LPL Financial announced that financial advisors Anthony “Tony” Campagni, CFP, Ronald Jurczynski, CPA/PFS, Mitchell Romeo, CPWA, CPFA, Kyle Hancharick, CFP, and Dominic Elmo of Ohio-based Strata Financial Group have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The advisors reported serving more than $350 million in advisory, brokerage, and retirement plan assets, and they joined LPL from Osaic.
Strata Financial Group was launched in 1998 by Campagni and the late Rino Romeo — Mitchell Romeo’s uncleand currently operates in two Ohio locations: Sheffield Village, where the team serves the greater Cleveland area, and Dublin, serving the Columbus area. The advisors take a team-based approach to offering personalized strategic financial plans, tax strategies, retirement preparation, investment planning, and wealth preservation to clients nationwide. Strata is led by partners Campagni, Jurczynski, and Mitchell Romeo and includes support staff members Emily Dohnenko and Shayla Svetgoff.
KEY QUOTES:
“Our team is dedicated to providing comprehensive financial services for busy professionals, executives, business owners and families who are looking for a partner to help them maximize their wealth. With a unique focus on tax and financial planning in an ever-changing environment, we empower our clients to make well-informed decisions and create tailored plans that prioritize their financial goals.”
- Tony Campagni
“We were drawn to LPL because of its transparency and robust public presence. LPL’s commitment to service and technology is evident, and it’s clear LPL prioritizes supporting advisors and their staff, so Strata Financial Group can have more time to focus on servicing our clients. “
- Mitchell Romeo
“Our goal is to leverage LPL’s vast resources to provide the highest level of service to our clients, from consolidated reporting to being able to access a broader range of investment and insurance solutions. This will allow Strata Financial Group to continue to try to improve and create differentiated experiences for clients.”
- Ronald Jurczynski
“We welcome Tony, Ronald, Mitchell, Kyle and Dominic to LPL Financial. At LPL, we are steadfast in our commitment to supporting independent advisors. Our platform is designed to empower these professionals with industry-leading resources, innovative technology and dedicated services that enable advisors to serve their clients their way. We look forward to supporting Strata Financial Group for years to come.”
- Scott Posner, LPL Executive Vice President, Business Development
