Andrew Lukcso Jr. is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He previously worked for The Huntington Investment Company for 16 years before joining Wells Fargo Clearing in 2023. He holds Series 63 and Series 65 licenses and serves on the finance committee of Lakewood Catholic Academy. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kathlene Crisp is a financial advisor with Raymond James & Associates in Westlake, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She worked at Merrill Lynch for 14 years before joining Raymond James in 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Paul Hoffman is a financial advisor at Edward Jones with 10 years of industry experience. He served in the United States Air Force from 2013 to 2019 before joining Edward Jones in 2019. Hoffman is also an officer in the Ohio Air National Guard, where he manages a medical clinic. Additionally, he serves as trustee of the Hurt Family Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Michael Kowal is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior firms include Cetera and Applied Marketing Group LLC, where he worked from 2013 to 2023 and 2017 to 2020, respectively. In addition to his advisory work, Kowal is involved with My MediChoice Network LLC, an insurance agency operating under the MediQuote brand. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and portfolio management options supported by in-house and third-party research, with services spanning discretionary and non-discretionary management and leveraging technologies such as machine learning.