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Anthony T

Series 66

Columbus, OH

LPL Financial

Anthony Troiano is a financial advisor with LPL Financial in Columbus, OH. He holds a Series 66 designation and has experience working at LPL Financial and Bluestone Wealth Partners since 2025. Prior to his financial career, he spent 19 years with The Dispatch Printing Company. 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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James H

Series 63, Series 65

Columbus, OH

LPL Financial

James Hunter is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2023. Hunter also owns and operates Bodine Perry, LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jennifer J

Series 66

Columbus, OH

LPL Financial

Jennifer Jenkins is a financial advisor with LPL Financial in Columbus, Ohio, holding a Series 66 designation and nine years of industry experience. She previously worked at Lincoln Financial Advisors Corporation from 2015 to 2021. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, third‑party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Adam P

CFP®, Series 63

Columbus, OH

LPL Financial

Adam Pusateri is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial since 2021. He spent 19 years at Lincoln Financial Advisors and Lincoln National IIFE before joining LPL. Based in Columbus, OH, he is involved with Bluestone Wealth Partners, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tyler K

Series 66

Columbus, OH

LPL Financial

Tyler Klepek is a financial advisor with LPL Financial in Columbus, Ohio, holding a Series 66 designation and 11 years of industry experience. He previously worked at Lincoln Financial Advisors for six years before joining LPL Financial in 2021. 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 investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Andrew M

ChFC®, Series 66

Columbus, OH

LPL Financial

Andrew Michel is a financial advisor with LPL Financial in Columbus, OH, holding the ChFC® designation and Series 66 license. He has 43 years of industry experience, including 23 years with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company, and has operated Andrew Michel & Associates since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including third-party asset management and institutional platforms, supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Richard O

Series 63

Columbus, OH

LPL Financial

Richard Obrien is a financial advisor with LPL Financial in Columbus, OH, holding a Series 63 designation and 39 years of industry experience. He worked for Lincoln Financial Advisors and Lincoln National Life for 20 years before joining LPL Financial in 2021. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Don P

Series 63

Columbus, OH

LPL Financial

Don Parkhill is a financial advisor with LPL Financial in Columbus, OH, holding a Series 63 designation and having 28 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Jacobs Vanaman Agency, Inc. He is also a licensed notary in Columbus. 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 broad range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by extensive resources and technology.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Steven E

Series 63

Columbus, OH

LPL Financial

Steven Elsea is a financial advisor with LPL Financial based in Columbus, Ohio, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include positions at Avantax Insurance Agency, Bodine Perry, and Avantax Advisory Services, among others. 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 financial planning and investment management solutions, combining advisory services with a broad set of non-advisory financial activities.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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