Strategic Wealth Partners, Ltd.

John Root is a Series 65-licensed advisor at Strategic Wealth Partners, Ltd. with one year of industry experience. Prior to joining Strategic Wealth Partners, he held positions at Cleveland Clinic and Sherwin Williams. He also has a background in education, having worked at John Carroll University, Hudson High School, and Hudson Middle School. Strategic Wealth Partners, Ltd. manages approximately $1.3 billion and serves individuals, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services using a mix of fundamental, technical, and charting analysis to construct diversified portfolios.

David Abate is a CFP® and Series 65-licensed advisor with 19 years of industry experience. He has been with Strategic Wealth Partners, Ltd. since 2012. Strategic Wealth Partners, Ltd. serves individuals, including high-net-worth clients, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services, managing approximately $1.3 billion across a broad range of public and private investment types.

Timothy McGannon is a financial advisor at Strategic Wealth Partners, Ltd. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Securities, Inc. and Suntrust Capital Markets Inc. from 2006 to 2022. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts, providing portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services. The firm manages approximately $1.3 billion across 19 advisors and employs a range of investment strategies including fundamental, technical, and charting analysis to create diversified portfolios.

Anthony Zabiegala is a financial advisor at Strategic Wealth Partners, Ltd. in Independence, OH, holding a Series 65 designation with 16 years of industry experience. He has been with Strategic Wealth Partners since 2010 and also worked at SWP Investment Management LLC beginning in 2024. Strategic Wealth Partners, Ltd. serves individuals, including high-net-worth clients, pension and profit-sharing plans, foundations, and corporate accounts, providing portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services. The firm manages approximately $1.3 billion with 19 advisors and employs a mix of fundamental, technical, and charting analysis to construct diversified portfolios across various public and private investment types.

Robert Lambert is a CFA® charterholder with Series 63 registration and three years of industry experience. He is currently with Strategic Wealth Partners, Ltd. and has worked at SWP Investment Management LLC since 2024. Prior to his advisory career, he was employed at Ohio University from 2014 to 2018. Strategic Wealth Partners, Ltd. is a multi-advisor firm managing approximately $1.3 billion and serving individuals, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers portfolio management, financial planning, retirement consulting, and outsourced CIO services, using a mix of fundamental, technical, and charting analysis to build diversified portfolios across various asset classes.

Nathan Forristal Garcia is a CFP® with 13 years of industry experience, currently serving as an advisor at Strategic Wealth Partners, Ltd. since 2017. Prior to this, he worked at Westbourne Investments Inc for two years. Outside of financial advising, he owns and manages a digital marketing and advertising business, Mavrik Digital. Strategic Wealth Partners, Ltd. is a multi-advisor firm managing approximately $1.3 billion, serving individuals, pension plans, foundations, and corporate accounts. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services, employing a diversified investment approach that includes both long- and short-term strategies.

Peter Brunton is a CFA® charterholder and financial advisor with eight years of industry experience. He has been with Strategic Wealth Partners, Ltd. since 2017 and previously worked at Wealth Design Services from 2015 to 2017. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts by providing portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services. The firm manages approximately $1.3 billion with a team of 19 advisors, employing a diversified investment approach that incorporates fundamental, technical, and charting analysis across various asset types.

Cole Frischman is a CFP® professional at Strategic Wealth Partners, Ltd. with experience at CAPTrust and Waldron Private Wealth prior to joining his current firm. He has a background that includes roles at The Pennsylvania State University and Shady Side Academy. Strategic Wealth Partners serves individuals, retirement plans, foundations, and corporate accounts by providing asset management, financial planning, retirement plan consulting, and OCIO services. The firm utilizes a diverse investment approach combining various asset types and analysis methods, maintains a fiduciary role for advisory services, and offers services such as tax preparation and insurance advice.

Nathan Fischer is a CFA® charterholder with five years of industry experience. He is currently with SWP Investment Management LLC and has previously worked at Strategic Wealth Partners and Wesbanco. SWP Investment Management LLC provides customized portfolio management focused on exchange-traded funds and serves as the investment adviser for those ETFs. The firm’s clients are primarily investment companies and pooled-vehicle mandates, and its investment approach combines charting analysis with fundamental criteria to construct concentrated equity portfolios.

Anthony Gillaizeau is a financial advisor with Strategic Wealth Partners, Ltd. in Newton, MA. He holds Series 65 and Series 66 licenses and has seven years of industry experience, including prior roles at Andra Global and US BANK. Strategic Wealth Partners serves individuals, retirement plans, foundations, and corporate accounts by providing asset management, financial planning, retirement plan consulting, and OCIO services. The firm’s investment approach incorporates a range of securities and strategies, emphasizing tailored recommendations aligned with client objectives and risk tolerance.

Richard Eicheldinger is a CFP® with 11 years of industry experience, currently serving at Strategic Wealth Partners, Ltd. since 2024. His prior roles include positions at Facet Wealth, Affinity Wealth LLC, and True Wealth Design. Strategic Wealth Partners, Ltd. is a multi-advisor firm managing approximately $1.3 billion and serving individuals, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services, employing a mix of fundamental, technical, and charting analysis to build diversified portfolios.

Brian Martin is a CFP® with 34 years of industry experience, currently serving as an advisor at Strategic Wealth Partners, Ltd. He previously worked at Securities America Advisors and Securities America Inc. from 2015 to 2023. Outside of his advisory role, Martin is involved with Cambridge Financial Consultants, LLC, where he engages in life insurance and annuity sales. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts, providing comprehensive portfolio management, financial planning, retirement plan consulting, and OCIO services. The firm manages approximately $1.3 billion through diversified investment strategies and integrates financial planning into many client relationships.

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.

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.

Nicolas Firment is a financial advisor at Strategic Wealth Partners, Ltd. with 14 years of industry experience. He holds a Series 66 designation and previously worked at Stifel Nicolaus for 13 years and Height Analytics, LLC for one year. Strategic Wealth Partners serves individuals, retirement plans, foundations, and corporate accounts by providing asset management, financial planning, retirement plan consulting, and OCIO services. The firm employs a diversified investment approach using stocks, bonds, ETFs, options, mutual funds, and alternative investments, with ongoing monitoring and rebalancing tailored to client objectives and risk tolerances.