Jason Nelson is a financial advisor with LPL Financial in Cincinnati, OH, holding the CFP® designation and Series 66 license. He has 28 years of industry experience, including prior roles at Coordinated Capital Securities, Inc. and Cambridge Investment Research, Inc. In addition to his advisory work, he is a licensed attorney and a public notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms.

Mackenzie Hill is an advisor at LPL Financial with Series 65 and Series 63 credentials and no prior industry experience. Hill has a background in legal and advocacy roles, including work with the WVU Veterans Advocacy Law Clinic and Disability Rights of West Virginia, alongside teaching positions at West Virginia University College of Law and College of Business & Economics. 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 through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Edward Mc Dannold is a financial advisor with LPL Financial, holding a Series 66 license and 13 years of industry experience. His prior roles include positions at Coordinated Capital Securities, Morgan Stanley Private Bank, Morgan Stanley, and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and other institutions. The firm offers a range of financial planning, model portfolio, and institutional services, supported by both proprietary research and third-party subadvisors.