Jason Born

Kelsey Burke is a financial advisor at Apricity Financial Planning in Toledo, OH, with 10 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for nine years. Burke hosts a podcast and is involved in nonfinancial teaching outside of her advisory work. Apricity Financial Planning serves individual and high-net-worth clients as well as small businesses, offering financial planning, discretionary investment management, and advice on retirement, tax, estate planning, and employee benefits. The firm emphasizes asset allocation and Modern Portfolio Theory, typically using passive investment strategies with mutual funds and ETFs, and provides educational seminars and workshops as a formal service.

David Smith is a financial advisor at Impassioned Wealth Management Ltd with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Rooted Advisors from 2019 to 2021. Smith has led Impassioned Wealth Management Ltd (formerly Smith Investment Management) since 2006. 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 provides portfolio management and modular financial planning focused on long-term retirement goals, utilizing a plan-driven, behaviorally focused investment approach with direct indexing and allocation strategies that incorporate physical bullion and active management of held-away retirement accounts.

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 with PNC Wealth Management in Toledo, OH, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Kovack Advisors, The Huntington National Bank, and The Huntington Investment Company. Outside of finance, he has operated a personal training business and a gardening service. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via approved mutual fund and ETF strategies.

Eric Watson is a financial advisor at Farther with 13 years of industry experience. He holds a Series 66 designation and previously operated Eric Watson Financial Group LLC for 12 years. Watson is also owner and president of Turtle Shell Properties, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.