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Jason Smith

CEO | Certified Estate Planner ™

Primary Role: Estate and retirement income planning. Jason Smith is a successful Coach, Speaker, Entrepreneur and Financial Planner. He is the Founder & CEO of Clarity 2 Prosperity Advisory Group, a Field Marketing Organization for...

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Jeff Warnkin

Certified Financial Planner™ | Certified Public Accountant

Primary Roles: Estate, financial, and retirement income planning Jeff is a 25-year veteran of the financial services industry. He is a Certified Public Accountant and a Certified Financial Planner™. These certifications, along with...

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Willie Schuette


Primary Role: Estate, financial, and retirement income planning Willie Schuette, NSSA℠ of The JL Smith Group, is a financial coach for the pre-retired and retired residents of Ohio, Indiana and Kentucky. As a holistic planner, he...

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Bryan Bibbo

Advisor | Tax Preparer

Primary Role: Tax preparation and internal marketing operations. Bryan Bibbo is a leading retirement planning professional and has been educating Northeast Ohio residents on personal finance and retirement planning strategies for many...
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Linda Biscup

Director of First Impressions

Primary Roles: Providing an outstanding experience for guests Linda has a degree in Nursing with over 20 years of experience. She brings her care, compassion, and organizational skills to provide professional customer service support....

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Kelli Knudsen

Accountant | Client Services

Primary Roles: Accounting, Client Services, Tax Preparation and Management Kelli graduated from Cleveland State University with a Bachelor’s in Accounting. Kelli is an accountant and tax preparer for the firm. She also assists...
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Gary J. Pelfrey

Advisor | Medicare Specialist

Primary Role: Estate, financial, Medicare, final expense, and retirement income planning Gary J. Pelfrey is an 18-year veteran of the financial services industry. He attended The Ohio State University studying arts and sciences. He...
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Chad Weigl

Advisor | Account Manager

Primary Roles: Account Administrator, Client Service, and Financial Planning Chad Weigl maintains organizational structure while educating people on retirement planning strategies. He is well versed in Medicare, estate and retirement...
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Holly Smith

Client Services | Operations Manager

Primary Roles: Office management and new account facilitation Holly holds a Bachelor of Arts degree in Professional Writing and Editing. Following a ten year career with the Social Security Administration, Holly came to work with the...

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