Matthew E Duffy

John Siuda is the founder and wealth advisor at Afia Wealth Management, a fee-based fiduciary practice based in Westlake, Ohio, and affiliated with RFG Advisory as its supervising RIA. Afia Wealth Management serves pre-retirees, business owners, executives, and high earners, offering investment management, retirement planning, tax strategy, and estate planning within a single, coordinated approach. The practice places particular emphasis on business owners preparing for an exit, helping them navigate capital gains exposure, tax-efficient sale strategies, and the transition from operating a business to living on its proceeds. As a fiduciary, Siuda builds plans designed around each client's goals rather than around product sales.

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.

Carl Paskert is the sole advisor at Intelligent Capital Management LLC in Parma, OH, holding a Series 63 license with 17 years of industry experience. He previously owned an insurance agency and holds current licenses for Ohio property and casualty as well as life and health insurance, though he is not actively practicing in those fields. Intelligent Capital Management provides discretionary investment management to individuals, corporate accounts, retirement accounts, trusts, and high-net-worth clients. The firm employs a long-term, tax-conscious, low-turnover approach using diversified model portfolios of ETFs and no-load mutual funds, with allocations tailored to client risk tolerance across various 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.