David Munoz is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing before joining Merrill in 2018 and subsequently Bank of America in 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Louis Giasullo is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including at Charles Schwab Bank, eXp Realty, and nThrive. 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 offers both non-discretionary and discretionary investment solutions, supported by multi-asset model portfolios and centralized operational infrastructure.

Ingrida Veizaj is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various divisions within J.P. Morgan since 2016, including roles at J.P. Morgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Monika Nemeth is a financial advisor at UBS Financial Services with five years of industry experience. She has held roles at UBS Financial Services and Morgan Stanley, and previously worked at AIG Funds. Nemeth holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to customize client solutions.

Yuval Brokman is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and Jpmorgan Chase Bank NA since 2017, following two years at OppenheimerFunds. J.P. Morgan Securities LLC provides institutional consulting services including asset allocation advice, investment manager and fund searches, and customized performance reporting to corporations, foundations, and defined contribution plan sponsors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver its services.

Michael Dietrich is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of products and services through a network of financial advisors.

Adam Kamm is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining LPL Financial in 2025, he worked for Painewebber Incorporated and UBS Financial Services Inc. from 1998 to 2025. 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 various investment and advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Bleke is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 credential and 22 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2004. Outside of his advisory role, he is the owner of MB Luxury Auto Group and serves as a successor trustee for a family living trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of investment programs, including proprietary and third-party models, and offers ERISA fiduciary services through credentialed Investment Adviser Representatives.

Mitchell Feldman is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His work history includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Americas Health Brokers Inc. He is also involved in non-variable insurance activities through Prudential. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and also offers services such as financial planning, access to asset managers, and insurance product sales through affiliated entities.

Rosanna Vizzoni is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she owns and manages two property-related businesses focusing on home construction and renovations. 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 combines research and analytics with a range of brokerage and advisory solutions, operating with more than 14,000 financial advisors and approximately $671 billion in assets under management.

Sophia Gallant is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, Millennium Management, and Seventy2 Capital. Outside of finance, she has experience in the food and beverage industry with Trap Rock Restaurant & Brewery and Bonji Bowls. 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 to its recommendations.

James Fahey Jr. is a Senior Financial Advisor and First Vice President with Merrill Lynch Wealth Management in Bedminster, New Jersey. He leverages decades of experience and his military background as a U.S. Navy veteran to serve executives, healthcare professionals, retirees, and business owners. His work focuses on navigating retirement planning, managing concentrated stock positions, equity compensation, and addressing complex wealth planning decisions. James holds multiple professional designations, including Chartered Life Underwriter (CLU), Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned an Accredited Certificate from the College for Financial Planning. Additionally, Jim advises retirement plan sponsors and fiduciaries on plan governance and best practices. He is a member of professional organizations such as the Greater Middlesex Somerset County Estate Planning Council and the Somerset County Business Partnership. His community involvement includes affiliations with Blair Academy, Fordham University, Lafayette College, and Lehigh University. James emphasizes providing clear, practical advice and disciplined financial guidance tailored to clients’ goals.

Daniel Botero Torres is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His work history includes positions at the University of Miami and several educational institutions. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, employer-sponsored retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated non-securities products and services.

Matthew Vamvakis is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2009 and has been affiliated with the Tuck School of Business at Dartmouth since 2008. He serves as a board member and VP of Finance for the Congregation Ohr Shalom-Summit Jewish Community Center and is a director on the board and investment committee of the New Jersey Boys State Foundation, Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Sara Smedley is a CFP® and ChFC® with 12 years of industry experience. She is currently affiliated with LPL Enterprise and has previously worked at Prudential Insurance Company of America and New Providence Financial, LLC. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.

Adam Nunez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at the New York Tribeca Group and has experience outside finance at organizations including Middlesex County Board of Social Services and various retail and service companies. 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.

Beth Meszaros is a financial advisor at Cetera with 17 years of industry experience. She holds a Series 66 designation and has worked with Cetera since 2009. Outside of her advisory role, she owns and creates handmade knits and gifts sold on Etsy and is involved in managing a needlepoint supplies business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Erin Kearney is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Before joining Fidelity, Kearney held positions in education and other organizations, including The University of Rhode Island and The Rapid Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages multi-manager fund structures and employs systematic methodologies in portfolio management.

Michael Pages is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 credentials and 14 years of industry experience. He has been with J.P. Morgan Securities since 2015 and JPMorgan Chase Bank since 2014. Pages serves as Joint Investment Committee Chair and board member of the New Jersey Institute of Technology, a nonprofit organization. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

George Mouded is a financial advisor with OSAIC, holding a Series 66 designation and 22 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 14 years. He is also engaged as an agent offering various insurance products, including health insurance, group benefits, and annuities. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using firm tools like risk assessment and automated rebalancing to construct portfolios.