Our Team

Our professional advisors include CPAs, CFP^® certificants and CFA charterholders who have experience in helping executives, business owners and other affluent individuals reach their life goals, with specific offerings for women and those in transition. Fairport has the capability to interface with other professionals on the client’s behalf to deliver an integrated, focused experience.

Chief Executive Officer, President

Matthew R. Logar

Chairwoman

Heather R. Ettinger

Managing Director, Chief Operating Officer

Brant D. Appel, J.D.

Managing Director, Chief Growth Officer

Andrew R. Connors, CFP^®, CEPA

Managing Director, Chief Experience Officer

Emily A. Drake, CFP^®, AEP^®

Managing Director, Chief Wealth Officer

Michael R. Drennen

Managing Director, Chief Marketing Officer

Kristen T. Lucas

Manager of Human Resources and Executive Administration

Sara L. Miller

Director, Chief Investment Officer

John M. Silvis, CFA

Director of Wealth Management, Chicago

Deborah B. Feldman, CFP^®

Director of Wealth Management, Buffalo

Brian M. Geary, CFP^®, CIMA^®, CPA

Director of Wealth Management, Cleveland

Dana G. Hastings, CFP^®, ChFC^®, RICP^®, CEPA

Director of Wealth Management, Harrisburg

John J. Klobusicky, CFA^®, CAIA^®

Director of Wealth Management, Princeton

Yu Oen

Director of Client Service, Wealth Advisor

David J. Bosak, CFP^®

Wealth Advisor

Brian M. Campo, CFP^®

Wealth Advisor

Bridget Q. Casher, AIF^®, PPC^®

Wealth Advisor

Tyler M. Colton, CPA/PFS, CFP^®

Wealth Advisor

Callie H. Cornett, CFP^®

Wealth Advisor

Peter P. DeVito, CPA, CFP^®

Wealth Advisor

Ryan M. Dobroka, CFP^®, ChFC^®, CIMA^®

Wealth Advisor

Chris R. Isabella, CPA/PFS, CGMA

Wealth Advisor

Beth M. Korth, CPA/PFS, CFP^®

Founder, FMA Advisors

Peter J. LaBella, CFP^®

Wealth Advisor

Melissa A. Lazar, FPQP^®, CFS^®

Founder, Leonetti & Associates

Michael E. Leonetti, CFP^®, CFS^®, AIF^®

Wealth Advisor

Sherwin M. Lesk, CFP^®, J.D., LL.M.

Wealth Advisor

David Yi Luo, CFA^®

Wealth Advisor

Rachel A. Margulis, CPA/PFS

Wealth Advisor

Aaron S. Nuti, CFA, CFP^®, CAIA

Wealth Advisor

Connor J. Rosenecker, CFP^®

Tax Practice Strategist, Wealth Advisor

Tom A. Seifert, CPA/PFS

Director, Practice Group Leader, Wealth Advisor

Emily N. Shacklett, CPA/PFS

Wealth Advisor

Robin L. Stone, CFP^®, MBA

Wealth Advisor

J. Matt Varner, CFP^®

Director of Training, Wealth Advisor

Joyce A. Zak, CRPC^®, FPQP^®

Client Service Manager

Tracie J. Becka

Client Service Representative

Shaunice A. Chism

Client Service Manager

Pamela S. Dagostino

Manager of Investments

Richard P. D’Amico, CFA

Client Service Manager

Tia M. D’Aveta, FPQP^®

Client Service Manager

Brandy Draper

Senior Client Service Manager

Diana K. Funk

Client Service Manager

Patricia Gonzalez, FPQP^®

Client Service Representative

Jessica A. Gross

Manager of Operations and Compliance

Julie A. Harrington

Senior Client Service Manager

Deborah A. Javurek, FPQP^®

Senior Portfolio Administrator and Trader

Mike J. Kalinoski

Client Service Manager

Noemi Lopez

Operations Analyst

Jocelyn A. Maldonado

Portfolio Administrator & Trader

Michael Morgan

Portfolio Manager

Christopher "Mac" Muirhead, CFA

Client Service Representative

Meighan M. Ottiger

Client Service Representative

Gail M. Smoy

Client Service Representative

Anthony M. Steinmeier

Digital Marketing Manager

Annika Traner

Client Service Manager

Laurie A. Warner

Managing Director, Chief Operating Officer

Brant D. Appel, J.D.

Brant.Appel@fairportwealth.com / 216.431.2732 / Download Contact

Brant Appel joined the Fairport team in 2016. As chief operating officer, he has primary accountability for the finance, operations, compliance and integration functions of the firm. Brant has been an invaluable contributor to the firm’s M&A efforts successfully adding offices in Chicago, Illinois and Harrisburg, Pennsylvania.

Brant earned his MBA with a concentration in finance from the University of Akron’s College of Business Administration. Prior to attending the University of Akron, Brant received his juris doctor degree from the University of Illinois, College of Law cum laude and a bachelor’s degree from The Ohio State University.

Brant is a graduate of the Hightower Center for Leadership, an education and training program designed to empower the next generation of leaders in Hightower advisory businesses. He is also a member of Beta Gamma Sigma, an international honors society comprised of business school graduates in the top 20% of its class. He has been a member of the Ambassadors Committee of The First Tee of Cleveland since 2016.

Brant lives on Cleveland’s West Side with his wife and young son. He is an avid fan of all Cleveland sports and enjoys being active outdoors with his family.

Client Service Manager

Tracie J. Becka

tracie.becka@fairportwealth.com / 216.431.3455 / Download Contact

Tracie Becka cultivates and strengthens client relationships at Fairport Wealth by assisting with client inquires, helping to prepare client paperwork for meetings, and addressing all other aspects of client servicing. She prides herself on her ‘client first’ mentality and is dedicated to contributing to the team.

Before joining our firm, Tracie was a client processing manager at Lineweaver Financial Group. Prior to that, she worked at PrimeSolutions Securities as a client processor and as a financial advisor assistant for Wells Fargo.

Tracie studied journalism at Youngstown State University in Ohio and has passed the exams for the CompTIA A+ certification demonstrating IT security, troubleshooting and networking skills.

Tracie and her husband, Chris, live in Berea, Ohio, and enjoy all the attractions Cleveland offers, including cheering on the sports teams. Tracie believes in keeping her mind active by learning how to play instruments and tries to learn a new instrument every year.

Director of Client Service, Wealth Advisor

David J. Bosak, CFP^®

David.Bosak@fairportwealth.com / 216.431.3653 / Download Contact

A CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of industry experience, David Bosak brings strong risk management and trust administration skills to Fairport. David is responsible for meeting with clients and researching client issues, as well as preparing and presenting client core deliverables. This includes evaluating the client’s current financial position and recommending strategies for investment management, tax planning, estate planning, risk management, and reviewing results regularly to evaluate the client’s progress toward his/her financial goals.

David educates clients on financial planning principles, investment philosophy, portfolio strategies, and market views, and clients benefit from his deep knowledge of fiduciary, tax, and other wealth-related issues. Prior to joining Fairport in 2014, David worked at KeyBank as a trust officer, investment operations specialist, and internal auditor.

David earned his MBA from Cleveland State University as well as a bachelor’s degree in marketing from the University of Akron. He is an active member in the Estate Planning Council of Cleveland.

In his spare time, David enjoys spending time with family and supporting Cleveland sports.

Wealth Advisor

Tyler M. Colton, CPA/PFS, CFP^®

tyler.colton@fairportwealth.com / 216.431.2722 / Download Contact

Tyler Colton joined Fairport from Demming Financial Services in early 2022 where he worked as an Associate Advisor. During his time there, Tyler was involved in every aspect of the financial planning process, including preparation of comprehensive financial plans and tax planning for high-net-worth families.

Prior to Demming, he spent four years at Corrigan Krause CPAs, climbing the ladder from Associate to Senior Associate, and eventually to Supervisor. Tyler brings experience working extensively with BNA, eMoney, Excel and QuickBooks.

Tyler is a Certified Public Accountant (CPA) and is also a candidate for the CERTIFIED FINANCIAL PLANNER™ certification. He is a three-time graduate of West Virginia University (WVU) with bachelor’s degrees in business administration – accounting (2016) and sport management (2012), and a master’s degree in sport management (2013).

Tyler lives in Bay Village, Ohio with his two young children, Magdalena and Clifford. As a born and raised West Virginian, Tyler is an avid fan of the WVU athletic teams and enjoys taking regular trips back to see his family. He also enjoys being outside when the weather allows and exploring new bars and restaurants throughout the area.

