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.

Kevin Kehoe is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2022, he worked at JPMorgan Securities and JPMorgan Chase Bank from 2008 to 2022. Outside of his advisory role, he has ownership in DK Brooklyn Ave, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice.

Steven Wiener is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, having served at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

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.

Joseph Weill is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work history includes roles at Bank Leumi, Hilton Hotels, and The Adecco Group, as well as time at Morgan Stanley Private Bank, N.A. Outside of financial services, he has been involved with The Hamlet Golf & Country Club. Morgan Stanley Wealth Management serves individual and institutional clients with advisory programs that include tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services through its extensive platform.

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.

Neil Mascioli is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. Outside of his advisory role, Mascioli serves as treasurer and board member of the Business Information Network, a networking group based in Jericho, New York. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques to support its advisory process.

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.

Stephen Lawless is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley and its Private Bank since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Frank Mezzanotte Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He previously worked at LPL Financial for 13 years before joining Cetera in 2025. He is also the owner of FDM Equities, engaged in personal trading activities. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform that includes affiliated and third-party investment options.

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.

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 based in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Ic Advisory Services Inc and The Investment Center, Inc. for extended periods before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, supported by extensive resources and a large network of advisors.

Kwayne Estrim is a financial advisor at Wells Fargo Clearing with 7 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2025, he worked at Morgan Stanley, Equitable Advisors, Northwestern Mutual, and Primerica. Estrim has also been employed by Queens College, Queensborough Community College, and the Metropolitan Transportation Authority. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Brandon Marohn is a financial advisor at UBS Financial Services with a Series 66 license and one year of industry experience. Prior to joining UBS, he worked at Round Rock Honda, Publimax Printing, Bloomberg LP, and Robert Half. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

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.