Seasoned financial advisors working with mid-career professionals in Columbus, OH

Terrie Austin is a CFP® professional with 27 years of industry experience, currently operating as the sole advisor at Milestone Wealth Strategies in Columbus, OH. Her career includes roles at LPL Financial, Stratos Wealth Partners, Fifth Third Securities, Raymond James Financial, PRUCO Securities, Valic Financial Advisors, and UBS Financial Services. She holds several securities licenses, including Series 63, 65, and 66. Milestone Wealth Strategies provides holistic financial planning and discretionary portfolio management to individuals, families, small businesses, and not-for-profit organizations. The firm emphasizes risk control and value-oriented investing while offering a formal specialty in divorce financial planning, alongside educational seminars and employer retirement plan consulting.

Erik Roemer is a CFP® with over 32 years of experience in the financial services industry. He has worked at Gerber, LLC since 2000 and previously at Purshe Kaplan Sterling Investments. Roemer holds Series 63 and Series 65 licenses and serves as Chief Compliance Officer at Gerber, overseeing client service, financial planning, staff management, and regulatory compliance. Gerber, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, focusing on growth-oriented, first-generation entrepreneurs. The firm offers discretionary investment management and comprehensive wealth services, using a long-term, diversified investment approach that includes mutual funds, ETFs, alternative investments, and derivatives, supported by independent managers and an outsourced CIO.

Clinton Bakle is a Series 66-licensed financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, and has 14 years of industry experience. He has been with Nationwide Investment Services Corporation since 2011. Outside of his advisory role, he owns a business focused on golf-related videos, guides, and product reviews. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, specializing in ERISA 401(k) and public 403(b)/457(b) plans. The firm employs independent fiduciary experts for portfolio construction and serves a large retail participant base through a variety of discretionary and non-discretionary services.

Neal Patel is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Securities, and Coastal Equities, Inc. 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 strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Jason Demopoulos is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Bank of America. Outside of his financial career, he has been involved with the Central Ohio Baseball Umpires Association and the Ohio High School Athletic Association. 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 brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.

Thomas Phillipsen is a Series 65 licensed advisor at Annex Wealth Management, LLC with experience beginning in 2024. His prior work includes roles at Associated Bank and JJ Keller & Associates, as well as experience at Ripon College. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process based on a core-and-tactical framework and offers comprehensive wealth management, discretionary portfolio management, retirement consulting, and online goals-based services.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. 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 a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.