David Coletto is a financial advisor with W.A. Smith Financial Group, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Great Lakes Retirement, LPL Financial, and Cetera Advisor Networks. W.A. Smith Financial Group provides portfolio management, financial and tax planning, and retirement-plan oversight to individuals, high-net-worth clients, and business entities. The firm employs a combination of top-down macroeconomic analysis and manager due diligence to create tailored investment portfolios using both active and passive strategies.

Nathaniel Fockler is a financial advisor with W.A. Smith Financial Group, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has previously worked at Great Lakes Retirement, UBS Financial Services, Citizens Securities, and Citizens Bank. Nathaniel serves as a Young Professionals Board member and volunteer for Junior Achievement Cleveland. W.A. Smith Financial Group provides portfolio management, financial and tax planning, and retirement-plan oversight to individuals, high-net-worth clients, and business entities. The firm employs a top-down investment approach guided by an internal committee, blending active and passive strategies tailored to client objectives.