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Eric L

Series 63, Series 65

Medina, OH

MariPau Wealth Management LLC

Eric Langenfeld is a financial advisor at MariPau Wealth Management LLC in Medina, OH, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at C2P, Myers Capital Advisors, Farmers Insurance Group, and Prudential. MariPau Wealth Management provides tailored investment advisory and ongoing portfolio management services, along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm utilizes a network of Advisory Affiliates, third-party Independent Managers, and technology platforms to support client portfolio management.

Annuities
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Christine B

ChFC®, Series 63

Broadview Heights, OH

Cornerstone Asset Management Services, Inc.

Christine Bules is a ChFC® professional with 36 years of experience in the financial industry. She has been with Cornerstone Asset Management Services, Inc. since 2005 and has also worked with J.W. Cole Financial, Inc. and Professional Asset Management, Inc. She maintains an active role as a fixed insurance agent outside of her advisory work. Cornerstone Asset Management Services primarily serves individual clients across various net worth levels, offering discretionary portfolio management through its Alpha/Beta Solutions platform, separately managed accounts, sub-advisory services, and investment consulting. The firm employs a proprietary investment process combining fundamental and technical analysis, and it provides clients with detailed performance reporting, including quarterly updates and a web-based tool.

Active portfolio management Passive / index investing
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Preston P

CFP®, Series 66

Fairlawn, OH

Cookson Peirce Wealth Management

Preston Ptak is a CFP® professional with seven years of industry experience, currently serving at Cookson Peirce Wealth Management. His prior roles include positions at Bank of America, Merrill, and Charles Schwab, among others. Cookson Peirce Wealth Management provides discretionary wealth management and financial planning to individuals, high-net-worth households, trusts, and foundations, as well as asset management services to professional advisors and institutional sponsors. The firm employs a quantitative, technically based investment methodology and actively manages equity and fixed-income portfolios, including municipal bond strategies and institutional mandates.

General retirement planning General tax planning Active portfolio management Wealth management Founder/Business Owner
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Jacob D

Series 65

Akron, OH

Revisor Wealth Management LLC

Jacob Dunbar is a Series 65-licensed advisor with Revisor Wealth Management LLC in Akron, OH, and has four years of industry experience. He has worked at LRJ Wealth Management LLC since 2021 and previously held positions at Willow Oaks Country Club and ATP. Revisor Wealth Management serves individuals, high-net-worth clients, and other financial professionals by offering discretionary investment management, financial planning, and model/sub-advisory services. The firm employs a long-term investment approach based on fundamental analysis, utilizing primarily low-cost mutual funds and ETFs alongside selectively chosen actively managed funds and alternative strategies.

Options & derivatives strategies Private / alternative investments General estate planning guidance Founder/Business Owner Financial Professional
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Tiffany B

Series 63, Series 66

Independence, OH

Prasad Wealth Partners

Tiffany Boval is a financial advisor at Prasad Wealth Partners with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Regal Investment Advisors, Regulus Advisors, Securities America, Arbor Point Advisors, and Key Investment Services. Outside of her advisory role, she serves as Secretary of the Sunshine Committee cheer squad for gymnastics. Prasad Wealth Partners provides personalized financial planning and investment management to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm primarily uses fundamental analysis with a long-term orientation while maintaining flexibility for shorter-term trades based on client goals or market conditions.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General retirement planning Wealth management Founder/Business Owner Retired
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Matthew S

Series 66

Independence, OH

Prasad Wealth Partners

Matthew Schiller is a financial advisor at Prasad Wealth Partners with 13 years of industry experience and a Series 66 designation. He has worked previously at Regal Investment Advisors, Arbor Point Advisors, and Securities America. Schiller is also an independent insurance agent, selling various life insurance and annuity products. Prasad Wealth Partners offers personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm emphasizes customized planning and primarily uses fundamental analysis with a long-term investment orientation, employing a range of investment vehicles including mutual funds, ETFs, equities, and derivatives where appropriate.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General retirement planning Wealth management Founder/Business Owner Retired
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Kimberly W

CFP®

Strongsville, OH

John E. Sestina and Company

Kimberly Wirtz is a CFP® with nine years of industry experience, currently serving at John E. Sestina and Company. She has been affiliated with the firm and its related entity MTBW, LLC since 2005. Outside of her advisory role, she coaches junior varsity girls' golf for the Strongsville City School District. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team approach and utilizes a long-term, diversified investment process grounded in modern portfolio theory.

