Jeric Dee Wisecup

At JGR Financial Solutions, we know you need confidence that your financial game plan will carry you both to and through retirement. At this stage in your career, questions begin to pop up: Have we saved enough? Is our financial plan solid? Is my portfolio performing the way it needs to? Am I on track to live the life after retirement that I’ve dreamt of? It’s natural to feel a bit uneasy since every money move you consider at this stage can be costly. You deserve to have complete confidence that your financial plan will hold steady through your golden years. We understand everybody has a different definition of what financial success looks like and you’re trying your best to avoid the unknowns and making mistakes. You’ve worked hard and you deserve to spend your time how you want—both now and in the future. As a CERTIFIED FINANCIAL PLANNER practitioner and independent fiduciary who has helped hundreds of clients build a comprehensive retirement roadmap, we’ve seen firsthand that there are many things you can DIY, but making a plan for your money and retirement is not one of them. Ready to ensure your money is set up to actively create the life you want? Step 1: Discover During your discovery call, we'll unpack your goals, answer your questions, and map out a few helpful next steps. Step 2: Design We'll work one-on-one to turn those goals into a comprehensive retirement roadmap that will give you confidence and guide your retirement planning and financial decisions. Step 3: Deliver With your retirement roadmap in place, we'll implement everything and schedule routine check-ins to ensure your portfolio and plan stay on track. Schedule your discovery call today!

Bret Rodgers is the sole advisor at Rodgers Capital Management, LLC in Canton, OH, holding a Series 66 designation with 14 years of industry experience. He also works as a disability aide, assisting handicapped individuals with daily activities. Rodgers Capital Management is an independent, state-registered investment adviser serving individual and charitable clients through discretionary portfolio management and limited consulting. The firm uses a statistical investment approach focused on volatility-correlation analysis across various asset classes and implements strategies including ETFs, equities, fixed income, and selective options hedging.

Daniel Belden is a financial advisor at Belden Financial, LLC in Canton, OH, holding a Series 66 designation with 19 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before founding Belden Financial in 2017. Belden Financial is an independent firm that provides discretionary portfolio management to individuals, high-net-worth clients, and investment companies, managing approximately $22 million across about 39 accounts. The firm uses a combination of fundamental, quantitative, modern portfolio theory, and technical analysis, with asset allocation spanning mutual funds, ETFs, equities, fixed income, and commodities, and incorporates options strategies aligned with client objectives.

Caleb Lopez is a Series 65 licensed financial advisor with six years of industry experience. He is currently the sole advisor at Boutique Wealth Advisors LLC in Canton, OH. Prior to founding his firm, he worked at University Wealth Advisors LLC, AAN Wealth Advisors LLC, and Affinity Advisory Network. Additionally, Mr. Lopez is a licensed insurance agent and dedicates approximately 20% of his time to insurance-related activities. Boutique Wealth Advisors serves individual investors and small businesses, offering discretionary investment management, financial planning, project consulting, and educational seminars. The firm generally implements a long-term, passive investment strategy guided by fundamental analysis and provides complimentary financial planning tools for clients engaging asset-management services.

Lewis Hindman Jr. is a financial advisor at Hindman Financial, LLC with over one year of industry experience. He holds a Series 65 license and has been a public high school teacher in Dover, Ohio since 2006. In addition to his advisory role, he provides tax preparation services. Hindman Financial offers financial planning, individual-topic consulting, and public seminars focused on basic investing, budgeting, and debt reduction. The firm delivers fee-based written plans and educational sessions without managing client investment accounts or charging asset-based fees.

Daniel Crawford is a CFA® charterholder with nine years of industry experience. He is the principal advisor at Crawford Wealth Management, an independent firm he founded in 2024. Prior to that, he worked at F.N.B. Investment Advisors, Inc. for seven years and Huntington Bank for one year. He serves on the investment committees as a board member for Stan Hywet Hall and Gardens and The Pinebrook Foundation. Crawford Wealth Management provides discretionary portfolio management and investment advice to individual clients, including high-net-worth individuals. The firm emphasizes long-term trading and modern portfolio theory, focusing on asset allocation, selection, and risk tolerance, with a small client base and $53 million in discretionary assets as of December 2025.