Managing Director, Chief Growth Officer

Andrew R. Connors, CFP^®, CEPA

Andrew.Connors@fairportwealth.com / 216.431.2754 / Download Contact

Andrew R. Connors is a Certified Financial Planner™ professional with 20 years of experience in the personal financial management arena. He has experience in advising family business owners how they can align their personal, family and business goals. His mission and purpose is to positively impact the long-term well-being of closely-held and family business owners by helping them create and maintain multi-generational wealth. He is known for his ability to translate complex financial strategies and concepts into understandable, actionable ideas. Prior to receiving his MBA from the Weatherhead School of Management at Case Western Reserve University, Andrew attended John Carroll University where he earned a B.S.B.A. He earned his Certified Financial Planner^TM (CFP^®) designation from the College of Financial Planning. He is a past Board President and a current Trustee for Esperanza, Inc and serves on the Executive and Advisory board of the John Carroll Entrepreneurs’ Association, the Northeast Ohio Advisory Committee of the Exit Planning Institute and is a member of the Cleveland chapter of the Financial Planning Association. Andrew and his wife Anne-Marie have twin boys. He balances his love for good food and wine with spending time outdoors and staying active through hiking, biking and fishing.

Wealth Advisor

Callie H. Cornett, CFP^®

Callie.Cornett@fairportwealth.com / 216.431.3840 / Download Contact

Callie H. Cornett is a Certified Financial Planner™ professional with over fourteen years of experience in the wealth management industry. As an Advisor at Fairport, Callie is responsible for providing comprehensive financial planning for high net worth clients. Callie joined Fairport in August of 2016 from Spero-Smith Investment Advisors. Prior to that, she spent seven years at Hawthorn, a division of PNC Wealth Management, as a Wealth Strategist/Assistant Vice President providing integrated wealth management services to corporate executives, multi-generational families and entrepreneurs. She began her career at National City (PNC) as a Financial Analyst in the Corporate Executive Services department. Callie holds a B.B.A. in Marketing from Ohio University. She is a member of the Financial Planning Association of Northeast Ohio where she serves as Director of Programming & Education, the Estate Planning Council of Cleveland, the Union Club and Fun(d) First, a local giving circle founded by professional women. She lives in Westlake with her husband and daughter. In her free time, Callie enjoys spinning, boating and spending time with her extensive family.

Chairwoman

Heather R. Ettinger

Heather.Ettinger@fairportwealth.com / 216.431.3836 / Download Contact

A champion for women and girls for over 30 years, Heather Ettinger is widely recognized for her dedication to helping women build their financial acumen and philanthropic legacy. This culminated in the founding of Luma Wealth Advisors in 2017. She specializes in helping clients align their resources around their family values to create impact in their communities.

Heather has a bestselling book entitled Lumination: Shining a Light on A Woman’s Journey to Financial Wellness, and she co-authored two significant Women of Wealth studies that highlighted the individualized needs of women. She has been featured in many publications including The Wall Street Journal, Barron’s and Bloomberg and is a frequently requested speaker for industry associations, women’s initiatives, and wellness events. She was honored on Investment News’ inaugural “Women to Watch” list in 2015. For conceiving new ideas and tools that have propelled the financial industry forward, she was recognized at “Icons and Innovators” by Investment News and proudly accepted The Ruth Bader Ginsburg award from the Women’s Vote Project for advancing the aspirations of women in 2019.

Heather remains an ardent supporter of her alma maters including Dartmouth College, where she earned a bachelor's degree, and Laurel School for Girls, where she serves as an emeritus trustee. Passionate about advancing women and minorities, Heather currently devotes her advisory time to the Women’s Business Collaborative, 100 Women in Finance, Schwab Advisor Services DEI Advocacy Board, and Racing Towards Diversity. She has served on numerous nonprofit and corporate boards primarily in healthcare, financial services and consumer products.

Heather lives in Shaker Heights, Ohio, with her husband, Jeff, and considers raising their three children to be empathetic and giving adults to be her greatest and most rewarding accomplishment. In her free time, she can be found playing ice hockey, snow skiing and hiking.

Client Service Manager

Pamela S. Dagostino

Pamela.Dagostino@fairportwealth.com / 216.431.3135 / Download Contact

Pamela Dagostino brings over 18 years of experience to her role as client service manager, since joining Fairport in 2004. Pamela is responsible for handling day-to-day operations for clients, as well as providing continuity among differing teams and practice groups. She is notably adept at building close, personal relationships with her clients.

Before joining Fairport, Pamela was the Culinary Coordinator at Sur La Table and the Executive Assistant to the Mayor of the City of South Euclid. She attended Kent State University and the Loretta Paganini School of Cooking.

Pamela received the Woman of Professional Excellence award from the YWCA Greater Cleveland, exemplifying the great service she has done in and for her company and community.

Pamela enjoys baking for friends and family alike, is an avid gardener and loves to spend time with family.

Manager of Investments

Richard P. D’Amico, CFA

Rick.DAmico@fairportwealth.com / 216.431.2749 / Download Contact

Rick D’Amico, a CFA charter holder, serves as Fairport’s manager of investments. He brings more than 20 years of experience to the Investment Team where he oversees the implementation of the team’s fixed income models and is responsible for the review and oversight of alternative investments and strategies.

Before joining Fairport in 2009, Rick served as a market risk review analyst for KeyBank and as a licensed equity research analyst at Great Lakes Capital Partners Ltd., covering regional bank and thrift companies.

He is a graduate of Mount Union College where he obtained a bachelor’s degree in business administration with a finance concentration. He is also a member of the CFA Institute and the CFA Society Cleveland.

Rick lives in Rocky River, Ohio, with his wife, Shannon, and son. In his free time, he enjoys playing baseball and spending time outdoors.

Client Service Manager

Tia M. D’Aveta, FPQP^®

Tia.DAveta@fairportwealth.com / 216.431.3659 / Download Contact

As Client Service Manager, Tia D’Aveta is responsible for handling day-to-day client requests and coordinating on their behalf with custodians, such as Schwab and Fidelity. Since joining the team in 2014, she has been an integral part of providing clients with an individualized client service experience through her initial reception desk responsibilities and then in her work supporting marketing and the client teams. Clients appreciate Tia’s upbeat attitude and helpful nature and look forward to seeing her in the office and at events. Tia graduated from Notre Dame College where she earned a B.A. in Business Administration. Her college education was 100% self-financed with multiple customer-service related jobs. She holds the Financial Paraplanner Qualified ProfessionalTM designation through The College for Financial Planning. Tia resides in downtown Cleveland and enjoys spending time with family and friends, running and being outdoors.

Wealth Advisor

Peter P. DeVito, CPA, CFP^®

Peter.DeVito@fairportwealth.com / 216.431.2747 / Download Contact

Peter DeVito is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ with over 30 years of wealth management experience. Peter provides comprehensive financial planning and investment services to clients and their families. His skills include income tax, estate, retirement, cash flow planning, asset allocation analysis, executive stock option strategies, charitable and family wealth transfer planning.

Before joining Fairport in 2005, Peter was a client tax executive at McCormack Advisors International, a former division of IMG. Peter began his career at Ernst & Young in Cleveland. He is a member of the American Institute of CPAs, the Ohio Society of CPAs and the Financial Planning Association.

Peter graduated from The Ohio State University with a bachelor’s degree in accounting. He earned his CERTIFIED FINANCIAL PLANNER^TM (CFP^®) certification from the College of Financial Planning. Peter serves on the Board of Trustees and Finance Committee for Merrick House and is a volunteer Cleveland Diocese CYO coach.

He resides in Olmsted Falls, Ohio, with his wife, Beth, and has three sons. In addition to playing golf, biking and enjoying outdoor activities with his boys, his family fosters rescue dogs.

Managing Director, Chief Experience Officer

Emily A. Drake, CFP^®, AEP^®

Emily.Drake@fairportwealth.com / 216.431.3835 / Download Contact

Emily Drake is a financial services professional with more than 30 years of experience in personal financial management. As managing director at Fairport, Emily offers comprehensive financial planning and investment services that are tailored for the individual needs of each client. Emily is known, not only for her in-depth financial knowledge, but also for her empathy for the emotional aspects of financial decision-making, especially in times of challenging transitions.

