Stephen Rogers is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial in Columbus, OH. His work history includes roles at VOYA Financial Advisors, Heartland Bank, and JC Wealth Management Group. Outside of his advisory career, he has been involved with Ohio Dominican University and several other ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions delivered through a large network of investment adviser representatives.

Olga Strasser is a financial advisor with LPL Financial in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 20 years of industry experience, including prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and The Huntington Investment Company. Outside of her advisory work, she is a notary and has involvement in several small business entities for tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Philip Shively is a financial advisor with LPL Financial in Columbus, OH, holding a Series 63 designation and 41 years of industry experience. He has worked at LPL Financial (formerly LINSCO/Private Ledger Corp.) since 1995 and has been affiliated with Society National Bank since 1987. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by various operational and research tools.