Meet Our Team

Ryan had a strong entrepreneurial spirit from an early age, but he never knew where it would take him. Studying finance in college, he turned this passion into a broader mission: to help investors build and manage wealth across generations and guide them in the achievement of their financial goals.

Ryan earned his Bachelor of Science in Business Administration with a specialization in Finance from Bowling Green State University. He holds the FINRA Series 7, 31, and 66 securities registrations, state life, health, and long-term care insurance licenses, and is a Chartered Retirement Planning Counselor^SM (CRPC^®). Prior to joining Wells Fargo Advisors in 2018, he was a Financial Advisor at both UBS and Merrill Lynch. As a Senior PIM Portfolio Manager with nearly 20 years of industry experience, Ryan provides discretionary management of investment portfolios and tailors solutions to unique client needs. Ryan was recognized in 2018 by Forbes as a Best-In-State Wealth Advisor* and in 2018 and 2019 as a Five Star Professional.**

Away from the office, Ryan find’s a great deal of importance in giving back to his community. He and his wife, Linsey, sponsor an annual fundraiser for One Warm Coat and are active volunteers at their church. Ryan also supports Homes for Our Troops, the Alzheimer’s Foundation of America, Pelotonia, Junior League, the Cystic Fibrosis Foundation, Big Brothers Big Sisters, YMCA, FIRST, World Vision, the Columbus Zoo and Aquarium, Young Life, Goodwill, and Nationwide Children’s Hospital.

Ryan and Linsey live in Westerville and have two young children, Reese and Oliver. He spends most of his free time with his family, and he enjoys coaching youth sports and playing basketball.

CA Insurance License Number: 0E68772. Resident State [OH]

<sub>*Ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

**The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,061 Columbus-area wealth managers were considered for the award; 79 (7 percent of candidates) were named 2019 Five Star Wealth Managers.
***  The PIM program may not be suitable for all investors.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.  The minimum account for this program is $50,000.</sub>

At a very young age, Vince knew that he wanted to become a Financial Advisor and guide families through what can be a challenging arena. Now with nearly 20 years of experience in the industry, Vince is passionate about truly making a difference in the financial lives of his clients. He understands that they often rely on him for their complex financial needs, and he works tirelessly to deliver solutions – a work ethic learned from his father, a hardworking owner and operator of a Marathon service station. Vince focuses on implementing investment strategies for clients, and he has a deep commitment to helping clients identify and work toward their goals.

Vince earned his Bachelor of Arts in Business Administration from the University of Mount Union. He holds the FINRA Series 7, 31, and 66 securities registrations as well as life health, and long-term care insurance licenses.

Prior to joining Wells Fargo Advisors in 2018, Vince was a Financial Advisor at both UBS and Merrill Lynch. As a Senior PIM Portfolio Manager, he provides discretionary management of investment portfolios and tailored solutions to meet unique client needs. Vince was recognized in 2018 by Forbes as a Best-In-State Wealth Advisor* and in 2019 as a Five Star Professional.**

Vince and his wife Molly live in Lewis Center with their twin boys, Jackson and Blake. He and his family enjoy traveling, especially when visiting family in Mississippi. Vince’s hobbies include golf, running, snow skiing, and boating.

CA Insurance License Number: 0I57435. Resident State [OH]

_{*Ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.}

_{**The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,061 Columbus-area wealth managers were considered for the award; 79 (7 percent of candidates) were named 2019 Five Star Wealth Managers.
***  The PIM program may not be suitable for all investors.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.  The minimum account for this program is $50,000.}

With nearly 15 years of experience in the financial services industry, Joe helps simplify the most complex financial situations for his clients. Through detailed discussions and research, Joe creates truly customized solutions, stringing together investments, benefits, and major life events to create a single timeline for clients. From saving for college to planning for retirement, from tax reduction strategies to generational wealth transfer, Joe cares deeply about his clients and takes his responsibilities seriously. His mission is well known – to make a positive impact on his clients’ lives now and for generations to come.

