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Landon N

Series 65, Series 63

Lima, OH

LPL Financial

Landon Neuman is a financial advisor with LPL Financial in Lima, Ohio, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. His prior roles include positions at Transamerica Financial Advisors and Wfgia, alongside managing Midwest Metal Fabricators LLC. In addition to his advisory work, he serves as assistant manager at Midwest Metal Fabricators LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, with advisors implementing strategies that include model portfolios, third-party subadvisors, and customized allocations.

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

Series 66

Lima, OH

LPL Financial

Vincent Guagenti is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Procore Technologies, Ascent360, and Xactware. He is involved with Upstream Investment Partners, an investment-related business activity affiliated with his LPL work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of services.

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