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Aaron D

Series 63, Series 66

Cincinnati, OH

LPL Financial

Aaron Dietz is a financial advisor with LPL Financial based in Cincinnati, Ohio. He holds Series 63 and Series 66 licenses and has 25 years of experience in the industry. Prior to joining LPL Financial in 2025, he spent 16 years with Wells Fargo Advisors Financial Network LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Rex J

Series 63, Series 65

Cincinnati, OH

LPL Financial

Rex Johnson is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Wells Fargo Advisors Financial Network LLC for 16 years. 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 adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Jesse M

Series 66

Cincinnati, OH

LPL Financial

Jesse Mullins is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL Financial in 2025, he spent 16 years with Wells Fargo Advisors Financial Network LLC. He is also involved in a personal business entity, Jesse Mullins LLC, used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, planning services, and model portfolios, utilizing research from its own team and third-party subadvisors to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Michael T

CFP®, Series 66

Cincinnati, OH

LPL Financial

Michael Taylor is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with LPL Financial in Cincinnati, OH, having joined the firm in 2025 after 16 years at Wells Fargo Advisors Financial Network LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by both discretionary and non-discretionary management and access to diverse model portfolios and research.

College savings (529s, UTMA, etc.)
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Clinton L

CFP®, Series 66

Cincinnati, OH

LPL Financial

Clinton Louiso is a CFP® professional with 22 years of industry experience, currently serving as an advisor at LPL Financial. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and Team BeachBody. He also operated Nicole Lynn Photography for eight years. 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 advisors. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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