Linda Barriger

Michael Hodgson is a financial advisor with LVZ, Inc. in Rock Hill, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Next Financial Group Inc for 12 years before joining LVZ, Inc. in 2021. Outside of his advisory role, Hodgson serves as president of SAFE HARBOR INVESTMENTS INC, an S-Corp specializing in fixed life and long-term care insurance. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a combined fundamental and technical investment process guided by an internal committee, offering portfolios in Classic and Specialty styles implemented mainly through ETFs, mutual funds, and other pooled vehicles.

Miles Anthony is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds a Series 63 designation and has previously worked at Richardson & Stout Financial Services Inc. He is also the owner of Anthony Financial Services, although all client business is conducted through Principal Securities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions with ongoing client reviews managed by its Financial Advisors.

David Skurowitz is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and integrates in-house research and execution capabilities, supporting complex and large-scale client relationships.

Evan Kirsch is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Mass Mutual, he held positions at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory role, Kirsch is an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is an institutional firm with a large network of advisors, serving a broad client base through a range of financial and insurance products.

Christopher Acheson is a financial advisor with Mass Mutual Investors Services in Rockville, NY, holding a Series 63 credential and 22 years of industry experience. His career includes roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as a football official. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of investment and educational programs.

Catherine Coombe is a CFP® with 31 years of industry experience, currently affiliated with LPL Financial. She has operated Coombe Financial Services, Inc. since 1994 and Coombe, Bender & Company LLC since 2000. Outside of her advisory work, she serves as secretary and finance committee chair on the boards of multiple insurance companies. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and charities. The firm supports its advisers with in-house research and a wide range of investment solutions, combining large-scale operations with various non-advisory product offerings.