As Managing Director – Investments for The Stevenson Group of Wells Fargo Advisors, Brian provides the overarching vision, strategic direction, and macro-level guidance for the team. With more than 39 years of experience in the financial services industry, he leads the group’s efforts across Capital Markets, Syndicate and Alternative Investments, and comprehensive Wealth Management solutions for both workplace and individual clients.

Brian is deeply committed to fostering a culture of giving back. He actively leverages his resources to support the children, families, and friends of his clients, as well as the broader community. His passion for charitable work, particularly initiatives benefiting children with special needs, is evident through his role as a founding Board Member of The Flying Horse Farm, where he served for five years. Brian resides in Dublin with his wife and their children Jocelyn, Ross and Grant.

CA Insurance License Number: OH86710. Resident State OH

Jay began his career in the securities industry nearly 14 years ago with The Stevenson Group of Wells Fargo Advisors, bringing a unique perspective by leveraging his engineering background to deliver tailored solutions for clients. Prior to joining the team, Jay was an experienced small business owner, manager, and consultant, where he implemented strategic business and financial initiatives across multiple organizations.

In his current role, Jay is primarily responsible for overseeing the implementation of the group’s investment platform. This includes conducting in-depth analysis and engaging in daily discussions with Capital Markets to help ensure alignment with client objectives and market opportunities.

Jay attended Washington State University and DeVry University, where he studied engineering for four years. Outside of his professional responsibilities, Jay is actively involved in philanthropic efforts. He contributes to fundraising and marketing initiatives for the National Alliance on Mental Illness (NAMI) of Ohio and The James Cancer Hospital. Additionally, he volunteers with Hospice of Central Ohio, NAMI of Ohio, and First Tee of Central Ohio. Jay is a recognized member of the Columbus Young Professionals Group and remains deeply engaged in his community. He resides in Dublin with his wife, Morgan and his two daughter's Roselyn and Emilia.

Julie brings more than 39 years of experience in the financial services industry and holds Series 7, and 66 registrations. She studied at West Virginia University and The Ohio State University. Within The Stevenson Group, Julie’s primary focus is managing day-to-day operations and delivering exceptional client service.

Beyond her professional role, Julie finds personal fulfillment through her active involvement in the community and her impressive background in athletics. She dedicated 33 years to coaching high school varsity gymnastics, including 20 years at Dublin Coffman, and 13 years at Upper Arlington. Outside of the office she enjoys Golf, Biking, and being a Grandmother. She resides in Dublin with her husband Mike.