Tarrytown, NY 120 White Plains Rd Office

Joseph Cohen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He previously worked at National Planning Corporation and Wells Fargo Clearing before joining LPL Financial in 2017. 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 management solutions, utilizing both proprietary and third-party strategies supported by advisor-facing tools.

Gregory Raue is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at National Planning Corporation and LEXCO Wealth Management, Inc., where he continues to provide financial planning through an independent advisory firm. Outside of his advisory work, he has volunteered with the Fox Lane Sports Boosters Club since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of investment strategies and platforms, servicing over 22,800 advisors and supervising more than $819 billion in discretionary assets.

Khary Miller is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at firms including Lexco Wealth Management, Clearstone Wealth Strategies, Voya Financial Advisors, and Pinnacle Wealth Management. Outside of his advisory roles, he serves as a firefighter in White Plains, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Steven Samori is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining LPL Financial in 2025, he spent five years at David Lerner Associates. His background also includes roles outside finance, such as work with Glass Gardens Inc and Tesla. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

John Blanos is a CFP® professional with 41 years of experience in the financial services industry. He has worked at LPL Financial since 2017 and previously held roles at National Planning Corporation, Hornor, Townsend & Kent, LLC, and Guardian Life. Outside of advisory work, he is involved in offering life insurance, long-term care insurance, and fixed annuities. 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 provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with an emphasis on a broad advisory network supported by advanced operational and research tools.

Robert Roland is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has previously worked at Investors Capital Corp. and National Planning Corporation, and since 2017 he has also operated LEXCO Wealth Management, Inc., an independent registered investment advisory firm through which he provides financial planning and consulting 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of advisers and extensive technology tools.

William Jordan is a financial advisor with LPL Financial in Tarrytown, NY, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial and Lexco Wealth Management in 2021, he worked in the restaurant industry and was a student at Fordham University for 21 years. Outside of his advisory role, he is involved with Mounted Memories NY LLC, a firearm and security retail business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, and institutions with a range of financial planning and investment management options.

Christopher Jordan is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. His prior experience includes 20 years at Lexco Wealth Management, Inc. and 17 years at National Planning Corporation. Jordan also works as a non-variable insurance agent and is involved with insurance agencies apart from his advisory role. 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, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Jerome Williams is a financial advisor with LPL Financial based in Tarrytown, NY. He holds Series 63 and Series 66 designations and has 16 years of industry experience. Prior to joining LPL Financial, he worked at National Planning Corporation and founded Lexco Wealth Management, where he continues to provide financial planning and consulting services. He is also involved with Advisors Insurance Brokers, focusing on non-variable insurance products. 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 a wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.