John Watson II is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc and VOYA Financial Advisors. He is also the founder of Watson Financial Advisors, an independent financial advisory firm that includes insurance activities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers across various investment platforms.

Neil Lin is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory role, Lin manages real estate through his businesses Lin Enterprise LLC and Lin Hathaway LLC. 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. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

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.

Ryan Sink is a financial advisor with LPL Financial in Dublin, Ohio, holding 21 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Guardian Life Insurance Co. of America. In addition to his advisory role, he is involved in non-variable insurance activities. LPL Financial serves a wide range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a national network of representatives. The firm provides both discretionary and non-discretionary management, utilizing research and model portfolios to support diverse investment strategies.

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, 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.

Jeffrey Hankins is a financial advisor with Ameriprise in Galena, Ohio, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1995. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts, and provides a broad range of advisory, brokerage, and insurance solutions.

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.

Stevy Skillman is a financial advisor with Raymond James & Associates based in Sunbury, OH, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2025, Skillman worked at JPMorgan Chase, J.P. Morgan Securities, and Morgan Stanley. Outside of financial services, Skillman is the owner of Boxador Sports, an online sports card and memorabilia store. Raymond James & Associates is a large registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary advisory relationships.

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.

Nicholas Arena is a CFP®-certified financial advisor with 20 years of industry experience, currently with LPL Financial since 2011. He previously worked with Independent Financial Partners from 2011 to 2019. Outside of advisory work, he is involved with Arena and Harrison CPA's INC., providing tax preparation and accounting services. 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 advisory programs and planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

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.