Geoffrey Dietzel is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Brunswick Financial Group LLC since 2003 and was affiliated with Pruco Securities, LLC. for over two decades. Dietzel is also a director and owner of Brunswick Financial Group, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers comprehensive financial planning, access to model portfolio programs, and third-party asset management, operating an integrated platform that includes insurance products and collateralized lending services.

Ian Ruderman is a financial advisor at MassMutual Investors Services with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at MassMutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016. Outside of finance, he is involved in the spirits industry as a partner in the Freehold Distilling Company and owns Whisky Guild, a company focused on whisky events and reviews. Ruderman also serves as president of a college alumni board. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative annual relationships and utilizing firm-approved analytical tools for goal-based recommendations.

Jay Barry is a Financial Advisor at Merrill Lynch Wealth Management, having joined the Barry team in 2022. Prior to this role, he spent three and a half years as a Financial Data Associate at Moody's Investors Service. Jay focuses on a range of client needs including college education planning, corporate benefits, executive services, divorce transition planning, equity compensation, legacy planning, managing new wealth, personal retirement planning, portfolio management, and tax minimization. He holds a Bachelor's Degree in Public Policy from Hamilton College, earned in 2018, and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Jay enjoys playing pickup basketball, golfing, skiing, and traveling. He also follows sports closely, supporting teams such as the Yankees, Giants, Nets, and Devils.

Gregory Stelnick is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1989 and has been associated with Master Tax since 1981. Outside of his advisory role, he is involved in a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary portfolio management and access to model portfolios and research from multiple sources.

Ruben Marshall is a CFP® professional with 28 years of industry experience, currently serving at J.P. Morgan Securities in Princeton, NJ. He has worked at J.P. Morgan Securities since 2014 and previously spent three years with RGCA Family, LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Lisa Kent is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 40 years of experience to her role. She serves multiple generations within families, focusing on family wealth management strategies, legacy planning, and personal retirement planning. Lisa is a qualified Portfolio Manager within the Merrill Investment Advisory Program, where she builds and manages personalized investment strategies that may incorporate a range of assets and third-party strategies. Lisa holds a Bachelor's degree from Bucknell University. She holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Lisa was honored to chair the Merrill Financial Advisor Advisory Council to Management in 2021, representing her peers to senior leadership. She has been recognized by Forbes as one of the "Best-In-State Wealth Advisors" from 2019 through 2023, and as one of "America's Top Women Wealth Advisors" in 2019, 2020, and 2021. Lisa focuses on empowering women to take control of their financial lives, providing clear guidance as a peer and mentor. Outside of work, she enjoys cycling, cooking, hiking, dancing, and spending time with her family in East Brunswick, New Jersey.

Michael Stevens is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he has ownership in Alpha Wolf LLC, an investment-related business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Ronald White is a financial advisor with LPL Financial in Manalapan, NJ, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at IC Advisory Services Inc and The Investment Center Inc for 13 years each. Outside of his advisory role, he is involved in businesses focused on tick and mosquito control as well as fireplace services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven strategies.

Vincent Fichera is a Financial Consultant currently working at Fidelity Investments. In this role, he partners with clients to understand their short and long-term financial goals and develops individualized financial plans. He focuses on providing a transparent and welcoming experience to clients and aims to build relationships that foster confidence and comfort in every interaction. Vincent has accumulated experience in the financial services industry through various positions. Prior to his current role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024. Before joining Fidelity, he held several roles at Merrill, including AVP, Financial Solutions Advisor from 2021 to 2023, Investment Consultant II on the Premium Team from 2020 to 2021, Investment Consultant on the Trade Desk in 2020, and Financial Services Representative from 2019 to 2020.

Frankie Plasencia is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following roles at WELLS FARGO Advisors, LLC and Wells Fargo Bank NA. Outside of finance, he owns and operates businesses in auto sales and vehicle maintenance. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Eric Nelson is a financial advisor with Charles Schwab in Princeton, NJ, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at TD Ameritrade, Bank of America, and Merrill. Nelson has been with Charles Schwab since 2019 across different divisions. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Ira Gewirtz is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2007 and Bank of America, N.A. since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Kochenour is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise Financial Services since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Julie Christman is a financial advisor at Charles Schwab based in Princeton, NJ, with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2004 and 2005, respectively. Outside of her advisory role, she bakes goods for holidays and special occasions for family and close friends. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Armando Patino is a financial advisor at LPL Enterprise with four years of industry experience. He holds a Series 66 designation and has previous experience with Prudential Insurance Company of America, Pruco Securities, LLC, and Liberty Mutual. Outside of his advisory role, he is involved with Be Well Financial LLC, which offers financial planning and health insurance services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset management, combining adviser programs with brokerage and insurance products on an integrated platform.

Joselito Aquino is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, UBS Financial Services, and JPMorgan. Aquino is based in North Brunswick, NJ. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Curtis Mullins is a financial advisor at Osaic with 23 years of industry experience. He holds the Series 66 designation and spent 11 years with Edward Jones prior to joining Osaic in 2024. Outside of his advisory work, Mullins serves as the secretary for the Rotary Club of Old Bridge Sayreville, a nonprofit organization supporting local communities. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Patricia Trotta is a financial advisor at Ameriprise with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Prudential Insurance Company of America and LPL Enterprise. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Katherine Dobin is a financial advisor at LPL Enterprise with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Ameriprise, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Outside of her advisory role, she owns Bayshore Barks Pet Grooming LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

Jeffrey Condit is a financial advisor at Merrill with 10 years of industry experience and holds the Series 66 designation. His prior work includes positions at Fred Alger & Company, LLC, and Bank of America, N.A. He is based in Princeton, NJ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.