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Daniel S

Series 63, Series 66

Athens, OH

LPL Financial

Daniel Stroh is a financial advisor with LPL Financial in Athens, Ohio, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Kestra Advisory and Kestra Investment Services, LLC. He also operates Dan Stroh LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and diverse investment options.

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

CFP®, Series 63, Series 65

Athens, OH

LPL Financial

Romney Cox is a financial advisor at LPL Financial with 17 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Ohio University Credit Union, Cuso Financial Services, and Thrivent Financial for Lutherans. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of advisors, utilizing diverse investment strategies and technology tools.

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

Series 66

Athens, OH

LPL Financial

Andrew Mc Rill is a financial advisor with LPL Financial in Athens, Ohio, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2023, he worked at Kestra Investment Services and Huntington National Bank. He is also a notary and operates OUCU Investment Services, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

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

Series 66

Athens, OH

LPL Financial

Jacob Fraylick is a financial advisor with LPL Financial in Athens, Ohio. He holds a Series 66 credential and has one year of industry experience. Prior to joining LPL Financial, he has held roles at OUCU Financial and worked in various non-financial positions. Fraylick is also a notary affiliated with OUCU Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform supporting both discretionary and non-discretionary strategies.

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

Series 66

Athens, OH

LPL Financial

Danette Carr is a Series 66-licensed financial advisor with LPL Financial, based in Athens, Ohio, and has six years of industry experience. She has worked extensively with Ohio University Credit Union and CUSO Financial Services, LP. In addition to her advisory role, she is involved in selling fixed annuities and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

CFP®, ChFC®, Series 63

Athens, OH

LPL Financial

Mark Snider is a CFP® and ChFC® professional with 53 years of experience in the financial services industry. He currently works with LPL Financial and has held roles at Kestra Advisory and Kestra Investment Services, LLC. Snider has also managed his own practice, Southeast Planning Agencies Inc DBA Snider Fuller & Associates, since 1980. Outside of his advisory work, he serves as a notary in Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options, utilizing both proprietary and third-party strategies, supported by advanced technological tools and a broad range of affiliated financial services.

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