Nano Younger is a CFP® with 23 years of industry experience, currently serving at Arthur M. Cohen & Associates LLC since 1999. He also operates a tax preparation business. Arthur M. Cohen & Associates provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering discretionary portfolio management and financial planning. The firm customizes investment strategies based on clients’ time horizons and risk tolerance, utilizing fundamental analysis, third-party research, and additional due diligence before recommending complex investments.

Arthur Cohen is a financial advisor at Arthur M. Cohen & Associates LLC with 29 years of industry experience. He has been with Arthur M. Cohen and Associates since 1989. Cohen holds the Series 63 designation. Arthur M. Cohen & Associates, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm tailors strategies based on client time horizon and risk tolerance, primarily using fundamental analysis, and manages over $1.1 billion in discretionary assets.

Marcie Pickard is a CFP® professional with nine years of industry experience, currently affiliated with Arthur M. Cohen & Associates LLC and Republic Partners. Her prior experience includes roles at Merrill and Bank of America, N.A. She holds the Series 66 designation. Arthur M. Cohen & Associates, LLC provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management and financial planning, tailoring investment strategies based on fundamental analysis and third-party research to clients’ time horizons and risk tolerances.