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Steven Sirot and Steve Melchiorri serve as Co-Presidents of the Cedar Knolls Chapter of the American Financial Education Association (AFEA), brin
View Coach ProfileJoe began his career as an investment advisor in 2014 and quickly began building meaningful relationships with his clients. Joe’s deepest d
View Coach ProfileJeremy was raised on an apple farm in Southeastern Michigan. He is the proud father of two children - Jack 21, and Ruby 19, and along with
View Coach ProfileChris Hasenberg Financial Advisor | Educator | Founder of Hasenberg Financial Group Chris is a dedicated financial advisor and educator with ov
View Coach ProfileAs President of Leonard Advisory Group, LLC, Josh leads with a commitment to delivering tailored investment solutions that reflect the unique fin
View Coach ProfileJames, a Chartered Retirement Planning Counselor, brings extensive expertise and experience to his role at Authentikos Advisory. With a strong co
View Coach ProfileArika Larson has been a retirement planning specialist for over 25 years. She has supported hundreds of families to protect, grow, and diversi
View Coach ProfileJoe is an Investment Adviser Representative, Certified Financial Fiduciary®, Bucket Plan Certified(BPC)®, and National Social Security Ad
View Coach ProfileKoren Vining is a seasoned financial educator and leader with over 20 years of experience in coaching and mentoring financial advisors. As a pass
View Coach ProfileBrett Gottlieb is the Founder of Comprehensive Advisor, a financial and insurance services firm that provides full-service retirement planning st
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