Roger Allan Potter

Brian Jaros, CFP®, MBA, is the founder and CEO of Ville Wealth Management, a fee-only, fiduciary registered investment advisory firm based in Avon Lake, Ohio. Brian has spent more than 30 years in financial services — beginning his career at Society Bank and KeyBank in 1992, earning his MBA from Cleveland State University, and achieving his CFP® designation in 2002. He then spent two decades building two of the leading financial planning teams at regional private banks, serving as Director of Financial Planning at both Key Private Bank and Huntington Private Bank. During that time he personally guided hundreds of clients through the complexities of retirement planning, investment management, estate planning, and tax-efficient wealth transfer. In 2025 Brian founded Ville Wealth Management to return to what he does best — sitting across from clients, understanding their goals, and building plans that are actually implemented. The firm is named after the "Ville," the close-knit small town in southeastern Ohio where Brian grew up, a community built on hard work, trust, and people looking out for one another. Ville Wealth Management specializes exclusively in pre-retirees aged 50 to 65 with $250,000 or more in investable assets. Brian helps clients navigate the critical financial decisions of the pre-retirement decade — Social Security timing, Medicare enrollment, Roth conversion strategies, tax-efficient withdrawal planning, investment management, and estate planning. As a fee-only advisor, Brian charges 1% or less on assets under management with no commissions and no conflicts of interest. "A financial plan unimplemented has no value."

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 and with 20 years of industry experience. He has operated his independent firm since 2004. Outside of financial advising, he serves as managing member of RJR Product Development Ltd., which focuses on hardware product development unrelated to investments. Ronald J. Rich Financial Advising provides investment supervisory services and financial planning for individuals, trusts, and pension plans, managing approximately $8.69 million in discretionary client assets. The firm uses fundamental analysis and long-term asset allocation tailored to client risk tolerance, while also offering flexibility for short-term trades and more complex strategies when appropriate. It is noted for accepting pension plan clients and providing pension-plan advisory services.