Cherie Harris is a financial advisor with LPL Financial in Cleveland, OH, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Boenning & Scattergood, Inc. and Merrill. Outside of advising, she is involved as a content creator with En Route with Chuck & Cherie LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party providers.

Cyril Kanaga Raj is a financial advisor with LPL Financial in Cleveland, OH, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Boenning & Scattergood, Key Investment Services, and Key Private Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management strategies.

Jeffrey Tong is a financial advisor with LPL Financial in Cleveland, OH, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Boenning & Scattergood, Inc., Morgan Stanley Private Bank, Morgan Stanley, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by in-house and third-party research and technology-driven investment solutions.