Michelle Smith

Source Financial Advisors LLC 545 5th Avenue Suite 1100 New York, NY 10017 Toll Free: 888.892.9511 Local: 212.273.0400 Fax: 212.320.0603 info@sourcefa.com .

Audrey Schwartz

New York Life Insurance Company 420 Lexington Ave New York, NY 10170 646.227.8110 anschwartz@ft.newyorklife.com Audrey specializes in helping clients with college funding, long-term care, retirement and lifetime income strategies

Fabienne Swartz

Financially Strong Divorce Financial Planning & Analysis 500 Mamaroneck Ave Harrison, NY 10528 914.798.6940

Diane Rothberg

Stifel 18 Columbia Turnpike Florham Park, NJ 07932 973.549.4000 snclientserv@stifel.com “[Diane’s] specialty is divorced/divorcing women. She is super talented, really smart, caring and dedicated.”

Maggie Patrick

Merrill Lynch Financial Advisor 360 Hamilton Avenue, 8th Floor White Plains, NY 10601 914.683.9550

Jill Faherty Lloyd

Evercore 55 East 52nd Street New York, NY 10055 666 Fifth Avenue 11th Floor New York, NY 10103 212.857.3100