Olga Strasser is a financial advisor with LPL Financial in Columbus, OH, holding the ChFC® designation along with Series 66 and Series 63 licenses. She has 20 years of industry experience, including prior roles at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of her advisory work, she serves as a notary and manages several business entities for tax purposes. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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 with J.P. Morgan Securities in Columbus, OH. He holds the Series 63 and Series 66 licenses and has one year of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank, Fidelity Investments, and several other firms in various capacities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model allocations and offers broader derivatives and commodities capabilities through affiliated entities.

Michael Buehrle is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Columbus, OH, and has seven years of industry experience. Prior to joining J.P. Morgan in 2019, he worked at The Kroger Company and was affiliated with No Name Cowboy, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their process incorporates centralized due diligence and a combination of quantitative and qualitative research, with additional offerings including ESG considerations and derivatives capabilities.

Quentin Cox is a Series 66 licensed financial advisor at J.P. Morgan Securities with one year of advisory experience. He has worked at JPMorgan Chase Bank, N.A. for ten years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting.

John Dinger is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2013, following a prior three-year tenure at The Huntington Investment Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include ESG criteria in its recommendations.

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.

Ryan Mcclanahan is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, including a current role alongside JPMorgan Chase Bank, N.A. in Westerville, Ohio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on asset allocation advice, manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Nicholas Arena is a CFP®-designated financial advisor with 20 years of industry experience, currently affiliated with LPL Financial in Columbus, OH. He has worked with LPL Financial since 2011 and previously held roles at Independent Financial Partners and MSI Financial Services, Inc. In addition to his advisory work, he is involved in tax preparation and accounting through Arena and Harrison CPA's Inc. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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 seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, Citrin, PPG Industries, and also studied at Ohio State University. Mortimer is the owner of Not For Sale, LLC, a for-profit 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 with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and five years of industry experience. He previously worked at Morgan Stanley from 2019 to 2023 and has held contract positions at Axelon Services Corporation and Dawson. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research and offers expertise in derivatives and commodities through unique regulatory registrations and affiliations.

John Haddow is a financial advisor at Morgan Stanley with 38 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously spent 14 years at Citigroup Global Markets. He holds a Series 63 designation and is based in Dublin, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

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.

Todd Gourno is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, with 19 years of industry experience. He currently works at Cetera and Three Creeks Capital Management, LLC, which he owns. Outside of advising, he owns a real estate business that purchases commercial buildings for business purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and retirement services across multiple program structures, with access to affiliated and third-party managers and over $256 billion in assets under management.