Business ownership considerations Annuities Real estate investing
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Michael P

Series 66

Akron, OH

EGI Financial, Inc.

Michael Prescott is a financial advisor at EGI Financial, Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked at American Heritage Securities since 2002. Outside of finance, he has been involved in his family barbershop business, Prescott Bros. Haircutting, for over three decades and continues to work there on Saturdays, planning to phase this out within the next year. EGI Financial, Inc. is a state-registered investment adviser serving individuals, high-net-worth clients, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a money management philosophy focused on quality, growth, value, diversification, and a long-term outlook, combining fundamental, technical, and intangible analysis with a proprietary asset allocation model.

Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement income strategy Active portfolio management
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Douglas M

Series 66

Middleburg Heights, OH

Fourth Dimension Wealth, LLC

Douglas Magers is a financial advisor with Fourth Dimension Wealth, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Fourth Dimension Wealth since 2020 and has prior experience with LPL Financial LLC and Stratos Wealth Partners, LTD. In addition to his advisory role, Magers is involved in non-investment businesses including retail furniture and electronics, as well as a yacht charter company. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party and model advisory programs. The firm tailors asset allocations to client objectives using a mix of analytical methods and actively manages diverse portfolios, offering detailed quarterly performance reports and educational outreach.

Equity compensation tax strategy Income planning General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Jonathan C

CFP®

Parma, OH

Independence Capital Co., Inc.

Jonathan Cush is a Certified Financial Planner® at Independence Capital Co., Inc. with 22 years of industry experience. He previously worked at THE O.N. Equity Sales Company for 15 years and has been affiliated with Ohio National Financial Services and the John C Cush Company since 1999. Outside of his advisory work, Cush is involved in horse breeding as a business activity. Independence Capital Company, Inc. serves individuals, including high-net-worth clients, corporations, and other entities, managing approximately $118.7 million across around 300 client relationships. The firm employs a long-term, fundamental analysis approach and offers a range of services including portfolio management, financial planning, and introductions to third-party money managers.

Private / alternative investments Real estate investing
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Lindsey O

Series 63, Series 65

Independence, OH

Prasad Wealth Partners

Lindsey Orth is a financial advisor at Prasad Wealth Partners with 14 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes positions at Purshe Kaplan Sterling Investments, Regulus Financial Group, and Fidelity Investments. Orth also works as a fixed insurance agent. Prasad Wealth Partners provides personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm primarily uses fundamental analysis with a long-term orientation and offers a range of investment vehicles including mutual funds, ETFs, equities, and structured products.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General retirement planning Wealth management Founder/Business Owner Retired
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Austin L

CFP®, ChFC®, Series 63

Broadview Hts., OH

Financial Management Strategies, Inc.

Austin Linden III is a CFP® and ChFC® professional with 37 years of industry experience. He has been with Financial Management Strategies, Inc. since 2000 and has held prior roles at Cetera and Plancorp, Inc. He is also a board trustee of the Rotary Club of Cleveland. Financial Management Strategies, Inc. serves individual clients, trusts, estates, charitable organizations, corporations, and pension plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using multiple analytical methods and maintaining portfolios through written investment policies, ongoing monitoring, and periodic rebalancing.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Long-term care insurance General estate planning guidance Founder/Business Owner Retired
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Daniel G

CFP®, PFS™, Series 63, Series 65

Independence, OH

Fairway Wealth Management LLC

Daniel Gaugler is a CFP® and PFS™ professional with 23 years of industry experience. He has been with Fairway Wealth Management LLC since 2002, initially at Fairway Wealth Management and continuing with Fairway Wealth LLC since 2020. The firm primarily advises high-net-worth individuals and families, offering integrated wealth management, family office, and estate planning services. Fairway emphasizes fiduciary responsibility, customized tax-aware asset allocation, and coordinates third-party managers, ETFs, and private funds, with a significant portion of assets managed on a non-discretionary basis.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Taylor P

CFP®, Series 65

Independence, OH

Fairway Wealth Management LLC

Taylor Papiernik is a CFP® with 10 years of industry experience, currently with Fairway Wealth Management LLC. He previously worked at Sequoia Financial Advisors and its affiliated firms from 2016 to 2023. Fairway Wealth Management primarily serves high-net-worth individuals and families, providing integrated wealth management and family office services. The firm emphasizes financial, investment, and estate planning integration, employing client-specific asset allocations and tax-aware strategies, with a notable portion of assets managed on a non-discretionary basis.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Matthew B

Series 65

Independence, OH

Strategic Wealth Partners, Ltd.

