John Boone

Tyler Koepf is a financial advisor at M. Thomas Capital Management with six years of industry experience. He holds a Series 66 designation and has worked at firms including Koepf Financial Group L.L.C. and Eagle Strategies LLC. Outside of his advisory work, Koepf volunteers on the investment committee for the Foundation for Geauga Parks, providing input on fund allocation. M. Thomas Capital Management is a single-advisor independent firm offering portfolio management, financial planning, and project-based financial analysis to individuals and business entities. The firm’s investment approach emphasizes modern portfolio theory and long-term trading, using index funds, mutual funds, ETFs, fixed income, and select alternative vehicles aligned with documented risk tolerances and investment policy statements.

Todd Pouliot is a financial advisor at Gateway Financial with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Sigma Financial Corporation for 12 years before joining Gateway Financial in 2019. Gateway Financial is an independent advisory firm serving individual clients, retirement plans, and corporate clients. The firm employs a largely passive, asset-class-driven investment approach based on Modern Portfolio Theory, supplemented by fundamental and technical analyses, and offers a range of services including continuous investment management, financial planning, employee benefit plan consulting, and held-away account monitoring.

Jeffrey Thomas is a financial advisor at Alpha Asset Management in Akron, Ohio, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at Alpha Asset Management since 1996 and American Heritage Securities Inc since 2013. Thomas is also president of JCT Investment Counsel, a fee-based investment management firm. Alpha Asset Management is a fee-based registered investment advisor serving primarily individual clients and a limited number of institutions. The firm employs a discretionary portfolio management approach focused on large-cap equities, investment-grade bonds, and investment-company securities, combining top-down secular-cycle analysis with bottom-up security selection.

Carl Paskert is a financial advisor with Intelligent Capital Management LLC in Parma, Ohio, holding a Series 63 designation and 16 years of industry experience. He maintains Ohio property and casualty, life, and health insurance licenses but is not currently active as an agent. Intelligent Capital Management LLC provides discretionary investment management services to individuals, retirement accounts, corporations, trusts, and high-net-worth clients using model portfolios primarily composed of broadly diversified ETFs and no-load mutual funds. The firm’s approach focuses on long-term, tax-efficient positioning with tailored equity-to-fixed-income allocations and diversified exposures across multiple asset classes.

Ryan Kitson is the sole advisor at WRK Investments, LLC, based in Solon, Ohio, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has operated WRK Investments since 2011. WRK Investments provides discretionary investment management services to individuals, high net worth clients, families, trusts, estates, and small businesses. The firm’s investment approach combines proprietary fundamental and cyclical research focused on mid, large, and mega-cap equities, utilizing long-term holdings alongside occasional short positions, margin, options, and tactical strategies.

Kenneth Patsey is a financial advisor at Wisdom Investment Strategies, LLC with 39 years of industry experience. He holds a Series 63 designation and has worked at Wisdom Investment Strategies since 2016. Outside of his advisory role, Mr. Patsey serves as an Executive Director of Manufacturing Works, a nonprofit organization supporting manufacturing companies in Northeast Ohio. Wisdom Investment Strategies provides discretionary portfolio management, financial planning, and sub-advisory services to individuals, business entities, and nonprofit organizations. The firm employs a proprietary equity selection process that combines fundamental and technical analysis, with an emphasis on risk mitigation through options and a performance-based fee structure for qualified clients.