Brett Liberman is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2019, advancing to his current role in 2022. Prior to joining Fidelity, he held the position of Vice President, Private Client Advisor at J.P. Morgan from 2018 to 2019, and worked as an Investment Executive at National Securities between 2014 and 2018. His professional experience encompasses wealth planning and investment consulting, focusing on helping clients achieve their financial goals through personalized guidance and utilizing a range of investment options. Brett is dedicated to leveraging Fidelity's resources to support clients' visions of financial success. Outside of his professional role, Brett enjoys a variety of personal interests including beach activities, family time, fishing, skiing, traveling, and spending time with pets.

Richard Brown is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an executor for an estate in Washington, D.C. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm employs structured planning tools and offers both direct client services and corporate financial planning agreements, managing approximately $2.74 trillion in client assets.

Rachel Heege Abode is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. Her career includes roles at B. Riley Wealth Advisors, National Securities Corporation, and Gilman & Ciocia. In addition to her advisory work, she operates a fixed insurance business providing life, disability, annuities, and long-term care products. 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 investment program options, managing over $256 billion in assets through more than 10,000 advisors.

Michael Parmiter is a Series 66-licensed financial advisor with Morgan Stanley in Garden City, NY, with four years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2021 and held a position at Ernst & Young from 2018 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning relies on structured discovery and firm-approved tools, offering advisory services without individual security recommendations as part of standalone plans.

Patrick Tiernan Jr. is a financial advisor with Ameriprise based in Fort Salonga, NY, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC from 2009 to 2016 and Ameriprise Financial Services, Inc. from 2016 to 2020. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Marshall Manoff is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is involved with Blue Cove Capital LLC and serves as a member of MaWa Capital, 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 operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services to client goals and risk tolerance.

Jenna Aronoff is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley since 2018. Prior to her advisory career, she was a student at SUNY Cortland and worked at La Bottega Italian Gourmet. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

William Castagna is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 21 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 13 years with METLIFE Securities Inc. Castagna also serves as an agent in health, fixed annuity, and individual life insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and offering various event-driven planning programs.

Susan Payton is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 66 credentials and 45 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Petar Jordan is a financial advisor with Ameriprise in Merrick, NY, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he serves on a nonprofit Board of Directors. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Linda Zimmerer is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Her professional experience at Fidelity Investments has involved working closely with clients to develop financial plans that align with their goals and priorities. She focuses on building financial strategies that aim to provide peace of mind and security for individuals and their families. Linda is committed to positively impacting each person she partners with by guiding them through dynamic financial planning processes.

Michael Jappell is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at Wells Fargo Advisors since 2026 and previously spent 14 years at J.P. Morgan Securities and 16 years at JPMorgan Chase Bank, N.A. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers comprehensive financial planning services using proprietary research and tools, with a focus on tailored recommendations across various complex planning areas.

Pranay Patel is a financial advisor with Primerica Advisors, holding a Series 66 designation and 13 years of industry experience. Prior to joining Primerica, he worked at SA Stone Wealth Management Inc. and has been involved in various businesses including mortgage loan origination and consulting in commercial real estate. He also owns Patel Consulting & Services Inc. and has activities in real estate sales and tax preparation. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and some corporate and charitable clients. The firm operates through a large network of advisors and offers model-driven investment strategies supported by third-party asset managers and custodial services.

Christopher Nicolosi is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining LPL Financial in 2025, he worked at Oppenheimer for eight years and Stifel Nicolaus & Co Inc for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm provides financial planning and advisory programs, including discretionary and non-discretionary management, utilizing research from LPL and third-party subadvisors.

Kurt Burger is a financial advisor at Fidelity with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2011. His current roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, utilizing model portfolios built from mutual funds, ETFs, and ETPs.

Richard Mazur is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, Mazur participates in a faith-based men's group focused on family and community support. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary retirement income recommendations, supported by a centralized consulting team and an emphasis on assets held in Ameriprise-managed accounts.

Howard Weinstein is a ChFC® with 41 years of industry experience, currently serving at Equitable Advisors since 1999. He previously worked with AXA Advisors, LLC, spanning over two decades. Outside of his advisory role, he holds an outside insurance position with Oxford Health and acts as power of attorney for his spouse, Kathleen Sullivan. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and various endorsed TAMPs to deliver advisory and brokerage solutions.

David Schiebelhuth is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following eight years at J.P. Morgan Securities. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning agreements.

Griffin Faherty is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2019 and is currently also affiliated with Bank of America, N.A. Prior to his advisory roles, he was at Villanova University for four years. 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 across a range of client types, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Irving Lee is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill and Bank of America, N.A. since 2015. Merrill, along 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, and institutional investors.