Akhileswar Patel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he is a partner in a child care business. Equitable Advisors serves individuals across a range of wealth levels, as well as pension plans, corporations, and nonprofit organizations, offering financial planning, retirement consulting, and asset management services. The firm’s approach involves matching clients to advisory models or discretionary managers, often utilizing third-party programs and providing a variety of investment options and ERISA fiduciary services through credentialed representatives.

Robert Cundari is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously at TD Ameritrade from 2014 to 2018. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Devashish Shah is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent ten years at UBS Financial Services Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Lynn Delprado Araneta is a financial advisor at OSAIC with 45 years of industry experience. She holds the ChFC® designation and Series 63 license, and has worked at Royal Alliance Associates, Inc. since 2018, following a 37-year tenure at Signator Investors, Inc. In addition to her advisory role, she is involved with ACORN Financial Services Inc., focusing on retirement, insurance, investment, and college education planning, and also serves as an insurance agent specializing in term and universal life insurance. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios that may include a variety of investment vehicles managed on discretionary or non-discretionary bases.

Adam Altman is a financial advisor with Charles Schwab, holding a Series 66 designation and 20 years of industry experience. He has worked at Charles Schwab since 2021 and previously held positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he is a partner in White Pelican Development, an investment venture focused on multi-family real estate. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with alternative investments and centralized custodial services.

Andrew Jurczynski is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on assisting clients with college education planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Andrew works closely with clients to understand their short-, mid-, and long-term goals and helps develop strategies to pursue these objectives. He also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. Andrew holds a Bachelor's Degree from Monmouth University and has obtained professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach centers on uncovering what matters to clients and their families to create tailored financial strategies. Outside of his professional work, Andrew enjoys camping, fishing, football, golfing, and spending time with his family.

Bryant Perez is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2011, progressing through roles including Relationship Manager and Investment Consultant before his current position since 2016. His professional focus includes market trends, investments, and economic analysis. Bryant emphasizes transparency, education, and empowering clients, aiming to provide value in every interaction and offering a unique perspective. Outside of his professional work, Bryant has personal interests in comedy, fitness, football, pets, and running.

Denis Kenny is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he serves as an executor in a non-investment-related capacity. 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 a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Pimpinelli is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 34 years of industry experience, including 16 years at Metlife Securities and over a decade at MassMutual Life Insurance Company. Outside of his advisory role, he is involved in developing a smartphone application through an LLC he owns. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars using firm-approved analytical tools.

Lauren Ruperto is an Investment Consultant at Fidelity Investments, a position she has held since 2024. In this role, she collaborates with clients to develop personalized investment strategies that align with their unique financial goals, focusing on balancing risk, protection, and growth. Prior to joining Fidelity Investments, Lauren worked as a Financial Solution Advisor at Merrill Lynch from 2023 to 2024. Her professional experience centers on investment consulting and financial advising, aiming to provide tailored financial planning services. Outside of her professional work, Lauren has interests that include beach activities, cooking and baking, family activities, fitness, outdoor adventures, and parenthood.

Kevin Rodin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Equitable Advisors since 1999, including during its prior affiliation as AXA Advisors, LLC. Outside of advising, he serves as an administrator or executor of an estate or trustee of a trust for a non-family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and proprietary programs.

David Munoz is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing before joining Merrill in 2018 and subsequently Bank of America in 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Stefanos Nyktas is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2018. Prior to this, he held roles at Redd Pen Media and Rider University, and he also managed a restaurant business. Outside of his advisory role, he owns and operates a limited liability company involved in residential property investment and management. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Madeline Mc Nulty is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her work history includes roles at Merrill as well as positions with Employee Plans Services and academic departments at the University of Maryland. 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 institutional clients.

Raquel Sutherland is a Financial Advisor with Merrill Lynch Wealth Management, dedicated to prioritizing clients' needs. She focuses on connecting clients with plans and processes tailored to their individual ambitions, assisting with goals such as college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, and small business strategies. Raquel works closely with clients to incorporate their personal perspectives and priorities into wealth planning, striving to simplify and bring transparency to complex investing decisions. Her approach centers on creating personalized plans aimed at helping clients achieve their family’s long-term financial objectives. Outside of her professional role, Raquel’s personal interests include baseball, basketball, football, interior decorating, soccer, spending time with her family, watching movies, and woodworking.

Rohan Puri is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials. He has one year of industry experience and previously worked at Morgan Stanley and JPMorgan Chase Bank, N.A. Prior to his current role, his background includes positions outside the financial sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

David Winward II is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America and Merrill, as well as varied positions in the service and automotive industries. 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, pension plans, corporations, and charitable organizations.

James Powner is a financial advisor at Merrill with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999, also affiliated with Bank of America since 2009. 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 across a range of client types, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Priyanka Kanth Singh is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at HSBC Bank Plc and HSBC Securities USA, Inc. Outside of her advisory role, Singh serves as a director for Friends of Prayas, a New Jersey-based nonprofit focused on welfare and social issues. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Michael Bleke is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 credential and 22 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2004. Outside of his advisory role, he is the owner of MB Luxury Auto Group and serves as a successor trustee for a family living trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of investment programs, including proprietary and third-party models, and offers ERISA fiduciary services through credentialed Investment Adviser Representatives.