Ryan Levine is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Securities America Advisors, Channing Realty Advisors, and Toole Katz & Roemersma. Outside of advisory services, he is a licensed notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Jennifer George is a Series 66 credentialed advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial and Creekside Financial Advisors LLC, she worked in education and public library services. Jennifer took two years as a stay-at-home parent before beginning her financial advising career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Kimberly Morel is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for ten years. Outside of her advisory role, she is a commissioned Notary Public in the state of Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources, and incorporates technologies such as machine learning in its investment approach.

Carrie Wells is a financial advisor with LPL Financial in Pepper Pike, Ohio, holding a Series 66 credential and 20 years of industry experience. She previously worked at The Huntington Investment Company for nine years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management along with research support and innovative technologies.

Aaron Kamat is a financial advisor at LPL Financial with 17 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for ten years. Kamat is a Series 66 credential holder and is based in Pepper Pike, OH. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Christopher Royer is a Financial Advisor with Merrill Lynch Wealth Management, specializing in areas including Employee Financial Health, Small Business Strategies, Women and Wealth, and Retirement Income. He brings 25 years of experience navigating life stages with clients, understanding the emotional aspects of financial decision-making. Through a personalized approach, he aims to guide clients to a state of peace of mind by ensuring the best decisions are made at each stage of life. Royer collaborates with a team of experienced professionals to assist individuals and business owners in achieving their financial objectives. His background as an executive coach and risk manager supports clients in staying accountable to the financial plans they develop together. He holds the Personal Investment Advisor (PIA) designation and has earned a Bachelor's Degree from Ashland University as well as a Master of Business Administration (MBA) from Loyola University Chicago. Outside of his professional work, Christopher Royer is involved with the Alzheimer's Association and enjoys personal interests such as basketball, drawing and sketching, golfing, photography, pickleball, and spending time with his family.

Craig George is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for 16 years before joining LPL Financial in 2025. Outside of his advisory work, he serves as Vice President of Natural Journey Farm LLC. 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 programs, with access to model portfolios, research, and various management options.

Julie Stein is a financial advisor at LPL Financial with 17 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2025, she worked at Huntington Investment Company for 16 years. 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 advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with access to model portfolios and research from LPL Research and third-party subadvisors.

Benjamin Bulchik is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors and Numerator LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.