Jonathan Jaeger is a financial advisor with LPL Financial located in Yonkers, NY, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. and Summit Financial Consultants since 2012. In addition to his advisory role, Jaeger sells term, permanent, and long-term care insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting supported by research and technology-driven portfolio management options.

Paul Levis is a financial advisor with LPL Financial in Yonkers, NY, holding CFP® and CFA® designations and possessing 25 years of industry experience. He has worked with Summit Financial Consultants since 2005 and Cadaret, Grant & Co., Inc. for 20 years. Levis manages non-variable insurance business as part of his activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Paul Levis is a Series 63-registered financial advisor with 42 years of industry experience. He is currently with LPL Financial, having joined in 2025, and has a long career history including tenures at Massachusetts Mutual Life Insurance Company, Summit Financial Consultants, and Cadaret, Grant & Co., Inc. Levis is also involved in insurance sales through related activities with Mass Mutual and ASH Brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a diverse range of financial planning and advisory programs, combined with access to research and model portfolios from internal and third-party sources.