Michael Joe Carpenter

Dawn Wilson is a financial advisor with Athens Impact Socially Responsible Investments in Athens, OH. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Her prior work includes roles at Cambridge Investment Research and Lincoln Financial Securities Corporation. Athens Impact provides individualized investment management, financial planning, and coaching for individuals, corporate clients, charitable organizations, and institutional retirement plans. The firm primarily uses passive investment strategies with ESG and impact screening integrated into portfolio construction, and it offers services including employee benefit plan advisory, investor education, and institutional education programs.

Travis Davidson is a financial advisor at LexAurum Advisors with over a decade of experience, including 14 years at Ohio University and four years at Università Politecnica delle Marche. He holds a Series 66 designation and has been with LexAurum Advisors since 2026. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm manages approximately $1.27 billion for over 2,100 clients and operates with a multi-advisor team, offering diversified portfolios based on modern portfolio theory and utilizing fundamental, market-trend, and economic-cycle analysis.

Lisa Lidke is a financial advisor with Wells Fargo Advisors in Columbus, Ohio, holding a Series 66 designation and 25 years of industry experience. She has been with Wells Fargo Advisors since 2014. Additionally, she serves as co-trustee for Rivers Lidke Financial Group, LLC, a financial entity based in Columbus. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Kyle Barnhouse is a financial advisor with Raymond James Financial in Athens, Ohio, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at OhioHealth for six years. He is also an associate at Karageorge Wealth Management, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis, modeling tools, and firm research to develop tailored financial plans and recommendations.

Drew Smart is a financial advisor at Edward Jones in Athens, OH, with 19 years of industry experience and a Series 66 designation. He previously worked at Ohio University Credit Union and Cuso Financial Services from 2014 to 2020 before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Daniel Stroh is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Kestra Advisory and Snider, Fuller & Associates. He also operates Dan Stroh LLC for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.