Jennifer Stapleton is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, following three years at Stifel. 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, and institutional investors.

Vincent D'angelis is a financial advisor with LPL Financial in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Oppenheimer from 2006 to 2010 before joining LPL Financial in 2010. He is also involved with Life Policy Pros, focusing on non-variable insurance. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Christina Dambra is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has worked at Bank of America and 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Lettieri is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Enterprise Holdings. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Sanfilippo is a financial advisor at Charles Schwab with 26 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2008. Based in Scarsdale, NY, he serves clients through Schwab’s wealth advisory and financial planning services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm combines non-discretionary advisory relationships with discretionary separately managed accounts, offering multi-asset model portfolios supported by in-house research and alternative investment options.

Mark Durkin is a financial advisor with Edward Jones in West Nyack, NY, holding Series 65 and Series 63 licenses and 20 years of industry experience. He was previously the principal of MVDurkin LLC for ten years before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Bradley Silverman is a financial advisor with Raymond James Financial, holding a Series 66 credential and over 23 years of industry experience. He co-owns C & B Wealth Management and is associated with The Silverman Group, a marketing entity under which he works as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored financial planning and investment consulting, employing analytical tools and non-discretionary strategies to guide client decisions.

Rachel Mc Cormack is a financial advisor with Morgan Stanley, holding a Series 66 designation and 20 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a 16-year tenure at Merrill and a one-year period at Bank of America, N.A. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Mary Hahn is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Victor Diune is a financial advisor with Morgan Stanley and holds a Series 66 designation. He has 20 years of industry experience, including 19 years at Merrill Lynch Trust Company before joining Morgan Stanley in 2025. Outside of his advisory role, he is involved as a manager and partner at KKRH, LLC, a property management company. Morgan Stanley Wealth Management provides tailored financial planning and investment advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a broad range of programs but does not provide individual security recommendations as part of its standalone financial planning.

Steven Torrico is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at UBS Financial Services for 16 years. He serves as a board member of the Arcola Country Club in Paramus, where he is involved in general oversight and strategic decision making. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through tailored financial plans and a structured discovery process.

Teresa Berishaj is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2018 and currently serves at Bank of America N.A. since 2024. Prior to Merrill, she was employed at Forte Capital Group and held academic roles at Manhattan College and Sacred Heart. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers a variety of model-based and discretionary investment strategies supported by internal and third-party managers.

Connor Mc Grath is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and under one year of industry experience. His prior work history includes roles at Morgan Stanley Smith Barney LLC, Rice University, Crossmark Global Investments, and teaching at Alamo Heights High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models to support its financial planning process.

Evan Levitsky is a financial advisor with RBC Capital Markets in Paramus, NJ, holding a Series 66 designation and four years of industry experience. His career includes roles at Bank of America, Merrill, and Lakeland Bank. RBC Wealth Management serves a diverse clientele, including individual investors, institutions, pension plans, corporations, and charities. The firm offers customized portfolio management and financial planning services through multiple advisory programs, utilizing both in-house and third-party investment managers.

Ramy Hakim is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his career in the financial industry in 2014, he has provided consultations to clients aiming to identify their financial goals and offer tailored advice in investments, estate planning, education savings, wealth building, and retirement. His areas of expertise include family wealth management strategies, services for defined benefit plans, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Ramy holds a Bachelor's degree in Finance from Aleppo University. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Raised in a bilingual environment, he is fluent in both English and Arabic. Beyond his professional work, Ramy engages in community activities aligned with the Merrill tradition of service. In his personal time, he enjoys playing tennis and soccer and traveling.

Edmund Delorenzo is a CFP® with 28 years of industry experience, currently affiliated with Cetera since 2005. He has held roles at McGoff, Collins & Delorenzo CPAs since 1998, providing tax, accounting, and forensic investigative services. Outside of advisory work, he is involved in forensic accounting consulting and also holds an insurance agent license, selling life, health, annuities, and long-term care products. Cetera Investment Advisers LLC operates as a nationwide multi-manager platform serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a network of over 10,000 advisors and approximately 800,000 clients.

Elisha Clinton is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and previously worked at City Bay Capital, Hiltzik Strategies, and NBCUniversal. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a wide array of advisory programs supported by firm‑approved planning tools and investment modeling. The firm manages approximately $2.74 trillion in client assets.

Thomas Lopez is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 63 designation and has worked at OSAIC since 2024. His prior experience includes roles at American Portfolios Financial Services, Inc. and Cambridge Investment Research Advisors. Lopez also works as an independent insurance agent. OSAIC Wealth serves a diverse range of clients including retail investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform, with an investment process focused on model-based asset allocation, portfolio optimization, and access to third-party money management.

Stephen Malfitano is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 35 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining J.P. Morgan in 2017. Outside of his advisory work, he serves as president of a homeowners association board and is involved in a family-owned real estate company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research and includes ESG considerations in its recommendations.

Wayne Brunck is a CFP® with 41 years of industry experience, currently serving at OSAIC since 2024. His prior roles include positions at American Portfolios Financial Services, Inc., Questar Asset Management, Questar Capital Corporation, Walnut Street Securities, Inc., and Nathan & Lewis Securities, Inc. He is also the owner of Partners in Planning, Inc., where he sells fixed insurance products. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, advisor-managed portfolios, unified managed accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a variety of investment strategies and third-party managers.