Brant Roun is a financial advisor with UBS Financial Services in Princeton, NJ, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining UBS in 2025, he worked at Fidelity Investments for two years and held various roles at the University of Delaware and other organizations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor solutions to clients' goals and risk profiles.

Morris Mayerfeld is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 license, and has 39 years of industry experience. He has worked at LPL Financial since 2018 and previously spent over 26 years with Cadaret, Grant & Co., Inc., while also operating Mayco Financial Services since 1992. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, portfolio management, and retirement advice through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of advisory and brokerage services supported by advanced research tools and multiple investment platforms.

Alyssa Devenny is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and previously worked at the Brick Township Municipal Utilities Authority and Professional Physical Therapy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing a broad investable universe that includes mutual funds, ETFs, and ETPs.

Francis Vitellaro is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Securities America Advisors, Investacorp Advisory Services, Wells Fargo Clearing, and Merrill. Vitellaro is also involved with Premier Wealth Services, where he provides investment advisory and asset management services. OSAIC Wealth serves a wide range of clients including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering both brokerage and advisory services supported by various program options and a complex affiliate network.

Kurt Sakowski is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has worked at Linsco/Private Ledger since 2006 and Wells Fargo Clearing from 2000 to 2006. He also operates under the DBAs Wealth Management Partners LLC and Sakowski Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors and utilizes various model portfolios, third-party subadvisors, and technology tools in its advisory process.

Megan Mandella is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley in various capacities since 2015, including a role at Morgan Stanley Private Bank, National Association. Outside of her financial career, she serves as an Air Force Intelligence Analyst with the Pennsylvania Air National Guard. 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 uses structured planning tools and modeling techniques to support its financial planning process.

Matthew Alonge is a Financial Advisor with Merrill Lynch Wealth Management, serving as part of the Donnelly Associates Wealth Management team in the Princeton office. He brings over six years of experience within the firm, beginning as a Corporate Intern in 2019 and joining full-time in 2020. His roles have included participating in wealth management development programs, supporting clients through the Paycheck Protection Program, and nearly four years as a Registered Client Associate, providing a solid foundation in client relationships, operations, and financial planning. Matthew holds a bachelor's degree in Finance with minors in Economics and Political Science from Rutgers University, graduating in 2020. He has obtained the SIE, Series 7, and Series 66 FINRA registrations, is licensed in insurance, and is a CERTIFIED FINANCIAL PLANNER® professional. His expertise covers a broad range of client needs including corporate executive services, divorce transition planning, executive and equity compensation, family wealth management, legacy planning, personal retirement planning, portfolio management, small business strategies, and sports and entertainment. He works closely with individuals, families, and business owners across the United States to develop and implement long-term wealth management strategies that address their current financial needs and future goals. Outside of his professional responsibilities, Matthew enjoys golfing, pickleball, running, reading, and writing.

Robert Wood is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2015. 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 individuals, high-net-worth clients, and institutional investors.

Meghan Phillips is a financial advisor at OSAIC with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance since 2021. Outside of her financial advisory role, she owns and manages two childcare businesses, Kidematics LLC and Young Hearts LLC, which provide programs and care for children ranging from six weeks to school age. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and multiple investment programs through an extensive affiliate network.

James Jaghab is a financial advisor with Ameriprise in Marlboro, NJ, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory role, Jaghab owns a business focused on buying and selling sports cards and memorabilia primarily through eBay, and he also provides consulting services as a Certified Divorce Financial Analyst for a law firm. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm’s approach integrates algorithmic automation with advisor partnership and emphasizes the use of its affiliated funds and managed accounts.

Vincent Intiso Jr. is a financial advisor with LPL Financial in Princeton, NJ, holding a Series 66 credential and three years of industry experience. His previous roles include positions at NewEdge Advisors, LLC, and a variety of business and educational settings. 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.

Jack Olsen is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes roles at Bank of America and Merrill, as well as various positions outside finance, including teaching and work at Six Flags Great Adventure. 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 investment strategies for a range of individual and institutional clients.

Grant Douglas is a Series 66-credentialed financial advisor with five years of industry experience. He is currently with Cetera and also serves as a Wealth Management Advisor at King Financial Network, where he provides investment management and financial planning. His background includes prior roles at Commonwealth Financial Network and educational positions at the University of Delaware and Summit High School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Ashok Rajan is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at several notable firms, including Prudential Insurance Company of America, Janney Montgomery Scott, and Merrill. In addition to his advisory work, he writes lifestyle articles on wine, covering topics such as wine regions and etiquette. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Dov Aloof is a financial advisor at LPL Financial with a Series 66 designation. He has been with LPL Financial since 2025, previously working at JL Aloof Financial Services and Think IP Systems. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Joseph Burgard is a financial advisor with LPL Financial in Colts Neck, NJ, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Advisors, Santander Bank and Securities, and Hornor Townsend & Kent Inc. Outside of his advisory work, he is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Prajna Khisty is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of her advisory role, she is a certified instructor for the Art of Living Happiness Program. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset management programs, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Kyle Smith is a financial advisor at Charles Schwab with 6 years of industry experience. He holds CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company of America. Charles Schwab serves a large client base primarily composed of 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 a combination of non-discretionary and discretionary investment management solutions supported by strategic asset allocation and due diligence from the Schwab Center for Financial Research.

Amanda Rapolla is a financial advisor with Merrill in Princeton, NJ, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill since 2011. 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 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 and third-party teams.

Richard Jorge is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 25 years of industry experience. He has worked with firms including Eagle Strategies and New York Life Insurance Company. Outside of his advisory role, he is also an insurance agent handling life, fixed annuities, disability, long-term care, and health 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, and educational seminars, using firm-approved tools to provide collaborative, goal-focused recommendations.