Prior to joining Fairport in 2000, Emily held leadership positions at McDonald Trust Company and Ameritrust National Bank in Cleveland. Her career began in New York City with two Wall Street firms — Donaldson, Lufkin, Jenrette, and Drexel Burnham Lambert. In 2017, Emily was recognized by the YWCA Greater Cleveland as a Woman of Achievement for her commitment to empowering women, especially around their finances.

Emily holds a Bachelor of Science from Grand Valley State University and is a graduate of the National Trust Graduate School of Northwestern University. She earned her CERTIFIED FINANCIAL PLANNER^TM (CFP^®) certification from the College of Financial Planning. Emily is a past Chairperson of The Benjamin Rose Institute and serves as a board member of the Saint Luke’s Foundation and the Bratenahl Community Foundation Board. Emily is also a member of the Cleveland Estate Planning Council and serves on the Planned Giving Council to the Cleveland Museum of Art.

A resident of Bratenahl, Ohio, Emily enjoys spending time outdoors and staying active through hiking, skiing, and diving.

Director of Wealth Management, Cleveland

Dana G. Hastings, CFP^®, ChFC^®, RICP^®, CEPA

Dana.Hastings@fairportwealth.com / 216.431.3259 / Download Contact

Dana Hastings joined the team in 2018 and brings more than 30 years of wealth management experience to Fairport. Dana is a highly qualified financial planning and investment professional with experience in working with executives, dentists, physicians and business owners. Dana’s loyalty and passion for her work plays into the meaningful, long-term relationships she holds with clients.

Dana has an MBA from Baldwin Wallace University and a Bachelor of Arts from University of Mount Union. She earned her CERTIFIED FINANCIAL PLANNER^TM (CFP^®) certification and master’s degree in financial planning from the College for Financial Planning in Denver, Colorado. She is a Certified Exit Planning Advisor (CEPA), a Chartered Financial Consultant (ChFC) and a Retirement Income Certified Professional (RICP).

Dana is a member of the Exit Planning Institute and the Financial Planning Council of Cleveland. She is also the former president and a current member of the Estate Planning Council of Cleveland. She is on the board of Fill This House, a faith-based nonprofit organization in Cuyahoga County.

Dana lives in Bay Village, Ohio, and has three grown children. In her spare time, she enjoys spending time with family, hiking, fishing and skiing.

Wealth Advisor

Chris R. Isabella, CPA/PFS, CGMA

Christopher.Isabella@fairportwealth.com / 216.431.2748 / Download Contact

Chris Isabella serves as a wealth advisor at Fairport, offering clients more than 25 years of industry experience. As a Certified Public Accountant and personal financial specialist, Chris provides comprehensive financial planning services to clients in the core areas of investment, tax, net worth, insurance, estate, philanthropy and benefits, while generating new business and leading a team of professionals. He is known for his thoughtful nature and meticulous attention to detail.

Chris began his professional career at Price Waterhouse in Cleveland. Before joining Fairport in 2006, Chris was a vice president and financial account executive at McCormack Advisors International, a former division of IMG.

Chris graduated from Cleveland State University with a bachelor’s degree in accounting. He is a member of the American Institute of CPAs, as well as the Ohio Society of CPAs.

Chris resides in Rocky River, Ohio, with his wife and children.

Senior Portfolio Administrator and Trader

Mike J. Kalinoski

Michael.Kalinoski@fairportwealth.com / 216.431.2585 / Download Contact

Mike Kalinoski joined Fairport in 2016. As senior portfolio administrator and trader, he is responsible for implementing security transactions and maintaining Fairport’s investment models.

He comes to Fairport from PNC Bank, where he served for over two years as a senior operations analyst. At PNC, his main responsibilities were trading, training and reconciliation of client statements.

Mike earned his bachelor’s degree in finance from the University of Toledo in 2012, where he was a member of the student-managed portfolio team. A CFA candidate and member of the CFA Society Cleveland, he is excited to become more involved in the Cleveland finance community.

Mike currently lives in Olmsted Township, Ohio, and he enjoys following Cleveland sports in his free time.

Chief Executive Officer, President

Matthew R. Logar

matthew.logar@fairportwealth.com / 216.431.3837 / Download Contact

Matt Logar is Chief Executive Officer and President of Fairport Wealth, a purpose-driven organization that inspires over 2000 families with comprehensive wealth management solutions. He sets the strategic direction of the firm and leads over 50 experienced and credentialed professionals in five offices across the country.

Matt is a tenured leader with over 25 years of wealth management experience. Prior to joining Fairport, he directed the financial planning and advice teams as a senior vice president within Key Bank’s wealth management division. Earlier in his career, he founded and established a financial planning and investment advisory firm.

After graduating from Bowling Green State University with a bachelor’s degree in accounting, Matt initiated a career in financial services partnering with clients to implement financial, estate, tax, and retirement planning solutions. He is a Certified Financial Planner^™ and Certified Public Accountant with a passion to develop strong relationships with individuals and families to manage their wealth and reach their goals.

Matt is an active member of the American Institute of Certified Public Accountants (AICPA) and the Northeast Ohio Financial Planning Association (FPA). He currently resides in Cleveland’s Tremont neighborhood with his wife, Amy and is a proud father of two adult children. On the weekends he enjoys spending free time outdoors golfing, boating, fishing, and mountain biking.

Managing Director, Chief Marketing Officer

Kristen T. Lucas

Kristen.Lucas@fairportwealth.com / 216.431.3447 / Download Contact

Kristen Lucas brings over 15 years of industry experience to Fairport serving in leadership, business development and marketing capacities. She is integral in the construction and coordination of the firm’s practice groups and played a prominent role in the development and launch of Luma Wealth Advisors.

She joined Fairport in 2003, serving in a variety of client-facing service roles, providing her with an intimate understanding of our clients and their families. She is known for producing the creative educational and social events that have helped shape Fairport’s strong community culture. She spearheads the annual philanthropic program, Fairport Community Beacon, that engages employees and clients with local non-profits through sponsorship, volunteerism and awareness.

Kristen graduated Phi Beta Kappa from Allegheny College and holds a bachelor’s degree in English. Crain’s Cleveland Business named her to the 2019 “40 Under 40” class. She is an alumnae of the YWCA Greater Cleveland’s professional leadership Bootcamp and was recognized by the YWCA as a Distinguished Young Woman in 2018. Passionate about finding a cure for diabetes, Kristen has fundraised over the years for the local JDRF and ADA chapters. Currently she is a member of the Stepstone Advancement Committee and the Kids Book Bank External Committee.

Kristen and her husband, Jeff, live in Cleveland Heights, Ohio, with their daughter. Her hobbies include reading, live music, cooking and spending time outdoors with her family.

Operations Analyst

Jocelyn A. Maldonado

jmaldonado@fairportwealth.com / 216.431.2587 / Download Contact

Jocelyn Maldonado handles most day-to-day operations within Fairport Wealth, further developing our relationships with outside vendors and custodians. Jocelyn enhances the team by assisting in the client onboarding process, as well as handling all billing, reports and accounts receivable and payable.

Prior to joining us in December of 2021, Jocelyn was working with Stratos Wealth Partners as a lead operations analyst, where she was the point of contact for over 300 financial advisors and 225 support staff. Her experience with Orion and Salesforce has made for a smooth transition to Fairport Wealth.

Jocelyn earned her bachelor's degree in psychology from Cleveland State University in 2019. She was born and raised in Cleveland, Ohio, and is fluent in Spanish. She enjoys reading, traveling and learning new things. She spends most of her time outside of work with her family and close friends.

Wealth Advisor

Rachel A. Margulis, CPA/PFS

Rachel.Margulis@fairportwealth.com / 216.431.2753 / Download Contact

Rachel Margulis is a Certified Public Accountant with over 15 years of experience in tax planning and compliance. Rachel supports multiple client teams as a wealth advisor at Fairport and is responsible for the preparation of client core deliverables including asset allocation, cash flow, balance sheet, income tax planning and compliance, estate planning and forward-looking financial planning.

Before joining Fairport in 2008, Rachel worked at MAI Wealth Advisors, a former division of IMG. Rachel earned a Bachelor of Business Administration with a concentration in accounting from Cleveland State University. She is a member of the American Institute of CPAs and the Ohio Society of CPAs. She serves as the treasurer of the board for PetFix Northeast Ohio.

