Robert Hebbeler is a financial advisor at Fidelity with 11 years of industry experience. He has held roles at firms including Lehman Brothers Holding Co, Merrill, Bank of America, and Fidelity Investments. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary fundamental research and quantitative analysis. The firm serves as an advisor to multiple registered investment companies and employs algorithmic methods and AI in its investment process.

Joseph Voltaire is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2008. His work history includes roles at Morgan Stanley & Co., Inc., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides both direct financial planning and employer-sponsored Corporate Financial Planning agreements.

Miguel Perez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, Citibank, and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, incorporating ESG criteria and derivatives capabilities.

Jeffrey Orlouski is a financial advisor with LPL Financial in Greenwood Lake, NY, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. His prior work includes positions at National Securities Corp and Gladstone Wealth Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Robert Singley III is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at BSI Group and PAL Environmental Safety Corp. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

James Capitanello is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sagepoint Financial, Inc. and Capacity Benefits & Financial Services Group, LLC. Capitanello is owner and president of JimCap Consulting, LLC, which receives commissions from life, disability, and long-term care insurance carriers. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based asset allocation strategies. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Ronald Price is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he leads a team of financial professionals dedicated to understanding clients' goals, dreams, and aspirations. He emphasizes educating clients by making complex financial concepts simple and easy to understand, aiming to develop strong relationships based on confidence and trust. Prior to joining Fidelity Investments, Mr. Price served as Branch Manager at E*TRADE from 2014 to 2023 and as a Financial Consultant at E*TRADE from 2010 to 2014. His experience spans over a decade in financial services, focusing on comprehensive financial planning and client relationship management. Outside of his professional career, Ronald Price enjoys golf, hiking, snowboarding, surfing, and traveling.

Kevin Rotolo is a CFP® with four years of industry experience, currently affiliated with Wells Fargo Clearing since 2022. His prior experience includes a role at Valley National Bank and attendance at West Virginia University. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Evelyn Aguila is a financial advisor with Primerica Advisors in Orangeburg, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. In addition to her advisory role, she is involved in the sale of home security and automation products, as well as loan products, through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and a limited selection of separately managed accounts. The firm uses third-party asset managers overseen by an independent consultant and implements models via BNY Mellon Advisors, offering a tiered wrap-fee structure and maintaining authority over model selection.

Atul Shah is a financial advisor with LPL Enterprise in Paramus, NJ, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent over four decades with Prudential Insurance Company of America and Pruco Securities, LLC. Shah is involved in various property and casualty insurance-related businesses outside of his advisory role. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and institutional entities through a network of investment adviser representatives. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Roy Mastrangelo is a financial advisor at Osaic with 38 years of industry experience and holds a Series 63 designation. His prior experience includes roles at LPL Financial, Royal Alliance, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory work, he is involved with Garden State Capital Investments, LLC, where he acts as an agent for insurance product sales. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by various analytical tools, enabling advisors to implement discretionary strategies or select third-party managers.

Susy Chang is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 34 years of industry experience. Her career includes long-term roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1991, as well as Massachusetts Mutual Life Insurance Company since 2016. She also works as an independent insurance agent specializing in life, accident, health, Medicare-related products, and property and casualty insurance. MassMutual 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, and educational seminars, using firm-approved software to analyze client goals and provide written recommendations.

Scott Whisten is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Allianz Global Investors U.S. LLC for 16 years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Eric Fuentes is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His career includes roles at Equitable Advisors and JPMorgan Chase Bank, N.A. He currently serves clients out of Elmwood Park, New Jersey. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria in its recommendations.

Christopher Del Campo is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2007. 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 searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to develop model asset allocations and incorporates ESG considerations within a non-discretionary framework.

Daniel Kane is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has been with Ameriprise since 2014, serving in advisory roles for both Ameriprise Financial Services and its broader firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Brian Dibrino is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and 29 years of industry experience. His prior work history includes roles at OSAIC, American Portfolios Financial Services, First Allied Advisory Services, SII Investments, Oppenheimer, and Morgan Stanley. Outside of advisory services, he is involved in insurance sales related to non-variable insurance. 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, with advice delivered through a large network of investment adviser representatives using a range of customized and model-based strategies.

John Maiello is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones, he was self-employed for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Todd Vander Veer is a Certified Financial Planner® with 20 years of industry experience. He is currently with J.P. Morgan Securities in Wayne, NJ, where he has worked since 2012. Prior to that, he was with Chase Investment Services Corp. for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates an ESG eligibility framework in its recommendations.

Eric Piesnikowski is currently a Vice President and Financial Consultant at Fidelity, a role he has held since 2011. He works with clients to help them achieve their financial goals. Prior to this position, he was an Investment Representative at Fidelity from 2010 to 2011. Earlier in his career, Eric served as a Financial Advisor at John Hancock from 2008 to 2010. Eric holds the Certified Financial Planner (CFP4) designation. His professional background includes extensive experience in financial consulting and investment representation. No additional information about his education, personal interests, or community involvement was provided.