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L Ray B

Series 66

Arcadia, OH

LPL Financial

L Ray Burns is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. He has worked at firms including Capital Analysts and Lincoln Investment, and is involved in tax preparation and accounting through Burns Financial Solutions LLC. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Matthew H

Series 63

Tiffin, OH

OSAIC

Matthew Hoover is a financial advisor with OSAIC, holding a Series 63 license and bringing 30 years of industry experience. He has worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Huston Insurance & Financial Services, LLC. Outside of his advisory role, Hoover serves on the Board of Directors for Bascom Mutual Telephone and is a legal guardian for his son. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with access to multiple advisory platforms, employing various asset-allocation and portfolio management tools.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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