LPL Financial Advisors
To learn more about an advisor and find out which geographic areas they cover, click their photo below.
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Gary Kozee
LPL Financial Advisor
Gary Kozee is a graduate of Wright State University with a B.S. in Finance. He brings over 17 years of experience working with individuals and organizations. Gary specializes in investments for both retirement and non-retirement accounts including investing for growth, income or safety of your dollars. Gary can help you with your retirement planning, tax planning, college planning, long term care planning, wealth transfer and reducing probate costs and delays.
He can help you no matter where you are with your investment goals. Gary has a series 7, 63, and 66 registrations, which he holds through LPL Financial, as well as life and health with variable annuity and long term care insurance license. Gary will work to create a plan that works for you based on your goals, objectives, safety and liquidity needs. He has been with LCNB Investment Services since 2016 and holds the position of Investment Services Vice President.
Serving the following areas:
- Brookville
- Eaton
- Lewisburg
- Barron Street
- Waynesville
- Oakwood
- Centerville
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Michael Lavatori
Program Manager, LPL Financial Advisor
Michael Lavatori is a graduate of the University of Cincinnati with a degree in Finance. He started his career in the financial services/banking industry in 1988 while still in college and upon graduation in 1992 he was accepted into the investment services area. The next year he obtained his General Securities Representative (Series 7) registration, which he holds through LPL Financial, followed by his Life, Health and Annuity Insurance license. Michael has been with LCNB Investment Services since April of 2002 and is Senior Vice President of Investment Services.
Serving the following areas:
- Main Office
- Columbus Avenue
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Glenn Schnell
LPL Financial Advisor
Glenn Schnell is a graduate of the University of Cincinnati with a BBA in Marketing & Management. He brings over 25 years of experience working with businesses and individuals in the tax, accounting and finance areas. Glenn obtained a Series 7 and 66 securities registration, which he holds through LPL Financial. He also holds his life insurance license. Glenn has been with LCNB Investment Services since 2012 and holds the position of Vice President.
Serving the following areas:
- Middletown
- Springboro
- Oxford
- Monroe
- Hamilton
- Fairfield
- Union Village
- Dent
- Price Hill
- Bridgetown
- Delhi
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Frank Re
LPL Financial Advisor
Frank Re is a graduate of the Carl H. Linder College of Business at the University of Cincinnati with a degree in Finance. In 2014 he obtained his Life, Health and Annuity Insurance License. In 2017 he obtained his General Securities Representative (Series 7) registration and the following year his Uniformed Combined State Law (Series 66) registration, which are both held through LPL Financial. Frank has been with LCNB Investment Services since 2016.
Servicing the following areas:
- Goshen
- Loveland
- Maineville
- Mason
- South Lebanon
- Roachester
- Anderson
- Florence
- Hyde Park
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Kenna Hesseling
LPL Financial Advisor
Kenna Hesseling is a graduate of Ohio University with a degree in Business Management. She has been in the financial services industry since 1998. She holds the Series 7, 6, 66 licenses (held through LPL Financial) and the Ohio Life and Health Insurance license. She joined the LCNB Investment Services team in April of 2020.
Servicing the following areas:
- Wilmington
- Washington CH
- Worthington
- Chillicothe
- Western Ave.
- Frankfort
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Sarah Pott
LPL Financial Advisor
Sarah Pott graduated from the University of Cincinnati in December 2023 with a degree in Finance. Sarah obtained her Series 7, 63 and 66 securities registrations, which are held through LPL Financial. She also holds her Life, Health and Annuity License. Sarah joined LCNB Investment Services in April of 2024.
Serving the following areas:
- Middletown
- Springboro
- Oxford
- Monroe
- Hamilton
- Fairfield
- Union Village
- Dent
- Price Hill
- Bridgetown
- Delhi
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Darrin Bollenbacher
LPL Financial Advisor
Darrin grew up in Celina, Ohio and moved to Dayton, Ohio after returning from the Air Force in 1990. He received his Bachelor of Arts from Wright State University in 1995. In 2006 he obtained a Series 7 and 66 securities registration, which he holds through LPL Financial, and began working in the financial sector working with businesses and individuals. In addition to his securities licenses, he also holds his life, health and annuity license. He actively engages in account management, portfolio reviews, and goal plan analysis, helping clients work toward achieving and sustaining their lifelong objectives. Darrin joined LCNB Investment Services in 2013.
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Administrative Associates
Chris Kolbenstetter
LPL Branch Office Administrator
Chris Kolbenstetter is a graduate of Miami University with a degree in Marketing. Chris started in the financial services industry in 2005 and assists with the administration of the LCNB Investment Services program and he also assists with client service support. He obtained his General Securities Representative (Series 7) registration, which he holds through LPL Financial, in 2007. Chris has been with LCNB Investment Services since 2014 and is an Assistant Vice President. Chris holds the position of LPL Branch Officer Administrator with LPL Financial.
Joane Fish
Administrative Associate
Joane began her career with LCNB National Bank in April of 2020 as a Lead Relationship Banker and transitioned to LCNB Investment Services in February of 2022. She has over 10 years of customer service experience. She passed the SIE (Securities Industry Essentials) exam in June of 2024 and is pursuing her Series 7 registration. She assists with client service and operational support for the entire LCNB Investment Services team.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. LCNB National Bank and LCNB Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LCNB Investment Services, and may also be employees of LCNB National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, LCNB National Bank or LCNB Investment Services. Securities and insurance offered through LPL or its affiliates are:
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- Not Bank Deposits or Obligations
- May Lose Value
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, FL, GA, IA, IN, IL, KS, KY, LA, MA, MD, MI, MO, MT, NC, NJ, NY, OH, OR, SC, TN, TX, VA & WV.