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Frank S

Series 63, Series 66

Columbus, OH

LPL Financial

Frank Sberna is a financial advisor with LPL Financial in Columbus, OH, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior work includes roles at KEMBA Financial Credit Union, CUSO Financial Services, LP, and Wright Patt Credit Union. He is also involved with Kemba Wealth Management. 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 portfolio programs, and institutional platforms, supported by extensive resources and a large advisor network.

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

Columbus, OH

LPL Financial

Nicholas Rupert is a financial advisor with LPL Financial in Columbus, OH, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, he worked at KEMBA Financial Credit Union and CUSO Financial Services, LP. He is also involved with Kemba Wealth Management, a DBA related to his LPL business. 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, with advice delivered through a 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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Derek S

Series 66

Columbus, OH

LPL Financial

Derek Sears is a financial advisor with LPL Financial in Columbus, OH, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at CUSO Financial Services for nine years and has been associated with KEMBA Financial Credit Union since 2014. 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.

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