Janelle Woods is a CFP® professional with 21 years of industry experience. She has worked at Cookson Peirce Wealth Management since 2015 and previously at JFS Wealth Advisors. Woods also serves as an adjunct faculty member at Youngstown State University, where she teaches courses on Retirement Planning and Financial Plan Development. Cookson Peirce Wealth Management is a fee-only investment adviser that provides wealth management, financial planning, and discretionary portfolio management to private and institutional clients. The firm uses a quantitative, rules-based approach to equity selection and employs investment-grade fixed-income strategies, while also serving as a sub-advisor to a mutual fund and managing assets within multiple wrap fee programs.

Preston Ptak is a CFP® professional at Cookson Peirce Wealth Management with eight years of industry experience. His career includes roles at Bank of America, Merrill, Lineweaver Wealth Advisors, and Charles Schwab, among others. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients such as individuals, high-net-worth households, trusts, endowments, pensions, foundations, institutional clients, and other professional advisors. The firm uses a quantitative, rules-based investment approach for equities and a laddered strategy for fixed income, and it acts as sub-advisor to the Catalyst Dynamic Alpha Fund while managing multiple wrap fee programs.

Cory Sweitzer is an advisor at Cookson Peirce Wealth Management with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Cookson Peirce, he held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Ferriot Inc. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutional clients, and other professional advisors. The firm employs a quantitative, rules-based approach to equity selection and a laddered bond strategy for fixed income, and is notable for its roles as sub-advisor to the Catalyst Dynamic Alpha Fund and as portfolio manager in multiple wrap fee programs.