Ronald White is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at IC Advisory Services Inc, The Investment Center Inc, Wells Fargo Clearing, and Banc of America Investment Services, Inc. Outside of his advisory work, he is involved in businesses including pest control and fireplace services. 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 wide range of advisory services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Marc Campanaro is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding CFP® and ChFC® designations with 14 years of industry experience. He has worked at Wells Fargo and its predecessor firms since 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets through more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

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.

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.

Vanessa Cancelo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence and combines quantitative and qualitative research to support its recommendations.

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.

Victoriano Reyes is a financial advisor with Equitable Advisors and holds the Series 66 designation. He has 49 years of industry experience, including 27 years at Equitable Advisors and prior tenure at Axa Advisors. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through various advisory programs and referrals to third-party managers.

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.

Michael Natale is a financial advisor at OSAIC Wealth, Inc. with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Merrill, and Banc of America Investment Services. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a variety of account structures and investment strategies.

James Trautwein is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—along with pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing a mix of firm-offered programs and third-party asset managers.

Daniel Munoz is a financial advisor with J.P. Morgan Securities in Somerville, NJ. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His career includes positions at JPMorgan Chase Bank, N.A. since 2008 and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process leverages centralized due diligence and incorporates quantitative and qualitative research, offering a range of strategies that may include an ESG eligibility framework.

Armando Patino is a financial advisor at LPL Enterprise with four years of industry experience. He holds a Series 66 designation and has prior 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, a financial planning and health insurance business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Jaclyn Neuwirth is a Financial Consultant at Fidelity Investments, a role she has held since 2023. Prior to this, she served as an Investment Consultant and Central Relationship Manager at Fidelity Investments, and earlier in her career, she worked at Charles Schwab as an Associate Financial Consultant and Client Service Specialist. Jaclyn's professional experience spans various aspects of financial consultation and client service within the investment industry. She holds a California Insurance License, which complements her expertise in financial planning and investment consultation. Jaclyn emphasizes the importance of creating financial plans that begin with clients' aspirations and a clear understanding of available options. She focuses on empowering clients through education and building long-term trusting relationships. Outside of her professional work, Jaclyn enjoys camping, family activities, horseback riding, and traveling.

Curtis Mullins is a financial advisor with Osaic, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Edward Jones, J.P. Morgan Securities, Chase Investment Services Corp., and Merrill. He is active in his community as the secretary of the Rotary Club of Old Bridge Sayreville. Osaic Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various managed portfolio programs. The firm employs model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and offers both discretionary and advisor-managed strategies.

Matias Tabarne Labajos is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work experience includes roles outside the financial industry, such as positions at Dealer Loyalty Protection Inc, Orkin Pest Control, Millers Ale House, and The Capital Grille. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and utilizes various third-party asset managers and advisory programs.

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 credentials and has previously worked at Ameriprise, Wells Fargo Clearing, and Wachovia Bank. Outside of her advisory role, she owns a pet grooming business, Bayshore Barks Pet Grooming LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Sunit Patel is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked with PFS Investments Inc. since 2006 and Primerica Financial Services since 2005. Outside of his advisory role, he is a CPA and partner at Yamini Accounting & Tax Service, providing bookkeeping and tax preparation services. Primerica Advisors is a large institutional firm that offers a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies from unaffiliated asset managers and provides advisory services through a network of nearly 3,700 financial advisors.

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.

Margaret Mcclain is a Series 66-licensed financial advisor with Merrill, based in Bridgewater, NJ. She has 20 years of industry experience and has been with Merrill since 2015. 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.