Rachel resides in South Euclid, Ohio, with her husband and their cats. She is an avid fitness enthusiast and enjoys outdoor activities such as camping, hiking and kayaking.

Manager of Human Resources and Executive Administration

Sara L. Miller

Sara.Miller@fairportwealth.com / 216.431.3834 / Download Contact

As manager of human resources and executive administration, Sara Miller has led the formation and management of Fairport’s Human Resource function and manages the complexities of the administrative support for the leadership team to help ensure client focus and efficient operations. Sara holds the Professional in Human Resources^® (PHR^®) certification from HRCI and is a Society for Human Resource Management- Certified Professional (SHRM-CP^®).

Prior to joining the Fairport team, Sara held senior support positions and progressively responsible human resource roles within the real estate, construction and distribution industries.

Sara gives back to the community through volunteer efforts as a Disaster Cycle Services Response Team member with the American Red Cross and a shelter volunteer with Berea Animal Rescue.

She resides in Medina, Ohio, with her two children. In her free time, she enjoys spending time with family, being outdoors, dancing and live music.

Wealth Advisor

Aaron S. Nuti, CFA, CFP^®, CAIA

Aaron.Nuti@fairportwealth.com / 216.431.2755 / Download Contact

Aaron Nuti is a wealth advisor who works with emerging affluent and high-net-worth families helping them to define and achieve their long-term financial goals and objectives. Aaron knows that each family has its own unique set of goals and objectives. He believes that working side by side helps them to live the life they envision and take care of what is most important.

Aaron has worked at Fairport for over eight years providing holistic wealth management solutions including, but not limited to, risk management, investment, estate and tax planning. Prior to joining Fairport, Aaron worked as a portfolio manager at Key Private Bank where he oversaw portfolios for affluent and high-net-worth families.

Aaron holds a bachelor’s degree in finance and an MBA from John Carroll University. He is a Chartered Financial Analyst (CFA), a CERTIFIED FINANCIAL PLANNER (CFP^®), and a Chartered Alternative Investment Analyst (CAIA). He is a member of the CFA Institute, the CFA Society of Cleveland, and the Chartered Alternative Investment Analyst Association.

He resides in Concord Township, Ohio, with his wife, Angelee, their three dogs and cat. In his free time, Aaron enjoys spending time with family and friends, and is a fan of all Cleveland sports teams.

Tax Practice Strategist, Wealth Advisor

Tom A. Seifert, CPA/PFS

Tom.Seifert@fairportwealth.com / 216.431.2744 / Download Contact

Tom Seifert is a wealth advisor at Fairport, offering more than 30 years of industry experience. He is responsible for providing comprehensive financial planning and investment services to clients, generating new business and leading a team of professionals. As a Certified Public Accountant with a personal financial specialist designation, Tom provides clients with individualized advice regarding complex tax-related planning and asset-allocation matters.

Before joining Fairport in 2002, Tom was a principal at Paragon Advisors, Inc. Earlier in his career, he was a senior vice president at Sterling, a division of National City Bank. He began his professional career at Price Waterhouse in Cleveland, also spending time in the national office in New York.

Tom graduated with honors from the University of Notre Dame with a bachelor’s degree in accounting. He is a member of the American Institute of CPAs as well as the Ohio Society of CPAs. His community involvement includes serving in various leadership roles over the years on the Board of Directors for Beech Brook. He also served as a member of the Gesu Parish Endowment Board.

He resides in Pepper Pike, Ohio, with his wife, Tracy, and has two adult sons. In addition to being an avid runner and golfer, Tom enjoys following Cleveland sports as well as Notre Dame football.

Director, Practice Group Leader, Wealth Advisor

Emily N. Shacklett, CPA/PFS

Emily.Shacklett@fairportwealth.com / 216.431.2738 / Download Contact

Emily Shacklett, CPA, offers more than 20 years of industry knowledge in her role as director and practice group leader at Fairport. Emily’s thorough industry knowledge, attention to detail and entrepreneurial attitude make her an invaluable member of the Fairport team. She has experience in providing advice regarding complex tax-related matters, executive compensation and related planning strategies.

Emily’s approach to working with corporate executives is an individualized process with a focus on proactive tax planning and tax minimization strategies. These strategies include examining tax implications of company equity and cash incentive plans, generating forward-looking cash flow models, recommending diversification and risk mitigation tools around concentrated company stock holdings, managing executive’s company ownership requirements and implementing investment strategies.

Prior to joining Fairport in 2001, Emily held leadership positions at Brockman Coats Gedelian & Co. and KPMG. She graduated with honors from the University of Akron with a bachelor’s degree in accounting and is a member of the American Institute of CPAs and the Ohio Society of CPAs. Emily is a Member of the Cleveland Estate Planning Council and Union Club of Cleveland.

Emily resides in Richfield, Ohio, with her family and in her free time she enjoys being outdoors, reading and supporting Cleveland sports.

Director, Chief Investment Officer

John M. Silvis, CFA

John.Silvis@fairportwealth.com / 216.431.2978 / Download Contact

John M. Silvis, a CFA charterholder, serves as Fairport’s Chief Investment Officer. As CIO, John oversees the research of the Investment Team, determines the asset allocation of Fairport’s model portfolios, and directs investment decisions and implementation. John provides clients, prospects and internal staff with guidance about Fairport’s investment philosophy, process and performance. He is also responsible for periodically updating the team on current market and economic conditions.

John brings over 20 years of experience to the Investment Team and has been with Fairport since 2000. John began his career at Mellon Bank in Pittsburgh, Pennsylvania, and prior to joining Fairport, he was a Portfolio Manager at National City Bank. John obtained a B.A. in Economics from Penn State University and his MBA from Baldwin Wallace University.

He is a current member in good standing of the CFA Institute and a longtime member of the CFA Society Cleveland. John completed a term as President at the CFA Society Cleveland, having served in the past as Vice President, Treasurer and Chair of the Investment Committee. John has served on the Investment Committee for the Benjamin Rose Institute where he participated as a member from 2013 until 2018, John currently serves as the Chair on the investment committee of the Kelvin and Eleanor Smith Foundation, a private family foundation. Additionally, John is a member of the Investment Advisory Committee of the Catholic Diocese of Cleveland and the Professional Advisors Committee of the Catholic Community Foundation. He was recently asked by State Street to serve on SPDR Client Advisory Council.

John lives in Strongsville with his wife Lori and his three children. He enjoys spending time outdoors with his family, traveling and is an avid Penn State fan.

Digital Marketing Manager

Annika Traner

Annika.Traner@fairportwealth.com / 216.431.3136 / Download Contact

Annika Traner joined Fairport Wealth in 2019 as marketing coordinator. Before coming to Fairport, Annika worked at another financial advisory company, and was responsible for all advertising, events, marketing analytics and graphic design. Her four years of experience in marketing and client services within the financial industry has not only made for an easy transition to Fairport, but also brings a new set of skills to the existing marketing team.

Annika is a graduate of Cleveland State University, where she double majored in film and digital media. In 2018, she furthered her education at Case Western Reserve University and earned her certification in full-stack web development.

Annika is a Cleveland native, but is a dual citizen of America and Denmark, and speaks fluent Danish. She has volunteered as a mentor through CollegeNow since 2020. She is also a passionate supporter of the Elyria Friendship APL, Cleveland APL and Kids’ Book Bank.

Annika currently resides in Parma, Ohio, with her two rescue cats, Sushi and Mochi. On the weekends, Annika enjoys riding her bike through the Metroparks, cooking for her family and friends and playing various video games and board games.

Director of Training, Wealth Advisor

Joyce A. Zak, CRPC^®, FPQP^®

Joyce.Zak@fairportwealth.com / 216.431.3137 / Download Contact

Joyce Zak brings over 25 years of experience to Fairport. Joyce supports multiple client teams as a wealth advisor. She is responsible for managing client relationships and the preparation of client core deliverables including asset allocation, cash flow, balance sheet, income tax planning and compliance, estate planning and forward-looking financial planning.

Joyce has been with Fairport since its founding, having joined Roulston & Co. in 2000. Previously, she worked at McDonald Investments, McDonald Trust Company, and Aetna Life & Casualty/Travelers Indemnity.

Joyce earned a Bachelor of Business Administration with a concentration in accounting from Baldwin Wallace College. She earned the Chartered Retirement Planning CounselorSM and Financial Paraplanner Qualified Professional™ designations from The College for Financial Planning.

