Todd Minear, CFP®, MBA

About Todd Minear, CFP®, MBA, CTFA

Todd Minear, Founder of Open Road Wealth Management, has put in the work to be a well-educated and experienced financial advisor. He has done the BSBA, MBA, and CFP things.

Regarding his professional experience, Todd has been in the financial services industry for over 20 years and has worked at boutique financial planning firms, a mortgage company as well as community and regional banks. He has also been the Past President for Kansas City Financial Planning Association, made contributions to The Wall Street Journal, Fortune, Kansas City Star and other industry publications.

Rest assured, Todd has the experience to help you hit the Open Road. He founded Open Road Wealth Management, LLC to be able to do the best work for his clients.

James Sweeney, CFP®, CFA

About James Sweeney, CFP®, CFA, MBA

I founded SwitchPoint to provide holistic, unbiased advice to working professionals who are ready to start planning for retirement.

I have years of experience helping individuals and families plan for and transition to retirement.

My flat fee business model removes the conflicts of interest inherent in traditional commission and % of asset models and allows me to focus 100% on the needs and goals of my clients.

If you are ready to get serious about retirement (whether you’re 10 years or 10 days away), let’s chat. I can help you understand where you stand today and then design and implement a plan that works for you.

David Zaegel, CFP®, CPA

About David Zaegel, CFP®, CPA

We started CWOs for Hire to remove financial stress from clients’ lives. We talk with many people who simply are not getting the help they need, even if they already work with an advisor or a CPA. We remove that frustration, work with you to develop a detailed plan, and help you implement and adjust the plan over the long-term.

We have a particular emphasis working with those who are retiring or are nearing retirement. We make sure you aren’t paying too much in taxes over the long-term and also work hard to protect your investments and make sure they are aligned with your retirement plan.

Kay Dee Cole, CFP®, CeFT®

About Kay Dee Cole, CFP®, CeFT®, RLP

Clarity Wealth Development came into existence because there had to be a better way to help people invest and come up with a financial plan based on their goals. I had been working from the broker side of the business where selling product was first and advising came second. When I was finalizing a name for my company my father was suffering from Alzheimer’s disease. I chose the name Clarity because having clarity is the key to making sound decisions. The last part of the name, Wealth Development, is because I not only want to help people manage money but also build wealth.

Our mission is to help you navigate the financial planning process. You need basic knowledge and confidence. And you need an advisor willing to listen to you. We treat you with respect and dignity and supply you with timely information and education in helping you develop a solid strategy. Once we know your goals, then we help you implement a financial plan you can have confidence in. When you clearly know where you are going and how to get there, you are more likely to achieve your goals.

Growing up as a farmer’s daughter just south of Corvallis, Oregon I learned the value of hard work and perseverance. I attended school in Corvallis and graduated from Oregon State University in the School of Agriculture with a Natural Resources Economics Degree with minors in business and statistics. After college I worked for the U.S. Department of Agriculture as a statistician in California and Colorado. In 1996 my husband and I returned to Corvallis to help with the family farm. In 2000, my entrepreneurial spirit helped me realize my dream of owning my own retail business, as a florist.

My background and experience in running that retail business and being involved with the sale of our family’s business gives me a unique perspective in family-owned businesses. I also realized that running a retail business was not my dream job. With the help of my financial advisor, I decided financial planning was what I really wanted to do. I started out in a large broker business but decided I wanted to help people plan for life; not just sell investments.

So I took a huge leap of faith and opened Clarity Wealth Development in 2010. I also became a Certified Financial Planner™ in 2012. I knew this was a great way to provide value and it turns out I was right. As a CFP® I have a fiduciary duty to my clients, a higher standard than most advisors. Being a fiduciary means putting my clients interests first at all times.

That courage to go out on my own came in handy when I became a cancer survivor. I understand the complexity of financial planning during a serious illness. In late 2012 I was diagnosed with ovarian cancer, stage IIIB. This was a stressful time for my family, my clients and myself. However, this did give me valuable insight as a financial planner for those unexpected life changing moments.

I am more determined than ever to provide the best service to my clients. I find joy in my family and especially my husband of 25 years. We also have two wonderful dogs, Bailey a yellow Labrador and Bella a Great Pyrenees mix. We enjoy traveling together and being active in our local community.

 

Scott Weiss, CFP®, RICP®, AAMS®, APMA®, CMFC®

About Scott Weiss, CFP®, RICP®, AAMS®, APMA®, CMFC®

I help pre-retirees and early retirees who need assistance making their money last in order to secure the retirement lifestyle they envision.

