Rockport Wealth Advisors

Michael Curley is a financial advisor with Rockport Wealth Advisors in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Rockport in 2022, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research from 2015 to 2022. Outside of advising, Curley owns an insurance brokerage focused on life, disability, and long-term care insurance. Rockport Wealth Advisors provides financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients. The firm uses a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms, emphasizing individualized portfolios and tactical strategies that include shorter-term risk-on/risk-off trading.

Joseph Salmen is a CFP® professional with six years of experience in financial advising. He is currently with Rockport Wealth Advisors and previously worked at JFS Wealth Advisors. Before entering the financial industry, he was employed at Union Area Middle/High School and Medure's Catering. Rockport Wealth Advisors is a team of eight advisers serving individual and high-net-worth clients with financial planning, investment management, and retirement-plan advisory services. The firm offers both traditional portfolio management and consultant-style services, including alternative investments, and operates its own wrap fee program alongside a digital platform for certain clients.

Andrew Smith is a Series 65-credentialed financial advisor with Rockport Wealth Advisors and has been with the firm since 2026. He is also the owner, CEO, and President of American Asset Management Corporation, a certified public accounting firm he founded in 2009. Smith has 17 years of experience in accounting and financial services. Rockport Wealth Advisors provides financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients. The firm combines in-house portfolio management with third-party sub-advisory and digital platform services, emphasizing individualized portfolios and active risk management strategies.

Adam Stalnaker is a financial advisor with Rockport Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Private Client Services and Cetera Advisors LLC and is involved with Ars Capital, Inc., which partly owns Rockport Wealth, LLC. Outside of advisory roles, he is a 50% owner of Rockport Real Estate Holdings, LLC. Rockport Wealth Advisors serves individual and high-net-worth clients by providing financial planning, investment management, and retirement-plan advisory services. The firm uses a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms to tailor and monitor individualized portfolios.

Thomas David is a CFP® and PFS™ with 12 years of experience in the financial services industry. He is currently with Rockport Wealth Advisors and has previously worked at firms including CM Wealth Advisors and St. Clair Advisors. David serves as an adjunct faculty member at Lorain County Community College. Rockport Wealth Advisors offers financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients, utilizing a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms to implement tailored strategies.

Joseph Kovach is a CFP® professional with 30 years of experience in financial advising. He is a founding member and president of JJK Financial, Inc., and has been with Rockport Wealth Advisors since 2018. Kovach is also a licensed insurance agent involved in the sale of life, disability, and long-term care insurance. Rockport Wealth Advisors serves individual and high-net-worth clients with financial planning, investment management, and retirement-plan advisory services. The firm employs a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms to create individualized portfolios and utilizes a range of investment strategies including tactical trading and risk management.

Brian Ellis is a financial advisor at Rockport Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Essex Securities, The J. Arnold Wealth Management Co., and Investacorp. Rockport Wealth Advisors provides financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients. The firm uses a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms, focusing on individualized portfolios and a range of investment strategies.

Meaghan Grant is a financial advisor at Rockport Wealth Advisors with two years of industry experience. She holds a Series 65 designation and has previously worked at Thrivent and Lake Forest Country Club. Prior to her financial career, she spent ten years in college and secondary school settings. Rockport Wealth Advisors provides financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients. The firm uses a combination of in-house portfolio management, third-party sub-advisors, and digital platforms to implement client strategies, emphasizing individualized portfolios and active account monitoring.