Matthew Delgado is a Financial Advisor based in Yardley, Pennsylvania, currently working with Merrill Lynch Wealth Management. Since beginning his career with Merrill in 2019, he focuses on developing personalized financial plans for individuals and families. His approach involves strategic investment management, tax planning, estate management, and retirement planning to help clients achieve long-term financial security. Matthew holds a Bachelor's Degree from Richard Stockton College of New Jersey and has earned multiple professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, as well as sports and entertainment financial needs. Residing in Yardley, Pennsylvania with his wife Taylor, Matthew enjoys traveling, cooking, working out, as well as outdoor activities such as camping, golfing, hiking, and playing pickleball. He emphasizes connecting all aspects of his clients' financial lives to help prioritize and pursue their most important goals.

Gregory Beck is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm provides a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices, and operates under a fiduciary standard.

Tara Attardo is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2008 and Bank of America since 2017. Outside of her advisory role, she owns a business creating handmade shirts, glasses, bags, and other customized accessories. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jyoti Oberai is a financial advisor at Equitable Advisors with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including its prior iteration as AXA Advisors. Outside of her advisory work, she is involved in a retail business, J&J Fine Wine & Liquors. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management solutions. The firm delivers services through a broad network of investment representatives and utilizes third-party asset managers and advisory programs for portfolio implementation.

Michael Parks is a financial advisor with Wells Fargo Clearing based in Princeton, NJ, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. He also serves as a power of attorney for family members in investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its financial product offerings.

Cheryl Witte is a financial advisor with Merrill, holding a Series 66 designation and over 21 years of industry experience. She has been with Merrill since 1996 and also works with Bank of America, N.A. since 2017. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edward Donnelly is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads Donnelly & Associates, recognized by Forbes as one of the top wealth management teams in the country. Edward joined Merrill in 2011, bringing over 25 years of experience in the financial services industry, including work on the NYSE and at several mortgage banks specializing in customized mortgage experiences. Edward and his team provide comprehensive wealth management services to corporate executives, business owners, and ultra high net worth families. His expertise includes tax planning, estate structuring, charitable strategies, and concentrated stock management, particularly for leaders in the technology, healthcare, and financial sectors. He utilizes advanced planning techniques such as concentrated stock diversification, tax-efficient liquidation strategies, 10b5-1 management, SLATs, GRATs, IDGTs, ILITs, charitable estate planning, donor advised fund integration, family governance, multigenerational planning, executive liquidity event preparation, and custom structured liability and liquidity management. Edward holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He completed an Accredited Certificate Program from ACC. Outside of his professional work, Edward is a father of three children and coaches multiple sports. He has personal interests in cooking, baseball, and golf.

Viviana Lousado is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, Fidelity Investments, and Prudential Investment Management Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services. The firm is notable for its scale, integrated operational structure, and multi-asset model portfolio approach.

Taylor Boorse is a financial advisor with Merrill, holding a Series 66 designation and based in Bridgewater, NJ. Boorse has been with Merrill since 2025 and previously worked at Bank of America, N.A., as well as holding various roles outside the financial industry including positions related to community organizations and education. 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 individual, high-net-worth, and institutional clients.

Sara Elbanna is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016, also working with Bank of America since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Jacob Aaronson is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Merrill and Toll Brothers Mortgage Company. Outside of finance, he is involved with Plumsted Grill, a restaurant and bar where he serves as an employee. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process.

Jayson Dowd is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He worked at Morgan Stanley Smith Barney for nine years before joining Merrill in 2022. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Handwerger is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Andrew Moss is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Deloitte for two years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Erika Kelly is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch Pierce Fenner & Smith since 2016, as well as Bank of America since 2026. Prior to her financial career, she was employed at The College of New Jersey from 2013 to 2017. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anton Check is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. In his current role, he focuses on understanding clients' financial goals and collaborating with them to develop tailored financial plans using Fidelity's strategies and investment options. Anton brings extensive experience to his position, having worked as a Wealth Management Advisor at TIAA-CREF from 2014 to 2020. Prior to that, he served as a Financial Advisor at JP Morgan from 2012 to 2014 and at Morgan Stanley from 2010 to 2012. He holds a California Insurance License, supporting his expertise in financial planning and wealth management. Outside of his professional work, Anton enjoys activities such as spending time at the beach, cooking and baking, fitness, exploring culinary experiences as a foodie, scuba diving, and snowboarding.

Roberto Roffo is a Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial markets. He began his career at Merrill and has developed and managed a wide range of funds and investment strategies across multiple asset classes and market environments. Roberto has served as a market commentator and lecturer, authoring numerous white papers and being featured in financial media outlets such as Bloomberg, The Bond Buyer, TheStreet.com, Debtwire, and Reuters. He holds bachelor's degrees in Economics and English from the University of Massachusetts and maintains FINRA Series 7 and 66 registrations as well as the Personal Investment Advisor (PIA) designation. Beyond his professional commitments, Roberto is involved with Big Brothers Big Sisters of America. His areas of client focus include family wealth management, liquidity management, retirement planning, portfolio management, socially responsible investing, women and wealth, tax minimization, and retirement income.

Barbara Correra Ditoro is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2000. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Flynn is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Rashid Ramiz is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Cetera since 2025 and previously held roles at King Financial Network, Commonwealth Financial Network, and Ameriprise Financial Services Inc. Ramiz also serves as Director of Retirement Planning at King Financial Network. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through multiple program structures and affiliations, managing over $256 billion in assets.