Meet Your Peers
Rosselot Financial Group
The Rosselot Financial Group is a well-respected member of the Cincinnati, Ohio tri-state business community. With decades of combined experience in the financial services industry, our organization has an experienced perspective combining tried fundamentals with new age vision. In addition, our staff strives to provide service that exceeds expectations.
Our mission is to facilitate the creation and maintenance of financial independence for our clients while providing service that exceeds their expectations.
Nathan Kosman, AIF®
Owner, CEO
Ryan Antepenko, AIF®
CFO, Financial Advisor
Paul Ganim
Director of Compliance & Education
John Maddrill, CFP®, CLUv, LUTCf®
Financial Advisor & Business Development Specialist
Randy Hein, CFP®
Financial Advisor
José Chavez
Financial Advisor
Ryan Grote, AIF®
Financial Advisor
James Stewart, AIF®
Financial Advisor
Tom Gilday, MBA, Economics
Financial Advisor
Anthony Cook, CPFA®
Financial Advisor
Kevin Hagerty, AIF®
Financial Advisor
Todd Yawit, AIF®, CPFA®
Employer-Sponsored Retirement Plan Advisor
Sean Schaeffer
Advisor Assistant
Max Kosman
Advisor Assistant
Nathan Young
Advisor Assistant
Trenton Macke
Financial Advisor
Ross Kline, CWMS®
Financial Advisor
Blair Goheen, CFP®, MBA
Financial Advisor
Mark Srofe, CFP®
Financial Advisor
Cory Cochran
Financial Advisor
Charles Vaughn, CFP®, CRPC, AAMS, AWMA
Financial Advisor
Cornerstone Financial Services, Inc.
Cornerstone Financial Services is a business of relationships built on integrity, competency, personalized service, and longevity within the business world. We passionately believe trust is the most important ingredient in the client / planner relationship, and we work tirelessly to establish and protect that trust with our clientele. One of the ways we accomplish this is through a vigorous and distinctive style of diversification that many of our competitors avoid because of the extra work involved.
The Rex family at Cornerstone Financial provides over six and a half decades of combined professional experience in the field of counseling clients regarding their financial goals. Our experience spans multiple generations which means that you have access to advisors who intend to walk with you through your retirement years, not just drop you off at the door. Many clients appreciate a relationship with both "seasoned" advisors as well as "youthful" advisors who all bring different strengths to the planning process.
Bryan and Adam are members of the Million Dollar Round Table, a worldwide association of insurance and financial professionals. In addition, they are CERTIFIED FINANCIAL PLANNERS ®. Other memberships and associations represented are The Financial Planning Association, the Society of Financial Services Professionals, the National Association of Insurance and Financial Advisors, the Hampton Roads Estate Planning Council and Hampton Roads Gift Planning Council as well as the Financial Services Institute.
The Rex family strives to offer meticulous research and ultra-personal customer service because we are a small company and want to know you by name. Cornerstone Financial partners with a vast range of clientele from business owners, professionals, retirees, widows, and others seeking asset accumulation. Once we take the time to understand your objectives and needs, we will search diligently for financial tools that best fit your purpose and budget.
Bryan Rex
Vice President of Planning
Adam Rex
Vice President of Risk Management
J. Scott Komarnicki
Investment Advisor
Foundation Wealth Advisors, LLC
At Foundation Wealth Advisors, LLC, we strive to stand out from the typical wealth management firm and provide a higher level of care, trust, and fiduciary responsibility. We believe clients choose to work with us for several reasons, including:
Our Lifelong Commitment
We are committed to you, your family, and your business. In the overwhelming and ever-changing world of finance, we provide clarity on your existing situation and develop a starting point. We then learn about your near and long term objectives and build a comprehensive plan to fulfill them.
Our Strong Client Relationships
We enjoy working closely with our clients and watching them pursue their goals over the years. We stay in frequent contact with our clients, offering ongoing advice, guidance, and communication.
Our Independence
As an independent firm, we always act in our clients’ best interests. We have no obligation to any investment products or services that could lead to conflicts of interest, meaning a client’s interests are our interests.
Our Principle
Our strategies are totally transparent and it is essential that you understand how your assets are being managed. Your account information is available to you at all times through your online account. Your investment statements are produced by the account custodians and not by our firm assuring you of true account transparency.
Our Fiduciary Care
With the Accredited Investment Fiduciary® (AIF®) designation, we have a thorough knowledge of and ability to apply fiduciary practices. AIF designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.
Joe Arnold, AIF®
Founder and President
Milestone Financial Services, LLC
Independent Financial Advisor, offering full service brokerage (stocks/bonds/mutual funds/annuities/cd's), Financial Plans (Investment, Life, LTC), Retirement Plan Review (401k, IRA, 403b).
Brandon Floyd
Owner
Lighthouse Financial Strategies
Lighthouse Financial Strategies Ltd. was incorporated in 1999 as an independent, comprehensive financial services firm committed to helping clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.
Located in Youngstown, Ohio, Lighthouse is uniquely situated to serve not only Eastern Ohio but also the Pittsburgh/Western Pennsylvania area. We work with clients all over the United States. Current clients include corporate executives, business owners, physicians, government professionals, as well as individuals and families.
Mike Moss
Senior Financial Consultant
Maxwell Financial
Working with an Accredited Investment Fiduciary (AIF) has many benefits and we hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with a skilled professional to pursue your financial goals.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Jamie Maxwell
Steven Arengo
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Steven Arengo
Financial Advisor
Fitting Tax & Financial
Fitting Tax & Financial was founded by Larry D. Fitting in 1980 as a Certified Public Accounting firm serving the Mogadore and surrounding areas. By 1997 Larry saw the need to bring financial services into his practice to better serve the needs of his clients.
