Cincinnati, OH Office

Mark Bonfield is a financial advisor with LPL Financial based in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at PNC Investments, Fidelity Investments, and Farmers Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse financial planning and advisory programs supported by research and a range of management strategies.

Jonathan Peirson is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2015. He operates Peirson Financial Services LLC, which supports his work with LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven solutions.

Douglas Cooper is a financial advisor with LPL Financial in Cincinnati, Ohio, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with LPL Financial since 2013. 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 various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Scott Hill is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial and its predecessor firms since 2003. Outside of his advisory role, Hill serves as an instructor and volunteer with the American Red Cross. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and brokerage solutions supported by research and model portfolios, catering to both discretionary and non-discretionary management needs.

Michael Perkins is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 63 designation and 26 years of industry experience. He worked for Stonex Advisors Inc and Stonex Securities Inc from 2015 to 2025 before joining LPL Financial in 2025. Perkins also has a part-time involvement in non-variable insurance. 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Ryan Mc Carthy is a financial advisor with LPL Financial in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and with 19 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Fifth Third Bank and Fifth Third Securities between 2012 and 2023, along with roles at Purshe Kaplan Sterling Investments and 9258 Wealth Management. 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 advisory programs and financial planning services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Colleen Rittenhouse is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, 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, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Jamie Osborne is a financial advisor with LPL Financial based in Cincinnati, OH, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Ameritas Investment Corp., CCF Investments, and Capital Choice Financial Services. Outside of his advisory work, Osborne owns a small farm business, Osborne Homestead Services, LLC. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing discretionary and non-discretionary management along with access to model portfolios, third-party subadvisors, and specialized strategies.

Gregg Fogel is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and various insurance carriers, spanning over two decades. He also operates SGF Associates, LLC, an investment-related business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Michelle Fogel is a financial advisor with LPL Financial in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at SGF Associates LLC, Separation Advisors LLC, and Waddell & Reed, Inc. She is involved with SGF Associates LLC, a business entity related to her investment advisory work. LPL Financial is a national investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by comprehensive research and various technology platforms.

Glenn Schnell is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial and LCNB National Bank since 2012. He serves as a trustee on a homeowners association and is a member of the investment committee for St. Peter & St. Paul U.C.C. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Eugene Weber is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Fifth Third Securities and W&S Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Timothy Gandy is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Western International Securities, Inc. for 12 years and operated Ecowristwest for 10 years. Outside of his advisory work, he is an author of the book "Giving Sucks - The Prosperity Vacuum." 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.