Cincinnati, OH Adams Crossing Office

Timothy Powell is a CFP® with 32 years of industry experience, currently affiliated with LPL Financial. He has previously worked at HORAN Securities, Inc. for 26 years and has held roles at Avantax and Concentric Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a broad array of strategic, tactical, and alternative investment options.

Molly Myers is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at LPL Financial. Her prior experience includes roles at Avantax Advisory Services, Avantax Insurance Agency, Jeffrey D Stewart & Co., and operating her own Medicare sales business. She is also a notary public in Milford, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolio programs, utilizing technology and a broad platform to support over 22,800 advisors.

Dean Johns is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial in Cincinnati, OH. He has held roles at several firms including Concentric Wealth Management, Avantax Advisory Services, 9258 Wealth Management, and John D. Dovich & Associates, LLC. Outside of his advisory work, he is involved with Concentric Wealth Management as a DBA for his 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, supported by advanced operational and research tools.

John Burke is a financial advisor with LPL Financial based in Cincinnati, OH. He holds a Series 65 designation and has over a decade of experience running Burke CPAs and Advisors, a firm focused on tax preparation and accounting services. He also serves as a notary in Cincinnati. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing both proprietary research and third-party management strategies.

Patrick Burke is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Avantax Advisory Services and Avantax Investment Services. Outside of advising, he has authored works since 2012 and serves on the boards of Service Management Systems, Inc. and United Audit Systems, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a variety of financial planning and investment management solutions for individuals, retirement plans, banks, and institutions, supported by a wide range of strategic, tactical, and alternative investment options.

Ian Bullis is a Series 66-licensed financial advisor with LPL Financial in Cincinnati, OH. He has one year of industry experience and previous roles at Burke CPAs & Advisors and Concentric Wealth Management. Outside of finance, his background includes various positions in athletics and admissions offices at Earlham College and work in the food service industry. 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, third-party asset management, and institutional platforms.

Joshua Wentz is a financial advisor with LPL Financial in Cincinnati, OH, holding a CFP® designation and securities licenses Series 66 and Series 63. He has six years of industry experience, including prior roles at Avantax Advisory Services, Northwestern Mutual, and Keller Williams Realty Services. He is also associated with Concentric Wealth Management, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice and account management through a large network of investment adviser representatives.

Justin Lehkamp is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 and Series 63 credentials and has previously worked at Fidelity Personal and Workplace Advisors, Avantax Investment Services, and other firms. Outside of his advisory roles, he has experience in the catering business and worked with a swim club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nicholas Groman is a financial advisor with LPL Financial in Cincinnati, OH. He holds the CFP® designation and Series 63 and 66 licenses, and has 11 years of industry experience. Prior to joining LPL Financial, he worked with firms including Concentric Wealth Management, Avantax, Horan Securities, and Fidelity. He is also commissioned as a notary in Cincinnati. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, delivering advice through a large network of investment adviser representatives who may implement customized or model-based strategies.

Matthew Tarka is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 license and seven years of industry experience. He previously worked at firms including Concentric Wealth Management, Avantax Investment Services, HORAN Securities, and Merrill. Outside of his advisory roles, he is involved in tax preparation and accounting through Burke CPAs and Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, financial institutions, and other clients. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting its advisors with research and operational tools.