Matt R Gsellman

Jeffrey Tock is a financial advisor at Argo Wealth Management with 40 years of industry experience. He holds a Series 63 designation and has worked at Cantella and Co., Inc. since 2009. Tock is also involved in insurance sales, focusing on fixed annuities, long-term care, term life, and non-securities insurance. Argo Wealth Management provides discretionary investment management to individuals, high-net-worth clients, and business entities, offering portfolio construction and ongoing management across a range of securities. The firm emphasizes fundamental analysis and tailored asset allocation while serving retirement and ERISA-type accounts under a fiduciary standard.

Jonathan Hurm is a financial advisor at NextGen Wealth Defense LLC in Lorain, Ohio, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at Equitable Advisors LLC for nine years before founding NextGen Wealth Defense in 2024. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales. NextGen Wealth Defense LLC provides discretionary investment management, wealth management, and financial planning services for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis with Modern Portfolio Theory and utilizes unaffiliated Independent Managers for portfolio implementation and oversight.

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.

Andrew Hardy is a Series 66-registered advisor with Scalar Wealth LLC, an independent firm based in Avon Lake, Ohio. He has five years of industry experience and also works as a real estate sales agent with Key Realty, LTD. Hardy's background includes roles in real estate and financial services, with prior experience at firms such as Howard Hanna and Ithax Financial LLC. Scalar Wealth LLC provides discretionary portfolio management along with asset allocation and financial planning services. The firm employs tailored, discretionary strategies incorporating model portfolios and a variety of analytical methods, and offers both hourly and asset-based billing arrangements.

Ville Wealth Management LLC is a Fee-Only Registered Investment Advisory Firm dedicated to providing tailored financial planning and investment management services. Our proprietary discovery and implementation process empowers you to navigate your retirement journey with confidence, ensuring timely, proactive advice for informed decision-making. Financial Planning: Every client gets a personalized financial plan, updated yearly at no extra cost. While other firms typically charge between $2,000 and $5,000 for this service, we offer it as part of our standard package. Unlike many firms, we also include plan implementation as a key part of our process at Ville Wealth Management. Investment Management: While some firms charge 1.4% or higher in management fees and up to 0.60% in strategy fees, we keep our fees at 1% or less. Our minimum asset balance, including all accounts and household members is $250,000, compared to my previous firm’s $2m requirement. Estate Planning Services: We partner with EncorEstate Plans for basic estate planning services and utilize local attorneys for more complex estates. While most attorney fees for Wills and Trusts are between $2,000 and $4,000, our clients can access these services via EncorEstate Plans for less than a thousand dollars (price tied to EEPs fee schedule). Risk Management: We partner with top companies that focus on Health, Life, Disability, and Long-Term Care insurance. Since we don't earn commissions from insurance sales, we can prioritize finding the best options for your financial health. I grew up in a small town in southeastern Ohio, where West Virginia, Pennsylvania, and Ohio converge. We called this place the “Ville,” a close-knit community of hardworking people, enthusiastic sports fans, delicious pizza, and parents who wanted a better life for their children. If you are from a small town like the Ville and need help with: - Retirement & Social Security Planning - Withdrawal Strategies - Investment Planning - Reducing Taxes - Estate Planning - Risk Management I would be happy to assist you and your family!

James Gomez is affiliated with Aquium Legacy Partners and holds a Series 65 designation. He has experience at The Malrite Company since 2000 and began his role with Aquium Legacy Partners in 2026. Aquium Legacy Partners is a boutique multi-family office serving high-net-worth families and related entities, offering discretionary investment management, consolidated reporting, manager selection and oversight, wealth-planning coordination, and access to private markets and structured notes. The firm employs a tailored investment process focused on written policy statements, tax-aware portfolio construction, and ongoing monitoring, coordinating with clients’ attorneys and accountants while managing both family accounts and institutional entities.