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Ryan H

Series 66

Masfield, OH

Cetera

Ryan Hanawalt is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked with Cetera since 2018 and has a long tenure at Mechanics Bank dating back to 1999. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Roger I

Series 66

Ashland, OH

LPL Financial

Roger Inkrott is a financial advisor with LPL Financial in Ashland, Ohio, holding a Series 66 designation and 21 years of industry experience. Before joining LPL Financial in 2023, he worked at Sagepoint Financial, Inc. for 14 years and has been associated with AIG American General Life Insurance Company since 2005. Inkrott is also involved in insurance sales and owns a financial services business focused on tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other 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.

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

Series 66

Ontario, OH

Edward Jones

Kevin Williamson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he served for 22 years with the U.S. Secret Service, Department of Homeland Security. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment solutions, and affiliated financial services through a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Military & Veterans Public Service Employee Educators, Teachers, and Academics
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Robert H

Series 63

Mansfield, OH

LPL Financial

Robert Hogsette Jr. is a financial advisor with LPL Financial and holds a Series 63 designation. He has 34 years of industry experience, including prior roles at Cetera Advisors LLC and managing his own firm, Hogsette Financial Group, LLC. He is also commissioned as a notary in Mansfield, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive technology and operational tools.

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

Series 66

Mansfield, OH

Cetera

Jessica Dulle is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She previously worked at Lincoln Financial Advisors and Park National Bank. Outside of her advisory role, she serves as a board member of the Ohio District Kiwanis Foundation and is an allocations committee member for the United Way of Richland County. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors, using a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Natalie C

Series 66

Ashland, OH

Ameriprise

Natalie Campbell is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at Truist Investment Services, Inc. for six years. Outside of her advisory career, she has experience working as a private nanny and at Seminole State College of Florida. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Tiffany K

Series 66

Ashland, OH

Edward Jones

Tiffany Koster is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked for Bookmasters/Baker & Taylor Publisher Services for a decade. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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