ADVISOR BIO

Benn Anthony Albrecht is a financial advisor who has been active in the industry since 2023. Benn is registered as a representative of LPL Financial LLC in New York. Benn is also registered as an investment advisor representative in Connecticut and New York. Benn has a Series 7TO, Series 66, and SIE. Benn's practice focuses on helping clients with investment planning, financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

David Raymond Bergerson is a financial advisor at Edward Jones with over 10 years of experience in the financial services industry. David has a strong background in investment management and financial planning. David is committed to providing personalized financial advice and helping clients reach their financial goals. David is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, Series 63, Series 65, and Series 7TO license.

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ADVISOR BIO

Joseph Rusin is a financial advisor with LPL Financial LLC, working in the Carmel, NY branch. Joseph has over 30 years of experience in the financial services industry. Joseph has passed the Series 7, 24, 26, 63, and 65 exams and is licensed in multiple states. His specialties include investment advisory services, financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Kevin Andrew Young is a financial advisor associated with Wells Fargo Clearing Services, LLC. Kevin is licensed in New York and Connecticut. Kevin has been in the industry since October 2014. Kevin specializes in a wide range of investment products and services, including financial planning, pension consulting, and portfolio management. Kevin has a strong track record of helping clients achieve their financial goals.

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ADVISOR BIO

Kimberly Ann Jackson is a financial advisor with Empower Advisory Group, LLC. Kimberly has been working in the financial industry since 2001. Kimberly is registered with the state of New York as an Investment Advisor Representative. She holds the Series 6, 7, 63, 66, and SIE licenses. Kimberly has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. Kimberly provides financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Raymond Khoury is a financial advisor with LPL Financial LLC, licensed to provide investment advice in 35 states. Raymond Khoury has been in the financial services industry since November 2012. Raymond Khoury is located in CARMEL, NY, and is registered to provide securities advice in New York.

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ADVISOR BIO

Shirley Marie Hannigan is an Investment Advisor Representative at Equitable Advisors, LLC. Shirley has been in the financial services industry since January 31, 2006. Shirley is registered with the state of New Jersey and New York and holds the Series 6, 7, and 66 securities licenses. Shirley has experience in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Shirley is also a director on the Condo Board for Clearing in the Woods Condo Association.

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Tracey Eve Johnson is a financial advisor at Blue Flag Planning LLC. Tracey is a Certified Financial Planner who has been working in the industry since February 2015. Tracey has worked with high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Tracey offers financial planning services to her clients.

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ADVISOR BIO

Wayne Debello is a registered representative with Equity Services, Inc. Wayne has been in the industry since 1985. Wayne has been registered with 7 different firms over the years. Wayne is currently registered in 13 states. In addition to Wayne's registration with Equity Services, Inc., Wayne is also registered as an Investment Advisor Representative in New York. Wayne specializes in providing financial planning services, pension consulting, educational seminars, and portfolio management for individuals. Wayne has worked with a variety of clients including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.

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ADVISOR BIO

William Hammond is a financial advisor with Edward Jones. William has been working in the financial services industry since 1997. William's professional experience includes previous roles at CITIGROUP GLOBAL MARKETS INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and CITICORP INVESTMENT SERVICES. William holds licenses in several states, including Missouri, New York, California, Colorado, Connecticut, Delaware, Florida, Massachusetts, Mississippi, Montana, New Jersey, North Carolina, Pennsylvania, Rhode Island and South Carolina. William specializes in providing financial planning, pension consulting and portfolio management for individuals and businesses.

SPECIALIZATIONS