Originally from Columbus, Joe earned his Bachelor of Arts in Economics Management from Ohio Wesleyan University. He holds the FINRA Series 7, 31, and 66 securities registrations as well as state life, health, and long-term care insurance licenses. He is a Chartered Retirement Planning Counselor^SM (CRPC^®) and was named a Five Star Wealth Manager in 2018 and 2019.**

Joe started his career at Merrill Lynch in 2006 and joined the Bibler Finney Panfil Private Wealth Management Group the following year. After moving to UBS in 2009, Joe became a Certified Investment Management Analyst^® (CIMA^®) through The Wharton School of Business at the University of Pennsylvania. He went on to complete the CERTIFIED FINANCIAL PLANNER™ (CFP*designation) and in 2017 and 2018, Joe was named to the Forbes America’s Top Next-Generation Wealth Advisors list.*

Joe and his wife Amanda live in Westerville with their two young children, Ella and Christian. As a research scientist and professor at The Ohio State University, Amanda is just as passionate about her research as Joe is about his clients. They enjoy sports and music and in addition to central Ohio, Joe and Amanda have many personal and professional ties to the Findlay area in northwest Ohio.

CA Insurance License Number: 0M84185. Resident State [OH]

_{*Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.}

_{**The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,061 Columbus-area wealth managers were considered for the award; 79 (7 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 1,165 considered, 67 winners (5 percent).
***  The PIM program may not be suitable for all investors.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.  The minimum account for this program is $50,000.}

Born and raised in Zanesville, Jay graduated from The Ohio State University with a degree in Marketing. He began his career in 1986 with Shearson Lehman American Express, working for the same firm through many mergers. He joined the Bibler Finney Panfil Private Wealth Management Group in 2016 and joined Well Fargo Advisors in 2018. He holds the FINRA Series 7, 63, 65, and 3 securities registrations as well as state life, health, and long-term care insurance licenses.

Jay has experienced a wide array of events and market environments throughout his three and a half decades in the financial services industry. He draws from these experiences while managing the needs of his clients and leads many of the group’s analysis and reporting efforts.

Jay lives in Hebron and has four step-children and five grandchildren. He and his wife Karen enjoy spending time outside gardening.

Alison joined the Bibler Finney Panfil Private Wealth Management Group in 2019. Her attention to detail is essential as she leads the group’s administrative and service team. In addition to direct client service, Alison also assists other team members when opening new accounts, servicing ACH (Automated Clearing House) needs, contributions, distributions, and various other daily activities. With nearly 15 years of experience in customer-facing atmospheres, Alison enjoys overcoming obstacles to help clients achieve their goals.

Before joining the Bibler Finney Panfil Private Wealth Management Group, Alison specialized in both compliance and operations, helping partners meet their needs and answering questions regarding internal controls. During this time, she gained the knowledge needed to move into a more customer-facing role and obtained the FINRA Series 7 and 66 securities registrations.

Alison lives in Westerville with her husband Ryan, and their daughter, Natalie. As a family of animal lovers, they have rescued a dog and two cats. In her spare time, Alison enjoys cooking, painting, and spending time with family and friends.

Chelsie joined the Bibler Finney Panfil Private Wealth Management Group in 2018 and focuses on the group’s internal service activities. Her additional responsibilities include, but are not limited to, opening accounts and the preparation and completion of pertinent forms and applications which streamline asset transfers such as contributions, distributions, wires, journals, and ACH (Automated Clearing House) needs. She also assists in scheduling, preparing for client meetings, and client reviews. With nearly 15 years of customer service experience, she truly enjoys helping each and every client.

Chelsie is a graduate of Franklin University. She obtained a Bachelor of Science in Business Administration with a minor in Accounting and is currently pursuing an additional Bachelor’s degree in Accounting. Prior to joining Wells Fargo Advisors Financial Network, LLC in 2016, Chelsie worked for The Huntington National Bank for six years. During that time, she gained knowledge and experience in the financial services and banking industries. She obtained her Ohio Life and Health Insurance registration, FINRA Series 6 and Series 63 securities registrations, and the Notary Public designation. 

In her free time, Chelsie enjoys traveling with her husband, especially to Florida and Disney World. Together, they love spending time grilling outdoors, relaxing, and exploring the parks around central Ohio with their Australian Shepherd, Daisy. Chelsie also enjoys being involved in community events such as Light the Night, Pelotonia, Make-A-Wish Foundation, and Mid-Ohio Foodbank.