Centerville, OH Success Lane Office

Matthew Richardson is a CFP® professional affiliated with LPL Financial, with 27 years of experience in the financial services industry. He previously worked at David Bodnar Advisors, LLC and Triad Advisors Inc., each for nine years, as well as Signator Investors, Inc. for three years. Outside of advising, he has involvement in a home-based business entity for tax and investment purposes. 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, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Mark Schnizer is a financial advisor with LPL Financial, holding 38 years of industry experience. Before joining LPL Financial in 2020, he spent nine years with David Bodnar Advisors, LLC and Triad Advisors Inc, and one year with Signator Investors, Inc. Schnizer is also involved with Sentinel Advisory Group, LLC, a business related to non-variable insurance and his LPL activities. 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, and institutional platforms, with advice and account management primarily delivered by investment adviser representatives utilizing diverse investment strategies.

Melissa Pennington is a financial advisor with LPL Financial in Centerville, OH, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. Her prior roles include positions at Reese Wealth Management, Waddell & Reed, and U.S. Bancorp Investments. She also operates Reese Wealth Management as a DBA related to her LPL business. 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 portfolio programs, third-party asset management, and institutional platforms.

Timothy Reese is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining LPL Financial in 2021, he worked at U.S. Bancorp Investments, Inc. for nine years and was affiliated with Waddell & Reed, Inc. and various insurance carriers between 2015 and 2021. 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 advisory and brokerage services through a wide network of investment adviser representatives, providing financial planning, model portfolios, third-party asset management, and institutional platforms.