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Ben V

Series 65, Series 63

Cincinnati, OH

LPL Financial

Ben Verchick is a financial advisor at LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Mariner Wealth Advisor and Key Bank. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

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

Series 63

Cincinnati, OH

LPL Financial

Robert Franer Jr. is a financial advisor at LPL Financial with 42 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 1997. He serves as a trustee for the Jo Ann Franer Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and institutional clients through a nationwide network. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Breanne B

Series 66

Cincinnati, OH

LPL Financial

Breanne Bovara is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has worked at Fifth Third Bank and Fifth Third Securities prior to joining LPL Financial. Breanne is also involved with Moto Wealth Partners in a non-investment capacity. 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 research from internal and third-party sources.

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

CFP®, Series 66

Cincinnati, OH

LPL Financial

Andrew Tedesco is a CFP®-designated financial advisor with LPL Financial, based in Cincinnati, OH, and has 25 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Lincoln Financial Advisors for 24 years. He is also involved with Dougherty Tedesco & Associates, a non-variable insurance business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

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

Series 66

Cincinnati, OH

LPL Financial

John Dougherty III is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors for 21 years before joining LPL Financial. Outside of his advisory role, he is involved in a non-variable insurance business through Dougherty Tedesco and Associates. 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 advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and technology-driven portfolio solutions.

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

Series 63, Series 65

Cincinnati, OH

LPL Financial

Charlotte Dougherty is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. She worked at Lincoln Financial Advisors Corporation from 1980 to 2024 before joining LPL Financial and Dougherty, Tedesco, & Associates in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolio options, supported by research from LPL and third-party subadvisors.

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

Series 66

Cincinnati, OH

LPL Financial

Robert Franer III is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

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

Series 66

Cincinnati, OH

LPL Financial

Nicholas Robben is a financial advisor at LPL Financial with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Castellum Financial Advice and ExtensisHR. He has also been involved in education and retail sectors, including positions at The Catholic University of America and Liquor Outlet Wine Cellars. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

College savings (529s, UTMA, etc.)
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