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.

Steven Torrico is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at UBS Financial Services for 16 years. He serves as a board member of the Arcola Country Club in Paramus, where he is involved in general oversight and strategic decision making. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through tailored financial plans and a structured discovery process.

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.

Ramy Hakim is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his career in the financial industry in 2014, he has provided consultations to clients aiming to identify their financial goals and offer tailored advice in investments, estate planning, education savings, wealth building, and retirement. His areas of expertise include family wealth management strategies, services for defined benefit plans, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Ramy holds a Bachelor's degree in Finance from Aleppo University. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Raised in a bilingual environment, he is fluent in both English and Arabic. Beyond his professional work, Ramy engages in community activities aligned with the Merrill tradition of service. In his personal time, he enjoys playing tennis and soccer and traveling.

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.

Wayne Brunck is a CFP® with 41 years of industry experience, currently serving at OSAIC since 2024. His prior roles include positions at American Portfolios Financial Services, Inc., Questar Asset Management, Questar Capital Corporation, Walnut Street Securities, Inc., and Nathan & Lewis Securities, Inc. He is also the owner of Partners in Planning, Inc., where he sells fixed insurance products. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, advisor-managed portfolios, unified managed accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a variety of investment strategies and third-party managers.

Frances Goldstein is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 credentials and having 46 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2015. Outside of her advisory role, she is involved in purchasing and occasionally selling antiques. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes 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.

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.