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https://images.squarespace-cdn.com/content/v1/6176e66d5045c64eff9c2dbe/1635207284206-TE66YDUWCT1POUDSRO7J/David+Daly.jpg LifeStage Advisors Team https://images.squarespace-cdn.com/content/v1/6176e66d5045c64eff9c2dbe/1635207551669-QWW4LR02EJRQVSQQT1XN/Lorraine+Rocamboli.jpg LifeStage Advisors Team https://images.squarespace-cdn.com/content/v1/6176e66d5045c64eff9c2dbe/1635207579358-FXECZF0I9TQNV43VFMOA/Matthew+Pisani.jpg LifeStage Advisors Team https://images.squarespace-cdn.com/content/v1/6176e66d5045c64eff9c2dbe/1635207596596-L1M3IZHDPOM2KNXUAVQJ/Shannon+McKeever.jpg LifeStage Advisors Team https://images.squarespace-cdn.com/content/v1/6176e66d5045c64eff9c2dbe/82cc8605-c9ba-482c-ba5e-ead3f5306800/9A6A9210-2_websize.jpg LifeStage Advisors Team The Lincoln Investment family of companies nor any of its representatives is affiliated with the aforementioned organizations. https://www.lifestagewealthadvisors.com/andrew-buttelman daily 0.75 2022-11-03 https://images.squarespace-cdn.com/content/v1/6176e66d5045c64eff9c2dbe/deff3ca5-ce32-4978-bd27-d853b930fb06/Andrew+Buttelman.jpg Andrew Buttelman - Andrew Buttelman, CRC®, CLTC® Financial Advisor Abuttelman@LincolnInvestment.com (631) 244-8201 ext. 209 Book an in person meeting here -> https://calendly.com/andrewbuttelman/inpersonmeeting Book a virtual meeting here -> https://calendly.com/andrewbuttelman/review-goto-meeting Andrew Buttelman has been providing retirement planning and retirement income planning advice for more than 30 years. Andrew is an Investment Adviser Representative, and a Registered Representative with Lincoln Investment. Andrew also holds Certified Retirement Counselor® (CRC®) and Certified Long Term Care (CLTC®) professional designations, and has trained in Social Security planning by Premier Social Security Consulting. His experience has included the training and supervision of financial representatives as the manager of the Westchester, NY branch office of The Legend Group. Andrew is also the co-founder of LifeStage Financial Education, a company dedicated to financial literacy. Andrew has also provided numerous workshops, seminars and courses promoting financial literacy on topics including: Social Security Income Strategies, Retirement Planning, Retirement Income Planning, and Long Term Care Planning for Adelphi University, public school employees, the Florida Public Pension Trustees Association, the Suffolk County Superior Officers’ Association, the Suffolk County Dental Association, the New York Association for Pupil Transportation, the Empire State Supervisors and Administrators Association, the Council of Administrators and Supervisors, and for the general public for over 25 years. https://www.lifestagewealthadvisors.com/borana-verardi daily 0.75 2023-10-12 https://images.squarespace-cdn.com/content/v1/6176e66d5045c64eff9c2dbe/7095a204-cf70-4125-a748-f6127e52fcc5/Profile+1.jpg Borana Verardi - Borana Verardi Certified Retirement Counselor®, Financial Advisor BVerardi@LincolnInvestment.com (631) 244-8201 ext. 211 Book a meeting with Borana here -> https://calendly.com/bverardi/meeting Borana Verardi is an Investment Adviser Representative with Lincoln Investment, where she helps individuals and families achieve their financial goals. She is a Certified Retirement Counselor®, and holds the FINRA Series 7 and Series 66 securities registrations and is a registered life and health insurance agent. She has twelve years of experience in the financial services industry. As a financial advisor, she provides investment services, life insurance planning, education planning, and retirement planning. She was previously a risk management analyst at a major New Jersey bank and holds a Bachelor of Business Administration degree with a concentration in Finance, as well as a minor in Mathematics from Fordham University. Borana is passionate about teaching others how to make informed financial decisions at all stages of their lives. Having emigrated with her family from Albania in 1996 to search for a better life, her parents empowered her to take action on her finances and to develop a strong work ethic in everything that she does. For most of her academic career, she played the piano and is fluent in two languages. She lives with her husband two sons in Long Island, NY and enjoys running, reading, and playing billiards as a hobby. https://www.lifestagewealthadvisors.com/contact daily 0.75 2026-02-03 https://www.lifestagewealthadvisors.com/david-daly daily 0.75 2021-11-22 https://images.squarespace-cdn.com/content/v1/6176e66d5045c64eff9c2dbe/1635214072818-R1OQMQL5GAPZYKWJ64BP/David+Daly.jpg David Daly - David Daly Pension Educator (631) 244-8201 David has been a nationally known speaker on pension and retirement planning issues for over 40 years. Most recently he was the Administrator of the National Pension Education Association, an organization of over 90 public pension systems throughout the country, committed to promoting quality retirement planning programs and services to help ensure public employees are rewarded with an emotionally, financially and socially satisfying retirement. Previously, he was the manager of the Public Information Office and spokesperson for the New York State Teachers' Retirement System, one of the 10 largest pension funds in the country. During his 30-year career he was responsible for the System’s publications, web site development, and media relations. In his role as the Coordinator of Pre-retirement Planning he organized and implemented the System's retirement planning seminar program, which is a model for other systems throughout the country. David Daly is not affiliated with The Lincoln Investment Companies. https://www.lifestagewealthadvisors.com/matthew-pisani daily 0.75 2023-02-17 https://images.squarespace-cdn.com/content/v1/6176e66d5045c64eff9c2dbe/1635213450987-3TBS6CMYAEN10CBQF785/Matthew+Pisani.jpg Matthew Pisani - Matthew Pisani, M.Ed Financial Advisor mpisani@lincolninvestment.com (631) 244-8201 ext. 247 To book a meeting with Matt, click here -> https://calendly.com/mattpisani/webinar Matthew Pisani has been working in the financial industry for over 13 years. He received his Bachelors Degree in American Studies at Oswego State University and his Masters in Special Education at Touro College. He has a passion to provide sound financial guidance and wealth preservation to individual and group clients. Matthew has also provided numerous workshops, seminars and courses promoting financial literacy on topics including: Social Security Income Strategies, Retirement Planning, Retirement Income Planning, and Long Term Care Planning for Adelphi University, public school employees, the Suffolk County Superior Officers’ Association, the Suffolk County Dental Association and the New York Association for Pupil Transportation. When Matthew is not seeking to provide help to manage his client’s financial futures, he is a public speaker/ author and founder of the non-profit organization Clean Slate Living who encourages children, teenagers and young adults to live healthy lifestyles through interactive school assemblies. Most importantly, he loves spending time with his wife Melissa and their three children. https://www.lifestagewealthadvisors.com/lorraine-rocamboli daily 0.75 2021-11-22 https://images.squarespace-cdn.com/content/v1/6176e66d5045c64eff9c2dbe/1635207551669-QWW4LR02EJRQVSQQT1XN/Lorraine+Rocamboli.jpg Lorraine Rocamboli - Lorraine Rocamboli Financial Advisor Lrocamboli@lincolninvestment.com 631-244-8201 ext. 206 38 Years of Experience in the financial services industry I work with clients in a collaborative process so that clients can express their financial goals and together we can work together towards achieving a completion of their financial plan. It is important to establish a relationship of trust whereby clients feel comfortable keeping me informed of any life changes or career changes so that I can adjust their portfolio and their financial plan to help achieve their expected goals. This relationship can last well beyond a career and into retirement. 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