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Nathan D

Series 66

Dublin, OH

LPL Financial

Nathan Daugherty is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. He also serves as a notary in Dublin, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party 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 N

Series 63

Dublin, OH

LPL Financial

Robert Nowe is a financial advisor with LPL Financial in Dublin, OH, holding a Series 63 designation and bringing 32 years of industry experience. He spent 26 years at Ameriprise Financial Services, Inc., followed by five years at Ameriprise before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing models, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

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

Series 66

Dublin, OH

LPL Financial

Cody Flesher is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Mount Vernon Nazarene University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by 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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Connor N

Series 66

Dublin, OH

LPL Financial

Connor Nowe is a financial advisor at LPL Financial with one year of industry experience. He previously worked at Ameriprise for five years and has held roles at Target, Giant Eagle, and Tree of Life Christian High School. He is a Series 66 credential holder and operates a business called Trading4theFun outside of his advisory work. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies and operational tools.

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