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Stephen M

Series 66

Ashland, OH

LPL Financial

Stephen Myers is a financial advisor with LPL Financial in Ashland, Ohio, holding a Series 66 credential and 22 years of industry experience. Prior to joining LPL Financial in 2023, he worked at SagePoint Financial for 13 years and Merrill for six years. Myers is also the owner of Myers Financial Group LLC, where he serves as an agent selling fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Roger I

Series 66

Ashland, OH

LPL Financial

Roger Inkrott is a financial advisor with LPL Financial in Ashland, Ohio, holding a Series 66 designation and 21 years of industry experience. Before joining LPL Financial in 2023, he worked at Sagepoint Financial, Inc. for 14 years and has been associated with AIG American General Life Insurance Company since 2005. Inkrott is also involved in insurance sales and owns a financial services business focused on tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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