Matthew Bures is a financial advisor at SWP Investment Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Strategic Wealth Partners, LTD and First Fiduciary Investment Counsel. SWP Investment Management LLC provides customized portfolio management focused on exchange-traded funds and serves as the investment adviser for those ETFs. The firm primarily manages investment company and pooled-vehicle mandates using a combination of charting analysis and fundamental selection criteria to construct concentrated equity portfolios.

Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy
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Laura C

Series 65

Cleveland, OH

First Fiduciary Investment Counsel Inc

Laura Collins is a Series 65-licensed advisor with First Fiduciary Investment Counsel Inc in Cleveland, OH, where she has worked since 2009. She has 2 years of industry experience and is part of a three-advisor team at the firm. First Fiduciary Investment Counsel provides discretionary investment management and wealth planning services to individuals, non-profits, retirement plans, trusts, estates, ESOPs, and other institutional clients. The firm uses a dividend-oriented, large-capitalization equity investment approach supported by fundamental analysis and third-party research, managing diversified portfolios with sector and security limits.

Wealth management Passive / index investing Income planning
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Robert A

CFA®, Series 63

Valley View, OH

Lineweaver Wealth Advisors

Robert Armagno is a CFA® charterholder with 12 years of industry experience. He is currently with Lineweaver Wealth Advisors and has previously worked at Glenmede Trust Company, LPL Financial, Stratos Wealth Partners, and Ancora Securities Inc. Lineweaver Wealth Advisors is an SEC-registered firm that provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $908 million in client assets and uses a combination of modern portfolio theory, fundamental analysis, and technical techniques to construct and monitor client portfolios.

Retirement income strategy Options & derivatives strategies Tax-loss harvesting Founder/Business Owner Executive
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Timothy S

Series 65

Independence, OH

Golden Reserve Retirement, LLC

Timothy Stallings is a financial advisor at Golden Reserve Retirement, LLC with two years of industry experience. He holds a Series 65 designation and is a partner and owner of AlerStallings, LLC, a law firm where he provides estate planning legal services. Stallings is also a licensed insurance agent affiliated with Golden Reserve, LLC, involved in the recommendation and sale of insurance products and fixed annuities. Golden Reserve Retirement, LLC offers portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, low-cost, predominantly passive investment approach based on modern portfolio theory. The firm integrates estate-planning and tax-preparation services through affiliated entities and employs discretionary management with a focus on tailored client objectives.

General retirement planning Wealth management Passive / index investing Annuities
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Dean K

Series 63

Akron, OH

Kohmann Bosshard Financial Services, LLC.

Dean Kohmann is a financial advisor at Kohmann Bosshard Financial Services, LLC with 25 years of industry experience. He holds a Series 63 designation and has been with Kohmann Bosshard since 2015. Prior to that, he worked at Valmark Securities, Inc. from 2011 to 2022. Kohmann Bosshard Financial Services, LLC provides fee-based investment management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $910.7 million in assets for about 472 clients, employing a long-term, individualized investment approach focused on strategic asset allocation and broadly diversified portfolios using ETFs and low-cost mutual funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) Debt management Founder/Business Owner Retired
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Mark T

CFP®, Series 65

Independence, OH

Strategic Wealth Partners, Ltd.

Mark Tepper is a CFP® with 17 years of experience in the financial industry. He is currently with Strategic Wealth Partners, Ltd., where he has worked since 2008, and also has experience at SWP Investment Management LLC. Outside of his advisory role, Tepper manages several businesses including an insurance agency and a company that hosts high-performance driving events for car enthusiasts. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts by providing portfolio management, financial planning, retirement consulting, and outsourced chief investment officer services. The firm manages approximately $1.3 billion across a diverse range of investment types and operates as a fiduciary, employing fundamental, technical, and charting analyses to construct diversified portfolios.

Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy
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