Cincinnati, OH Cornell Road Office

Molly Grimm is a CFP® professional with 11 years of industry experience, currently with LPL Financial. She previously worked at Ameriprise Financial Services and Independent Financial Partners. Grimm serves as Secretary for the Ohio Chapter of the National Association of Stock Plan Professionals and is an advisory board member for the Butler County Ohio Special Olympics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Neil Bailey is a financial advisor at LPL Financial with 18 years of industry experience. His background includes roles at Ameriprise Financial Services and Franklin Wealth Advisors. He is involved in independent insurance brokering and owns Franklin Financial Services, a consulting business. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with a variety of discretionary and non-discretionary management options.

David Naber is a CFP® professional with 22 years of experience in the financial services industry. He is currently affiliated with LPL Financial, where he has worked since 2026. Prior to this, he spent 13 years with Ameriprise Financial Services in various capacities. 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. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Mark Batty is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and 10 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined total of 10 years before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.