Tarrytown, NY 120 White Plains Rd Office

Joseph Cohen is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2017 and also at National Planning Corporation since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Gregory Raue is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LEXCO Wealth Management, Inc. and National Planning Corporation. Raue has volunteered with the Fox Lane Sports Boosters Club, Inc. since 2009. 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 advisory programs, financial planning, and retirement plan consulting supported by in-house and third-party research.

Khary Miller is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He is also involved with Lexco Wealth Management, an independent registered investment advisor firm, where he provides financial planning and consulting services. His prior experience includes roles at Voya Financial Advisors, Pinnacle Wealth Management, and National Planning Corporation. Additionally, he serves as a firefighter in White Plains, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.

Steven Samori is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and six years of industry experience. Prior to joining LPL Financial in 2025, he worked for David Lerner Associates for five years and has held various other roles including positions at Tesla and Manhattan College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and investment options.

John Blanos is a CFP®-certified financial advisor with 41 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation for eight years. His activities include providing non-variable insurance products such as life insurance and fixed annuities. 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 advisory programs and financial planning services supported by research, model portfolios, and technology-driven investment strategies.

Robert Roland is a financial advisor with LPL Financial and LEXCO Wealth Management, Inc., holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked at LEXCO Wealth Management since 2011 and at LPL Financial since 2017. He also provides financial planning and consulting services through LEXCO Wealth Management, an independent registered investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

William Jordan is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial and Lexco Wealth Management, he worked in the hospitality industry and studied at Fordham University. Outside of his advisory role, he is involved with Mounted Memories NY LLC, a retail business focused on firearms and security. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, comprehensive financial planning, and utilizes model portfolios and research to support discretionary and non-discretionary management strategies.

Christopher Jordan is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and bringing 35 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation from 2000 to 2017 and has been involved with Lexco Wealth Management since 2005. He is also active as a non-variable insurance agent and operates his own registered investment advisory firm, Lexco Wealth Management, Inc. 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 investment adviser representatives. The firm offers a range of advisory programs, including discretionary and non-discretionary management, and provides access to model portfolios and research from LPL Research and third-party subadvisors.

Jerome Williams is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Lexco Wealth Management, Inc. and LPL Financial since 2017, and previously at National Planning Corporation from 2014 to 2017. In addition to his advisory role, he provides financial planning and consulting through Lexco Wealth Management, an independent registered investment advisor. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various investment strategies.