Robert Bird III is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at LPL Financial. His prior experience includes roles at RBC Capital Markets Corporation, City National Bank, and NEXT Financial Group Inc. He is a member of the Iona University Alumni Board of Directors. 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 services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Mitchell Goldberg is a financial advisor at LPL Financial with 36 years of industry experience. He previously worked at NEXT Financial Group for 20 years and spent one year at Oppenheimer. Goldberg serves on several nonprofit boards, including the Long Island Elite Networking Group and ACLD, where he is also involved in event committees and investment-related volunteer roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a broad range of financial services.