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Armand D

Series 63, Series 66

Canfield, OH

LPL Financial

Armand De Paul is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and having 12 years of industry experience. His prior work includes roles at Morgan Stanley, Ameriprise, Stifel Nicolaus & Co Inc, Wells Fargo Clearing Services, Alphastar Capital Management, and Scottrade. Outside of his advisory work, he serves as a notary in Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and technology-driven solutions.

College savings (529s, UTMA, etc.)
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Patrick R

Series 66

Canfield, OH

LPL Financial

Patrick Russo is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Bank of America, N.A. and Merrill from 2012 to 2019. Outside of his financial advisory role, he is involved in a family trucking business based in Canfield, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Victor D

Series 63, Series 65

Canfield, OH

LPL Financial

Victor Daprile is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved in business activities including ownership of an insurance group and a restoration services company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and advanced portfolio management technologies.

College savings (529s, UTMA, etc.)
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Wilbur K

Series 66

Canfield, OH

LPL Financial

Wilbur Kline is a financial advisor with LPL Financial in Canfield, Ohio, holding a Series 66 credential and 11 years of industry experience, all with LPL Financial. He previously served for 35 years in the US Army Reserves. Outside of his advisory role, he owns businesses involved in retail food and beverage sales and product distribution. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs, utilizing research from LPL and third-party subadvisors, and provides both discretionary and non-discretionary portfolio management.

College savings (529s, UTMA, etc.)
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Renee H

Series 66

Canfield, OH

LPL Financial

Renee Hefner is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a total of 10 years before joining LPL Financial in 2026. Outside of her advisory role, she is the sole proprietor of Life Management Consultants, LLC, a consulting business. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, with access to model portfolios, research, and various investment strategies.

College savings (529s, UTMA, etc.)
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Bradley F

Series 66

Canfield, OH

LPL Financial

Bradley Forrider is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His prior experience includes roles at Edward Jones, MassMutual Life Insurance Co., and MML Investors Services. He serves on the board of the Allgheny WMC Stewardship Foundation and is involved with the Columbiana County Board of Elections. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources, and supports both discretionary and non-discretionary management approaches.

College savings (529s, UTMA, etc.)
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Charlotte W

Series 66

Canfield, OH

LPL Financial

Charlotte Wilson is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has a background that includes various roles in ministry organizations, including ongoing involvement with Ministry Architects since 2017 and First Presbyterian Church since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including model portfolios, retirement plan consulting, and brokerage services, utilizing research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Jennifer C

Series 66

Canfield, OH

LPL Financial

Jennifer Campbell is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2014. Additionally, she is commissioned as a Notary Public in the State of Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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