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.

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.

Dolores Mitchell is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2025, she worked for 15 years at OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by comprehensive research and technological tools.

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.

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 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.

Andrew Tsiolas is a financial advisor at Cetera with 31 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior work includes roles at Merrill, Bank of America, Edward Jones, Ameriprise, and ALMA Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with access to affiliated and third-party managers and various program structures.

Kwayne Estrim is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley, Equitable Advisors, Northwestern Mutual, and Primerica. He has also been involved with educational institutions including Queens College and Queensborough Community College. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

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.

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.

Joel Bodner is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following seven years at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and firm-approved planning tools to develop financial plans, which clients are responsible for implementing and updating.

Jason Kwon is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 19 years of industry experience, including roles at MassMutual Life Insurance and MetLife Securities. Outside of his advisory work, he owns and operates Bluestone Benefits, a brokerage specializing in health, dental, and Medicare insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm uses collaborative, software-assisted planning methods and provides various event-driven planning services.

James Pryor Jr. is a financial advisor with Raymond James & Associates in Locust Valley, NY. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at UBS Financial Services, Palumbo Wealth Management, and PricewaterhouseCoopers LLP. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Jennifer McDonald is a Series 66-licensed financial advisor at Morgan Stanley with six years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley since 2020 and previously held roles at Alphadyne Asset Management LP and The Financial Gym, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Peter Costello is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm provides tailored financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

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.

Adrian Ozarchievici is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2017 and previously spent one year at HSBC Bank USA N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets with over 14,000 financial advisors.

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.

Antoinette Mazzamuto is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Outside of her advisory role, she is involved with Lex Realty and Looking Glass Home Inspections. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a broad investment platform to support its clients’ financial goals.