Joyce and her husband Jim live in Brunswick, Ohio, with their two daughters. In her free time, she enjoys golfing and supporting her daughters’ soccer teams.

Client Service Manager

Noemi Lopez

noemi.lopez@fairportwealth.com / 216.431.3449 / Download Contact

Noemi Lopez brings over 20 years of client service and support experience to Fairport. In her role as client service manager, Noemi serves as a first point of contact for new and existing relationships. She prides herself in providing an individualized client experience, while working closely with families to accomplish their personal financial goals.

Prior to joining Fairport in 2018, Noemi was a portfolio management associate at Key Private Bank for 12 years. In that role, she performed complex administration of asset transactions and directly supported her team in the creation of deliverables, for approximately 400 ultra-high-net-worth client relationships. Prior to her role at Key, Noemi held the title of client associate for seven years at Merrill Lynch’s Private Client Group in Cleveland.

Noemi resides in Cleveland, Ohio, with her husband, Eddie, their three children and their two dogs. In her free time, Noemi enjoys working out, dancing and reading. Noemi has a bilingual proficiency in Spanish.

Wealth Advisor

Beth M. Korth, CPA/PFS, CFP^®

beth.korth@fairportwealth.com / 216.431.1091 / Download Contact

Beth Korth is a Certified Financial Planner, Personal Financial Specialist, and Certified Public Accountant who has been advising families and implementing wealth strategies for more than 20 years. As a Wealth Advisor, she helps our clients achieve their financial goals.

Most recently, Beth served as a Senior Financial Planner for high-net-worth families, corporate executives, physicians, and retirees at Key Private Bank. Prior to Key Bank, Beth worked in wealth management for PNC Bank and UBS Financial Services.

Beth’s career in the financial services industry began in 1995 as an intern with Chess Financial Corp in Pepper Pike, OH. While there, she simultaneously studied for her B.B.A in Accounting from Cleveland State University, eventually graduating Cum Laude in March of 1998. After graduation, Beth began working as a Tax Specialist for KPMG, and eventually expanded into the Wealth Management sector with Gries Financial in 1999, followed by McDonald Investments in 2003.

In her free time, Beth enjoys volunteering as a mentor for College Now, a non-profit that provides advice to middle school, high school, and adult students to help them earn a college degree. She has also served as a board member of the Estate Planning Council of Cleveland and Kendal at Home, which provides living and long-term care options to seniors.

She lives in Bay Village with her two daughters and in her free time enjoys reading, refinishing furniture, kayaking, and traveling.

Manager of Operations and Compliance

Julie A. Harrington

julie.harrington@fairportwealth.com / 847.353.6517 / Download Contact

As Manager of Operations and Compliance, Julie Harrington helps maintain the accuracy of client portfolios, reconciles trades and develops individual portfolio statements. Julie prepares client billing, assists with performance reporting and coordinates the firms’ compliance issues with Hightower. Julie is an advocate for building conformity in business processes across Fairport offices.

Julie joined Fairport Wealth in 2019 as part of the merger with Leonetti & Associates, where she had been employed since 1999. Prior to Leonetti, she worked for a securities litigation and consulting firm. She graduated from the University of Illinois with a bachelor’s degree in Spanish with emphasis on international business.

She resides in St. Charles, Illinois with her husband, is an avid outdoor sports enthusiast and enjoys hiking, biking and skiing.

Client Service Representative

Jessica A. Gross

jessica.gross@fairportwealth.com / 216.431.3138 / Download Contact

As the receptionist at Fairport Wealth, Jessica Gross serves as the firm’s first in-person impression and conduit to its team members. In her role, Jessica creates a professional and inviting environment while applying her organizational skills to navigate scheduling and logistics.

Jessica assists both the Client Services and Operations teams by preparing for meetings, maintaining office supplies, handling mailings, and filling in wherever there is a need. Prior to working at Fairport, Jessica worked in a variety of fields including hospitality, education, fitness, and real estate.

Jessica holds an undergraduate degree from New York University, where she earned a B.F.A. in Theater and also holds a M.A. in Education from Ursuline College. Jessica has lived in various cities, including Madrid, Spain, Las Vegas, and New York City, to name a few. She enjoys spending time with friends, all things fitness, good food, travel, and animals.

Portfolio Manager

Christopher "Mac" Muirhead, CFA

cmuirhead@fairportwealth.com / 216.431.2566 / Download Contact

Christopher “Mac” Muirhead is an experienced portfolio manager and holds the Chartered Financial Analyst (CFA) designation. He manages investment portfolios for high-net-worth individuals, non-profits, trusts and foundations.

Before joining Fairport Wealth, Mac was an Assistant Chief Investment Officer at Winslow Asset Management, where he communicated investment philosophy, process and strategy to trustee boards, investment consultants and individual clients. While in this role, he regularly conducted proprietary and fundamental research on stocks across multiple industries and asset classes. Prior to this role at Winslow, he was an Equity Analyst at Longbow where he covered a wide range of equity securities from multiple industries and an Operations Engineer at The Boeing Company.

Mac earned his Bachelor of Science in Electrical Engineering from Princeton University, and later received his master’s in business administration from John Hopkins University.

Mac has served on the Board of the CFA Society Cleveland since 2018, and currently serves as the organization’s President. He also serves as the Treasurer and a coach of the Hudson Youth Lacrosse Association. Mac resides in Hudson with his wife Lori, his two daughters Blair and Bevin, and loves getting outdoors to ski and play sports with his family.

Managing Director, Chief Wealth Officer

Michael R. Drennen

mike.drennen@fairportwealth.com / 216.431.1095 / Download Contact

Mike Drennen brings over 17 years of experience in financial services to Fairport Wealth. As Chief Wealth Officer, Mike leads a cross functional team in support of our vision to inspire families and has primary accountability for the Advice, Growth, Marketing and Training functions of the firm. As a key member of Fairport’s leadership, he contributes to the strategic direction of the organization and works to ensure the continued success, growth and development of all our offices and people.

He most recently worked at Hightower Advisors, our parent company, as an Executive Director on the Advisor Engagement team partnering with advisory firms across the country in running profitable, efficient and growing businesses. Prior to joining Hightower, Mike served as Vice President of Business Consulting at Carson Group and spent 8 years at Fidelity Investments, most notably as a member of the National Accounts Relationship Management team working with many of the largest and most complex businesses within the RIA industry. Mike began his career in the banking industry at Fifth Third Bank in Cincinnati, Ohio.

Mike earned a Bachelor of Science Degree in Accounting from Miami University in Oxford, Ohio. He currently resides in Boston, Massachusetts with his wife Katie and their four children. Outside of work, Mike enjoys spending as much time as he can with his family, coaching soccer, playing golf and being outdoors.

Portfolio Administrator & Trader

Michael Morgan

michael.morgan@fairportwealth.com / 216.431.2564 / Download Contact

Michael Morgan joined the Fairport Wealth Cleveland team in March of 2023 as a Portfolio Administrator & Trader. In his role, Michael executes security transactions and maintains Fairport’s investment models. Prior to joining Fairport, Michael served as a Project Manager for various IT companies in Cleveland, gaining over ten years of experience in the IT field.

In 2020, Michael earned his Bachelor of Science in Family Finance from Ohio State. Michael lives in North Olmsted with his wife, Alycia and two children, Michael, and Adelyn. Michael’s personal hobbies include traveling, golfing, flag football and big mountain hiking while also taking interest in professional golf and international and collegiate wrestling.

Director of Wealth Management, Princeton

Yu Oen

yu.oen@fairportwealth.com / 609.799.3040 / Download Contact

Yu Oen has spent years developing and refining his approach to wealth management. His over 30 years of experience in corporate and institutional finance give him insight into his clients’ needs.

Yu began his career in Merrill Lynch’s investment banking unit, advising on corporate M&A transactions. He then transitioned to private equity, specializing in corporate restructurings for the Lodestar Group. Needing a break from the pressures of Wall Street, Yu went on to found Balitono, a successful consumer goods business, where he was CEO until it was sold in 2007. Following the sale, Yu became the CFO of the Susquehanna Growth Equity portfolio company MMIT. While at MMIT, Yu helped lead the restructuring of its financial reporting and accounting units.

Prior to joining Fairport Wealth in 2022, Yu founded Optimal Portfolio in 2010 with the vision of creating a boutique wealth management firm to help the needs of clients with impartial and devoted attention.

