Our Associates

Adam C. Halm, CFP®, ChFC®

LPL Financial Advisor

adam.halm@lpl.com

 

Credentials

CERTIFIED FINANCIAL PLANNER(TM) practitioner

CHARTERED FINANCIAL CONSULTANT(TM)

Bachelor's Degree in Accounting

Series 7 General Securities Registration

Series 66 Uniformed Combined State Law Registration

Ohio Insurance License (Property, Casualty, Life, Health, Variable Products)

Securities registrations held through LPL Financial

 

 

 

Seth T. McDonald

LPL Financial Advisor

seth.mcdonald@lpl.com

 

Credentials

Bachelor's Degree in Finance

Series 6 Securities Registration

Ohio Insurance License (Property, Casualty, Life, Health, Variable Products)

Securities registrations held through LPL Financial

 

 

 

 

Erica Ellis

Operations Manager

erica.ellis@lpl.com

 

 

 

 

 

 

 

 

 

Taylor Mess

Client Service Associate

taylor.mess@lpl.com