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.

Douglas Mongiardo is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services Inc., Baillie Gifford Funds Services LLC, Baillie Gifford International LLC, and Morgan Stanley. He is also involved in insurance sales and service. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supporting a range of strategies and third-party manager programs.

Darren Olivieri is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Aegis Capital Corp. and Axa Advisors. He serves as trustee for the Gereldine Olivieri Trust. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, offering both proprietary and non-proprietary investment solutions.

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 Series 63 licensed financial advisor with 27 years of industry experience. He has been with LPL Financial since 2026 and previously worked at Wells Fargo Clearing for 10 years. 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 portfolios, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors.

Brett Goldberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 23 years of industry experience. Prior to joining Wells Fargo in 2025, he worked for nine years at Bank of America, N.A., and Merrill. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Richard Rooney is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to joining Morgan Stanley, he was employed at On Deck Capital, Inc. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market-return modeling.

William Luttrell is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and 13 years of industry experience. His prior firms include Merrill and LPL Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services.

George Limperopoulos is a financial advisor with Ameriprise who holds CFP® and ChFC® designations and has 32 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory role, he is involved in business ownership related to real estate. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning focused on dependable income sources and tax-aware withdrawal 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.

Milyn Bruno is a Series 66–licensed financial advisor at J.P. Morgan Securities with six years of industry experience. Her background includes roles at JPMorgan Chase Bank, N.A., and various positions in retail and service sectors prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Jeffrey Schoenfeld is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to each client’s unique financial situation and long-term goals. Jeffrey integrates insights from Merrill’s investment expertise with the banking and lending solutions offered by Bank of America to provide comprehensive wealth management services. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from New York University. Jeffrey is committed to community involvement and actively participates by volunteering with local organizations, reflecting the Merrill tradition of service within the communities they support.

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.

Dolores Mitchell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at OSAIC for 15 years before joining LPL Financial in 2025. Mitchell is also involved with A&M Financial Services, LLC, managing non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by a broad platform and extensive advisor network.

Louis Pasquale is a Financial Consultant currently working at Fidelity Investments since 2021. He focuses on building strong relationships with clients and partnering with them for ongoing, comprehensive financial planning. His approach includes utilizing a team-based method and connecting clients with specialists to support their financial goals. Prior to his current role, Louis held the position of Vice President, Financial Consultant at Charles Schwab & Co. Inc. from 2018 to 2021. Before that, he served as Vice President in the Private Client Group at Fidelity Investments from 2004 to 2018.

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.

Scott Laffie is a CFP® with 16 years of industry experience, currently affiliated with Mass Mutual Investors Services in Woodbury, NY. He has been with Mass Mutual and its investor services division since 2009. In addition to his advisory role, he is involved with The Laffie Financial Group and operates as a fee-based insurance advisor through Scott Laffie Inc. 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. The firm employs firm-approved analytical tools to support collaborative and ongoing financial planning engagements.

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.