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Ben V

Series 63, Series 65

Cincinnati, OH

LPL Financial

Ben Verchick is a financial advisor at LPL Financial with two years of industry experience. His prior roles include positions at Mariner Wealth Advisor and Key Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Series 63

Cincinnati, OH

LPL Financial

Robert Franer Jr. is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 63 license and over 42 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he serves as trustee for the Jo Ann Franer Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, utilizing both proprietary and third-party strategies, supported by various operational and research technologies.

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

Series 66

Cincinnati, OH

LPL Financial

Breanne Bovara is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Fifth Third Bank and Fifth Third Securities spanning from 2015 to 2025. She is also involved with Moto Wealth Partners in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by extensive operational and research tools.

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

CFP®, Series 66

Cincinnati, OH

LPL Financial

Andrew Tedesco is a CFP® professional with 26 years of industry experience, currently advising at LPL Financial since 2024. He spent 24 years at Lincoln Financial Advisors prior to joining LPL. Tedesco is involved with Dougherty Tedesco & Associates, a non-variable insurance business based in Cincinnati, OH. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and 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 proprietary research and technology tools.

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

Series 66

Cincinnati, OH

LPL Financial

John Dougherty III is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 21 years. Outside of his advisory role, he is involved with Dougherty Tedesco and Associates in investment-related activities. 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 network of over 22,800 advisors and more than $819 billion in discretionary assets.

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

Series 63, Series 65

Cincinnati, OH

LPL Financial

Charlotte Dougherty is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. Prior to joining LPL Financial in 2024, she spent 44 years with Lincoln Financial Advisors Corporation. She is also involved with Dougherty, Tedesco, & Associates, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

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

Series 66

Cincinnati, OH

LPL Financial

Robert Franer III is a financial advisor with LPL Financial in Cincinnati, Ohio, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2012. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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

Series 66

Cincinnati, OH

LPL Financial

Nicholas Robben is a financial advisor at LPL Financial based in Cincinnati, OH. He holds the Series 66 designation and has recently begun his career in the industry. His prior experience includes roles in education and small business operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and 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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