Matthew Di Simone is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles in the hospitality sector and has work experience in education. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Mardochee Dorvilien is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their financial situations and to introduce solutions offered through Merrill and Bank of America. His responsibilities include helping clients gain knowledge and tools to take control of their financial lives and select platforms that meet their current needs. Mardochee holds the Professional Investment Advisor (PIA) designation. He applies his expertise to assist clients in uncovering what matters to them and their families, supporting the creation of strategies aimed at pursuing their financial goals.

Gabe Berkowitz is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. In this role, he partners with individuals and their families to address key wealth planning themes, including Investment Planning, Retirement Planning, Income Protection, and facilitating Family Conversations. Before joining Fidelity Investments, Gabe worked as a Financial Advisor at Morgan Stanley from 2011 to 2014. He is a Certified Financial Planner® and focuses on helping clients identify and work towards their financial goals and aspirations.

Joseph Mellusi is a CFP® professional with 13 years of experience at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He holds Series 63 and Series 66 licenses and is based in Summit, NJ. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a wealth advisor program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Andre Bakhos is a financial advisor with J.P. Morgan Securities in Warren, NJ, holding Series 63 and Series 66 licenses and having five years of industry experience. He previously worked at Equitable Advisors and JPMorgan Chase Bank, N.A., and has been involved with Alpha Sigma Phi from 2021 to 2025. 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 and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with both quantitative and qualitative research and may incorporate ESG eligibility criteria.

Sonia Patel is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Merrill since 1999. In addition to her advisory role, she serves as a trustee for a family life insurance trust and is an owner and officer of Xlent Strategies, LLC, a limited liability company involved in bookkeeping. 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.

Christopher Renaud is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals and companies to develop disciplined financial strategies focusing on wealth creation, preservation, and transfer. Christopher specializes in areas including college education planning, corporate benefits, divorce transition planning, defined benefit and contribution plans, legacy and philanthropic planning, portfolio management, and tax minimization. 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). Christopher earned a Bachelor's degree in Business Economics from Rutgers University. Christopher resides in Monroe, New Jersey with his wife Heather and their three children: Connor, Cole, and Charlotte. His personal interests include baseball, basketball, bowling, dancing, football, music, painting, racquetball, spending time with his family, and watching movies.

Ellen Desarno is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked with Equitable Advisors since 1999, including its predecessor entity AXA Advisors, LLC. Outside of her advisory role, she is involved in various insurance activities and operates under the DBA Diligence Financial Group. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party investment models and provides ERISA fiduciary services through credentialed representatives.

Rajeev Chellapilla is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on delivering a comprehensive approach to wealth management by listening to clients' needs and ensuring that each strategy is aligned with their financial goals. He provides clients access to the investment insights of Merrill Lynch as well as the banking services of Bank of America to address various aspects of their financial lives. Rajeev holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Rutgers. He is committed to delivering service that supports clients in pursuing their financial objectives.

Jessica Ramsey is a financial advisor at RBC Capital Markets with five years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2019. Her prior roles include positions at ITM TwentyFirst and Arrowhead Fostercare. RBC Wealth Management serves a wide range of clients, including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and financial planning services, integrating both in-house and third-party investment managers.

Jonathan Villalona is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 investment models as part of its financial planning process.

Lynn Elliott serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to develop personalized financial strategies that align with their long-term goals. She leverages the investment insights of Merrill alongside the banking and lending solutions of Bank of America to provide flexible wealth management approaches tailored to the evolving market environment. Lynn holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her bachelor's degree from Wellesley College. In addition to her advisory duties, Lynn is actively engaged in community service, volunteering with local organizations as part of Merrill’s tradition of community involvement.

Kimberly Payne is a financial advisor with RBC Capital Markets in New York, NY, holding Series 65 and Series 63 licenses and seven years of industry experience. Her previous roles include positions at Cetera, Securian Financial Services, Minnesota Life Insurance, Ameriprise Financial Services, and Gradient Advisors. In addition to her advisory work, she owns Celebrate Happy Studio, an Etsy shop selling digital downloads. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and tailors investment strategies using a combination of in-house and third-party managers, with options for tax management and responsible investing.

Gregory Pomerantsev is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with JPMorgan Chase Bank, N.A. since 2018. His career also includes prior roles at J.P. Morgan Securities and Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may incorporate ESG criteria.

Stephanie Chak is a Series 66 credentialed financial advisor with 11 years of industry experience, currently with RBC Capital Markets in New York, NY. Her prior experience includes roles at Liberty Mutual Insurance, Citigroup, and the University of North Carolina, Chapel Hill. Outside of her advisory work, she is involved as a student and instructor in Krav Maga self-defense techniques. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a variety of advisory programs with customized portfolio management and financial planning services, utilizing both in-house and third-party investment managers to implement tailored investment strategies.

Divya Mehrotra is a financial advisor at Morgan Stanley with the Series 66 credential and no prior industry experience. Before joining Morgan Stanley, she held roles at the University of Chicago Institute of Politics and the Los Angeles County District Attorney's Office. Mehrotra also has academic affiliations with the University of Chicago and the Harris School of Public Policy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that employs structured discovery conversations and firm-approved planning tools.

Maya Awada is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at the US Census Bureau, JPMorgan Chase Bank, T-Mobile, and the College of Staten Island. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Robert Hetherington is a financial advisor at Cetera with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including Capital Analysts, Lincoln Investment, LPL Financial LLC, and JPMorgan Securities, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Gerald Debenedictis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at M&T Securities, Capital One Financial Advisors, HSBC Securities (USA) Inc., Chase Investment Services Corp., and BNY Investment Center Inc. He has been with LPL Financial since 2021. 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 provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors and extensive operational tools.

Tristan Manca is a financial advisor with Equitable Advisors holding a Series 66 designation. He has been with the firm since 2026 and has no prior industry experience. His background includes various roles outside finance, such as positions in education and local businesses. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and endorsed advisory programs.