Ward Brickner is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has worked at OSAIC since 2024 and previously spent 10 years at American Portfolios Financial Services, Inc., along with over two decades at Guardian Life Insurance Company of America. Brickner is also a partner in Fortress Financial Services, Inc., where he provides investment advice and management, and he is involved in marketing investment services to attorneys through the National Network for Attorneys. OSAIC Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with portfolios constructed using asset-allocation tools and risk-tolerance assessments, managing accounts on both discretionary and non-discretionary bases while providing access to third-party managers and various investment platforms.

Bianca Ibrahim is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera in 2025, she worked at Avantax Investment Services, Avantax Advisory Services, and Deloitte & Touche LLP. She is also employed at Ayman Ibrahim, CPA, where she is involved in tax preparation and financial statement review. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets through a network of over 10,000 advisors.

Matthew Wilkow is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and previously worked at Altice Business. Outside of his advisory role, he is involved in telecommunications as a referral partner and provides financial planning services through an affiliated consulting firm. 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 financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that emphasize goal analysis and written recommendations.

Darren Olivieri is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Aegis Capital Corp. and Axa Advisors, LLC prior to joining Equitable Advisors. He also serves as trustee for The Gereldine Olivieri Trust. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions without sponsoring its own wrap fee program.

James Tapia is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning a total of 17 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies.

Christopher Fiorello is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His career includes roles at Metlife Securities Inc. for 19 years and MassMutual Life Insurance Co. since 2016. Fiorello also owns Fiorello Planning Services, Inc., a financial services practice, and is an independent insurance agent offering various insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars with a structured, collaborative approach to client goals and planning.

Thomas Schwartz is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has over 20 years of experience in the financial services industry, during which he has developed expertise in partnering with clients to understand their financial goals and creating customized financial plans to meet their unique needs. Prior to his current position, Thomas served as Branch Leader at Fidelity Investments from 2021 to 2026, Branch Manager at TD Ameritrade from 2018 to 2021, and Financial Consultant - Branch Manager at Scottrade from 2006 to 2018. Outside of his professional work, Thomas enjoys cooking and baking, participating in family activities, fitness, parenthood, and traveling.

Frank Mezzanotte Jr. is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial for 13 years. He owns a personal trading entity and a wealth management firm operating as a DBA for his Cetera business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services with a multi-manager platform and manages over $256 billion in assets.

Anthony Solomita is a Vice President and Financial Consultant at Fidelity Investments, where he collaborates with local individuals and families to develop transparent financial plans aimed at building, preserving, and distributing wealth to meet their lifetime goals. He has been with Fidelity Investments since 2013, progressing through roles from Financial Representative to his current position. His professional experience includes serving as a Financial Consultant from 2017 to 2020, an Investment Consultant from 2015 to 2017, and a Financial Representative from 2013 to 2015 at Fidelity Investments. Prior to joining Fidelity, he worked as a Financial Representative at Citibank from 2007 to 2013.

Robert Mastrosimone is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes a structured financial planning process supported by firm-approved tools and employs advanced modeling techniques as part of its planning services.

Azhar Shah is a financial advisor with LPL Financial who holds a Series 66 designation and has 11 years of industry experience. He has worked at LPL Financial since 2015 and has been affiliated with Webster Bank since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joseph Rivello is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at Edward Jones, Bank of America, Merrill, and Prospect Financial Services LLC. Outside of his advisory role, he has been involved with Learn With All, Inc. in a prior capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Breunig is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 24 years of industry experience. He previously worked at Ic Advisory Services Inc and The Investment Center, Inc., with tenure spanning from 2006 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives utilizing a range of investment strategies and operational tools.

Jake Cabble is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in wealth management, retirement planning, investment management, and financial planning for individuals, families, and business owners. Jake works closely with clients to simplify their financial lives by creating personalized strategies focused on growing, protecting, and transferring wealth. His areas of focus include retirement planning and income strategies, investment and portfolio management, IRA and 401(k) rollovers, wealth preservation and risk management, estate and legacy planning strategies, and ongoing financial planning and reviews. He earned his Bachelor's Degree from St Joseph's University and holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Jake emphasizes understanding each client's full financial picture—including income, investments, retirement goals, risk tolerance, and legacy objectives—to design customized portfolios and long-term strategies that emphasize asset allocation, diversification, tax-efficient investing, and risk management. He also works with a full-service wealth management team and connects clients with trusted specialists, including CPAs, estate planning attorneys, and private banking professionals, to ensure all aspects of financial life are aligned. Outside of his professional work, Jake is involved with the American Cancer Society. His personal interests include antiquing, golfing, interior decorating, music, reading, spending time with family, tennis, and yoga.

Daniel Begley is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Fidelity Brokerage Services, Inc. since 1998 and has been with Strategic Advisors Inc. since 2004. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, and is notable for its use of systematic methodologies and AI-driven research.

Edward Vrona Jr. is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and Ameriprise Financial Services. In addition to his advisory role, he is the managing member of Vrona & Van Schuyler CPA's, a CPA firm, and serves as a trustee for the Sylvan Family Foundation, a charitable organization. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managed-account solutions to construct portfolios across various investment types.

Samson Akinyooye is a Series 66 licensed advisor with Equitable Advisors in Melville, NY, where he has worked since 2015. He has 11 years of industry experience, including five years at Axa Advisors. Outside of his advisory role, he serves as a director at Mericel Academy, Inc., a school where he manages financial statements and cash flow. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and asset management programs. The firm employs a risk-based approach to match clients with appropriate advisory models and offers services through a network of Investment Adviser Representatives.

Apryl Redwood is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 66 certifications and has been with Merrill since 2009. Her prior experience includes roles at Bank of America, N.A., and U.S. Trust Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Murphy is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including American Portfolios Advisors, Cetera Advisors, and Investors Capital Corp. Murphy is a partner at Murphy Mullick Capital Management and is involved in several financial services activities, including ownership and advisory roles at multiple related entities. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios.

Michael Shanahan is a financial advisor at Fidelity with 27 years of industry experience. His prior roles include positions at Pruco Securities, LLC and Broadridge Financial Solutions. He holds Series 63 and Series 65 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers a unique advisory role to multiple registered investment companies and fund-of-funds.