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.

Eric Stiles is a financial advisor at Cetera with 11 years of industry experience and holds the Series 66 designation. He has worked with Cetera and its affiliated entities since 2015 and is also associated with Malecki Financial Group, where he is involved in financial services. Additionally, he works as an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and consulting services through multiple program structures, combining affiliated and third-party model portfolios with discretionary and non-discretionary account management.

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.

Patrick Mattes is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Andrew Nairooz and Morgan Stanley, as well as involvement in educational and recreational organizations. He is also associated with Emerson Reid, a business focused on dental, health, and vision insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of investment adviser representatives, utilizing a range of proprietary and third-party advisory programs.

Ashwini Hublikar is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and previously worked at Bank of America from 2013 to 2025. 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 clients including individuals, high-net-worth clients, and institutional investors.

Claudio Bonesini is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His prior roles include positions at IC Advisory Services, The Investment Center, and Jenkoski, Long, Yu CPA's. Outside of his advisory work, he is involved in tax preparation and accounting through CBACCTG LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that supports a large network of advisors serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset managers.

Joseph Zito is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 11 years of industry experience. Before joining LPL Financial in 2021, he worked at Cetera and Foresters Financial Services in various roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, asset management programs, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Krina Kapadia is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Her prior roles include positions at Bank of America, NYLIFE Securities LLC, New York Life Insurance Company, and HDFC Life Insurance Company LTD. 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, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Kyle Kost is a Senior Financial Advisor with The Kugel Briegs Group at Merrill Lynch Wealth Management. He joined the group in 2019 and helps clients with multigenerational wealth and retirement planning. Prior to joining Merrill Lynch, Kyle specialized in physical alternative investment strategies tailored to high net worth clients. The Kugel Briegs Group has served the retirement planning and wealth management needs of clients for over 25 years, overseeing assets of approximately $2.7 billion as of October 2024. Kyle holds a Bachelor of Science degree from the University of Florida with concentrations in Finance, Real Estate, and Entrepreneurship. He has earned several industry designations, including the Chartered Retirement Planning Counselor (CRPC), Accredited Asset Management Specialist (AAMS) from the College for Financial Planning Institutes in Denver, Colorado, the Certified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors, as well as Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). He is also a member of the Florida Wealth Management Association. Outside of his professional responsibilities, Kyle is involved with community organizations such as the J. Wood Platt Scholarship Trust Fund and The Matthew Renk Foundation. He grew up in Bucks County, Pennsylvania, and currently resides in Princeton, New Jersey.

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.

Joseph Bouffard is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Equitable Advisors in 2021, he held positions at Trading Places International and Drew University, among others. Outside of his advisory role, he is involved with Dergalis Associates LLC in a capacity unrelated to routine investment activities. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a range of third-party advisory models and proprietary resources to deliver its services.

Katherine Mcguire is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Cetera and its affiliated entities since 2019, and previously worked at Foresters Financial Services and Sundance Outdoors. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and retirement services through multiple program structures and custodial relationships.

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.

Robert Bunsa Jr. is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves on the finance committee of St. Matthew Episcopal Church, overseeing budget and expenses. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of third-party advisory programs and emphasizes matching clients to models or discretionary managers based on personal and plan information.

Todd Rosenblatt is a CFP® professional with 19 years of experience in the financial industry, currently affiliated with LPL Financial. He has worked at LPL Financial since 2016 and previously held roles at Private Portfolio Partners, LLC, MSI Financial Services, Inc., and New England Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a range of discretionary and non-discretionary investment strategies.

Maria Muth is a Series 66 licensed financial advisor with 19 years of industry experience. She is currently with LPL Financial and previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. Maria also practices as a CPA and is involved in tax preparation and accounting through her firm, Mauro & Co., PC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolio programs and institutional platforms.

Christina DeMarco currently serves as a Planning Consultant at Fidelity Investments, a role she has held since 2021. In this capacity, she assists clients with their financial planning needs, helping them develop personalized retirement goals and gain a clearer understanding of their current financial situations. Prior to her current position, Christina worked as a Registered Wealth Management Client Associate at Merrill Lynch from 2016 to 2021. Her experience spans various aspects of financial planning and wealth management, contributing to her expertise in supporting clients' financial objectives.