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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 the Series 66 designation and has been in the industry since 2025. Prior to his advisory career, he was involved with The Dispatch Printing Company for 19 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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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 the Series 63 and Series 65 designations. His prior roles include positions at Avantax Advisory Services and Avantax Investment Services, and he is a business owner of Bodine Perry, LLC and RE Capital Group LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology-driven solutions.

College savings (529s, UTMA, etc.)
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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 eight years of industry experience. She previously worked at Lincoln Financial Advisors Corporation from 2015 to 2021 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of representatives, utilizing both discretionary and non-discretionary management supported by internal research and third-party models.

College savings (529s, UTMA, etc.)
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Adam P

CFP®, Series 63

Columbus, OH

LPL Financial

Adam Pusateri is a CFP® credentialed financial advisor with 23 years of industry experience. He has been with LPL Financial since 2021, following a 19-year tenure at Lincoln Financial Advisors and Lincoln National IIFE. Based in Columbus, OH, his practice operates under Bluestone Wealth Partners, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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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 SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Andrew M

ChFC®, Series 66

Columbus, OH

LPL Financial

Andrew Michel is a financial advisor with LPL Financial, holding the ChFC® and Series 66 designations and bringing 43 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company for 23 years and has operated Andrew Michel & Associates since 1989. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutional clients. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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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 license and 39 years of industry experience. He worked for Lincoln Financial Advisors and Lincoln National Life from 2001 to 2021 before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers various advisory programs, financial planning, and consulting services, with access to model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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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 27 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Jacobs Vanaman Agency, Inc., where he worked for over two decades combined. Outside of advising, he is also a notary in Columbus. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Steven E

Series 63

Columbus, OH

LPL Financial

Steven Elsea is a financial advisor at LPL Financial with 31 years of industry experience. He holds a Series 63 designation and has worked with Avantax Insurance Agency, Avantax Advisory Services, and Bodine Perry, among other firms. He also served as a trustee for Steve Elsea, Trustee from 2014 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, with discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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