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.

Douglas Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include long-standing tenures at IC Advisory Services, Inc. and The Investment Center. Outside of his advisory work, Wright serves as a board member and volunteer firefighter with the Martinsville Volunteer Fire Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing a mix of model portfolios, third-party subadvisors, and customized strategies.

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.

Edward Sullivan is a CFP® professional affiliated with LPL Financial, based in Scotch Plains, NJ, with 28 years of industry experience. Prior to joining LPL Financial in 2022, he held roles at Royal Alliance, OSAIC, and Equitable Advisors. Outside of his advisory work, he serves as a USA Hockey referee. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and asset management solutions, supported by extensive operational and research tools.

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, 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.

Thomas Meade is a financial advisor with LPL Financial in Clark, New Jersey, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked with LPL Financial since 2006 and previously held positions at Banc of America Investment Services, Inc. and Quick & Reilly, Inc. He is involved with Westfield Investment & Retirement Services, an entity related to his LPL business. 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, asset management programs, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Michael Castoro is a Series 66-licensed financial advisor at LPL Enterprise with three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Life Time Fitness, Lord & Taylor, and Hoop Heaven. Outside of finance, he has experience working in the fitness and retail sectors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated financial services.

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.

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.

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.

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 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.