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.

Teresa Berishaj is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2018, with prior experience at Forte Capital Group and Bank of America N.A. Additionally, she has held academic roles at Manhattan College and Sacred Heart. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Connor Mc Grath is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses. He has worked at Morgan Stanley Smith Barney LLC since 2025 and has prior experience in investment-related roles at Rice University and Crossmark Global Investments. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering financial planning services that utilize firm-approved tools and models to assist clients in developing tailored plans.

Elisha Clinton is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, following roles at City Bay Capital, Hiltzik Strategies, and NBCUniversal. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its financial planning process.

Eric Kreuter is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2009. Outside of his advisory work, he serves as the Vice Commodore and is on the Board of Directors of the Storm Trysail Club, a sailing club in Larchmont, NY. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, customized advice through its network of Financial Advisors.

Stephen Malfitano is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing 35 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he serves as President of the Lodge Condominium Home Owners Association and is a board member of Berlanti Realty Corporation, a family-owned real estate company. J.P. Morgan Securities 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. As part of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage and investment management functions.

Glen Mathews Jr. is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch since 2007, currently serving at Bank of America, N.A. since 2022. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Patrick Doherty is Vice President and Financial Consultant at Fidelity Investments, where he has served since 2016. In this role, he collaborates with clients to develop customized wealth plans aimed at achieving their financial goals. He provides ongoing communication and support to adjust financial strategies as clients' needs evolve. Patrick has been with Fidelity Investments since 2008, progressing through various positions including Financial Consultant, Account Executive, and Investor Center Financial Representative. His experience spans client service, investment representation, and financial consulting. Outside of his professional responsibilities, Patrick has interests in baseball and soccer.

Jaime Goodman is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in wealth management. She works closely with individuals, families, and business owners to develop customized strategies designed to support long-term financial goals across various market environments. Jaime focuses on providing tax-sensitive investment guidance aimed at wealth preservation and growth for high-net-worth individuals and multi-generational families. Jaime is a graduate of the University of Pennsylvania and joined Merrill Lynch in 1992. She holds several professional designations including Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jaime specializes in investment and asset management, retirement planning, home financing solutions, life insurance and long-term care planning, education and estate planning, and liability strategies for business owners. She is actively involved in educating clients, including hosting seminars aimed at empowering women on achieving financial independence, and she serves as a Certified Divorce Financial Analyst supporting women through marital status transitions. Jaime is a member of professional organizations such as Impact 100 Westchester and the Institute of Certified Divorce Financial Analysts. She participates in community involvement initiatives including Impact 100.

Megan Mc Gurk is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including WisdomTree Asset Management, Foreside Fund Services, and SEI Investments Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Katharine Bolick is a financial advisor at Morgan Stanley with Series 65 and Series 63 designations and less than one year of industry experience. Her prior work includes roles at Gould Killian CPA and the Triangle Sports Commission. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Benjamin Getchell is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside firm-approved methodologies to support its clients’ financial goals.

Max Klein is a financial advisor at Morgan Stanley with 11 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including personalized financial planning supported by structured discovery and firm-approved tools.

Christopher Bardwell is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for seven years before joining Wells Fargo in 2022. Outside of his advisory role, he serves as an executor and holds power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with both discretionary and non-discretionary service options tailored to plan objectives and risk tolerances.

Janice Mercado Ponce is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing four years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously worked at Jos A Bank for eight years. 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, distribution, and investment management capabilities.

Timothy Loeffler is a financial advisor with Mass Mutual Investors Services, holding CFP® and Series 66 designations and having 10 years of industry experience. His prior experience includes roles at MetLife Securities Inc. from 2015 to 2017. Outside of advising, he operates as an independent insurance agent focusing on life, fixed annuities, disability, long-term care, health, and property/casualty insurance, and he is a partner in a limited liability company that manages business expenses related to his insurance and investment activities. Mass Mutual 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 ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Wendy Holmes is a financial advisor with UBS Financial Services in Armonk, NY, holding Series 63, 65, and 66 credentials and bringing 23 years of industry experience. She has been with UBS since 2015. Outside of her advisory work, she serves on the Board of Directors for East Side House Settlement and participates in advisory roles with the Breast Cancer Research Foundation and the American Heart Association, where she also contributes to the investment committee of the national endowment. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor client solutions.

Colter Hettich is a financial advisor at Edward Jones in Rye Brook, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Imprint Branded Content, LLC for six years and held positions at amNewYork and Edhesive. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.