Yu has served as a Trustee and Co-chair of the Investment Committee for the Chapin School in Princeton, New Jersey. He is a father of two boys and resides with his wife in the Princeton area. An Aikido enthusiast, he serves as an instructor at Princeton University and a Krav Maga instructor at Israeli Krav Maga Association.

Yu graduated summa cum laude from Boston University School of Management, Phi Beta Kappa, majoring in Finance.

Director of Wealth Management, Buffalo

Brian M. Geary, CFP^®, CIMA^®, CPA

bgeary@fairportwealth.com / 716.631.6771 / Download Contact

Brian Geary is Managing Director at Fairport Buffalo, where he provides investment consulting to high-net worth clients and retirement plans.

Prior to joining Fairport Buffalo, Brian was a Director at Linwood Investment Advisors and worked at Ernst & Young, where he performed tax consulting, research and advisory services in several areas, including investments, high-net worth tax planning, retirement and estate planning. Previously, Brian was a Partner at Sanderson & Company and also a Senior Investment Consultant at Courier Capital.

A graduate of Canisius College with a B.S. in Accounting, Brian is a Certified Public Accountant*, a Certified Investment Management Analyst, and a Certified Financial Planner. Brian's hobbies include the arts and sports. Brian, his wife, and his son live in Buffalo, NY.

* licensed, not practicing

Wealth Advisor

Connor J. Rosenecker, CFP^®

crosenecker@fairportwealth.com / 716.400.0428 / Download Contact

Connor Rosenecker is a Wealth Advisor at Fairport Buffalo. Connor joined Fairport Buffalo from Linwood Investment Advisors, where he served as a Private Wealth Advisor. Previously, he worked at M&T Bank, and is a graduate of their Management Development Program. Prior to M&T, Connor graduated from Canisius College with a B.S. in Economics, Finance, Business Management and a B.A. in Psychology. During his time at Canisius, Connor was an Equity Analyst in Canisius’ student-run investment fund, the Golden Griffin Fund, and a member of the CFA Research Team. Connor now serves on the Advisory Council for Canisius’ Wehle School of Business and as a member of the Board of Directors for Canisius’ Alumni Association.

Connor has previously worked for Citigroup, 43North and the Institute for Autism Research. He also co-founded a not-for-profit 501c (3) corporation, International Microloans of Buffalo.

Client Service Manager

Laurie A. Warner

lwarner@fairportwealth.com / Download Contact

Laurie Warner joined Fairport Buffalo in 2022. After spending many years in administration, project management and human resources and working in the investment, banking, advertising, telecom and health insurance industries she now focuses on client service management at Fairport Buffalo. With experiences from Rand Capital, Blue Cross Blue Shield, Fiserv and Cellular One she assists the Fairport Buffalo team in a variety of projects and daily client needs. She resides in East Aurora with her husband and three children.

Wealth Manager

Robin L. Stone, CFP^®, MBA

rstone@leonettiassoc.com / 847.353.6531 / Download Contact

Robin joined Leonetti & Associates in 1999 and is a CERTIFIED FINANCIAL PLANNER^TM (CFP^®) practitioner, an investment advisor representative and a member of the Financial Planning Association.

She has been recognized as a Five Star Wealth Manager* (2015-2022) and has appeared in Chicago Magazine (2015-2022).

Robin has worked in the financial planning industry since 1984. Prior to joining Leonetti & Associates, she was a financial consultant with a national financial planning firm for more than eight years.

Robin received a Bachelor’s degree in Finance from Indiana University and a Master of Business Administration degree in Investments and Taxation from Drexel University.

*Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this material should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com displayed.

Wealth Manager

Sherwin M. Lesk, CFP^®, J.D., LL.M.

slesk@leonettiassoc.com / 847.353.6536 / Download Contact

Sherwin Lesk is a CERTIFIED FINANCIAL PLANNER^TM (CFP^®) practitioner, an investment advisor representative, and an attorney. He is a member of the Financial Planning Association. Sherwin received his Juris Doctorate degree from Loyola University Chicago’s School of Law and his Master of Laws degree in Taxation from John Marshall Law School. His undergraduate degree is in economics. Sherwin co-chaired the tax department and chaired the employee benefits department at a mid-size Chicago law firm prior to joining Leonetti & Associates in 2000.

Sherwin has authored articles on tax, financial planning, and ERISA issues for the Illinois Legal Times and other publications. He has been quoted in financial planning, estate and tax planning articles in the Chicago Tribune, ChicagoTribune.com, FORBES.com, mPower Café, Research Magazine, The Christian Science Monitor, The Journal of Financial Planning, The New York Times, NewYorkTimes.com, and WSJ.com. Sherwin has been a featured speaker at educational seminars where he spoke about estate planning, tax planning, financial planning, stock option planning and retirement planning. He consults business owners and their advisors on succession planning and tax reduction strategies. In addition, Sherwin has been recognized as a Five Star Wealth Manager* (2012-2022).

Sherwin is admitted to practice before the United States Tax Court, the U.S. Court of Appeals for the 7th Circuit, the United States District Court (Northern District, Illinois), and all Illinois state courts. He is a member of the Financial Planning Association, the American Bar Association (Real Property, Trust and Estate Law Section; Asset Protection Planning, Financial Planning and Risk Management committees), and the Illinois State Bar Association (Sections on Employee Benefits, Privacy and Information Security, and Trusts and Estates).

Wealth Manager

J. Matt Varner, CFP^®

mvarner@leonettiassoc.com / 847.353.6523 / Download Contact

Matt joined Leonetti & Associates in 1996 and is a CERTIFIED FINANCIAL PLANNER^TM (CFP^®) practitioner. Prior to becoming a Wealth Manager, he managed the company’s fixed-income portfolios and equity trading Before Leonetti & Associates, he was finance manager for the central region of Reuters America, Inc. He holds a Bachelor’s degree in Accounting from Illinois State University and a Master of Business Administration degree in Finance from the University of Chicago. He passed the CPA exam in 1990.

Managing Director, Wealth Manager

Michael E. Leonetti, CFP^®, CFS^®, AIF^®

mleonetti@leonettiassoc.com / 847.353.6512 / Download Contact

Michael E. Leonetti is a CERTIFIED FINANCIAL PLANNER™ (CFP^®) practitioner, and holds the Certified Fund Specialist^® (CFS^®) and Accredited Investment Fiduciary^® (AIF^®) designations. He graduated from St. Mary's College in Winona, Minnesota with a Bachelor's degree in Business Administration and Economics.

Mike founded Leonetti & Associates, Inc. in 1982 and was among the pioneers in championing fee-only planning. He is a founding and current member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association and the Investment Management Consultants Association. Mike is an investment advisor representative and successfully passed the Series 7, 63 and 65 examinations. In addition, Mike has been recognized as a Five Star Wealth Manager* (2012-2022).

For 11 years, Mike wrote the quarterly financial planning column for The Journal of the American Association of Individual Investors. Articles by or about him have been published in Medical Economics, Money Manager Review, Money, Chicago Sun-Times, Chicago Tribune, Crain’s Chicago Business, Investing, Sylvia Porter’s Personal Finance, Financial Planning, and The Wall Street Journal. His book, Retire Worry-Free, was published in 1993.

Mike has been involved with Omni Youth Services and Illinois Special Olympics. He was the title sponsor of the Leonetti & Associates Omni Classic to benefit Omni Youth Services, and donated all of his book royalties to the Special Olympics.

His hobbies are golfing, working out and reading.

Analyst

Melissa A. Lazar, FPQP^®, CFS^®

mlazar@leonettiassoc.com / 847.353.6515 / Download Contact

Melissa joined Leonetti & Associates in 1988. She is responsible for overseeing family office special project work and provides research and analysis support. She is a Certified Fund Specialist^® (CFS^®) and a Financial Paraplanner Qualified Professional™.

Senior Client Service Manager

Deborah A. Javurek, FPQP^®

djavurek@leonettiassoc.com / 847.353.6518 / Download Contact

Debbie joined Leonetti & Associates in 2003. She is a Financial Paraplanner Qualified Professional^TM. As Director of Client Services, she oversees the activities of the client service staff, which provides support for both clients and wealth managers by opening new accounts and servicing accounts on an ongoing basis.

She has worked in the wealth management industry since 1998. Debbie previously worked for a Fortune 500 company, where she supported the vice president, general counsel and corporate secretary.

