Sean Heney

Todd Pouliot is a financial advisor at Gateway Financial with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Sigma Financial Corporation for 12 years before joining Gateway Financial in 2019. Gateway Financial is an independent advisory firm serving individual clients, retirement plans, and corporate clients. The firm employs a largely passive, asset-class-driven investment approach based on Modern Portfolio Theory, supplemented by fundamental and technical analyses, and offers a range of services including continuous investment management, financial planning, employee benefit plan consulting, and held-away account monitoring.

Jeffrey Thomas is a financial advisor at Alpha Asset Management in Akron, Ohio, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at Alpha Asset Management since 1996 and American Heritage Securities Inc since 2013. Thomas is also president of JCT Investment Counsel, a fee-based investment management firm. Alpha Asset Management is a fee-based registered investment advisor serving primarily individual clients and a limited number of institutions. The firm employs a discretionary portfolio management approach focused on large-cap equities, investment-grade bonds, and investment-company securities, combining top-down secular-cycle analysis with bottom-up security selection.

Carl Paskert is a financial advisor with Intelligent Capital Management LLC in Parma, Ohio, holding a Series 63 designation and 16 years of industry experience. He maintains Ohio property and casualty, life, and health insurance licenses but is not currently active as an agent. Intelligent Capital Management LLC provides discretionary investment management services to individuals, retirement accounts, corporations, trusts, and high-net-worth clients using model portfolios primarily composed of broadly diversified ETFs and no-load mutual funds. The firm’s approach focuses on long-term, tax-efficient positioning with tailored equity-to-fixed-income allocations and diversified exposures across multiple asset classes.

Matthew Kircher is a financial advisor at Fairpoint Wealth Management, LLC, holding a Series 66 designation with nine years of industry experience. He has worked at Fairpoint Wealth Management since 2017, following positions at Merrill and The Sherwin-Williams Co. Fairpoint Wealth Management provides discretionary investment management and a broad range of financial planning services to individuals and families, serving both non-high-net-worth and high-net-worth clients. The firm offers customized investment policy statements and employs active, passive, or blended portfolio strategies tailored to client objectives, with various flexible fee arrangements including project-based, hourly, and subscription options.

Ryan Kitson is the sole advisor at WRK Investments, LLC, based in Solon, Ohio, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has operated WRK Investments since 2011. WRK Investments provides discretionary investment management services to individuals, high net worth clients, families, trusts, estates, and small businesses. The firm’s investment approach combines proprietary fundamental and cyclical research focused on mid, large, and mega-cap equities, utilizing long-term holdings alongside occasional short positions, margin, options, and tactical strategies.

Martin Jaras is the principal of Jaras Financial Services, Inc. in Brecksville, Ohio, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various capacities including investment advisory, insurance sales, and business consulting. Outside of financial services, he operates Dirt Wranglers, LLC, a small local equipment business. Jaras Financial Services primarily serves individual investors along with retirement plans, corporate entities, and charitable organizations. The firm offers asset management, financial planning, and retirement-plan administration, managing portfolios on both discretionary and non-discretionary bases using fundamental and technical analysis.