Meet Your Team

James Mrdjenovich has over 20 years of experience in the Wealth Management/Financial Services industry, with a background in investment, retirement, estate, tax, risk, debt, education, and business planning. He obtained a BSBA degree from Duquesne University in Pittsburgh Pennsylvania, with a major in Finance and Accounting.

As the Owner and Principal of his Western Pennsylvania and South-Western Florida offices, with LPL Financial, Mr. Mrdjenovich thrives on the opportunity to assist his clients define and work toward their goals. He applies comprehensive financial planning strategies to manage the challenges of every stage of life. James holds the FINRA Securities license 6,7,63,65 with LPL Financial, Life, Accident, Health. He has obtained his Certified Financial PlannerTM certification.

Born and raised in Western Pennsylvania, James was a high school three-sport athlete competing in football, basketball, and baseball. He had the opportunity to attend college on a football scholarship and continued playing professionally in the arena leagues after college.

Mr. Mrdjenovich enjoys spending time with his family in South Western Florida during the fall and winter months. He enjoys golf, cycling, weight training, Brazilian Jiujitsu, and gaining additional knowledge through reading and continuing his education.

Nancy Camilli brings over 20 years of experience in the Wealth Management and Financial Services industry. Throughout her career, she has supported a wide range of client service operations, including account openings, distributions, bill payments, and coordination of events and client engagement initiatives.

Originally from Western Pennsylvania, Nancy developed her passion for business early on, majoring in business in high school and holds a Bachelor's degree in Finance and Business Administration from Franklin University in Columbus, Ohio.

Nancy has been happily married to her husband Robert for over 23 years. Together, they have one son, Cody, who—along with his wife Kaitlynn—welcomed their daughter Madi in 2023. Madi is truly the apple of Nancy’s eye.

In her free time, Nancy enjoys swimming, taking walks, and spending time with her granddaughter and great-nieces.

Andra has more than 30 year of experience as a financial service professional in various roles. She joined LPL Financial in 2006 to apply her experience working with advisors in LPL Admin Solutions. 

Andra is a North Carolina native and lives in Lowell, NC. She enjoys traveling, spending time with her family and friends. In her free time, she likes watching movies from the 30s, 40s, and 50s. 

Jaime is a fully-licensed financial advisor, Certified Estate Planner and co-owner of Traywick Financial. A native of Ironton, Ohio, she graduated from Marshall University with a Bachelor of Arts degree in Education. Jaime was a teacher prior to starting her career as a financial advisor with Merrill Lynch in Ashland, Kentucky. With Jaime's background, she believes educating our clients is essential to their comfort and understanding of why their plan is designed specifically for them and feels that education is an important part of the work she does with her clients. 

When she is not in the office, Jaime loves to cook and enjoys watching her children play sports. She can often be found en route to one of their many sporting activities.

With 32 years of experience in social services and a short retirement in between, Beth is our administrative assistant who helps with a number of office duties. She strives for exceptional customer service, ranging from document and meeting preparation, notifications and updates, as well as other service-related inquiries. 

With goals of her own, Beth is thrilled to be part of a team that helps people create plans to achieve their objectives and the life they’ve always wanted. 

Beth grew up in Gallipolis, where she married her high school sweetheart and raised 2 sons. As an empty nester, she enjoys traveling, being outdoors, and spending time with family and friends.