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Phillip G

Series 63, Series 65

Dover, OH

LPL Financial

Phillip Gebhardt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at NewEdge Advisors, Mid Atlantic Financial Management, and Mid Atlantic Capital Corporation. He is also involved in fixed insurance as an agent. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning and various advisory programs, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

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

CFP®, Series 66

Dover, OH

LPL Financial

Elizabeth Tyger is a CFP® professional with seven years of industry experience, currently advising clients at LPL Financial in Dover, OH. She has previously worked at NewEdge Advisors, LLC, Mid Atlantic Capital Corporation, and Alco Services. Outside of her advisory role, she is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

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

Series 63, Series 65

Dover, OH

LPL Financial

Kent Beal is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 32 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, as well as at NewEdge Advisors, LLC and Mid Atlantic Financial Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Samuel G

Series 66

Dover, OH

LPL Financial

Samuel Gebhardt is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he spent five years at Troyer & Associates, Inc, following five years in full-time education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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