Richard Simonitis Jr. is a financial advisor with LPL Financial in North Royalton, OH, holding a Series 63 designation and over 33 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in a tax preparation service through his business, Investing Solutions & Financial Services LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Eric Heffke is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. He previously worked at Osaic FA, Inc. and Tyler-Stone Wealth Management, LLC, where he served as an independent investment advisor. Heffke is also involved in the sale of non-variable insurance products, including life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Jeff Mejac is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at several firms including AFIMAC, ExchangeBase, Carrara Companies, and Fifth Third Securities. His prior roles span both advisory and non-advisory positions, including five years at VWR Manufacturing. 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 financial planning and portfolio management services, utilizing a broad platform that includes model portfolios, third-party asset managers, and institutional programs.