Douglas Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has previously worked at IC Advisory Canada, Inc., Ic Advisory Services, Inc., and The Investment Center. Outside of his advisory work, he serves as a board member of the Martinsville Volunteer Fire Department, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to provide discretionary and non-discretionary management.

Peter Joseph is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Purestream Trading Technology, and the United Nations Joint SDG Fund. He also spent three years involved with the Indian Club Trail. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

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 three years of industry experience. He holds a Series 66 designation and has previously worked at IC Advisory Services, Inc., The Investment Center, Inc., 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 an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations via a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jennifer Guthrie is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis, focusing on approved funds and strategies within a broad organizational structure that includes security-based swap dealer and futures commission merchant registrations.

Joseph Zito is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Cetera and Foresters Financial Services prior to joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Janna Rosenberg is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management in Summit, New Jersey. She is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In her role, Janna provides comprehensive financial guidance aimed at helping clients organize their finances, fulfill their financial commitments, and prepare for life's transitions while avoiding emotionally driven financial decisions. Janna has over twenty years of experience in the financial industry, having worked with both large global organizations and smaller private investment firms. Prior to joining Merrill Lynch in 2016, she served as Investment Director at JPMorgan Investment Management Global Multi-Asset Solutions. Her expertise includes professional money management and traditional and alternative investments across various asset classes. She leverages Merrill Lynch’s global research resources, as well as Bank of America's cash management, credit, and lending services, to address all aspects of clients' financial lives. She holds an MBA in Finance from New York University Stern School of Business and a Bachelor's degree in Mathematics from Ivan Franko National University of Lviv, Ukraine. Janna speaks Russian, Ukrainian, and English. Outside of work, she is involved with the Livingston NJ Rotary Club and the NCJW/Essex Center for Women. Her personal interests include spending time with her family, traveling, and practicing yoga.

Krina Kapadia is a financial advisor at Merrill with Series 63 and Series 66 designations 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, 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 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 Sullivan is a CFP®-certified financial advisor with 28 years of industry experience. He has worked at LPL Financial since 2022 and previously spent six years at Royal Alliance. Outside of his advisory work, Sullivan serves as a hockey referee for USA Hockey. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Paulo Nunes is a financial advisor with UBS Financial Services in Westfield, NJ, holding a Series 66 designation and bringing nine years of industry experience. He has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm also integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and fiduciary services.

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 in Woodbridge, NJ, holding a Series 66 designation and 24 years of industry experience. She has worked with Equitable Advisors since 2002 and was associated with AXA Advisors, LLC from 2002 to 2020. Outside of her advisory role, she serves as a Certified Art of Living Happiness Program Instructor with The Art of Living Foundation of USA. Equitable Advisors serves a wide range of clients including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Thomas Meade is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER) since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with access to model portfolios and research from LPL Research and third-party subadvisors.

Michael Castoro is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has worked in the fitness and retail sectors, including Life Time Fitness and Lord & Taylor. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Joseph Bouffard is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Equitable Advisors in 2021, his work history includes roles at Trading Places International and Drew University. He also has an outside insurance appointment with Dergalis Associates LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Katherine Mcguire is a financial advisor with Cetera who holds Series 66 and Series 63 licenses and has 26 years of industry experience. She has been with Cetera and its affiliated entities since 2019. Prior to that, she worked at Foresters Financial Services and Sundance Outdoors. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Lorena Wehle is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America–Merrill Lynch since 2018, with prior roles at Jack Conway and Radius World Wide. 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 individuals, high-net-worth clients, and various institutional investors.

Kunal Shah is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Mizuho Securities USA, CITIBANK, and Morgan Stanley Investment Management. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Laura Riley is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding the ChFC® designation and Series 63 license. She has 32 years of industry experience and has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1998. In addition to her advisory role, she is involved in sales related to life, property/casualty, health, and group insurance products. 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 financial planning, asset management, wrap programs, and educational seminars, structuring planning engagements as annual, collaborative relationships that use firm-approved tools to analyze client goals and deliver written recommendations.

Robert Bunsa Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999 and was previously with Axa Advisors, LLC. Outside of his advisory work, he serves on the Finance Committee of St. Matthew Episcopal Church in Pennington, NJ. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.