Cherry Hill, NJ Haddontowne Court Office

Paul Levin is a financial advisor at LPL Financial with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial since 2004, with a seven-year period at Commonwealth Financial Network. Outside of his advisory role, Levin is a notary and manages a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutional clients. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios and research from various sources, along with technologies such as machine learning.

John Aromando is a financial advisor with LPL Financial, holding a Series 63 designation and over 30 years of industry experience. He previously worked at Commonwealth Financial Network and has been involved with Retirement Refined, LLC since 2017. Aromando is also associated with Levin Aromando Financial Group, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Benjamin Smith is a Series 66-licensed financial advisor with LPL Financial, bringing three years of industry experience. He previously worked at Kestra Investment Services, LLC and has a background that includes four years at the University of Delaware and extensive experience in education within the NVRHS School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.