Robert Ivan Schwartz

David Warshaw is a CFP® and ChFC® with 20 years of industry experience. He is the principal advisor at The WealthPlan LLC, an independent firm based in Great Neck, NY. Prior to founding The WealthPlan LLC and WealthPlan Risk Management LLC in 2020, he worked at Blueprint Wealth Alliance LLC and American Portfolios Financial Services, Inc. Warshaw is also a licensed insurance agent, focusing on life insurance, fixed annuities, and related products. The WealthPlan LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $73.8 million in assets and offers customized portfolio construction based on client goals, time horizons, and risk tolerance, incorporating a range of investment strategies and advising on held-away workplace accounts and digital asset custody.

I am a seasoned financial advisor with over 18 years of experience in helping clients achieve their financial aspirations. My interest in financial planning was inspired by witnessing the effects of the financial crisis on my family. My upbringing, alongside a profoundly disabled brother, instilled in me a deep sense of empathy and a commitment to assisting those in need. These formative experiences have shaped my dedication to guiding individuals through complex financial challenges with precision and care. A graduate of the University at Albany (SUNY), I have built a thriving practice focused on personalized service and innovative solutions. My approach emphasizes risk management, portfolio diversification, and long-term financial security, empowering clients to confidently navigate today's ever-changing financial landscape. I hold several industry licenses and designations, including Series 7, 24, 63, and 66 exams, Licensed Insurance Agent, and Accredited Investment Fiduciary (AIF®). I live in Long Island, New York, with my wife, two children, and dog. Securities offered through Simplicity Investments. Member FINRA/SIPC, 475 Springfield Ave., Summit, NJ 07901, (303) 797-9080. Rosefinch Investment Advisors, Inc. is not affiliated with Simplicity

Louis Green is a CFP® and CFA® with 12 years of experience in financial advisory, currently serving at Savvy since 2024. He previously worked at UBS Financial Services Inc from 2020 to 2024 and PNC PWM from 2015 to 2020. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models, supported by proprietary technology and third-party platforms.

Connor Smith is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. Prior to joining Rockefeller Financial in 2022, he worked at the University of Notre Dame and The Pingry School. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting through an integrated platform that includes affiliated trust and insurance entities.

Stephanie Vitti is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its Private Bank division since 2009. Based in New York, NY, she has spent over a decade with the firm in various roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market modeling techniques.

Kevin Scott is a CFP® and ChFC® with 16 years of industry experience. He is currently a financial advisor at Wealth Enhancement Advisory Services, LLC, having joined the firm in 2026. Prior to this, he worked for State Street Global Advisors and related entities from 2015 to 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.