Carmen Monaco

Andrew Leeman is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH. He holds Series 7, Series 63, and Series 66 exam licenses and has eight years of industry experience. His prior roles include positions at NYLIFE Securities LLC, Dynamic Wealth Advisors. Outside of finance, he owns rental properties and Miller Muscle, LLC, an online strength and nutrition coaching business. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Carl Paskert is the sole advisor at Intelligent Capital Management LLC in Parma, OH, holding a Series 63 license with 17 years of industry experience. He previously owned an insurance agency and holds current licenses for Ohio property and casualty as well as life and health insurance, though he is not actively practicing in those fields. Intelligent Capital Management provides discretionary investment management to individuals, corporate accounts, retirement accounts, trusts, and high-net-worth clients. The firm employs a long-term, tax-conscious, low-turnover approach using diversified model portfolios of ETFs and no-load mutual funds, with allocations tailored to client risk tolerance across various asset classes.

Martin Jaras is the principal of Jaras Financial Services, Inc. in Brecksville, Ohio, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various capacities including investment advisory, insurance sales, and business consulting. Outside of financial services, he operates Dirt Wranglers, LLC, a small local equipment business. Jaras Financial Services primarily serves individual investors along with retirement plans, corporate entities, and charitable organizations. The firm offers asset management, financial planning, and retirement-plan administration, managing portfolios on both discretionary and non-discretionary bases using fundamental and technical analysis.

Dave Flegal is a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP®) and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory firm in Cleveland, Ohio. Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.

Anthony Budak is the principal advisor at Budak Financial Group, LLC, an independent firm based in Olmsted Falls, OH. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Since 2007, he has been affiliated with Budak Financial Group, Karl & Smith, LLC, and Anthony J. Smith Agency. Budak Financial Group provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates on a fee-only basis, offering both discretionary and non-discretionary portfolio management tailored through risk tolerance assessments and using a variety of analytical strategies ranging from long-term buy-and-hold to shorter-term trading techniques.

Thomas Behlke is a CFP® professional with 41 years of industry experience, currently operating as the sole advisor at Behlke Financial in Independence, Ohio. He has worked at FSC Securities Corporation for 18 years and joined Osaic in 2023. In addition to his advisory role, he owns a sole proprietorship that reviews fixed insurance policies for clients. Behlke Financial provides wealth management and financial planning services primarily to individuals and families, including trusts, estates, and retirement accounts, as well as corporations and business-sponsored plans. The firm manages approximately $29 million in both discretionary and non-discretionary accounts, offering advisor-managed portfolios and written financial plans through a wealth management platform utilizing Osaic Wealth, Inc. for execution and custodial services.