Michael Centonza is a Financial Advisor with Merrill Lynch Wealth Management based in Staten Island. He specializes in assisting individuals and families with making informed financial decisions to build and preserve their wealth. His approach involves understanding clients' priorities to develop strategies that address short-, mid-, and long-term financial goals. Michael provides services including general investing, retirement planning, and liquidity management, as well as access to additional banking and financing resources through Bank of America specialists. Michael holds a Bachelor's Degree from the College of Staten Island and has earned professional designations as a Personal Investment Advisor (PIA) and as a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Outside of his professional work, Michael is involved in community activities through the Knights of Columbus. His personal interests include baseball, football, golfing, music, and spending time with his family.

Kevin Meszaros is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He also manages multiple accounting and tax firms and serves as chairman of the South Amboy Redevelopment Agency. Additionally, he is a partner in Maison De Fils of NJ, a needlepoint supplies business where he works as a photographer. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across various program structures.

Michael Pimpinelli is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 34 years of industry experience, including 16 years at Metlife Securities and over a decade at MassMutual Life Insurance Company. Outside of his advisory role, he is involved in developing a smartphone application through an LLC he owns. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars using firm-approved analytical tools.

Kevin Rodin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he serves as an administrator or executor of an estate and trustee of a trust for a non-family member. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by 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, leveraging third-party programs and endorsed TAMPs to deliver a range of advisory and brokerage solutions.

Joseph Mele is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at Equitable Advisors since 2020, Fairleigh Dickinson University from 2018 to 2022, and Brightview from 2014 to 2018. He maintains outside insurance appointments in addition to his advisory work. 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 third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Louis Giasullo is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including at Charles Schwab Bank, eXp Realty, and nThrive. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, supported by multi-asset model portfolios and centralized operational infrastructure.

Michael Madden is a Series 66 licensed financial advisor with 13 years of industry experience. He has been with Wells Fargo Advisors since 2026, following a 10-year tenure at Raymond James & Associates. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering a broad range of planning services including specialized areas like business-owner transition and special-needs planning.

William Rademacher is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and previously worked at NYLife Securities, LLC and Walmart. Outside of advisory work, he is also an insurance broker involved in life insurance sales through Risk and Insurance Associates. MassMutual Investors Services, LLC 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, providing collaborative annual planning engagements that include strategies tailored to client goals.

Ingrida Veizaj is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and four years of industry experience. She has worked exclusively within the J.P. Morgan organization since 2016 in various roles. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Monika Nemeth is a financial advisor at UBS Financial Services with five years of industry experience. She holds Series 66 and Series 63 credentials and has previously worked at Morgan Stanley and AIG Funds. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Yuval Brokman is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and Jpmorgan Chase Bank NA since 2017, following two years at OppenheimerFunds. J.P. Morgan Securities LLC provides institutional consulting services including asset allocation advice, investment manager and fund searches, and customized performance reporting to corporations, foundations, and defined contribution plan sponsors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver its services.

Theodore Thiro is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with both LPL Financial and Flagstar Bank N.A. since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Michael Dietrich is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of products and services through a network of financial advisors.

Adam Kamm is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked for Painewebber Incorporated and UBS Financial Services Inc. for 27 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research.

Michael Bleke is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor Axa Advisors. Outside of his advisory role, he owns MB Luxury Auto Group. 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, offering both advisory and brokerage/insurance services tailored to client goals and risk profiles.

Nicholas Parchinski is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at National Asset Management, Inc., National Securities Corporation, and Bespoke Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of algorithmic methods and AI in research, and development of model portfolios for Fidelity Institutional Wealth Adviser.

Anthony Grassi Jr. is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with multiple Cetera entities and First Allied Advisory Services since 2008. Outside of his advisory role, he owns Biagini Grassi Advisory Group, LLC, a holding company, and participates in wealth advisory activities through BG Wealth Advisors. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services, operating a multi-manager platform that allows advisors to implement model portfolios, third-party managers, or customized strategies.

Alex Perlberg is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Michael Healey is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles within Wells Fargo Advisors and Wells Fargo Clearing dating back to 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions, using proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Thomas Flood is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.