Patricia Hornak Box is a financial advisor with Oda And Company, Inc. in Medina, Ohio, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Oda And Company since 2000 and maintains a long-term association with L Financial LLC dating back to 1999. Outside of her advisory role, she is involved in non-variable insurance sales. Oda And Company, Inc. serves individuals, high-net-worth households, trusts, charities, and business entities with financial planning, estate settlement assistance, and discretionary portfolio management. The firm employs Modern Portfolio Theory alongside fundamental and technical analysis in constructing portfolios and operates primarily through LPL Financial-sponsored programs and model portfolios.

Stanley Oda is a CFP® professional with 37 years of experience in the financial industry. He has been the principal of Oda and Company, Inc. since 1999 and has also been associated with LPL Financial LLC since 1998. Oda and Company serves individuals, trusts, charities, and business entities by providing financial planning, portfolio management, and estate-settlement assistance. The firm uses Modern Portfolio Theory to construct portfolios across five risk profiles and manages accounts primarily on a discretionary basis, incorporating fundamental and technical analysis as well as tactical asset allocation.