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Amanda K

Series 66

Fairfield, OH

LPL Financial

Amanda Kingrey is a financial advisor with LPL Financial who holds a Series 66 designation and has three years of industry experience. Her prior work includes roles at the US Census Bureau and Beckett Springs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

College savings (529s, UTMA, etc.)
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Kassia C

Series 63

Fairfield, OH

LPL Financial

Kassia Cristello is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 31 years of industry experience. Her career includes prior roles at INVEST Financial Corp. and Acordia Personal Insurance Company. She is involved in managing operations at Tri-County Assurance Agency Inc. and works with SCOAPE Financial Group in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and diverse portfolio management strategies.

College savings (529s, UTMA, etc.)
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Anthony S

Series 63, Series 65

Fairfield, OH

LPL Financial

Anthony Sexton is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at LPL Financial since 2018 and previously spent six years at INVEST Financial Corp. In addition to his advisory role, Sexton is involved with Tri-County Assurance Agency, Inc. as an agent for fixed insurance products and performs tax preparation and accounting services on a limited basis. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported and diversified investment strategies.

College savings (529s, UTMA, etc.)
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James C

Series 63, Series 65

Fairfield, OH

LPL Financial

James Connor II is a financial advisor with LPL Financial in Fairfield, Ohio, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at INVEST Financial Corp. for six years before joining LPL Financial in 2018. Outside of his advisory role, he serves as president of Tri-County Assurance Agency, Inc., a general insurance agency. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through its extensive network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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