Giuseppe Mazzeo is a financial advisor at Level Four Advisory Services with 14 years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at Holdun Family Office LLC and Andbank Private Bankers. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and unaffiliated sub-advisors.

Carl Linder is a financial advisor at Level Four Advisory Services with one year of industry experience. He holds a Series 65 credential and previously worked for nine years at Greenspoon Marder LLP. Outside of his advisory role, he serves as of counsel at Greenspoon Marder, dedicating part-time hours to that position. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving high-net-worth individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and various platform and sub-advisor arrangements.