Eric has a Bachelor's degree in Finance from the University of Dayton and holds his Series 6, 7, 63, and 66 securities registrations and life insurance licenses. He is also a Series 24 Registered Principal. Eric's work ethic and attention to detail have repeatedly earned him the Wells Fargo Advisors Financial Network Platinum Council¹ distinction every year for 2007-2024, as well as recognition from Forbes as a Best-In-State Wealth Advisor² for years 2018-2024. We strive to help clients live their best life, and in doing so over the years, we've assisted with and witnessed a clientele migration to all our country's coastal regions along with plenty of places in between. Since our Team's beginning in the early 1990's, spending time with clients in their own homes or place of work has always been the cornerstone of our service commitment, and Eric continues that tradition by traveling all across the country to meet our clientele and their new neighbors they've been kind enough to refer us. He feels that consistent effort and commitment to integrity have always been the building blocks for our solid base of clients, and it's those referrals to client's friends and family that validate that commitment. Eric also spearheads the group's asset management due diligence by holding extensive meetings, interviews, and conference calls with senior management, market strategists, research analysts, mutual fund companies, and annuity firms. He works closely with Wells Fargo Advisors leaders and has served two 2-year terms on their Licensee Advisory Board of Independent Practices in 2012/2013 and again in 2020/2021.

Eric is an Eagle Scout who enjoys and supports outdoor activities and programs, such at the 4Ocean Project. Living on Indian Lake in Russells Point, Ohio, affords Eric the opportunity, along with his wife, Kristen, and their daughters, Maribella and Madeline, to spend much of their free time out on the water—all things boating are family favorites.

CA Insurance License Number: 0D68746. Resident State OH.

¹ The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism.

² 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Lisa has a Bachelor's degree in Finance from Miami University and holds her Series 7, 63, and 65 securities registrations and life insurance licenses. She is a financial advisor with Chartered Retirement Planning Counselor (CRPC™), Chartered Mutual Fund Counselor (CMFC™), Accredited Domestic Partnership Advisor (ADPA™), Certified Divorce Financial Analyst (CDFA®), CERTIFIED FINANCIAL PLANNER™ practitioner, and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA™) designations. She has also completed her Master of Science degree in Financial Planning. Wealth management for high net worth clients often involves a holistic familial approach. Such plans are complex, dynamic, and often involve conflicting goals, personalities, and emotions among parties spread far and wide geographically. Continuous training, intent listening, creative problem solving, collaboration with attorneys and accountants, and the team's extraordinary service help her maintain lifelong relationships with multiple generations of client families. Lisa has been recognized on the Forbes' Best-in-State Wealth Advisor^₁ list for years 2018-2024 and has earned the Wells Fargo Advisors Financial Network Platinum Council² distinction for years 2013-2024. Lisa spearheads the team's client outreach and education initiatives, with a focus on our Premier Client Group.

Lisa lives in Dublin, Ohio, with her husband, Chuck, and their teenage children, Ethan and Charley Kate. They have three beloved cats and their favorite charity to volunteer for is Colony Cats (& Dogs). Their family is always on the go with sports, a large extended family, and a passion for adventure and travel.

CA Insurance License Number: 0D65744. Resident State OH.

The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

¹ 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

² The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism.

Moe Zayed is an accomplished finance professional with over 8 years of experience in the finance industry and a strong background in management spanning over 9 years. He has held various roles including Banker, Financial Advisor, and Director of Estate Operations before joining our team in 2023. As our Compliance Coordinator, Moe leverages his expertise to manage the daily compliance workload, ensuring adherence to all relevant rules and regulations by monitoring, reviewing, and approving/denying necessary supervisory and compliance materials. His proficiency is demonstrated through his possession of FINRA Series 7, 66, 9, 10, and 99 security registrations, showcasing his commitment to maintaining high standards in financial services.

Originally from Cleveland, Moe relocated to Columbus three years ago with his wife, Megan, and daughter, Sabrina. In May 2024, they welcomed another daughter, Leila, to their lovely family. Outside of work, Moe finds joy in fishing and exploring the world with his family, having visited captivating destinations such as Iceland, Jordan, Japan, Korea, Italy, and Spain. He continues to plan more adventures, embracing a well-rounded lifestyle that balances professional excellence with enriching personal experiences.