West Chester, OH 8875 Cincinnati Dayton Rd Office

Robert Jerger is a financial advisor with LPL Financial in West Chester, Ohio, holding Series 65 and Series 63 credentials and 28 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved with independent insurance businesses focused on life, disability, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Kristen Makari is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has been with LPL Financial since 2016. Outside of her advisory role, she serves as a notary for Hamilton County. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, incorporating both discretionary and non-discretionary management supported by model portfolios and research.