Richard Carl Frank

Eliot Parker is a financial advisor at Parkmont Wealth Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Parkmont since 2017. Prior to that, he was with Horter Investment Management, LLC, and he also serves as president of Retirement Solutions Plus, a financial planning firm focused on marketing health fixed annuities to seniors. Parkmont Wealth Advisors provides ongoing portfolio management to individuals, high-net-worth clients, and charitable organizations, using a variety of analytical methods and employing both long-term and short-term trading strategies. The firm constructs portfolios from a broad range of investment vehicles and offers discretionary management tailored to client goals, tax considerations, and risk tolerance.

Charles Corthell is a financial advisor at Parkmont Wealth Advisors LLC with a Series 65 designation. He has experience working at Retirement Solutions Plus LLC, PNC Bank, TW3 Lawn & Snow, and Fremont Ross City Schools. Corthell has no prior industry experience as a financial advisor. Parkmont Wealth Advisors provides ongoing portfolio management to individuals, high-net-worth clients, and charitable organizations, using a variety of analytical methods and a mix of investment vehicles. The firm offers discretionary management with a focus on individualized Investment Policy Statements and utilizes Schwab Institutional for custody and trading services.

Anthony Messina is a financial advisor at Parkmont Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience with Sandusky County DJFS and Allstate Risk Management Business Center. Parkmont Wealth Advisors provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a mix of analytical methods and employing both long- and short-term trading strategies. The firm builds portfolios from a variety of asset classes and uses Schwab Institutional for custody and technology services.

Robert Parker is a financial advisor with Parkmont Wealth Advisors LLC in Fremont, Ohio, holding a Series 63 designation and 22 years of industry experience. Prior to joining Parkmont in 2018, he worked at Horter Investment Management, LLC and Sigma Financial Corporation. Outside of his advisory role, Parker owns and operates Parker Investment & Insurance Services, an insurance and investment business he has managed since 1985. Parkmont Wealth Advisors provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a combination of analytical methods and both long- and short-term trading strategies to build diversified portfolios. The firm emphasizes individualized investment policy statements and utilizes Schwab Institutional for custody and technology support.

Paul Kozak is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Gradient Advisors and Premier Planning Services since 2017 and is also involved in insurance and fixed annuities sales through his role at D-Max ENT, LLC, which he has operated since 1994. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that emphasizes client approval of transactions.

Hayward Evans is a financial advisor at The Huntington Investment Company with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings, providing a range of wrap-fee programs primarily through the Envestnet MAS platform.