Franklin Giovannelli is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004 and holds the Series 63 designation. Based in New Albany, OH, he operates within one of the largest networks of financial advisors in the country. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Luis Bautista is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and one year of industry experience. His prior work includes roles at PPG, Papa John's, and operating an e-commerce store. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

Bhim Bastola is a financial advisor with Primerica Advisors in Columbus, OH, holding a Series 63 designation and six years of industry experience. He has been with Primerica Advisors since 2019 and has prior experience with KEY REALTORS, LTD and Himal Tax Service LLC. Outside of financial advising, he owns businesses in trucking, interpretation services, and tax preparation. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers for its investment models.

Ryan Hedrick is a Series 66 licensed financial advisor at Morgan Stanley in Columbus, OH, with 7 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved processes to develop financial plans.

Lucas Fields is a financial advisor with Raymond James Financial in Worthington, Ohio, holding a Series 66 designation and 18 years of industry experience. He has worked at Raymond James Financial since 2007 and is also associated with Diversified Brokerage Specialists and FAR. Outside of his advisory work, Fields serves on the Worthington Christian Endowment Board and coaches the Worthington Christian High School girls soccer team. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and multiple implementation pathways.

Laurel Hostetler is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and bringing 18 years of industry experience. She has been with the firm and its predecessor entities since 2015, including Financial Engines Advisors L.L.C. since 2018. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, discretionary management, and online advice channels.

Olga Strasser is a financial advisor with LPL Financial in Columbus, Ohio, holding the ChFC® designation along with Series 66 and Series 63 licenses. She has 20 years of industry experience, including over a decade at MassMutual Investors Services and MassMutual Life Insurance Company prior to joining LPL Financial. Outside of her advisory role, she is a notary and is involved with several business entities for tax purposes and non-investment related activities. LPL Financial serves a broad client base that includes individuals, retirement plans, and institutional clients, offering financial planning, advisory programs, and brokerage services. The firm provides discretionary and non-discretionary management supported by research and model portfolios from multiple sources.

Jesus Maldonado is a Series 66-credentialed advisor with Ameriprise in Columbus, OH, and has six years of industry experience. Prior to joining Ameriprise in 2021, he held positions at American Honda Motor Company and Honda North America. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Alexander Wasnesky is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan, he held positions at firms including Fidelity Investments and Wesbanco Bank Inc. He has also been involved in entrepreneurial activities such as operating Fitness Gurus LLC from 2019 to 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Michael Buehrle is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds the Series 66 designation and has seven years of industry experience. His prior work includes roles at The Kroger Company and University of Dayton, as well as a position with No Name Cowboy, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Quentin Cox is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Reynoldsburg, Ohio. He has been with J.P. Morgan Securities since 2026 and previously worked at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

John Dinger is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Ryan Mcclanahan is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.

Austin Mortimer is a financial advisor at Merrill based in Columbus, OH, holding a Series 66 designation with six years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2019 and is the owner of Not For Sale, LLC, a for-profit S Corporation. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jesse Troike is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in customized personal wealth management and investment planning. Since joining Merrill in 2017, he has focused on areas including employee benefits planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Jesse earned a Bachelor's Degree in Accounting and Pre-Law from Ohio University. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes building strong relationships with clients to fully understand their needs and develop personalized financial strategies that align with their long-term goals. Jesse also seeks to educate his clients in navigating the evolving global market to maximize their financial potential. Outside of his professional role, Jesse enjoys adventure sports, golfing, hiking, hunting, running, and watching movies. He often spends his weekends engaging in these activities and spending time with family and friends.

Stephen Mangum serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2003, he has been a principal of his group, specializing in crafting risk-managed financial and retirement strategies for clients. Steve holds the Chartered Retirement Planning Counselor™ designation and is a Portfolio Manager within Merrill's Investment Advisory Program, managing personalized and defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Steve earned a Bachelor of Science degree in Economics from The Ohio State University and an Associate's degree from Salt Lake Community College, where he played baseball. He has been recognized on the Forbes “Best-in-State Wealth Advisors” list multiple times, including 2019 through 2026. Additionally, Steve contributes to the financial services industry by traveling nationwide to train new Merrill advisors on practice management strategies and speaks to new employees about transitioning into the field. Originally from Upper Arlington, Ohio, Steve resides in Dublin, Ohio with his wife, Aubrey, and their four daughters. He supports his alma mater's sports teams, coaches high school baseball, participates in his church, and serves on the board of Special Olympics Ohio, reflecting his involvement in both his family and community.

Grant Van Winkle is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial goals and develop personalized investment strategies. He provides advice on a range of financial matters including investing, retirement planning, and preparing for unexpected expenses. Additionally, he facilitates access to banking and lending services through Bank of America. Grant holds a Bachelor's Degree from The Ohio State University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His approach emphasizes understanding what matters most to clients and their families to create strategies aligned with their financial objectives.

Samuel Lyons is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Verizon Wireless. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Nathaniel Whitaker is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 22 years of industry experience. His career includes roles at Principal Funds Distributor, WisdomTree Asset Management, Foreside Fund Services, and Nationwide Investment Services. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.