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Edward R

Series 63

Chillicothe, OH

LPL Financial

Edward Roberts is a financial advisor with LPL Financial, holding the Series 63 designation and bringing 26 years of industry experience. He has been with LPL Financial since 2000 and concurrently with Homeland Credit Union since 2011. Roberts is also the owner of Dogwood Hills Golf Course, a local business in Chillicothe, Ohio. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 63

Chillicothe, OH

LPL Financial

Matthew Crace is a financial advisor at LPL Financial in Chillicothe, Ohio, holding a Series 63 designation with nine years of industry experience. His prior work includes roles at W&S Brokerage Services and Western Southern Life. He serves as a board member of the Eddie Robbins Memorial Scholarship Fund in Piketon, Ohio. 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. The firm offers financial planning, model portfolio programs, and access to third-party asset management across a range of investment strategies.

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

Series 66

Chillicothe, OH

LPL Financial

Natalie Dulaney is a financial advisor with LPL Financial based in Chillicothe, Ohio, holding a Series 66 credential and four years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Raymond James Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and asset management services through a large network of advisors.

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