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Jefferson S

Series 66

Hartville, OH

LPL Financial

Jefferson Sarchione is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Cox Automotive - VinSolutions, and Sarchione Auto Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios, retirement plan consulting, and both discretionary and non-discretionary management strategies.

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

Series 66

Hartville, OH

LPL Financial

Steven Scherer is a financial advisor with LPL Financial in Hartville, Ohio, holding a Series 66 credential and 18 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Scherer also serves as a coach for Dover City Schools. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs and financial planning services supported by extensive research and technology.

College savings (529s, UTMA, etc.)
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Bo F

Series 66

Hartville, OH

LPL Financial

Bo Fisher is a financial advisor with LPL Financial based in Hartville, Ohio. He holds the Series 66 designation and has recently transitioned into the advisory field following a career that includes six years at The J.M. Smucker Co and eleven years of service in the United States Marine Corps. 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, financial planning, and brokerage services supported by model portfolios and research from LPL Research and third-party subadvisors.

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

Series 63

Hartville, OH

LPL Financial

Frederick Berndt is a financial advisor with LPL Financial, holding a Series 63 license and bringing 49 years of industry experience. His career includes roles at Summit Capital Inc and Investment Network, Inc., and he has operated Berndt & Associates since 1982. 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, financial planning services, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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

Series 63, Series 65

Hartville, OH

LPL Financial

John Toth is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in tax preparation and accounting through a separate business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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