Centerville, OH Centerville Business Pkw Office

Philip Gallagher is a financial advisor with LPL Financial in Centerville, OH, holding Series 65 and Series 66 credentials and 20 years of industry experience. He previously worked at ValMark Advisers, Inc. and Valmark Securities, Inc. He operates a business entity related to his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, retirement plan consulting, and brokerage services.

Brandon Fourman is a CFP® professional with six years of industry experience, currently affiliated with LPL Financial in Centerville, OH. Prior to joining LPL Financial in 2020, he worked at Westminster Financial Securities, Inc. for one year and has experience outside finance with a four-year tenure at Olive Garden. He also spent five years at Wright State University. 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 financial planning and advisory services with both discretionary and non-discretionary management options.

Charlie Pool is a financial advisor with LPL Financial in Centerville, Ohio, holding a Series 63 designation and 28 years of industry experience. He previously worked at ValMark Advisers, Inc. and Valmark Securities, Inc. for over a decade before joining LPL Financial in 2018. Outside of his advisory role, he is a partner and owner of a commercial real estate business that owns the building housing his wealth management office. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, research from multiple sources, and a broad array of investment strategies and technology tools.

Charles Woodhull is a financial advisor with LPL Financial in Centerville, OH, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining LPL Financial in 2022, he worked at Northwestern Mutual in various capacities from 2020 to 2022. Outside of his advisory role, he is involved in a home-based business called Coordi.me. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.