Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Andrzej D

Series 63

Staten Island, NY

Mass Mutual Investors Services

Andrzej Dudus is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 28 years of industry experience, including 20 years at Metlife Securities Inc. and has been with Mass Mutual Investors Services since 2017. He also engages in renewal and service fee work related to legacy life insurance business from Metlife and Brighthouse Insurance companies. 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 structures financial planning as ongoing, collaborative engagements using firm-approved tools and offers specialty services including estate settlement 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
user avatar
firm logo

Steven L

Series 63

Staten Island, NY

Mass Mutual Investors Services

Steven Lajka is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and 39 years of industry experience. His career includes long tenures at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company prior to joining his current firm. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved software and offers specialized programs including Divorce Planning, estate settlement, 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
user avatar
firm logo

Michael V

Series 63, Series 66

Staten Island, NY

Mass Mutual Investors Services

Michael Volpe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at MBSC Securities Corporation and BNY Mellon Securities Corporation. He operates as a DSO-licensed financial advisor selling insurance products. 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 with a focus on collaborative, goal-based planning 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
user avatar
firm logo

Michael P

Series 63

Staten Island, NY

Mass Mutual Investors Services

Michael Perinelli is a financial advisor with Mass Mutual Investors Services in Staten Island, NY, holding a Series 63 designation and 15 years of industry experience. His career includes roles at MetLife Securities Inc. from 2011 to 2017 and at MassMutual life Insurance Company since 2016. Outside of advising, he serves as an arbitrator on FINRA arbitration panels and is a co-owner of Wealth Protection Strategies LLC, an entity established to act as a beneficiary for life insurance designations. 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 structures planning engagements as annual, collaborative relationships using firm-approved tools to analyze client goals and offers additional services including 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
user avatar
firm logo

Diane S

Series 63

Staten Island, NY

Mass Mutual Investors Services

Diane Stuart is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 33 years of industry experience. She previously worked at Metlife Securities Inc. for 30 years before joining Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services in 2017. In addition to her advisory role, she serves as a co-guardian of a family member's property and is a licensed notary. 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, with a focus on collaborative, goal-based 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
user avatar
firm logo

Matthew R

Series 63

Staten Island, NY

Mass Mutual Investors Services

Matthew Rozzi is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and 16 years of industry experience. He has worked at MassMutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, following eight years at Metlife Securities Inc. He is also co-owner of Wealth Protection Strategies LLC, an entity established to serve as a beneficiary for life insurance designations to protect families. 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 provides ongoing financial planning, asset management, and educational seminars, using detailed client analysis and firm-approved software to 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
user avatar
firm logo

Francis V

Series 63

Staten Island, NY

Mass Mutual Investors Services

Francis Viglione is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 27 years of industry experience, previously working at Metlife Securities Inc. for 19 years before joining Mass Mutual. Viglione serves as acting treasurer for The Grace Foundation of New York, a nonprofit organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, detailed planning engagements using firm-approved tools 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
user avatar
firm logo

Braken F

Series 63

Staten Island, NY

Mass Mutual Investors Services

Braken Fiore is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and 19 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, Fiore serves as president of Fiore Strategic Wealth Inc. and acts as a pension consultant for the International Brotherhood of Electrical Workers, assisting with NYCERS pension options. 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 uses collaborative, annual planning engagements with firm-approved analytical tools and offers various educational seminars and 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
user avatar
firm logo

Kenneth E

Series 63

Staten Island, NY

Mass Mutual Investors Services

Kenneth Eng is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and over 30 years of industry experience. He previously worked at Metlife Securities Inc. for 22 years before joining MassMutual in 2016. Outside of his advisory role, he is also an independent insurance agent. MassMutual Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager solutions, 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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")