James Bardash is a financial advisor with Equitable Advisors in Powell, Ohio, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has worked with Equitable Advisors since 2008, and previously with Axa Advisors and Signator Investors. He is also licensed as an attorney and holds a limited-use notary public license, with occasional involvement in life settlement transactions. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses a variety of advisory models and third-party programs to tailor investment solutions for its clients.

Bryan Lane is a financial advisor with Equitable Advisors in Powell, OH, holding a Series 66 credential and 24 years of industry experience. He has worked at Equitable Advisors since 2009 and previously held positions at Axa Advisors, Mutual Service Corporation, and American General Securities Incorporated. Lane serves as a director of the Olentangy Rotary Club and acts as a district assistant governor for Rotary International. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory platforms and third-party asset managers to tailor investment solutions for its clients.