Timothy Powell is a CFP®-certified financial advisor with 32 years of industry experience, currently serving at LPL Financial. His prior experience includes over two decades at HORAN Securities, Inc., and roles at Avantax Investment Services and Concentric Wealth Management. He operates a DBA business for LPL through Concentric Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Molly Myers is a CFP®-certified financial advisor with 23 years of industry experience, currently with LPL Financial. She has held roles at multiple firms including Concentric Wealth Management and Avantax Advisory Services. In addition to her advisory work, she operates a Medicare sales business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by proprietary and third-party research and technology.

Dean Johns is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial in Cincinnati, OH. His prior experience includes roles at Concentric Wealth Management, Avantax Advisory Services, 9258 Wealth Management, and John D. Dovich & Associates, LLC. Johns is also involved with Concentric Wealth Management as a DBA for his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

John Burke is a financial advisor at LPL Financial in Cincinnati, Ohio, holding a Series 65 designation. He has over a decade of experience operating Burke CPAs and Advisors, a tax preparation and accounting firm, alongside his roles at Concentric Wealth Management and LPL Financial. Burke also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research from both in-house and third-party providers.

Patrick Burke is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Avantax Advisory Services and H.D. Vest Investment Services. Outside of his advisory work, Burke has authored publications since 2012 and serves on the boards of multiple for-profit companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party research, and advanced technologies.

Ian Bullis is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked in various roles including at Burke CPAs & Advisors and Concentric Wealth Management. Outside of finance, Bullis has experience in athletics administration and admissions at Earlham College. 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, utilizing model portfolios and research from internal and third-party sources.

Joshua Wentz is a CFP® professional affiliated with LPL Financial in Cincinnati, OH, with six years of industry experience. He has held roles at several firms, including Avantax Advisory Services and Northwestern Mutual. Wentz is also associated with Concentric Wealth Management as a DBA under LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and institutions through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Justin Lehkamp is a financial advisor with LPL Financial in Cincinnati, OH, holding the Series 66 and Series 63 designations and seven years of industry experience. His career includes roles at Fidelity Personal and Workplace Advisors, Avantax Investment Services, and Skylight Financial Group. Outside of finance, he has experience working in catering and at a swim club. 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, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Nicholas Groman is a financial advisor at LPL Financial in Cincinnati, OH, with 11 years of industry experience. He holds the CFP® designation and Series 63 and Series 66 licenses. His prior experience includes roles at Concentric Wealth Management, Avantax Insurance Agency, Horan Securities, and Fidelity. Outside of advisory work, he is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Matthew Tarka is a financial advisor with LPL Financial in Cincinnati, OH, holding the Series 66 designation and seven years of industry experience. His prior roles include positions at Concentric Wealth Management, Avantax Investment Services, HORAN Securities, Merrill, and others. Outside of advising, he is involved with Burke CPAs and Advisors, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and a variety of investment strategies.