James Souslin is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. and has a background that includes roles at OPOC.us and The Ohio State University. Outside of finance, Souslin is involved as an artist and musician. 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 portfolio programs, and institutional platforms, supported by advisor-facing technology but not using these systems for direct investment decisions.

Andrew Simms is a ChFC® and holds Series 63 and Series 65 licenses with eight years of industry experience. He is currently affiliated with LPL Financial and previously worked at Nationwide Investment Services Corp, Cadaret, Grant & Co., Inc., and Relph Benefit Advisors. Outside of his advisory role, he is involved with AccelWell and CentricHC, which are non-investment related businesses. 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 asset management services through a large network of investment adviser representatives who use proprietary research, third-party subadvisors, and customized strategies.

Clark May is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc., Securities America Advisors, and Invest Financial Corp. Outside of his advisory role, Clark is a business owner involved with entities including CentricHC and AccelWELL since 2012. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Carl Swanson is a financial advisor with LPL Financial in Worthington, OH, holding a Series 66 designation and 15 years of industry experience. He has previously worked at Cadaret Grant & Co., Inc., Securities America Advisors, and Invest Financial Corporation. Outside of his advisory role, Swanson is involved in artistic pursuits as a musician and model, and he operates a custom furniture and carpentry business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutional clients. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Andrew Beck is a financial advisor with LPL Financial based in Worthington, OH. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret Grant & Co., Inc., and served in the U.S. Army from 2020 to 2023. Outside of his advisory role, Beck also consults with healthcare companies CentricHC and AccelWell. 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 other institutions. The firm offers a broad range of financial planning and portfolio management solutions, leveraging a large network of advisors and technology tools.

German Cabrera is a financial advisor with LPL Financial in Worthington, OH, holding a Series 66 designation and 12 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc., Securities America Advisors, and Invest Financial Corp. Outside of his advisory work, he is involved with OPOC.us, a retirement services business he has operated since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors and utilizes both proprietary and third-party strategies with a variety of advisory platforms.

John Crow is a financial advisor with LPL Financial in Worthington, Ohio, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 26 years of industry experience, having previously worked at firms including Cadaret, Grant & Co., Inc., Securities America Advisors, and Invest Financial Corporation. Outside of his advisory role, he is involved as a business owner in several ventures, including TelAssurance, LLC and AccelWell, as well as managing Crow Farms LLC. 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 portfolio programs, third-party asset management, and institutional platforms, employing both discretionary and non-discretionary strategies supported by research and technology tools.

Edward Sommer III is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 12 years of industry experience. His prior experience includes roles at Cadaret, Grant & Co., Inc., Securities America Advisors, Securities America, Inc., and INVEST Financial Corp. Outside of his advisory work, he is involved in various business ventures including ownership of TelAssurance, LLC and AccelWell. 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 portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.