Richard Lee Wunderlich Jr.

At JGR Financial Solutions, we know you need confidence that your financial game plan will carry you both to and through retirement. At this stage in your career, questions begin to pop up: Have we saved enough? Is our financial plan solid? Is my portfolio performing the way it needs to? Am I on track to live the life after retirement that I’ve dreamt of? It’s natural to feel a bit uneasy since every money move you consider at this stage can be costly. You deserve to have complete confidence that your financial plan will hold steady through your golden years. We understand everybody has a different definition of what financial success looks like and you’re trying your best to avoid the unknowns and making mistakes. You’ve worked hard and you deserve to spend your time how you want—both now and in the future. As a CERTIFIED FINANCIAL PLANNER practitioner and independent fiduciary who has helped hundreds of clients build a comprehensive retirement roadmap, we’ve seen firsthand that there are many things you can DIY, but making a plan for your money and retirement is not one of them. Ready to ensure your money is set up to actively create the life you want? Step 1: Discover During your discovery call, we'll unpack your goals, answer your questions, and map out a few helpful next steps. Step 2: Design We'll work one-on-one to turn those goals into a comprehensive retirement roadmap that will give you confidence and guide your retirement planning and financial decisions. Step 3: Deliver With your retirement roadmap in place, we'll implement everything and schedule routine check-ins to ensure your portfolio and plan stay on track. Schedule your discovery call today!

Bret Rodgers is the sole advisor at Rodgers Capital Management, LLC in Canton, OH, holding a Series 66 designation with 14 years of industry experience. He also works as a disability aide, assisting handicapped individuals with daily activities. Rodgers Capital Management is an independent, state-registered investment adviser serving individual and charitable clients through discretionary portfolio management and limited consulting. The firm uses a statistical investment approach focused on volatility-correlation analysis across various asset classes and implements strategies including ETFs, equities, fixed income, and selective options hedging.

Welcome! I'm Matt Garasic, founder of Unrivaled Wealth Management. I specialize in working with executives and key employees across the United States. Business executives and other professionals start working with me when: • They don't have the time and/or desire to properly manage their finances. • They're experiencing a significant life event and need help navigating the financial ramifications. • They crave the freedom to work on their terms as quickly as possible so they can spend more time on what’s important to them. I relieve my clients' stress and help uncover new opportunities by synchronizing everything related to their financial lives, including cash flow, tax, investment, estate, and insurance planning. Clients enjoy working with me because my approach is drastically different from what they’ve experienced or heard about financial advisors. • I avoid financial jargon and explain topics in plain English. • I want you to understand every recommendation before it's implemented. • You’ll always speak directly to me and receive personalized answers to your questions. • You never have to wonder if my recommendations are incentivized by a commission or ulterior motive. • I focus on helping you enjoy your money while you’re alive instead of competing for the highest net worth in the graveyard. Book an introductory meeting and let's see if it makes sense to work together!

Jeffrey Zimmerman is a CFP® with 18 years of industry experience and has been the sole advisor at Zimmerman Capital Management since 1991. The firm is based in Salem, OH, and operates as an independent advisory practice. Zimmerman Capital Management provides personalized financial planning and discretionary investment management to individual clients, high-net-worth households, trusts and estates, and non-profit and institutional sponsors. The firm employs a strategic asset allocation approach using broadly diversified, low-cost mutual funds and ETFs, serving a mix of individual and institutional clients including charitable organizations and pension plans.

Daniel Belden is a financial advisor at Belden Financial, LLC in Canton, OH, holding a Series 66 designation with 19 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before founding Belden Financial in 2017. Belden Financial is an independent firm that provides discretionary portfolio management to individuals, high-net-worth clients, and investment companies, managing approximately $22 million across about 39 accounts. The firm uses a combination of fundamental, quantitative, modern portfolio theory, and technical analysis, with asset allocation spanning mutual funds, ETFs, equities, fixed income, and commodities, and incorporates options strategies aligned with client objectives.

Caleb Lopez is a financial advisor at Boutique Wealth Advisors LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at University Wealth Advisors LLC, AAN Wealth Advisors LLC, and Affinity Advisory Network. In addition to advisory services, Mr. Lopez is a licensed insurance agent and spends approximately 20% of his time on insurance-related activities. Boutique Wealth Advisors serves individual investors and small businesses, offering discretionary investment management, financial planning, project consulting, and educational seminars. The firm generally employs a long-term, passive investment strategy informed by fundamental analysis and provides complimentary financial plans to clients engaging asset-management services.