Westlake, OH Clemens Road Office

Grant Visocky is a financial advisor with LPL Financial who holds a Series 66 designation and has eight years of industry experience. Prior to joining LPL Financial in 2023, he worked at The O.N. Equity Sales Company for five years. Outside of his advisory role, he is involved with Simpliterm LTD, an online term insurance agency. LPL Financial serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering advisory programs, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary management and supports investment strategies with research from LPL and third-party subadvisors.

Jeffrey Kobak is a financial advisor with LPL Financial in Westlake, Ohio, holding a Series 63 designation and 29 years of industry experience. Prior to joining LPL Financial in 2023, he worked for The O.N. Equity Sales Company and Ohio National Life Insurance for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with access to model portfolios and research from LPL and third-party subadvisors.

Raymond Vargo is a financial advisor with LPL Financial, holding a Series 63 designation and 41 years of industry experience. Prior to joining LPL Financial in 2023, he spent 19 years at THE O.N. Equity Sales Company. He is involved in providing non-variable insurance services alongside his advisory role. 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 offers a range of advisory programs, financial planning, and brokerage services supported by both in-house and third-party research, including discretionary and non-discretionary portfolio management options.

John Takacs is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked for Ohio National Financial Services and The O.N. Equity Sales Company from 2005 to 2023. Takacs holds a Series 63 designation. LPL Financial serves a broad range of clients including individuals, retirement plans, and institutional entities through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options.

Darryl Visocky is a financial advisor at LPL Financial with 39 years of industry experience. He holds a Series 66 designation and previously worked for THE O.N. Equity Sales Company and Ohio National Life Insurance, each for 22 years. Visocky is also involved with insurance agencies, including Maxim Financial Group LLC and Simpliterm LTD. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.