Darren Olivieri is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. His prior roles include positions at Aegis Capital Corp. and Axa Advisors, LLC. He also serves as Trustee for The Gereldine Olivieri Trust. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

James Tapia is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and previously worked for Wells Fargo Clearing and Wells Fargo Advisors LLC over a 17-year period. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing research, model portfolios, and technology-driven investment 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.

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 at LPL Financial with 11 years of industry experience and holds the Series 66 designation. He has been with LPL Financial since 2015 and also has a long tenure at Webster Bank starting in 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management supported by research and model portfolios.

Joseph Rivello is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 66 credentials and with 27 years of industry experience. His career includes roles at Edward Jones, Bank of America, Merrill, and Prospect Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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. Breunig is also involved with Harbour Financial, a business related to LPL that includes non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Joseph Duffy is a financial advisor at Merrill based in Melville, NY, holding a Series 66 designation with seven years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2014. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as a director of Mericel Academy, Inc., a school where he manages financial statements and cash flow. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Apryl Redwood is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Prior to Merrill, she has worked 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Murphy is a financial advisor at OSAIC with 19 years of industry experience. He has previously worked at American Portfolios Financial Services, Cetera Advisors, and Investors Capital. Murphy is a Series 66 and Series 63 holder and is involved in multiple advisory roles, including a partnership at Murphy & Mullick Capital Management Corp. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools, risk tolerance assessments, and access to third-party money managers across a range of investment products.

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.

Michael Kaplan is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 2005, including time when the firm operated as AXA Advisors, LLC. Outside of his advisory role, he is a 22% partner in Equinox Financial Partners LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that integrates advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Allen Wittenberg is a financial advisor at OSAIC with 44 years of industry experience. He has held roles at Royal Alliance Associates since 2018 and at Signator Investors from 1981 to 2018. His credentials include Series 63 and Series 65 licenses. In addition to advisory work, he operates a sole proprietorship as an insurance broker and serves as an investment advisor representative for Lighthouse Financial Network, LLC. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, investment advisory services, and access to third-party money managers and managed-account solutions. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Suresh Malavia is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades before joining LPL Enterprise. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio management, and a broad range of brokerage and insurance products through its integrated advisory and brokerage platform.