported by proprietary research and technology tools.

Gregory Massey is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 27 years of industry experience. His prior roles include work at PMM Financial Group and multiple insurance carriers, including Waddell & Reed, Inc. He also serves as an independent sales agent for Kingdom Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives, utilizing various portfolio management approaches and supported by operational and research tools.

Albert D'amico is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. His prior work includes positions at Bank of America, Morgan Stanley, and Elliott-Lewis Corporation. In addition to his advisory work, he teaches courses in Business Policy and Principles of Finance at Rowan University. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Allison Delay is a financial advisor with RBC Capital Markets in Princeton, NJ, holding a Series 66 designation and 24 years of industry experience. She has worked at several notable firms, including Morgan Stanley Smith Barney, Morgan Stanley, UBS Financial Services, and Merrill. Outside of her advisory work, she serves as an officer for Donovan Deliver, a nonprofit supporting families of stillborn babies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized investment programs and portfolio management services, utilizing both in-house and third-party managers to align with clients’ risk profiles.

Raffaele Maione is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2003, assisting clients in managing their individual wealth tailored to their specific needs. His approach emphasizes understanding client objectives to provide comprehensive wealth management strategies. Raffaele's areas of expertise include college education planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategies, tax minimization, and retirement income. He holds several professional designations: CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from Richard Stockton College of New Jersey. Outside of work, Raffaele enjoys biking, cooking, golfing, ice hockey, music, reading, running, spending time with his family, playing tennis, and traveling.

Sunil Seth is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliated firms since 2009, including a prior role at Merrill from 2004 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Peter Meme serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in tailored wealth management and strategic financial solutions. He works with affluent individuals, fiduciaries, businesses, and endowments, providing investment advice and guidance designed to produce positive investment outcomes over the long term. Peter's approach is consultative and objective, utilizing financial planning tools such as the Personal Wealth Analysis (PWA) to align client goals with investment strategies. He leverages insights from Merrill's Chief Investment Office portfolio team and third-party managers to ensure portfolios match current Tactical Asset Allocation recommendations. In addition to individual wealth management, Peter offers comprehensive business and wealth planning services across the business lifecycle, including capital expansion, equipment purchases, site acquisitions, private business sales, and financing solutions. He collaborates with clients and their legal and tax advisors in estate planning, wealth transfer, and succession strategies. By integrating Merrill and Bank of America's resources, Peter aims to help clients grow, preserve, and transition their wealth effectively. Peter holds a Bachelor of Arts degree in Economics from Rutgers University and maintains professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). He is involved in community development through his participation in the Town Clock Community Development Corporation. His personal interests include basketball, boxing, football, golfing, music, reading, soccer, table tennis, and tennis.

Matthew Delgado is a Financial Advisor based in Yardley, Pennsylvania, currently working with Merrill Lynch Wealth Management. Since beginning his career with Merrill in 2019, he focuses on developing personalized financial plans for individuals and families. His approach involves strategic investment management, tax planning, estate management, and retirement planning to help clients achieve long-term financial security. Matthew holds a Bachelor's Degree from Richard Stockton College of New Jersey and has earned multiple professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, as well as sports and entertainment financial needs. Residing in Yardley, Pennsylvania with his wife Taylor, Matthew enjoys traveling, cooking, working out, as well as outdoor activities such as camping, golfing, hiking, and playing pickleball. He emphasizes connecting all aspects of his clients' financial lives to help prioritize and pursue their most important goals.

Robert Dunn is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill for 15 years. 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 and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

James Baratta is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include extensive tenure at Cantor Fitzgerald & Co., where he worked for over a decade before joining Merrill and Bank of America. 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 plans, corporations, and charitable organizations.

Michael Parks is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside his advisory role, he serves as a power of attorney for family members in investment-related matters. 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 and offers both brokerage and advisory solutions supported by research and analytics.