Lucas Fields is a financial advisor with Raymond James Financial in Worthington, OH, holding a Series 66 designation and 19 years of industry experience. He has worked with Raymond James Financial and affiliated entities since 2007 and is involved in a team-based firm, Foley and Fields Wealth Strategies. Outside of his advisory role, he serves on the Worthington Christian Endowment Board and coaches the Worthington Christian High School girls soccer team. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

David Lickovitch is a financial advisor with Stifel in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stifel since 1998. Outside of his advisory role, he serves as Treasurer and Trustee for a homeowners association and coordinates a fundraising initiative at Olentangy Liberty High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

Gregory Kaufman is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and diversified investment resources.

Austin Mortimer is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has held roles at Bank of America, Merrill, Citrin, PPG Industries, New Albany Country Club, and Ohio State University. Outside of his advisory work, he is the owner of Not For Sale, LLC, an S Corporation based in Columbus, Ohio. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model‑based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been a principal since joining in 2003. He specializes in crafting risk-managed financial and retirement strategies for clients and believes in providing simple explanations for recommendations regardless of their complexity. Steve has been recognized on the Forbes Best-in-State Wealth Advisors list from 2019 through 2026. Additionally, he travels nationwide to train new Merrill advisors on practice management strategies and speaks to new employees about transitioning into financial services. Steve holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. He earned a Bachelor's degree in Economics from The Ohio State University and an Associate's degree from Salt Lake Community College, where he also played baseball. Originally from Upper Arlington, Ohio, Steve resides in Dublin, Ohio, with his wife Aubrey and their four daughters. Outside of his professional career, Steve is involved in coaching his daughters in soccer and enjoys watching them participate in basketball, swimming, dance, and golf. He supports Ohio State University's sports teams, a connection strengthened by his father's 30-year tenure teaching at the Fisher College of Business. Steve is active in his church and has coached high school baseball.

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.

John Haddow is a financial advisor with Morgan Stanley, holding a Series 63 credential and bringing 37 years of industry experience. His career includes long-term tenures at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 1995. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers its services through both direct client relationships and corporate agreements.

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.

Ahmed Barghouty is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Primerica and Metro PCS. Barghouty also had an academic affiliation with the University of Akron from 2014 to 2018. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.