Jason David Born

Kelsey Burke is a financial advisor with Apricity Financial Planning in Whitehouse, OH, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to founding Apricity Financial Planning in 2023, she worked for Prudential Insurance Company of America and Pruco Securities, LLC for nine years. In addition to her advisory role, she engages in public-facing activities including podcasting and movement/mindfulness instruction. Apricity Financial Planning is a fee-only independent advisory firm serving individuals, high-net-worth clients, and small businesses with financial planning and discretionary investment management. The firm emphasizes asset allocation and Modern Portfolio Theory, implementing portfolios primarily with mutual funds and ETFs using a passive management approach. It also provides educational seminars and workshops aimed at organizations and the public.

David Smith is the sole advisor at Impassioned Wealth Management Ltd in Napoleon, OH. He holds Series 63 and 65 licenses and has 19 years of industry experience. Prior to founding his firm, he worked at Rooted Advisors from 2019 to 2021. Impassioned Wealth Management Ltd serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, and foundations. The firm employs a plan-driven, behaviorally focused investment approach that emphasizes long-term equity exposure with disciplined rebalancing and incorporates direct-indexing strategies alongside physical bullion holdings.

Charlotte Sargeant is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Heritage Financial Advisors, LLC since 2010. She is also the managing member of North Coast Financial Advisors, Ltd., which owns a significant portion of her firm, and of Swiss Co., Ltd., a commercial real estate entity. Additionally, she holds a license as an insurance agent for fixed insurance products. Heritage Financial Advisors provides fee-only financial planning, investment consultation, and management services to individuals, trusts, estates, charitable organizations, foundations, and businesses. The firm emphasizes cost-efficient index mutual funds and ETFs within portfolios constructed using Modern Portfolio Theory and fundamental analysis, serving a broad client base that includes numerous charitable and institutional clients.

Sasha Wright is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Heritage Financial Advisors, LLC in Waterville, Ohio. She has been with Heritage Financial Advisors since 2010. Outside of her advisory role, she manages two investment-related firms that hold ownership stakes in Heritage Financial Advisors and also works as an insurance agent offering fixed insurance products. Heritage Financial Advisors is an independent, fee-only firm providing financial planning, investment consultation, and management services to individuals, trusts, estates, charitable organizations, foundations, and businesses. The firm employs Modern Portfolio Theory and fundamental analysis to construct cost-efficient portfolios, serving a broad client base including charitable foundations and institutional clients.

Timothy Waller is a financial advisor at MDRN Capital with six years of industry experience. He previously worked at PNC Wealth Management, Kovack Advisors, The Huntington Investment Company, and Huntington National Bank. Outside of finance, he operated personal training and gardening businesses. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model, focusing on long-term portfolio construction using unaffiliated independent managers and low-cost mutual funds and ETFs.

Stefan Faerber is a financial advisor at ON Investment Management CO with seven years of industry experience. He holds a Series 63 designation and has worked with The O.N. Equity Sales Company since 2019. Outside of advising, he co-owns The Remade House, LLC, where he and his spouse engage in residential house flipping as a hobby. ON Investment Management CO is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a mix of discretionary and non-discretionary asset management through third-party programs and maintains a dual-registration model involving broker-dealer activities.