That was also the time Brian T. Fitting joined his father Larry's practice on a part-time basis as he finished his high school and college careers. Upon completion of his college education in 2004 Brian joined the firm full time as a tax preparer and financial advisor.
Fitting Tax & Financial is now a comprehensive wealth management firm dedicated to bringing together all aspects of a client's financial life into one all-encompassing plan. We strive to provide sound tax, investment, insurance, retirement, education, estate, and special situations planning on an individualized and customized basis. Our focus is on the prudent and responsible accumulation, preservation, and distribution of each and every one of our client's wealth.
Brian Fitting
Larry Fitting
Chuck Cole Financial Services, LLC
At Chuck Cole Financial Services we are committed to helping you, your business, and your family meet the financial challenges that everyone faces. The challenges of retiring, accumulating wealth, and lowering your tax burden. We also work to ensure that you, your business and your family will be protected if death or disability should occur. In addition to helping you find ways to accumulate weath, we can protect your assets. We can also offer a full line of Auto, Home Owners, and Business Insurance products. We are Independent Agents who write for many different Property and Casualty insurance companies.
Chuck Cole
Christina Waugh
Jorgensen Financial Services
Vision Statement:
"Listening to Understand...Communicating to Inform"
Mission Statement:
With gratitude and respect, we accept the trust and confidence placed in us and we strive to enhance the lives of those whom we serve. We are committed to 'listening to needs' and 'communicating solutions' as we assist our clients in reaching their financial aspirations, today and into the future.
George Jorgensen
Marjean Ossefoort
Alex Ossefort
Simpson Financial Strategies
We are an independent financial planning firm that focuses on helping our clients make wise decisions with their money, while assisting in reducing the tax burden and ensuring assets are protected against potential litigation or divorce. We work towards achieving higher income potential and considering charitable donations along the way. Also keeping in mind, the need for protecting or enhancing the legacy you leave behind.
Tom Simpson
Financial Advisor
Life Insurance Michigan
Our independent agency offers Life Insurance through multiple life insurers. My agency represents over twenty large life insurance companies and offers fixed life insurance products underwritten and issued by well-known carriers including Prudential, Genworth Financial, Mutual of Omaha, Principal Financial, Lincoln National, MetLife, Transamerica, Nationwide, Pacific Life and many more. The agency is operated in the State of Michigan only and, therefore, its products are available only in the State of Michigan. Product provisions and features may vary from state to state.
Curt M Happold, CLU®
Financial Advisor / Agent
Jones Wealth Management
The mission of Jones Wealth Management is to bring a well-grounded and innovative approach to financial planning, utilizing the collective experience of the team to provide clients and their families with consistent and reliable financial advice.
David Jones
Turquoise Wealth Management
Turquoise Wealth Management was founded to be more responsive to the needs of clients, to create a company culture that reflects our strong Midwestern values, to have the ability to exercise our duties as fiduciaries without restriction by corporate policies, and to have control and knowledge over the business decisions that affect our clients.
We educate and support our clients, welcoming them into our family, and treating them as such. We believe that clients are in better hands when their advisors are supported and valued by the company, and therefore strive to create a collaborative and caring community.
It is our goal to educate and inspire our clients so that they feel sound in their financial decisions. We serve a limited client base so we can deliver high level personal service.
Jessica Rebmann, CFP®
Wealth Advisor
Sherri Beabout
Wealth Advisor
Fellers Financial Concepts
Since 1978, I have effectively listened to the needs expressed by my clients in order to customize a plan that best serves their situation. I am an independent broker and therefore not locked into any certain company and able to shop for the best products/rates from the industry's top-rated companies.
Dan Fellers
Owner
Trailhead Financial Partners
Trailhead Financial Partners' mission is to add value. We bring together the best resources from industry leaders to deliver world-class service and custom solutions to the clients we serve.
Ashley Fellers, CFP®
President
Canvasback Wealth Management
Our Story
Many would say that starting a career in the financial services industry in 2001 during the throes of the dot-com crash is less than ideal. I would agree. Fortunately, I was naïve and excited to find something I considered more than just a job.
The ensuing 14 years had a profound impact on who I am today. They are why I broke free from the Wall Street wire-houses and discount-brokerage juggernauts where corporate boards and sales managers determine what’s important instead of the clients. In fact, the client experience I’ve built was forged by those experiences.
After countless conversations with family and friends, I finally shed the handcuffs of proprietary products and sales quotas. The idea was to build a practice from the ground up by rejecting the conventional attitudes of our industry. No more industry jargon. No more pie charts. No more broker speak. So, on January 5, 2015, I founded Canvasback Wealth Management. It was and continues to be a dream realized.
Just as the Canvasback story is a collection of experiences from the past two decades, so is the story of each member of our Canvasback family. You, too, have a story, and we love hearing each one. It allows us to better understand what has made you and your family into the people you are today. And if I want to be an effective partner and leader for my clients, what could be more important?
Oh … and why a duck? I don't remember when I first heard the term “canvasback,” but what could be a better metaphor for our business? You probably remember that old saying about ducks always being calm on the surface, but underneath they paddle like … well, you remember. In today’s world, where sensationalized news is the norm and everyone claims to have the better mouse trap, it’s important for clients to keep calm and stay focused.