Director of Wealth Management, Chicago

Deborah B. Feldman, CFP^®

dfeldman@leonettiassoc.com / 847.353.6526 / Download Contact

Deborah joined Leonetti & Associates in 1984. She shares responsibility for implementing the practice’s strategic plan as well as providing oversight of the practice’s financial planning and asset allocation processes.

Deborah is a CERTIFIED FINANCIAL PLANNER^TM (CFP^®) practitioner, an investment advisor representative, and a member of the Financial Planning Association.

Deborah has received recognition for her work in the finance industry. She has been recognized as a Five Star Wealth Manager* (2015-2022) and has appeared in Chicago Magazine (2015-2022). Deborah was also recognized as a Best in State Advisor by Forbes-Shook Research (2018-2023) and Best Financial Advisor by Forbes-Shook Research in 2018 and 2019.

Articles written by or about Deborah have appeared in Chicago Sun-Times, The Wall Street Journal, Chicago Tribune, Money, Crain’s Chicago Business, Sylvia Porter’s Personal Finance and other publications. She has co-authored financial planning articles in the Journal of the American Association of Individual Investors; has appeared as a guest panelist on the finance show with Phil Ponce on WTTW Channel 11 and on WGN radio; and was a regular guest of the radio talk show “Your Money” on WJKL in Chicago.

Deborah has been involved with Northwest Community Hospital, first as a volunteer, and later as a member of their Charitable Gifting Advisory Board.

Administrative Assistant and Receptionist

Gail M. Smoy

gsmoy@leonettiassoc.com / 847.353.6511 / Download Contact

Gail joined Leonetti & Associates in 2006. A big part of her job is greeting clients in person and on the phone. She works directly with and provides assistance to the Managing Partners, in addition to supporting the financial planning staff and the client service staff. Gail worked in a similar position for more than 10 years with a law firm in downtown Chicago.

Client Service Manager

Patricia Gonzalez, FPQP^®

pgonzalez@leonettiassoc.com / 847.353.6525 / Download Contact

Patricia joined Leonetti & Associates in 2007. In her role as a Client Service Manager, she provides support for both clients and the team by opening new client accounts and servicing accounts on an ongoing basis. Patricia’s previous employment experience has been in the financial and mortgage industries. Patricia earned an Associate’s degree in Business from McHenry County College in 2000. She is bilingual, and speaks fluent English and Spanish.

Wealth Advisor

Brian M. Campo, CFP^®

brian.campo@fairportwealth.com / 847.520.0999 / Download Contact

Wealth Advisor Brian Campo joined Fairport Wealth in early 2023, having most recently served as a Senior Consultant for Glendale Advisors and a Wealth Manager for Mid-Continent Capital in Chicago, IL. Brian brings 15 years of financial management and wealth planning experience to Fairport Wealth, ranging from managing multi-generational family wealth, cash flow and retirement planning, estate, and tax planning to portfolio management.

Brian studied at The University of Iowa and received his Bachelor of Science with a major in Economics, went on to receive his MBA in Finance from DePaul University Kellstadt Graduate School of Business, and earned the CERTIFIED FINANCIAL PLANNER^TM professional designation.

Brian resides in the Chicago metropolitan area and enjoys spending time with his 3 children, relaxing with friends, travel, sailing, golf, and his newfound love for racket sports. He enjoys his involvement with local charities and non-profits and believes that giving back is important, “to whom much is given, much is expected”.

Founder, FMA Advisors

Peter J. LaBella, CFP^®

plabella@fma-advisory.com / 717.232.8850 / Download Contact

As the founder of FMA Advisory and a successful entrepreneur, Peter LaBella understands that making smart investment decisions is critical for long-term success.

Peter’s career in financial management provides him knowledge of the market and an in-depth understanding of significant issues that impact investment strategies. With background in business pension planning, estate planning and tax planning, he works closely with both individual investors and private companies. His history and credentials allow him to effectively manage his client portfolios.

A veteran of the financial planning field, Peter was among the first to become a fee-only asset manager. In doing so, he eliminated the conflict of interest associated with commission-based investments and helped ensure that his clients’ assets would not be eroded by the high cost of packaged financial products.

Peter has developed a keen investment policy throughout his 30-year career that strives to provide long-term gains for clients. This philosophy, coupled with his understanding of client needs contributes to the success and satisfaction of FMA clients.

Peter holds a Bachelor of Science degree in economics from Hiram Scott College in Nebraska and pursued graduate studies in finance at Rutgers University in New Jersey. He is a CERTIFIED FINANCIAL PLANNER^TM (CFP^®).

Peter has a deeply held commitment to improving the quality of life in the community and is an active supporter of many nonprofit organizations. His community leadership efforts include serving as President of the board of B’nai B’rith Abe Cramer Housing Project for the last ten years. He also served on the board of Hospice of Central PA and as Chairman of the Hospice Tennis Classic fundraising committee for over a decade.

Director of Wealth Management, Harrisburg

John J. Klobusicky, CFA^®, CAIA^®

jklobusicky@fma-advisory.com / 717.856.2238 / Download Contact

Before joining FMA, John was a market manager and senior investment officer with Community Bank NA., Scranton, PA. Prior to that, John worked with M&T Bank, where he was a Group Vice President responsible for the management of institutional and select personal taxable account relationships across M&T’s national footprint. John also served as the Director of Portfolio Management during his tenure at M&T, where he was responsible for the portfolio management process in all of the bank’s markets.

John holds both a bachelor’s degree and MBA from Marywood College. He is a CFA^® charter holder, a member of the Philadelphia Society of Security Analysts and a Chartered Alternative Investment Analyst (CAIA). Additionally, John served on the undergraduate adjunct faculty at Marywood College, where he taught managerial finance.

He has served on numerous boards in the Harrisburg area, including the Harrisburg Area Community College Foundation Board, Central Pennsylvania Food Bank and the United Way Investment Committee.

Wealth Advisor

David Yi Luo, CFA^®

dluo@fma-advisory.com / 717.232.8850 / Download Contact

Before joining FMA, David was an investment portfolio manager with F&M Bank and Trust Co., Camp Hill, PA. Prior to that, he was Senior Financial Analyst at National Grid USA, Brooklyn, NY and Chief Financial Officer at TRAC, Camp Hill, PA.

David holds a MS/BS in Electrical Engineering and BA in Quantitative Economics from Tufts University and an MBA from Boston University. Additionally, David serves on the adjunct faculty at Penn State University, Shippensburg University John Grove School of Business and Dickinson College Mathematics Department. He is a CFA^® charter holder.

He is the current Vice Chairperson of The Real Estate Collaborative and his most recent past community involvement includes Safe Harbor Carlisle, Cumberland Area Economic Development Corporation and Habitat for Humanity.

Senior Client Service Manager

Diana K. Funk

diana.funk@fma-advisory.com / 717.232.8850 / Download Contact

Known for her reliable customer service, teamwork and interpersonal skills, Diana serves in the key role of Client Service Manager. Before joining FMA, Diana was a Finance and Insurance Specialist at a Toyota car dealership. Prior to that she worked in event planning and web development.

Diana holds a BS in Communication in Emerging Technologies and multimedia from Slippery Rock University of Pennsylvania.

Client Service Representative

Anthony M. Steinmeier

asteinmeier@fma-advisory.com / 717.232.8850 / Download Contact

Anthony has over 15 years of customer service experience. He most recently worked at Santander Bank as a Small Business Specialist helping businesses grow and get the attention they deserve.

He received a degree in Business Administration from HACC Harrisburg and studied Computer Science at Electronics Institute Middletown.

Client Service Representative

Shaunice A. Chism

shaunice.chism@fairportwealth.com / 717.904.4437 / Download Contact

With over 10 years of experience in client service, Shaunice brings an array of skills tailored to her role as a Client Service Representative. Before joining Fairport Wealth, she was a Client Service Specialist at Capital Region Water, where she was key in bridging the gap between the organization and clients in the community.

Currently Shaunice is in the process of obtaining her associates in Business Administration with a focus in Healthcare at Harrisburg Area Community College.

Shaunice has three children, two girls and a boy. When she is not corralling the kids to their activities or school, she enjoys braiding hair, which she learned when she was just 9 years old.

Wealth Advisor

Bridget Q. Casher, AIF^®, PPC^®

bridget.casher@fairportwealth.com / 717.904.4449 / Download Contact

Bridget Casher serves as a Wealth Advisor at Fairport Wealth: FMA Advisory Inc, offering clients more than 20 years of industry experience. She assists clients in developing multigenerational wealth plans and sustainable retirement projections.