By using a combination of comprehensive financial planning and investment management services I help my clients think through difficult financial tradeoffs and come up with solutions that provide peace of mind.

If you are looking for someone you can trust to explain complicated financial issues in a clear way and want to delegate your investment program to a financial advisor, you’ve come to the right place.

★ WHAT MAKES ME DIFFERENT

I was previously an art director at Money Magazine and Mutual Funds Magazine where I worked for nearly 12 years helping readers better understand personal finance topics. I am adept at making complex financial issues easy to understand, love solving problems, and skilled at keeping people on task to accomplish their goals.

As a career changer and father of two young children, I know what it takes to care for a family while simultaneously working toward achieving personal goals. I truly enjoy collaborating with my clients and helping them live their best financial life.

★ SPECIALTIES

• Retirement Planning
• Portfolio Management
• Approaching Retirement
• Late-Career
• Retirement Income Planning
• Asset Allocation Strategies
• Fund Selection
• Ongoing investment monitoring
• Life Transitions
• Sudden Money Situations
• Dealing with the loss of a spouse
• Dealing with an Inheritance
• Dealing with Stock Options
• Help with 401(k) and IRAs
• College Education Planning
• Cash Flow Planning
• Coordination with other professionals

Scott Haley, CFP®, EA

About Scott Haley, CFP®, EA

My name is Scott Haley and I’m the founder of Prelude Financial, LLC. I help motivated individuals and families connect with their dreams to create a financial plan and show them how to live the life they love.

As a Certified Financial Planner™ (CFP®), it is my mission to help you create a financial plan as unique as yourself to help you accomplish your goals and dreams.Through personalized financial coaching and investment guidance, I help you organize your finances, set goals that matter to you, save and invest for your future, and take action.

I love teaching others how to use money as a tool. A strong financial foundation and personalized strategy for the future can provide you with a sense of freedom. Rather than simply viewing “more money” as the ultimate goal, I help you set up a plan so you can use your money to help you achieve whatever it is you want in life.

After working in the financial services industry for several years, I founded Prelude Financial to help hard working individuals and families navigate the personal finance landscape. It’s not about whether or not you have a million dollars to invest right now. You deserve professional advice to help you reach that milestone. My job is to provide you with the guidance you need to achieve your version of financial success.

I earned my undergraduate degree in finance with a minor study in economics from The University of Akron and strongly believe in educating younger generations about money and business. In my free time, I enjoy mentoring high school and early college students to help them understand what life is like once they are out of school working in their first professional position.

 

Joe Morgan, CFP®, CFA®

About Joe Morgan, CFP®, CFA®

I am passionate about creating customized financial advice to individuals and families who seek clarity in their financial lives. My clients have a wide range of wealth, income, and investable assets and I am privileged to act as advisor, educator, guide and protector of their wealth.

Family financial challenges have always been an afterthought for Wall Street as evidenced by the lack of appropriate services and an unwillingness to engage on a personal level. I want to end the destructive risks that come from false and misleading statements that come out of the financial world by providing guidance that allows you to make your best financial decisions.

To do this, I started Best Financial Life after earning the Certified Financial Planner (CFP®) designation. Quickly, I found a tremendous amount of value is created by simply having a clear understanding of the financial situation at hand and the potential options for moving forward.

For more information on my background, take a look at my LinkedIn profile and the Wall Street Journal article discussing how I helped clients navigate the 2008 financial crisis. At the time, my clients avoided a messy situation and potential significant losses that caught many corporate and individual investors by surprise.

And I did it by simply doing my homework, educating my clients, and refusing to bend my principles.

After being the Chief Investment Officer of Silicon Valley Bank for ten years, it is a joy to spend all of my time in the local community. Originally from Texas, I have lived in the Bay Area for over 20 years. In my spare time, you can find me on the tennis courts or hiking the trails in the East Bay.

Justin Rush, CFP®

About Justin Rush, CFP®

I’m the founder of JGR Financial Solutions…a firm committed to providing financial planning and investment management solutions in terms you can understand. As a fee-only financial advisor, my top priority is to help you spend your retirement focusing on what’s most important in your life…not worrying about your investment portfolio!

I strive to understand my client’s goals and refrain from using the financial jargon that’s so frequently tossed around. As a result my clients are actively involved and confident in the long-term plans we put together.

Nationally, I am an active member of the National Association of Personal Financial Advisors (NAPFA), having served on multiple committees to help educate consumers and advance the profession of fee-only financial planning.

Locally, I volunteer for Junior Achievement of East Central Ohio in an effort to promote financial literacy to students.