LPL Financial Advisors


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
  • West Alexandria
  • New Paris
  • 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 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 Assistant Vice President.

 

Serving the following areas:

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

Mark Tessneer

LPL Financial Advisor
Office: (513) 932-1414 ext. 59504
mark.tessneer@lpl.com

Jarrell Witty

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


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Mark Tessneer

LPL Financial Advisor

Mark Tessneer is a graduate of The Ohio State University with a BS in Accounting. With over 22 years in the financial services industry he holds;

- Series 6,7,63,65 securities registration
- Life & Health Insurance license
- (CLU) Chartered Life Underwriter
- (ChFC) Chartered Financial Consultant
- (AAMS) Accredited Asset Management Specialist
- (CLTC) Certified in Long Term Care

Mark can provide financial guidance and strategies for virtually every planning or investment need. Whether your goals include retirement, college planning for children / grandchildren, tax reduction through investing, increasing current income or portfolio review, he can help. He has been with LCNB Investment Services since 2015 and holds the position of Investment Officer.


Serving the following areas:

  • Mason
  • Goshen
  • Roachester
  • Maineville
  • Otterbein
  • South Lebanon
  • Centerville
  • Loveland
  • Oakwood
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Jarrell Witty

LPL Financial Advisor

Jarrell Witty is a graduate of Ohio University with degrees in Applied Business, Technical and Applied Studies. He has been in the financial services industry since 2007 and obtained a Series 7 and Series 66 securities registrations, which he holds through LPL Financial, as well as Life, Health, and Variable Products and Long Term Care Insurance licenses. Jarrell has been with LCNB Investment Services since 2013 and holds the position of Investment Officer.


Serving the following areas:

  • Bridge Street
  • Chillicothe
  • Frankfort
  • Washington Court House
  • Western Avenue
  • Wilmington
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Additional Staff

 Darrin Bollenbacher

LPL Registered Administrative Associate

 Darrin Bollenbacher is a graduate of Wright State University with a degree in Psychology and obtained both his General Securities  Representative and Uniformed Combined State Law (Series 7, 66) registrations, which he holds through LPL Financial, and his Life, Health &  Annuity Insurance license in 2006. He assists with client service support. Darrin has been with LCNB Investment Services since  2013.

 

 Chris Kolbenstetter

LPL Registered Administrative Associate

 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 daily administration of the office and 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.

 

 

 Frank Re

 LPL Registered Administrative Associate

Frank Re is a graduate of the Carl H. Linder College of Business at the University of Cincinnati with a degree in Finance. He obtained his General Securities Representative (Series 7) registration, which he holds through LPL Financial, in 2017 and obtained his Life, Health and Annuity Insurance License in 2014. He assists with client service support.  Frank has been with LCNB Investment Services since 2016.



SECURITIES OFFERED THROUGH LPL FINANCIAL MEMBER FINRA/SIPC INSURANCE PRODUCTS OFFERED THROUGH LPL FINANCIAL OR ITS LICENSED AFFILIATES. LCNB NATIONAL BANK AND LCNB INVESTMENT SERVICES ARE NOT REGISTERED BROKER DEALERS AND ARE NOT AFFILIATED WITH LPL FINANCIAL. THE LPL FINANCIAL REGISTERED REPRESENTATIVES ASSOCIATED WITH THIS SITE MAY ONLY DISCUSS AND/OR TRANSACT SECURITIES BUSINESS WITH RESIDENTS OF THE FOLLOWING STATES: AK, CA, CO, FL, GA, IN, IL, KY, LA, MD, NJ, OH, SC, TX, VA & WV.