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Evan R

CFP®, Series 66

New York, NY

LPL Financial

Evan Radin is a CFP® and holds a Series 66 license, with seven years of experience in the financial industry. He currently works at LPL Financial and Capital Financial Planners. In addition to his advisory role, he is involved with Caption Advantage LLC and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a range of strategies implemented by investment adviser representatives using both discretionary and non-discretionary approaches.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael B

CFP®, Series 63, Series 65

New York, NY

LPL Financial

Michael Bufalini is a CFP® with 12 years of industry experience. He is currently an investment adviser representative at LPL Financial in New York, NY, having joined the firm in 2026. Prior to this, he worked at Cambridge Investment Research Advisors, Invesco Distributors, Oppenheimerfunds Distributor, and other firms. Bufalini is also involved as an agent in the insurance and benefits sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management services, including access to model portfolios, third-party subadvisors, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Georgia H

Series 66

New York, NY

LPL Financial

Georgia Hanford is a financial advisor with LPL Financial in New York, NY, holding a Series 66 designation and 27 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by scale and a breadth of affiliated financial activities.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael C

Series 66

New York, NY

LPL Financial

Michael Cohen is a financial advisor with LPL Financial in New York, NY, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Eugene P

Series 63, Series 65

New York, NY

LPL Financial

Eugene Price is a financial advisor with LPL Financial in New York, NY, holding Series 63 and Series 65 credentials and having 37 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining LPL Financial in 2009. Outside of his advisory role, he performs notary services on a limited basis for client documents. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional wealth programs.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Attahjundwe O

CFP®, Series 63, Series 65

New York, NY

LPL Financial

Attahjundwe Obiajulu is a CFP® with 38 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Lincoln Financial Advisors Corp for 16 years and UBS Financial Services for 15 years. Outside of financial advising, he is involved in acting and voiceover work through his ownership of Long Island Voice Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research support.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brian M

Series 66

New York, NY

LPL Financial

Brian Mc Grinder is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Santander Bank and held roles at the University at North Carolina Chapel Hill and the University at Buffalo. Outside of his advisory work, he is engaged in freelance DJ activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced advisor-facing technology.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Grant T

Series 66

New York, NY

LPL Financial

Grant Tobias is a financial advisor with LPL Financial in New York, NY. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at JMH Capital LLC and Columbia Distributing, as well as teaching roles at Chapman University and Summit High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management services through a large network of advisors and offers platforms that combine advisory and non-advisory financial activities.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Francis P

Series 66

New York, NY

LPL Financial

Francis Pisano is a financial advisor with LPL Financial in New York, NY, holding a Series 66 designation and bringing 31 years of industry experience. He has worked at LPL Financial since 2017 and previously was with National Planning Corporation. Pisano is also co-owner and secretary/treasurer of Pinn Systems, Inc., and president of Hoffski & Pisano CPAs, where he serves as a CPA. In addition, he is a practicing attorney and has ownership in several other businesses, including acting as CFO and owner of Excalibur Laundries, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services primarily delivered by investment adviser representatives using a range of strategies and tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Nancy K

Series 63

New York, NY

LPL Financial

Nancy Kayekirsch is a financial advisor with LPL Financial in New York, NY, holding a Series 63 license and bringing 39 years of industry experience. She has been associated with Sound View Financial Services and LPL Financial since 2006, and previously worked at Nathan & Lewis Securities, Inc. from 2000 to 2003. In addition to her advisory role, she acts as a fiduciary for supplemental needs trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Adam Z

Series 63, Series 65

New York, NY

LPL Financial

Adam Zeliger is a financial advisor with LPL Financial based in New York, NY, holding Series 63 and Series 65 licenses and having 30 years of industry experience. His prior roles include positions at IC Advisory Services, The Investment Center, and UBS Financial Services. Outside of finance, he operates a professional photography business focusing on event and portrait photography. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with various investment programs and platforms supported by technology and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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