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Jon G

Series 63

Jefferson, OH

LPL Financial

Jon Glink is a financial advisor with LPL Financial in Jefferson, OH, holding a Series 63 designation and 18 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC, Cetera Wealth Services, LLC, and New England Securities. Outside of his advisory work, he is involved in insurance agency activities through Pelorus Financial Group LLC and self-employed non-variable insurance services. 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, utilizing various investment strategies and technologies, and manages over $819 billion in discretionary assets through a network of more than 22,800 advisors.

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

Series 66

Jefferson, OH

LPL Financial

Nathan Smith is a financial advisor with LPL Financial and holds a Series 66 designation. He has 11 years of industry experience, including eight years at Cetera Advisor Networks before joining LPL Financial in 2022. Outside of his advisory role, he is involved with NMS Investments LLC, a business entity used for tax and investment purposes. 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 portfolio programs, and institutional platforms, supported by technology tools and a large 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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Matthew T

Series 66

Jefferson, OH

LPL Financial

Matthew Tucker is a financial advisor with LPL Financial, holding a Series 66 designation and with two years of industry experience. Prior to joining LPL Financial and Pelorus Financial Group in 2024, he worked in the judicial system for several years, including positions at Ashtabula County Courts and the Lake County Court of Common Pleas. 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 institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various operational and research technologies.

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

Series 66

Jefferson, OH

LPL Financial

Joshua Gottron is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Cetera Advisor Networks, Northwest Bank, and US Bank, N.A. He is also a commissioned notary public in Ohio and owns a business entity for tax and investment purposes. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology.

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