LPL Financial Advisors

To learn more about an advisor and find out which geographic areas they cover, click their photo below.

Gary Kozee

LPL Financial Advisor
Office: (937) 833-2111 ext. 59506 gary.kozee@lpl.com

Michael Lavatori

LPL Investment Representative
Office: (513) 932-1414 ext. 59501
michael.lavatori@lpl.com

Glenn Schnell

LPL Financial Advisor
Office: (513) 677-2203 ext. 59503
Office: (937) 704-9490 
ext. 59503 
glenn.schnell@lpl.com

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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 Officer.


Serving the following areas:

  • Brookville
  • Eaton
  • Lewisburg
  • Barron Street
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Michael Lavatori

Program Manager, LPL Investment Representative

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:

  • Colerain
  • Hunter
  • Waynesville
  • Middletown
  • Springboro
  • Oxford
  • Monroe
  • Hamilton
  • Fairfield

Frank Re

LPL Financial Advisor
Office: (513) 677-2203 ext. 59603
frank.re@lpl.com

Kenna Hesseling

LPL Financial Advisor
Office: (740) 775-6777 ext. 59505 
kenna.hesseling@lpl.com


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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
  • Centerville
  • Oakwood
  • Otterbein
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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
  • Bridge St.
  • Western Ave.
  • Frankfort
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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 holds the position of Assistant Investment Officer. 

  Chris Fallat

Administrative Associate

Christopher Fallat is a graduate of Cincinnati Christian High School, and he is licensed in the state of Ohio to sell life, health, & accident insurance. He is also currently studying to receive his Securities Industry Essentials and General Securities (Series 7) Licenses, both of which he will hold through LPL Financial. He assists with the administration of the LCNB Investment Services program and he also assists with client service support. Christopher started working at LCNB in November of 2018 as a Relationship Banker, and began working with LCNB Investment Services in April of 2020 with the position of Administrative Associate.

 

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:

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, KY, LA, MD, NC, NJ, OH, SC, TX, VA & WV.