Eric S. Friedman, CRPC™, Managing Principal, brings more than 28 years of experience in the financial services industry, specializing in Comprehensive Wealth Management with an emphasis on retirement and estate planning strategies. He believes that a well‑designed investment plan—one that integrates financial goals with lifestyle priorities—can help clients accumulate, preserve, and ultimately distribute wealth with confidence. His approach centers on helping clients articulate their life goals and then building strategies to support those aspirations. Eric is known for taking the time to answer questions thoroughly and explain investment concepts in clear, accessible terms.

He founded Scioto Wealth Advisors in 2010 with the vision of creating a complete financial institution dedicated to delivering a high‑touch, client‑centered experience.

Eric graduated from the University of Kentucky in 1997 with a Bachelor’s degree in Health Care Administration / Finance. He holds FINRA Series 7, 24, 31, 63, and 65 securities registrations, along with Life and Health Insurance licenses. He also earned the Chartered Retirement Planning Counselor℠ (CRPC®) designation.

Deeply committed to community impact, Eric founded the MJF Fund for Cancer Research in memory of his parents, Malcolm and Joyce Friedman. He is co‑founder and board member of Families for a Cure Foundation, supporting cancer research and patient care programs through local events. He also volunteers with and sponsors the Columbus American Cancer Society. Eric and his wife, Cassie, live in Upper Arlington and have three children.

Awards and Recognitions

These recognitions reflect our commitment to exemplary client service and our focus on helping clients pursue financial success at every stage of life.

• 2026 Forbes Best‑in‑State Wealth Advisor _{2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com).}
• 2024, 2025, 2026 Scioto Wealth Advisors – Forbes Best‑in‑State Wealth Management Teams _{2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).}
• 2016–2024 Five Star Wealth Manager Award _{This award was issued on 9/1/24 by Five Star Professional (FSP) for the time period 12/12/23 through 7/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1231 Columbus-area wealth managers were considered for the award; 72 (6% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,291, 81, 6%, 9/1/23, 12/12/22 - 6/30/23; 2022: 1164, 78, 7%, 9/1/22, 12/27/21 - 6/24/22; 2021: 1157, 77, 7%, 9/1/21, 12/14/20 - 7/9/21; 2020: 1048, 71, 7%, 9/1/20, 12/23/19 - 7/10/20; 2019: 1061, 79, 7%, 9/1/19, 12/17/18 - 7/19/19; 2018: 1165, 67, 6%, 9/1/18, 1/8/18 - 7/31/18; 2017: 828, 71, 9%, 9/1/17, 1/11/17 - 7/26/17; 2016: 712, 112, 16%, 8/1/16, 2/10/16 - 8/2/16; 2015: 1257, 107, 9%, 10/1/15, 3/10/15 - 8/5/15; 2014: 1333, 133, 10%, 10/1/14, 3/10/13 - 8/5/13; 2013: 968, 97, 10%, 10/1/13, 3/10/12 - 8/5/12. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA 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 FSP, 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 FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP'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. FSP does not evaluate quality of services provided to clients. The 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 clients' 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 FSP 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 FSP in the future. Visit www.fivestarprofessional.com}

<sub>2023 award was issued on 9/1/2023 by Five Star Professional (FSP) for the time period 12/12/2022 through 6/20/2023.  1291 wealth managers were considered for the award; 81 (6 percent of candidates) were named 2023 Five Star Wealth Managers.

2022 award was issued on 9/1/2022 by Five Star Professional (FSP) for the time period 12/27/2021 through 6/24/2022.  1164 wealth managers were considered for the award; 77 (7 percent of candidates) were named 2022 Five Star Wealth Managers.

2021 award was issued on 9/1/2022 by Five Star Professional (FSP) for the time period 12/27/2021 through 6/24/2022. 1164 wealth managers were considered for the award; 77 (7 percent of candidates) were named 2022 Five Star Wealth Managers.

2020 award was issued on 09/1/2020 by Five Star Professional (FSP) for the time period 12/23/2019 through 07/10/2020. 1048 Columbus-area wealth managers were considered for the award; 71 (7% of candidates) were named 2020 Five Star Wealth Managers.

2019 award was issued on 09/1/2019 by Five Star Professional (FSP) for the time period 12/17/2018 through 07/19/2019. 1061 Columbus-area wealth managers were considered for the award; 79 (7% of candidates) were named 2019 Five Star Wealth Managers.

2018 award was issued on 09/1/2018 by Five Star Professional (FSP) for the time period 01/8/2018 through 07/31/2018. 1165 Columbus-area wealth managers were considered for the award; 67 (6% of candidates) were named 2018 Five Star Wealth Managers.

2017 award was issued on 9/1/2017 by Five Star Professional (FSP) for the time period 1/11/2017 through 7/26/2017.  828 Columbus-area wealth managers were considered for the award; 71 (9% of candidates) were named 2017 Five Star Wealth Managers.