Before joining Fairport in 2023, Bridget worked as an Investment Consultant for Conrad Siegel, where she specialized in creating custom investment menus for Defined Contribution Retirement Plans for Institutional Organizational, such as 401(k), 403(b), and 457(b)/(f) plans. Prior to Conrad Siegel, Bridget was an Associate Wealth Manager for BNY Mellon Wealth Management in Central Pennsylvania, managing more than 40 multigenerational wealth relationships.

Bridget received her Bachelor of Science in Business Management from The Pennsylvania State University in 2008, graduating BETA GAMMA SIGMA International Business Honor Society, she further continued her education through, The Pepperdine Graziadio Business School, to earn her Executive Certificate in Financial planning in 2016.

Outside of the office, Bridget is driven to better her community through philanthropy and volunteerism by serving on local boards, forming alliances of dynamic women of influence, coaching youth sports, and teaching financial literacy in the classroom. Her favorite organizations to support are the Ronald McDonald House Charities and Junior Achievement.

Bridget is a country girl at heart, born and raised in Central Pennsylvania, her favorite past times are spending time outdoors with her family which includes two adorable dogs. Each year her family tries to travel to new places within the United States as they are working to see all fifty states.

Client Service Manager

Brandy Draper

brandy.draper@fairportwealth.com / 216.431.1195 / Download Contact

Brandy Draper brings over five years of client service experience to the Fairport Wealth team. As a Client Service Manager, Brandy is responsible for handling day-to-day client requests and inquiries and assisting our team of wealth advisors. Her client-first focus makes her a great addition to our Fairport team.

Brandy most recently served as an Administrative Assistant for LPL Financial in Canton, OH, where she processed client requests, prepared paperwork for new accounts, and developed meaningful relationships with her clients and advisors.

Brandy received her bachelor’s in business administration and marketing management from the University of Akron in 2005. In her spare time, Brandy enjoys live concerts and listening to her favorite band Fleetwood Mac, baking, cooking, and all things related to the arts. As a proud mom, Brandy enjoys going on continuous adventures with her son, Kellan.

Client Service Representative

Meighan M. Ottiger

meighan.ottiger@fairportwealth.com / 216.431.1193 / Download Contact

Meighan Ottiger worked in client service for nearly 10 years before pausing her career to raise her three sons but continued maintaining her professional skills through various paid and volunteer part-time jobs. In her role as Client Service Representative, Meighan serves as a first point of contact for new and existing relationships. Meighan is a hardworking and adaptable team player, and a wonderful addition to our Cleveland team.

From 1991 to 2002, Meighan was a Private Banking Relationship Manager and Assistant Branch Manager at Key Bank, where she studied for and earned her Series 6 Brokerage License and Certified Treasury Professional License.

Meighan enjoys cooking, especially a generations-old pasta sauce her family and friends love. She also likes long walks around her West Park neighborhood, and going to plays, concerts, and basketball games.

Wealth Advisor

Ryan M. Dobroka, CFP^®, ChFC^®, CIMA^®

ryan.dobroka@fairportwealth.com / 216.431.1286

Ryan Dobroka serves Fairport Wealth’s clients as a Wealth Advisor, having previously worked at various Cleveland Registered Investment advisory firms since 2006. Prior to that, he served as a Treasury Management Advisor at KeyBank. Ryan is a Certified Financial Planner (CFP^®), a Chartered Financial Consultant (ChFC^®) and a Chartered Investment Management Analyst (CIMA^®).

He graduated with a Bachelor of Arts in History from The College of Wooster and prepared for his CIMA^® by studying Investment Management Theory and Practice at the Yale School of Management. He has, in the past, served on the board of Applewood Centers (a nonprofit agency providing mental health services and education to children, adolescents, and families in the Cleveland area). He has also served as a fundraiser for The Adoption Network and VeloSano.

Although most of his spare time is spent with family, Ryan enjoys golfing, exercising on his Peloton and Tonal, and traveling. Ryan and his wife Britney reside in Avon, Ohio along with their two adorable children Pierson and Everly.

Our Team

Chief Executive Officer, President

Matthew R. Logar

Chairwoman

Heather R. Ettinger

Managing Director, Chief Operating Officer

Brant D. Appel, J.D.

Managing Director, Chief Growth Officer

Andrew R. Connors, CFP®, CEPA

Managing Director, Chief Experience Officer

Emily A. Drake, CFP®, AEP®

Managing Director, Chief Wealth Officer

Michael R. Drennen

Managing Director, Chief Marketing Officer

Kristen T. Lucas

Manager of Human Resources and Executive Administration

Sara L. Miller

Director, Chief Investment Officer

John M. Silvis, CFA

Director of Wealth Management, Chicago

Deborah B. Feldman, CFP®

Director of Wealth Management, Buffalo

Brian M. Geary, CFP®, CIMA®, CPA

Director of Wealth Management, Cleveland

Dana G. Hastings, CFP®, ChFC®, RICP®, CEPA

Director of Wealth Management, Harrisburg

John J. Klobusicky, CFA®, CAIA®

Director of Wealth Management, Princeton

Yu Oen

Director of Client Service, Wealth Advisor

David J. Bosak, CFP®

Wealth Advisor

Brian M. Campo, CFP®

Wealth Advisor

Bridget Q. Casher, AIF®, PPC®

Wealth Advisor

Tyler M. Colton, CPA/PFS, CFP®

Wealth Advisor

Callie H. Cornett, CFP®

Wealth Advisor

Peter P. DeVito, CPA, CFP®

Wealth Advisor

Ryan M. Dobroka, CFP®, ChFC®, CIMA®

Wealth Advisor

Chris R. Isabella, CPA/PFS, CGMA

Wealth Advisor

Beth M. Korth, CPA/PFS, CFP®

Founder, FMA Advisors

Peter J. LaBella, CFP®

Wealth Advisor

Melissa A. Lazar, FPQP®, CFS®

Founder, Leonetti & Associates

Michael E. Leonetti, CFP®, CFS®, AIF®

Wealth Advisor

Sherwin M. Lesk, CFP®, J.D., LL.M.

Wealth Advisor

David Yi Luo, CFA®

Wealth Advisor

Rachel A. Margulis, CPA/PFS

Wealth Advisor

Aaron S. Nuti, CFA, CFP®, CAIA

Wealth Advisor

Connor J. Rosenecker, CFP®

Tax Practice Strategist, Wealth Advisor

Tom A. Seifert, CPA/PFS

Director, Practice Group Leader, Wealth Advisor

Emily N. Shacklett, CPA/PFS

Wealth Advisor

Robin L. Stone, CFP®, MBA

Wealth Advisor

J. Matt Varner, CFP®

Director of Training, Wealth Advisor

Joyce A. Zak, CRPC®, FPQP®

Client Service Manager

Tracie J. Becka

Client Service Representative

Shaunice A. Chism

Client Service Manager

Pamela S. Dagostino

Manager of Investments

Andrew R. Connors, CFP^®, CEPA

Emily A. Drake, CFP^®, AEP^®

Deborah B. Feldman, CFP^®

Brian M. Geary, CFP^®, CIMA^®, CPA

Dana G. Hastings, CFP^®, ChFC^®, RICP^®, CEPA

John J. Klobusicky, CFA^®, CAIA^®

David J. Bosak, CFP^®

Brian M. Campo, CFP^®

Bridget Q. Casher, AIF^®, PPC^®

Tyler M. Colton, CPA/PFS, CFP^®

Callie H. Cornett, CFP^®

Peter P. DeVito, CPA, CFP^®

Ryan M. Dobroka, CFP^®, ChFC^®, CIMA^®

Beth M. Korth, CPA/PFS, CFP^®

Peter J. LaBella, CFP^®

Melissa A. Lazar, FPQP^®, CFS^®

Michael E. Leonetti, CFP^®, CFS^®, AIF^®

Sherwin M. Lesk, CFP^®, J.D., LL.M.

David Yi Luo, CFA^®

Aaron S. Nuti, CFA, CFP^®, CAIA

Connor J. Rosenecker, CFP^®

Robin L. Stone, CFP^®, MBA

J. Matt Varner, CFP^®

Joyce A. Zak, CRPC^®, FPQP^®

Tia M. D’Aveta, FPQP^®

Patricia Gonzalez, FPQP^®

Deborah A. Javurek, FPQP^®