Joseph Caruso Jr.

Jeffrey Tock is a financial advisor at Argo Wealth Management with 39 years of industry experience. He holds a Series 63 designation and has worked at Cantella and Co., Inc. since 2009 alongside his current role at Argo Wealth Management. In addition to his advisory work, he is involved in insurance sales of fixed annuities, long-term care, term life, and non-securities insurance. Argo Wealth Management provides discretionary investment management to individual investors, high-net-worth clients, business entities, and institutional clients. The firm customizes portfolios based on client objectives and risk tolerance, using fundamental analysis across various asset classes, and manages accounts on a discretionary basis with ongoing monitoring and quarterly reviews.

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.

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.

Ronald Rich is the sole advisor at Ronald J. Rich Financial Advising in Lakewood, OH, holding a Series 65 designation with 19 years of industry experience. He has led his independent firm since 2004. Outside of financial advising, he is the managing member of RJR Product Development Ltd., a business focused on developing hardware products. His firm provides investment supervisory services and financial planning for individuals, trusts, and pension plans, managing approximately $8.69 million in discretionary assets. The firm emphasizes fundamental analysis and long-term asset allocation tailored to client risk tolerance, while also offering pension-plan advisory services, which is relatively uncommon among similar-sized advisors.

Frank Zak is the sole advisor at Zak Advisory, LLC in Rocky River, Ohio. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, having led Zak Advisory since 2011. Zak Advisory, LLC provides discretionary investment management services to individuals, estates, trusts, pensions, IRAs, corporations, and other business entities. The firm focuses on two investment approaches—Aggressive Balanced Income and Aggressive Growth—emphasizing individual security selection and allowing for concentrated positions and lower-rated fixed income within client portfolios.

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.