Adam Greenstein is a financial advisor with LPL Financial in Summit, NJ, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes nearly two decades with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he owns an S-Corp that collects commissions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by internal and third-party research.

Geoffrey Cleveland Sr. is a financial advisor with LPL Financial and holds a Series 66 designation. He has 21 years of industry experience, with prior roles at Bank of America, Merrill, and J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, combining discretionary and non-discretionary management with research and model portfolios.

Daniel Dambroff is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and previously worked at Guardian Life Insurance Company and Park Avenue Securities. Outside of advising, he serves as a trustee to his sister and holds power of attorney for his father. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and external research.

Jed Goldberg is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Co, and The Ayco Company, L.P. He is based in Summit, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Paul Deehan is a CFP® with 29 years of industry experience, currently with LPL Financial since 2009. He also maintains licenses as an attorney in New Jersey and New York and performs part-time legal work in New Jersey. Prior to LPL, he worked at Guardian Life Insurance Company, where he has been since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with research-supported strategic and tactical model portfolios.