2016 award was issued on 08/1/2016 by Five Star Professional (FSP) for the time period 02/10/2016 through 08/2/2016. 712 Columbus-area wealth managers were considered for the award; 112 (16% of candidates) were named 2016 Five Star Wealth Managers.</sub>

• 2016–2023 Wells Fargo Advisors Financial Network Platinum Council Program _{This distinction is awarded to a select group of Financial Advisors within Wells Fargo Advisors Financial Network based on educational components, business production from the prior year, and professionalism. Additional criteria, best practices, and team structure may also be considered.}

View Award Disclosures: https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm

With over forty years of investing experience, Mark has weathered many economic cycles. He utilizes his accrued knowledge to help clients understand and feel comfortable with their investments.

Not all investments are appropriate for every client. Whether saving for the children’s education, purchase of a second home, or a long and enjoyable retirement, Mark will personalize your investments to pursue your goals, within your timetable and within your acceptable risk tolerance. Personalized service is what it is all about for Mark.

Mark most enjoys dealing with clients that want to be involved in their investments, that want to know what they own, and why what they own is right for their portfolio. This approach has helped Mark achieve second and third generations of families who invest with him.

A native of Columbus, Ohio, Mark joined the United States Navy and spent 5 ½ years as a Navy corpsman. He returned to Columbus to attend The Ohio State University. Graduating in 1979, Mark joined A. G. Edwards as a stockbroker and later as a vice-president of investments. He enjoyed mentoring many new stockbrokers into the firm. A. G. Edwards eventually became Wells Fargo Advisors.

On a personal level, Mark and his wife Janice live near Grove City to be near their daughter and her family. His two passions are his granddaughter and the game of golf. When they can get away, they enjoy visiting their log cabin in northeast Tennessee, where Mark can be found working on projects or cutting down trees.

Erica Weiser is a Senior Registered Associate with Scioto Wealth Advisors. Her primary roles include supporting and assisting our valued clients, maintaining high standards of compliance, and ensuring smooth daily operations.

Erica began her career with UBS Financial Services in 1997 and helped transition the business to Scioto Wealth Advisors in 2010. An honors graduate of Denison University, Erica holds the Series 7, 63, 65 registrations and Ohio Insurance Licenses and serves as a Notary Public.

In 2012 Erica was selected by Wells Fargo Advisors Financial Network to serve on the Client Associate Advisory Board, which is comprised of approximately 10 Wells Fargo Advisors Financial Network associates across the United States who serve as a liaison between the home office and the field to provide suggestions and recommendations on best practices that would be beneficial for other Wells Fargo Advisors Financial Network owners and associates. Since then, she has been an active participant in the Ambassador Program, providing insight on new tools, products, and services, and offering ideas on ways to make our existing offerings better for Wells Fargo Advisors Financial Network associates and clients.

Erica currently resides in Lewis Center with her husband, Ryan, and her two children. She enjoys reading and spending time with her family.

Jess holds over ten years of financial services experience. At Scioto Wealth Advisors, she ensures that our clients’ administrative and operational needs are handled accurately and quickly. Jess helps assist clients with the day-to-day administration of accounts, including opening new accounts, updating existing account information, processing deposits and disbursements, and managing account transfers. Her knowledge, experience and commitment help to provide the highest level of client service.

Internally, she is responsible for ensuring the team maintains records of compliance with all regulations for Wells Fargo Advisors Financial Network and industry regulators.

Jess graduated with a Bachelor of Science degree from The Ohio State University and currently holds FINRA Series 7 and Series 63 registrations as well as an Ohio Insurance license.

Jess lives in Columbus and enjoys trying new restaurants and attending live concerts.

Starting in 1987 with a small brokerage firm that specialized in municipal bonds, Mark has spent his career dedicated to helping clients achieve their financial goals. Backed by the vast resources of Wells Fargo Advisors Financial Network, Mark helps each of his clients develop an investment plan and design a portfolio that is customized to address their unique needs.

By balancing risk vs. reward, income, and growth of personal income Mark has developed many long standing relationships with clients that have endured the ups and downs of the markets. Indeed, Mark has always operated under the assumption "that his clients are as concerned with a return of their principal as they are with a return on their principal". Using stocks, bonds, mutual funds, ETF's (or alternatives) Mark has helped build investment portfolios that stand the test of time.

Mark graduated from The Ohio State University in 1979, where he majored in history and minored in economics and political science. Mark spent his early years after college as a high school teacher and freshman wrestling coach. Mark's first twelve years in the investment business was with Sweney Cartwright and Company. At Sweney, he was involved in municipal bond underwriting and institutional bond trading as well as individual investor portfolio construction. He later joined A.G. Edwards which became Wells Fargo Advisors. Mark joined Scioto Wealth Advisors in 2021.

Outside of work Mark is married and has three adult children and one grandson. He and his family live in Upper Arlington Ohio. He is a member of Trinity United Methodist Church, Scioto Country Club, OSU Golf Course and the OSU Alumni Association.

Sonya is a Registered Associate with Scioto Wealth Advisors. With a passion for finances, Sonya worked at Wells Fargo Advisors (WFA) for 20 years as a Senior Registered Client Associate. She enjoys being an integral part of the practice, developing relationships with clients, and supporting their financial goals.

Previously Sonya was nominated and recognized as an Elite and Premier Client Associate (2014-2019) when she was with WFA.  The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

Sonya holds her Series 7 and 66 securities registrations, and attended Franklin University studying Accounting.

Sonya and her husband have one daughter who is married. Outside of work, Sonya enjoys time with family, reading, outdoor activities and travel.