Broker Check

Meet The Team

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

One of our core values is having fun!

This is a picture from Our Office Holiday Fun Day in Jacksonville FL!

This is a picture from Our Office Holiday Fun Day in Avon Ohio!

Jason Smith

Jason L Smith, CEP, BPC

Founder | CEO

(440) 934-9181

(440) 934-9182

Bryan Bibbo

Bryan Bibbo, AIF, NSSA,& BPC

Partner | Accredited Investment Fiduciary | National Social Security Advisor

(440) 934-9181

(440) 934-9182

Jeff Warnkin

Jeff Warnkin, CFP, CPA, NSSA

Lead Advisor | Certified Financial Planner™ | Certified Public Accountant | National Social Security Advisor

(440) 934-9181

(440) 934-9182

Jeannette Bajalia

Jeannette Bajalia

Lead Advisor, Author, Speaker and Founder of Women's Worth

(904) 824-5656

Robert LaCivita

Robert LaCivita

Chief Operating Officer

(440) 934-9181

(440) 934-9182

Kelli Knudsen

Kelli Knudsen, EA

Accountant | Enrolled Agent | QuickBooks Desktop Certified User

(440) 934-9181

(440) 934-9182

Gary Pelfrey

Gary J. Pelfrey

Director of Business Development | Advisor

(440) 934-9181

(440) 934-9182

Keith Klesh

Keith Klesh

Director of Marketing

(440) 934-9181

(440) 934-9182

Chad Weigl

Chad Weigl, CFF, BPC

Lead Advisor | Certified Financial Fiduciary

(440) 934-9181

(440) 934-9182

Joseph Voellm

Joseph Voellm, CFF, ChFC, CLU, BPC

Lead Advisor | Certified Financial Fiduciary | Chartered Financial Consultant & Life Underwriter

(440) 934-9181

(440) 934-9182

Justin Grossman

Justin Grossman, RICP, BPC

Financial Advisor, Investment Advisor Representative

(440) 934-9181

(440) 934-9182

Cliff Guthrie, CFP®, BPC

Cliff Guthrie, CFP®, BPC

Financial Advisor

(904) 824-5656

Lee Sasser, CFP®, BPC

Lee Sasser, CFP®, BPC

Financial Advisor

(904) 824-5656

Sarah Warnkin

Sarah Warnkin

Paraplanner

(440) 934-9181

(440) 934-9182

Suzanne Scheiman

Suzanne Scheiman

Marketing Manager

(440) 934-9181

(440) 934-9182

Amanda Bibbo

Amanda Bibbo

Licensing Personnel | Project Support

(440) 934-9181

(440) 934-9182

Holly Smith

Holly Smith

Client Service Manager

(440) 934-9181

(440) 934-9182

Chris Ross

Chris Ross

Funnel Marketing Specialist

Jordan Harton

Jordan Harton

Wealth Management Recruitment Advisor

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.