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Jack S

Series 66

Toledo, OH

LPL Financial

Jack Sweeney is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Fifth Third Bank and has an academic background from The Ohio State University - Fisher College of Business. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

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

Series 63

Toledo, OH

LPL Financial

Christopher Sweeney is a financial advisor with LPL Financial in Toledo, Ohio, holding a Series 63 designation and 36 years of industry experience. He previously worked at Ameriprise Financial Services, SPC, Cetera Advisors LLC, and Vestax Securities Corporation. Outside of his advisory role, he is also a notary and involved with ARC Benefit Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing various strategies including model portfolios, third-party subadvisors, and customized approaches.

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

ChFC®, Series 63

Toledo, OH

LPL Financial

Earl Emery is a financial advisor with LPL Financial in Toledo, OH, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. His prior roles include positions at Cetera and Mass Mutual Investors Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

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