Centerville, OH Clyo Road Office

Angela Curtis is a CFP® with 34 years of industry experience, currently affiliated with LPL Financial since 2012. She holds a Series 63 license and conducts her practice in Centerville, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from various sources.

Daniel Adams is a Series 66-licensed financial advisor with LPL Financial, based in Centerville, Ohio, and has three years of industry experience. Prior to joining LPL Financial, he operated Adams Wealth Management Group and has a background that includes roles at Wright State University, Sinclair Community College, and Centerville High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and investment management solutions supported by research and multiple portfolio management options.

Dwayne Adams is a CFP® professional with over 32 years of industry experience, currently affiliated with LPL Financial since 2000. He has operated under the names Adams Financial Group, Inc. and Adams Wealth Management Group. Outside of his advisory role, Adams is involved in managing investment-related real estate ventures in Centerville and Xenia, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, and provides access to model portfolios and research from multiple sources.