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.

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.

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 several firms, including WisdomTree Asset Management, Foreside Fund Services, and SEI Investments Company. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs and financial planning services based on structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides investment and planning solutions through its Financial Advisors and specialized groups.

Katharine Bolick is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses. She began her career in 2025 and has experience working at Morgan Stanley as well as roles in accounting and sports commission organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Benjamin Getchell is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and its private bank affiliate since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

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.

Janice Mercado Ponce is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining J.P. Morgan Securities in 2021, she worked at Jos A Bank from 2013 to 2021. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative due diligence and may incorporate ESG factors, with implementation supported by affiliated investment-management entities.

Timothy Loeffler is a CFP®-certified financial advisor with 11 years of industry experience, currently with MassMutual Investors Services since 2017. He previously worked at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he is an independent insurance agent, focusing on life, fixed annuities, disability, long-term care, health, and property/casualty insurance, as well as life settlements. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing, collaborative financial planning using firm-approved tools and delivers written recommendations, with additional programs including estate settlement and employer-sponsored planning.

Wendy Holmes is a financial advisor with UBS Financial Services in Armonk, NY, holding Series 63, 65, and 66 licenses and totaling 24 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she serves on the Board of Directors for East Side House Settlement, participates on the advisory board of the Breast Cancer Research Foundation, and holds leadership positions with the American Heart Association, including chairing the 2020 Go Red luncheon and serving on its national endowment investment committee. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based strategies to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

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.

Michael Kouroupakis is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, primarily with MassMutual and its affiliates since 2021. Outside of advisory work, he is also an independent insurance agent focused on life insurance, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services 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, structuring planning engagements as annual, collaborative relationships without discretionary authority over client investments.

Nicholas Ingram is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Citi Private Alternatives, LLC and Citigroup Global Markets prior to joining J.P. Morgan. 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 to build model asset allocations, incorporating ESG frameworks and offering derivatives and commodities capabilities through affiliated entities.

Matthew Genovese is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Morgan Stanley since 2020 and previously worked at Maxim Group. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, supporting clients in developing tailored financial strategies.