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Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

303 advisors near New York, NY

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Brett N

Series 63

New York, NY

Mass Mutual Investors Services

Brett Norton is a financial advisor with Mass Mutual Investors Services in New York, NY. He holds a Series 63 designation and has nine years of industry experience. His career includes roles at MML Investor Services, LLC, Mass Mutual Life Insurance Company, and Lenox Advisors, Inc. Outside of his advisory work, he is also involved in insurance sales as an agent with Lenox Advisors, focusing on life and health insurance products. Mass Mutual Investors Services, LLC 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 tools to support collaborative, goal-based planning and investment recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Brendan M

Series 63, Series 66

New York, NY

Mass Mutual Investors Services

Brendan Mc Donald is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. His previous roles include positions at NYLIFE Securities, New York Life Insurance Company, and Mass Mutual Life Insurance Company. In addition to his advisory work, he is also engaged in outside insurance sales, specializing in fixed insurance products such as life insurance, fixed annuities, disability, and long-term care. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers investment planning tools and educational seminars, structuring financial planning as annual collaborative engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Aiden H

Series 66

New York, NY

Mass Mutual Investors Services

Aiden Horn is a financial advisor with Mass Mutual Investors Services in New York, NY. He holds a Series 66 designation and has been with Mass Mutual Investors Services since 2024, with prior experience at Barnum Financial Group. Before entering financial services, he worked in educational roles, including positions at Boston University and the Calhoun School. Mass Mutual 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 tools to analyze client goals and deliver written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Andrew S

Series 63, Series 65

Montclair, NJ

Mass Mutual Investors Services

Andrew Sorger is a financial advisor with Mass Mutual Investors Services in Montclair, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and with MassMutual Life Insurance Company since 2016, following a prior role at Metlife Securities from 2014 to 2017. He serves as trustee for the Martin & Susan Sorger Family Trust. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through brokerage or insurance arrangements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Stephen S

Series 66

New York, NY

Mass Mutual Investors Services

Stephen Stavrou is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Northwestern Mutual, J.P. Morgan Securities, and Bank of America. Outside of finance, he has operated a dog walking business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-focused planning using analytical tools and supports a range of specialized planning programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Ilyas A

CFP®, Series 66

New York, NY

Mass Mutual Investors Services

Ilyas Akbar is a CFP® professional with 23 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes roles at Mass Mutual Life Insurance Company and Metlife Securities. Outside of his advisory work, he has worked as a personal DJ and holds an inactive CPA status. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, offering a range of programs including educational seminars and event-driven planning services.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Shaun B

Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Shaun Bernstein is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 65 licenses. He has six years of industry experience, including roles at Nomura Securities International, Deutsche Bank, and Bank of America. Bernstein also spent time at Columbia University in 2022. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Adam C

Series 63

New York, NY

Mass Mutual Investors Services

Adam Cherney is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 63 license and 23 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2014. Outside of his advisory role, he owns and manages Arc Capital Consulting, LLC, which handles financial and tax obligations, and Clarney Holdings, LLC, involved in property management in Florida. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Christopher A

Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Christopher Andrews is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior experience includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of advisory work, Andrews is involved in insurance brokerage and operates several business ventures, including a retail book production company and consulting firms that assist with recruiting and business development. 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 ongoing financial planning, asset management, and educational seminars, employing firm-approved analytical tools and structured planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Sharamaurice T

Series 63, Series 66

New York, NY

Mass Mutual Investors Services

Sharamaurice Thomas is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Edward Jones, Fidelity Personal & Workplace Advisors, Fidelity Brokerage Services LLC, Merrill, and MassMutual. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze goals and deliver written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Ryan Y

CFP®, Series 66

New York, NY

Mass Mutual Investors Services

Ryan Young is a CFP® certificant with three years of experience in financial advising. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2020. Prior to his advisory career, he held roles at San Diego State University and in the construction materials industry. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented financial planning using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Babak R

Series 63

Brooklyn, NY

Mass Mutual Investors Services

Babak Rambod is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 29 years of industry experience. He has been with Mass Mutual Investors Services since 2011 and with MassMutual Life Insurance Company since 2010. Outside of his advisory work, Rambod serves as an officer of the Yosef Chaim Foundation, a charitable organization, and is an author writing about finance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software and offers various programs including wrap and money-manager options as well as educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Edward Z

Series 66

New York, NY

Mass Mutual Investors Services

Edward Zang is a financial advisor at MassMutual Investors Services with 24 years of industry experience. He holds a Series 66 designation and has worked previously at MetLife Securities and Metropolitan Life Insurance Company. Outside of his advisory role, he owns a small corporation for accounting purposes and serves as an officer of the Landmark Preservation Guild, where he assists with accounting and financial activities for a mixed-use property. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using advanced analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Michael S

Series 66

New York, NY

Mass Mutual Investors Services

Michael Schwed is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has worked in various roles including consulting through his own firm, Michael Schwed LLC, which he owns. His prior experience includes positions at AutoComplete, Aktibo, Policygenius, and Answer Financial. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and provides additional services such as wrap programs and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Carter M

Series 66

New York, NY

Mass Mutual Investors Services

Carter Moebius is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds the Series 66 credential and has worked at Mass Mutual Investors Services, Lenox Advisors, and Mass Mutual Life Insurance Co since 2018. Prior to his financial services career, he had roles in entertainment production and management, including at 21st Century Fox and Glassnote Entertainment Group. Outside of finance, he has been involved with Irvine Viejo Painting Co. for over a decade. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved tools and structured annual planning engagements tailored to client goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Sunita B

Series 63

New York, NY

Mass Mutual Investors Services

Sunita Bajaj is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 24 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and was previously with MetLife Securities and Metropolitan Life Insurance Company for over two decades. Bajaj is the president of the IWEC Foundation, an organization supporting international women business owners. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual collaborative planning using firm-approved tools and offers a range of programs including estate and employer-sponsored planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Steven L

Series 63

New York, NY

Mass Mutual Investors Services

Steven Lustig is a financial advisor at Mass Mutual Investors Services with 42 years of industry experience. He has worked at New England Securities since 1987 and was with MetLife Securities Inc. from 2015 to 2017 before joining Mass Mutual in 2017. Outside of advising, he is also a CPA involved in tax preparation and serves as a trustee handling accounting and financial duties. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning relationships and offers specialized services such as divorce planning and employer-sponsored planning programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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James F

ChFC®, Series 63

Brooklyn, NY

Mass Mutual Investors Services

James Fay is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, and has 36 years of industry experience. He has been with Mass Mutual and its affiliated companies since 2010. Outside of his advisory work, Fay is an author and novelist, engaged in marketing his novels and participating in speaking events. Mass Mutual Investors Services, LLC 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, structuring planning engagements as collaborative, ongoing relationships utilizing firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Martin F

CFP®, Series 66

New York, NY

Mass Mutual Investors Services

Martin Ferraro is a CFP® with seven years of experience and is affiliated with MassMutual Investors Services in New York, NY. He has held various roles since 2014, including at Elon University and as an independent insurance agent selling fixed insurance products through non-MassMutual carriers. Ferraro currently works at MassMutual Investors Services, LLC and MassMutual Life Insurance Company. MassMutual Investors Services, LLC 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, focusing on collaborative, annual planning relationships supported by firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Russell R

CFP®, Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Russell Rolnick is a financial advisor with Mass Mutual Investors Services in New York, NY, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with MML Investors Services Inc and Mass Mutual Life Insurance Company since 2008. Outside of his advisory role, he serves as treasurer for the local civic organization Heritage of West Nyack. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers tailored planning engagements supported by technology tools and also conducts educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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