James Capitanello is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC since 2023. Prior to this, he was with Sagepoint Financial, Inc. and Capacity Benefits & Financial Services Group, LLC for extended periods. Capitanello is also the owner and president of JimCap Consulting, LLC, which receives commissions from life, disability, and long-term care insurance carriers. OSAIC serves a diverse group of retail and institutional clients, including individuals, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing in portfolio construction, and supports both discretionary and non-discretionary management accounts with access to third-party money managers.

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 holding Series 63 and Series 65 credentials and has 40 years of industry experience. His career includes over four decades with Prudential Insurance Company of America and Pruco Securities, LLC. Shah has involvement in various property and casualty insurance brokerage activities across multiple firms. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a broad range of investment and insurance products through its integrated platform.

Roy Mastrangelo is a financial advisor at Osaic with 38 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial, Royal Alliance, Wells Fargo Clearing, and Wells Fargo Advisors. In addition to his advisory role, he is an agent involved with Garden State Capital Investments, LLC, focusing on the sale of insurance products. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various portfolio construction tools and provides access to third-party money managers and managed accounts.

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 prior roles include positions at Equitable Advisors and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Christopher Del Campo is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, N.A. since 2007. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Daniel Kane is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ameriprise in Maplewood, NJ. He has worked with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brian Dibrino is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at American Portfolios Financial Services, Inc. and OSAIC. Outside of his advisory role, he is involved in non-variable insurance sales. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from LPL and third-party subadvisors.

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 CFP®-credentialed financial advisor with 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Washington Mutual. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Jorge Quezada is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, Raymond James, Citigroup, Merrill, and Bank of America. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, delivering recommendations on a non-discretionary basis.

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.

Kenneth Growney is a ChFC® with 38 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2017 and is also affiliated with Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as a board member of the Adphi Fraternity and chairs the audit committee of the Cornwall Yacht Club. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software for goal analysis and offers a range of programs including asset management and educational seminars.

John Ginn is the Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, initially serving as an Investment Consultant before advancing to his current role in 2016. In this capacity, he is dedicated to enhancing the financial well-being of his clients. His professional background spans the private, public, and non-profit sectors, including experience as a US Equity Sales Trader at Citi from 2008 to 2012 and service as a Captain in the United States Marine Corps from 1998 to 2007. This diverse experience informs his approach to understanding the varied needs of his clients and providing guidance on navigating financial events. John emphasizes building trust with his clients and their families to offer direction for both planned and unexpected life circumstances.

John Grill is a financial advisor with Mass Mutual Investors Services in Fairfield, NJ, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Certified Financial Services. Outside of his advisory work, he is employed at a local recreation center working the gym desk. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as collaborative, annual relationships that utilize firm-approved software for analysis and recommendations.

Martin Diamond is a CFP® professional with 42 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2020. He previously worked at UBS Financial Services Inc. for 12 years. Outside of his advisory role, he acts as a trustee for an investment-related trust. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Peter Von Halle is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 10 years and has operated the Von Halle Brokerage Group since 1983. Outside of his advisory work, he is involved in selling various types of insurance, including life, disability, and Medicare supplemental insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and technology-driven investment approaches.