Vimal Shah is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies aimed at pursuing their short-, mid-, and long-term goals. His advisory approach covers a range of areas including general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates client access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Vimal holds the Personal Investment Advisor (PIA) designation and earned a Bachelor’s Degree from The Maharaja Sayajirao University. Fluent in English, Hindi, and Gujarati, he emphasizes a client-centered philosophy focused on uncovering what matters most to individuals and their families in order to create tailored financial strategies. He provides ongoing advice and guidance to adapt to changing client circumstances.

Louis Greiss is a financial advisor at Equitable Advisors holding the Series 66 designation. He has less than one year of industry experience and previously worked at Summit Health and Montclair University. Equitable Advisors serves a diverse clientele 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, relying heavily on LPL-sponsored programs and endorsed third-party managers.

Lori Curley is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Vibha Patel is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Bank of America, N.A. and Merrill since 2014. 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.

Lucille Cilento is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding a Series 63 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Dmytro Rybalko is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC 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 advisory services alongside affiliated brokerage and investment management capabilities.

Angela Dipalermo is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at UBS since 2022 and previously spent six years at Wells Fargo Clearing. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Ian Lynch is an International Wealth Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1997, providing financial advice to individuals, families, and businesses. Ian employs a disciplined process focused on understanding each client’s specific needs, concerns, and priorities, and works collaboratively to develop comprehensive plans aimed at achieving their financial goals. Ian's expertise includes financial and investment advisory services, retirement planning, insurance solutions, wealth transfer strategies, and portfolio management. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). As a qualified Portfolio Manager, Ian manages personalized or defined investment strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies, often on a discretionary basis. He earned a bachelor's degree in finance from Rutgers University and resides in Warren County, New Jersey, with his wife, Christine.

Paul Buckley is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and previously worked at Prudential Global Investment Management for 13 years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 a structured planning process supported by proprietary tools and research.

Constance Foley is a financial advisor at Merrill with over 32 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at Morgan Stanley Smith Barney, Charles Schwab, and Charles Schwab Bank. Foley serves as an advisory board member for the Women in Leadership Program at the University of New Haven. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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 accounts.

Shameka Wombley is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. She has worked at Bank of America and Merrill since 2004. Outside of her advisory role, she is a member of The Tufted Chaise LLC, an interior design consulting business. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Vincent Vadala is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 65 and Series 63 designations and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes research from its Chief Investment Office and UBS Global Research to tailor investment strategies.

Stephan Dipierno is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he serves as Vice President of the Raritan Tenants Corp board and acts as a power of attorney for his father. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning without discretionary investment authority.

Andrew Stype is a financial advisor with Merrill in Iselin, NJ, holding a Series 66 designation and 13 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2013. 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.

Randolph Doerr is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, Primerica Advisors, OSAIC, and PGIM Investments LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Vladislav Bobkov is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at institutions including Signature Bank and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Tonino Terranova is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Citibank, Citigroup Global Markets Inc., and National Life Group/Wealthbridge Financial. His current role at J.P. Morgan Securities began in 2023, following a previous ten-year tenure at the same firm. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

James Bratone is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior experience at Cetera Wealth Services and Cetera. His background includes roles outside finance, such as employment in retail and hospitality. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products, supported by an integrated platform combining advisory programs with other financial product sales.

Scott Kirschner is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His career includes roles at Bank of America, Merrill, and several other organizations. 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, and institutional investors.

Vicki Pace is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2018, with prior experience at Janney Montgomery Scott. Outside of her advisory role, she is involved with Pronto Gift Baskets, a retail and online store in West Chester, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.