McDonald Partners LLC

Thomas Yako is a financial advisor with McDonald Partners LLC, holding a Series 66 designation and 26 years of industry experience. He has been with Thomas McDonald & Associates LLC since 2005. McDonald Partners LLC serves individual investors, including non-high-net-worth and high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, foundations, trusts, and charitable organizations. The firm provides investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities.

Jonathan Hartzler is a CFA® charterholder with 19 years of industry experience. He currently serves as a financial advisor at McDonald Partners LLC and has previously worked at Tyler-Stone Wealth Management, LPL Financial, CBIZ Financial Solutions Inc., and Longbow Securities. McDonald Partners LLC provides investment management, financial planning, pension consulting, and brokerage services to individual investors and institutional clients. The firm combines advisory and broker-dealer activities and offers a range of portfolio management options, including discretionary and non-discretionary strategies and access to affiliated private fund management.

Rita Mansour is a financial advisor with McDonald Partners LLC in Toledo, OH, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with McDonald Partners since 2006. Mansour is active in the community, serving as a board member of the Toledo Museum of Art and the Ohio Arts Council, and volunteering with the Greater Toledo Community Foundation and the Arts Commission of Greater Toledo. McDonald Partners LLC serves individual investors and institutional clients, offering a range of investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management through multiple program structures and a network of financial advisors.

Timothy Norton is a financial advisor with McDonald Partners LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with McDonald Partners since 2006. Outside of his advisory role, Norton serves on the board of directors for Caymus Funding Inc., a portfolio company of McDonald Partners' private funds. McDonald Partners LLC serves individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities and manages affiliated private funds alongside a variety of portfolio management and financial planning options.

Joseph Stanzi is a financial advisor at McDonald Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thomas McDonald Partners, LLC since 2009. McDonald Partners LLC serves a diverse client base including individual investors, pension and profit-sharing plans, foundations, trusts, and charitable organizations. The firm offers investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities, with capabilities in both discretionary and non-discretionary portfolio management.

Steven Rivkin is a financial advisor at McDonald Partners LLC with 12 years of industry experience. He holds a Series 66 designation and has been with McDonald Partners since 2016. In addition to his advisory role, he provides accounting services through his CPA practice and serves as controller for the Rabbinical College of Telshe Inc. He is also involved with the Cleveland Kashruth Organization as a board member and serves as treasurer for the Jewish Voters Association. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management.

John Cates is a financial advisor at McDonald Partners LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms, including The Leaders Group Inc, EPICVanbridge (TDC), Arrowhead Financial, and Cetera Investment Advisers LLC. In addition to his advisory role, he is a licensed life insurance broker involved in life insurance and annuity sales. McDonald Partners LLC serves a diverse client base, including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management and provides both discretionary and non-discretionary portfolio management through various program structures.

Devon Mcardle is a financial advisor with McDonald Partners LLC in Ann Arbor, MI, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Thomas McDonald Partners, LLC since 2008. McDonald Partners LLC serves individual investors across wealth levels as well as institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer functions and manages affiliated private funds alongside third-party portfolio strategies.

Michael McGrail is a financial advisor with McDonald Partners LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been with McDonald Partners since 2011. In addition to his advisory role, he is a licensed insurance agent selling life, health, casualty, and long-term care insurance. McDonald Partners LLC serves a diverse client base that includes individual investors as well as institutional clients such as pension plans, foundations, and charitable organizations. The firm provides investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities, including affiliated private fund management.

Paul Moody is a financial advisor with McDonald Partners LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with McDonald Partners since 2015. Outside of his advisory role, Mr. Moody works seasonally as a fly fishing guide and ski instructor in Boyne City, Michigan. McDonald Partners LLC serves a diverse client base, including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management and provides both discretionary and non-discretionary portfolio management through various program structures.

Ted Stone is a financial advisor with McDonald Partners LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with McDonald Partners since 2011. Outside of his advisory role, Mr. Stone serves as Vice President of the Farwell Lake Riparian Association, a nonprofit organization. McDonald Partners LLC serves individual and institutional clients, providing investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities and offers a range of portfolio management options alongside private fund management through affiliated entities.

Matthew Norton is a financial advisor at McDonald Partners LLC with 19 years of industry experience. He holds the Series 66 designation and has been with McDonald Partners since 2010. Outside of his advisory role, Mr. Norton serves as a board member for The Ohio Virtual Academy and is a licensed insurance agent selling life, health, and long-term care insurance. McDonald Partners LLC serves a diverse client base including individual investors, pension and profit-sharing plans, foundations, and charitable organizations. The firm provides investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities, including affiliated private fund management.

Jacqueline Randall is a financial advisor with McDonald Partners LLC in Paris, Ohio, holding Series 63 and Series 65 designations and 32 years of industry experience. She has worked at McDonald Partners since 2013. In addition to her advisory role, Ms. Randall is a licensed insurance agent selling variable annuities, life, accident, and health insurance. McDonald Partners LLC serves a diverse client base, including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm operates as both a registered investment adviser and broker-dealer, combining advisory and private fund management activities.

Arnold Mcdonald is a financial advisor at McDonald Partners LLC with 19 years of industry experience. He holds a Series 66 designation and has been with McDonald Partners since 2010. Outside of his advisory role, he serves as manager and president of several proprietary fund entities affiliated with the firm and is a board member of Signature Investments Montenegro d.o.o., a portfolio company of the firm. McDonald Partners LLC serves a diverse client base, including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management and operates multiple portfolio management programs and third-party strategies.

Brian McDonald is a Series 66-licensed financial advisor with eight years of industry experience, currently with McDonald Partners LLC. He has been with the firm since 2009, with a brief transition between 2021 and 2022. Outside of his advisory role, he serves as Executive Director of the Joan C Edwards Charitable Foundation and is Chairperson of the Board of Trustees for the Cleveland School of Science & Medicine. He is also involved in community activities through Heights Audio LLC and the Heights BBQ Association LLC. McDonald Partners LLC serves individual and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer functions and manages both discretionary and non-discretionary portfolios, including affiliated private fund management.