Ethan Stagg is a financial advisor at Merrill with a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Bank of America, Henkel Corporation, and Corbin Advisors. 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 supported by internal Chief Investment Office teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anna Marie Stotka is a financial advisor at OSAIC with 41 years of industry experience. She holds a Series 63 designation and has previously worked at Lincoln Financial Securities Corp and Citigroup Global Markets. Outside of her advisory role, she is involved in real estate as a sole proprietor agent handling occasional listings and sales from past clients. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform offering brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a range of managed account options.

Nathan Smith is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. He has worked at Merrill since 2017, with additional experience at Morgan Stanley, Briad Restaurant Group, Certified Financial Services, Columbia Bank, and Fairleigh Dickinson University. 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 plans, corporations, and charitable organizations.

Bonnie Park is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 25 years of industry experience. She has worked at UBS Financial Services for 23 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Theodore Fiolek III is a financial advisor with LPL Financial based in Edison, NJ. He holds Series 63 and Series 65 designations and has 36 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Ic Advisory Services Inc and The Investment Center, Inc. He is also a sole proprietor of a tax and financial preparation business and the author and self-publisher of a novel. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary account management.

Susan Blomster is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and previously worked for Wells Fargo Clearing for ten years before joining Merrill. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Eng is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2018. He focuses on developing strong client relationships by understanding clients' personal perspectives and priorities to create tailored financial strategies. Eric works to help clients pursue goals such as retirement planning, funding education, managing wealth transfers, and addressing potential health care costs. His approach emphasizes regular communication and adjustments to strategies, aiming to bring clarity and simplicity to complex financial planning. Eric’s expertise includes corporate executive services, divorce transition planning, employee benefits planning, executive compensation, and portfolio management services, among other areas. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Eric graduated from Rutgers University with a bachelor’s degree in economics. He lives in Mountain Lakes, New Jersey with his wife and two sons. Outside of work, Eric participates in community volunteering and enjoys personal interests such as biking, camping, chess, cooking, fishing, football, golfing, photography, and volleyball.

Gerald Reiss is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Cetera and its affiliate since 2005 and operates a CPA firm providing audits, financial statements, accounting, and tax services. Additionally, he offers individual life insurance unrelated to investments. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to multiple investment program platforms through a multi-manager structure.

Bruce Goldman is a financial advisor at Charles Schwab with 39 years of industry experience. He has held a Series 63 and Series 65 designation and has been with Charles Schwab & Co., Inc. since 2005. Based in Jersey City, NJ, he has been part of Schwab’s advisory team for over two decades. 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and operational support.

David Sytsma is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 1993. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Lawrence Feiler is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 28 years of industry experience. He previously worked for C.L. King & Associates, Inc. for a total of ten years before joining LPL Enterprise in 2026. LPL Enterprise provides investment advisory and brokerage services to a broad range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Joseph Kayal is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as a brief tenure at Uber, Inc. Outside of advisory work, he is active as an insurance broker, selling life, fixed annuities, disability, long-term care, health, and property & casualty insurance. Mass Mutual Investors Services, LLC 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, wrap and money-manager programs, and educational seminars.

Enroy Hyles is a financial advisor at Cetera with 21 years of industry experience and holds a Series 66 designation. His prior experience includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with a large network of independent advisors.

Thomas Sjonell is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked in retail and hospitality roles and was affiliated with Wine Outlet. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Karen Ostarticki is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in personal retirement planning, portfolio management, socially responsible investing, women and wealth, tax minimization, and retirement income. She works closely with successful professionals at or near retirement to build their desired retirement plans and next financial stages, providing tailored strategies aimed at achieving financial confidence. Karen holds a Bachelor's Degree from West Virginia University and is a Personal Investment Advisor (PIA). She collaborates with clients' attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy approaches. Her focus includes helping clients manage concentrated stock positions and transition events such as retirement, inheritance, or business sales, as well as providing access to a broad range of Bank of America services. Residing in Bedminster, New Jersey, Karen leads an active lifestyle and serves as the Membership Director for the Central New Jersey chapter of LPGA Amateurs. She is involved with local Chambers of Commerce and community organizations, including Leadership Morris and former service on the Master Association board. Family and faith are central to her daily life, and she enjoys biking, boating, football, golfing, music, and spending time with family.

Brian Partridge is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill since 1995. He holds Series 63 and Series 65 licenses. 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.

Padmaja Kotagiri is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 designations and having 23 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and also has past experience with Metlife Securities Inc. from 2001 to 2017. 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 ongoing financial planning, asset management, and educational seminars, with a focus on delivering collaborative, goal-oriented recommendations.

Theodora Portelos is a financial advisor with Morgan Stanley in Warren, NJ, holding a Series 66 designation and over 38 years of industry experience. She has been with Morgan Stanley Smith Barney since 2014. Portelos serves on the board of the Greek Orthodox Metropolis of New Jersey Philoptochos, a charitable nonprofit organization. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets across various investment and planning services.

Geoffrey Mann is a financial advisor with UBS Financial Services in Westfield, NJ, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

William Meagher is a financial advisor at Merrill with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Merrill since 1982 and has been affiliated with Bank of America, N.A. since 2011. Merrill serves a wide range of clients including individuals, retirement plans, corporations, charities, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage custody services. The firm integrates these services with Bank of America affiliates and emphasizes managed accounts and manager selection supported by its Chief Investment Office and platform oversight.