Maumee, OH Longbow Dr Office

Jonathan Porter is a financial advisor at LPL Financial in Maumee, Ohio, holding Series 63 and Series 66 licenses with two years of industry experience. He has been with LPL Financial since 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, providing advice through a large network of investment adviser representatives who use a variety of investment strategies and technology tools.

George Calton Jr. is a financial advisor with LPL Financial based in Maumee, Ohio. He holds Series 65 and Series 63 licenses and has six years of industry experience, including prior roles at Transamerica Financial Advisors, World Financial Group, and WealthWave. Outside of advising, he has served as a volleyball referee for over 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting advisors with a range of investment strategies and research tools.

Mitchell Borst is a financial advisor with LPL Financial in Maumee, Ohio, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Transamerica Financial Advisors and ownership of Borst Financial LLC. Outside of advisory services, he has involvement with a business partnership through FIST Office Partners LLC. 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, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Julie Luther is a financial advisor with LPL Financial in Maumee, Ohio, holding Series 63 and Series 65 licenses and having nine years of industry experience. Her career includes roles at Transamerica Financial Advisors, WealthWave, and World Financial Group. She is a co-owner of JP Luther Enterprises LLC, a non-investment related business entity. 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 with a broad platform that includes financial planning, third-party asset management, and institutional programs.

David Barkholz is a financial advisor with LPL Financial in Maumee, Ohio, holding a Series 63 license and 14 years of industry experience. His prior work includes roles at WealthWave, FIST Office Partners LLC, and Transamerica Financial Advisors, Inc. Barkholz has also been involved in entrepreneurial ventures through Barkholz Enterprises and FIST Office Partners LLC. 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.

Andrew Hudak is a financial advisor with LPL Financial based in Maumee, Ohio. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior roles include positions at Aflac, Transamerica Financial Advisors, and World Financial Group. Outside of advisory work, he has been involved with the Ballet Theatre of Toledo for a decade and is a co-owner of Hudak Enterprises, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party managers, and institutional platforms.

Lionel Brock is a financial advisor with LPL Financial, holding 14 years of industry experience. His career includes roles at WealthWave, Netlaw, United Healthcare, First Solar Inc, DebtMerica, Transamerica Financial Advisors, and World Financial Group. He has served on the Make a Wish Regional Advisory Board since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, and institutions. The firm offers a wide range of advisory services and investment strategies, supported by extensive resources and a large network of advisors.

Timothy Majewski is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade before joining LPL Financial. 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 broad range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various operational technologies.

Monica Wisser is a financial advisor with LPL Financial based in Maumee, Ohio, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, she worked at Transamerica Financial Advisors and World Financial Group and has operated Monica Wisser Insurance Agency, LLC since 2016. She serves as a board member for the Rotary Club of Upper Sandusky. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Brandt Landin is a Series 65-licensed financial advisor with LPL Financial, bringing seven years of industry experience. His prior roles include positions at Transamerica Financial Advisors, World Financial Group, and Crown Equipment Corporation. In addition to his advisory work, Brandt is employed at Mazda North American Operations. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.