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  • Who We Are
    • Our Story
    • Our Team
    • Our Process
  • What We Do
    • Community Impact
    • Planning Services
  • Insights
    • Videos
    • Research
  • Contact Us
CONTACT US

Our Team

Partners

Brad D. Stein, CFP®

LPL Branch Manager
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Damien P. Lynch, MBA, CFP®

Market Strategist
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Mary E. Winand, CFP®, CSLP

Director of Financial Planning
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Advisory

Benjamin Burkhart, CFP®

Financial Planner

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Operations and Administrative

Kathleen N. Heilman

Client Services Manager
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Julee A. Welchko

Client Experience Specialist
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Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through The Financial Advisory Group, a registered investment advisor and separate entity from LPL Financial.

LPL Financial Form CRS

Copyright 2025 The Financial Advisory Group

The LPL registered representatives of The Financial Advisory Group may only discuss securities or transact business with persons who are residents of Arizona, California, Colorado, Delaware, Florida, Georgia, Massachusetts, Maryland, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wyoming .

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.