Eugene Avila is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with high net worth clients throughout the life cycle of wealth, focusing on accumulation, preservation, and distribution. Eugene also assists retirement plan fiduciaries with managing their roles and responsibilities and offers expertise in fiduciary services. His client focus areas include divorce transition planning, equity compensation services, investment consulting for defined contribution plans, philanthropic planning, and portfolio management services, among others. Eugene began his financial services career in 1990 with The Equitable Life Assurance Society’s retirement group. After serving as a Marine in Gulf War I and earning his MBA from Case Western Reserve University, he gained experience in asset management at Kidder Peabody and worked in executive compensation consulting at Frederic W. Cook & Co. He later joined Zurich Scudder Investments’ private equity group, serving on the investment committee and as Chief Financial Officer. Eugene holds a bachelor’s degree from Baruch College and has earned several professional designations including Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Certified 401(k) Professional (CkP), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also a member of the Economic Club of New York and is fluent in Spanish. Outside of his professional responsibilities, Eugene is an avid traveler and reader who values gaining broader perspectives through exploring global economies. His personal interests include basketball, golfing, scuba diving, and spending time with his family.

Rob Budziszewski is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2022. He leads a team of financial professionals focused on aligning with clients' evolving needs, collaborating to provide clarity and assist in developing personalized, goal-based financial plans. His approach aims to inspire clients to achieve peace of mind and fulfillment through their financial goals and dreams. Rob has held several positions within Fidelity Investments, including Assistant Branch Leader and Planning Consultant in 2021 and 2022. Prior to joining Fidelity, he worked at Hennion & Walsh, Inc. from 2008 to 2021, serving as Associate Vice President and Investment Associate Supervisor. Outside of his professional responsibilities, Rob enjoys family activities, golf, music, pets, skiing, and traveling.

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.

Christine Hopper is a financial advisor at Merrill with 27 years of industry experience and holds Series 63 and Series 66 designations. She has been with Merrill since 1997 and also affiliated with Bank of America since 2014. Outside of her advisory role, she serves as a power of attorney for family members. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Neesha Khanna is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Credit Suisse Securities (USA) LLC and New York University Stern School of Business. Khanna is a silent partner in a consulting business owned by her husband. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory process involves a combination of quantitative screening and qualitative research to build model asset allocations, with a focus on non-discretionary written asset allocation advice and customized reporting.

Francesca Neilson is a financial advisor at Charles Schwab with 11 years of industry experience and a Series 66 designation. Her work history includes roles at LifeCapital Partners and Axa Advisors before joining Charles Schwab in 2018. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

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.

Lauren Maguire is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017, following four years at Merrill. 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 and financial planning services supported by structured processes and a variety of planning tools.

Michael Centonza is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on assisting individuals and families in making informed financial decisions to build and preserve their wealth. His approach involves understanding clients' priorities to develop strategies that pursue their short-, mid-, and long-term financial goals. He specializes in areas including family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Michael holds the designation of Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) and is a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the College of Staten Island and is affiliated with the City University of New York- College of Staten Island. Outside of his professional role, Michael is involved with the Knights of Columbus. He also enjoys baseball, football, golfing, music, and spending time with his family.

Kevin Meszaros is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He also manages multiple accounting and tax firms and serves as chairman of the South Amboy Redevelopment Agency. Additionally, he is a partner in Maison De Fils of NJ, a needlepoint supplies business where he works as a photographer. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across various program structures.

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.

Ryan Humbert is a Senior Financial Advisor at Merrill Lynch Wealth Management, a division of Bank of America. In his role, he focuses on providing clients with personalized wealth management strategies tailored to their unique financial goals. His expertise includes corporate executive services, education planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and investment strategy for individuals and corporations. Ryan is a member of Daniel Humbert & Associates, a firm with a history of offering customized wealth management solutions since 1992. He works closely with clients to develop and maintain comprehensive financial plans incorporating investment management, retirement and education outlook analysis, insurance strategies, liability management, trust and estate planning, and other personal and corporate wealth management services. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from the University of Delaware and participates in the community through involvement with UDance.

Tiffany Shea is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2021, she worked at TD Private Client Wealth LLC and TD Bank, N.A. from 2015 to 2021. Shea serves as a board member of the Battery Pointe Board of Managers, a community organization in New York. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and utilizes proprietary tools such as Monte Carlo simulations to model potential outcomes.

Brandon Gene Russo is a Financial Advisor at Merrill, where he serves high-net-worth clients across the New York City Metro area, South Florida, and Silicon Valley. His clientele includes hedge fund and alternative investment professionals, technology executives and founders focused on growth, corporate attorneys, dentists, and business owners preparing for liquidity events. His practice emphasizes capital preservation, cash flow management, and long-term, fundamentals-driven growth in both global public and private markets, with a particular focus on client education. A native of Mahwah, New Jersey, Brandon developed an early interest in entrepreneurship and legacy planning through his family's long-standing luxury furniture manufacturing business, Union City Mirror & Table Co. During his youth, he caddied at Bergen County clubs, which contributed to his development in golf and provided connections in high finance and real estate. He earned All-County honors and served as team captain at Mahwah High School before competing on the University of Delaware club golf team, where he also earned his bachelor's degree. Brandon began his career at Equitable Advisors (formerly AXA), where he obtained his Series 7 and Series 66 FINRA registrations. He later joined Morgan Stanley, supporting a senior advisor team that managed multi-generational families and sophisticated portfolios across public and private markets, working also as an Assistant Portfolio Manager. Currently, Brandon holds the Personal Investment Advisor (PIA) designation and participates in professional organizations such as the Alpha Sigma Phi Board and the NCCGA UD Tournament Team.

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.

Lauren Moore is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2014. 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.

Ingrida Veizaj is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked at various J.P. Morgan entities since 2016. Prior to her financial career, she was associated with the College of Staten Island from 2015 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Monika Nemeth is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 and Series 63 licenses and has worked previously at Morgan Stanley and AIG Funds. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities and wealth management through proprietary research and model-based asset allocations.

Yuval Brokman is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017, following roles at OppenheimerFunds and Credit Suisse Securities (USA) LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.