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in Ohio

Nicholas Anastasakis

Owner

Cornerstone Asset Management Services, Inc.

Nick is an owner and the CIO/Portfolio Manager of Cornerstone Asset Management Services, Inc. Since founding Cornerstone in 2005, Nick has focused on managing the firm's tactically-focused Separately Managed Accounts (SMA's). His hands-on and active approach to investment management is a breath of fresh air in an industry dominated by cookie-cutter investment choices and set-it-and-forget-it management. Nick and his wife, Leah, live with their 3 children in Broadview Heights. His children are active in the Brecksville-Broadview Hts School District. In his free-time, Nick enjoys fishing (follow him on Instagram @bignick_fishing) and golfing.

Anthony J. Nicodemo

Financial Professional

Advise Financial Solutions

Anthony J. Nicodemo LUTCF, is a founding partner of Advise Financial Solutions in Green, OH. Anthony began his financial services career with MetLife in 2011 serving as a financial advisor in the Akron/Canton area. In 2015, Anthony transitioned to a team-based approach with partners Stephanie DeMuesy and William Ahonen. Anthony graduated from Ohio University with a BA in Finance and focuses his practice on asset accumulation, income generation, and estate planning strategies. He enjoys helping clients identify goals and alleviating concerns through the creation of a strategic plan.

Nicholas Otto

Financial Advisor

WestPoint Financial Group

Nick Otto is a Financial Advisor with WestPoint Financial Group. As a Financial Advisor, it is Nick's passion to help clients build and maintain a strong financial future by developing, implementing and monitoring investment strategies in the areas of retirement planning, college planning and business owner's unique needs. Nick received a Bachelor of Science in Education, with an emphasis in Social Studies from Miami University in Oxford, Ohio. Prior to entering the Financial Services Industry, Nick taught Middle and High School Social Studies, as well as Personal Finance and Basic Economics. Nick has been a Financial Advisor since 2014. He is committed to developing professionally through continued education. He earned his FSCP designation in 2015, his CFP designation in 2019, and his ChFC in 2020. Additionally, Cincinnati Magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria. In 2019, 2020 and 2021, Nick has been named one of Cincinnati's Five Star Wealth Managers*. He is very proud to be included in a select group of wealth managers to receive this title. In his free time, he enjoys hiking, traveling, and spending time with his wife and four children. *The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.

As a CERTIFIED FINANCIAL PLANNER® professional I work together with our clients to help them achieve their financial goals. I take pride in my high level of professionalism and our standard of ethics. At no time do I forget whose money and whose future is in our hands. My 'holistic' approach to man... We have the knowledge, training, and resources to help our clients succeed financially

I started in the investment business with E.F. Hutton. I was with Paine Webber prior to starting our present firm, WaterStone Investment Counsel, in 1995. We are a fiduciary, registered investment advisory firm. Our clients' assets are held by either Fidelity Investments or Charles Schwab & Co. Wate...

Started in the financial services industry in 2008. 2003 Graduate of Central Michigan University. Earned his CFP® Certification in 2015. Member FPA. Member NAPFA. Father of two boys, Preston and Noah. Wrestling Coach. Fan of the Chicago Bears, Chicago Cubs and Ohio State Football.

Britton Riley is a CERTIFIED FINANCIAL PLANNER™ professional and a financial advisor in our Cincinnati office. An outdoor enthusiast, and the father of two children, Britton holds a Bachelor of Arts degree from Miami University in Oxford, Ohio.

Behnken Financial Services is a three-generation family advisory firm serving individuals, families, and business owners since 1959. Kent Behnken has worked in the family financial services business since 1982 and has spent decades helping clients prepare for retirement, manage investments, and p... [One thing I want my clients to know about me is:] Our firm has always believed that financial advising is built on relationships and trust. Many of our clients are second, third and some fourth generation families who continue working with us because they value having a trusted advisor who understands their goals and helps guide them through important financial decisions.

Michael D. Sejka began his career as a Financial Advisor at McDonald Investments. Developing an in-depth investment plan for each client is the cornerstone of his practice. By working with a limited number of clients, he is able to focus on the three principles of wealth management: the creation and... One thing I want my clients to know about me is... I care. I work relentlessly. I deliver.

I am passionate about helping Gen X professionals, entrepreneurs, executives and business owners make smart financial decisions with their money so they can live a better life. I work collaboratively with you because I understand that you want to be part of the financial planning process. We will have real discussions about money and together we will figure out how to put you back in charge of your finances and on the path to financial freedom.

With over 20 years of experience in the financial industry, Josh is dedicated to helping his clients meet their financial needs. His passion is helping investors build and manage wealth while guiding them in the pursuit of their financial goals. No matter the objective, he can use his depth of knowl... One thing I want my clients to know about me is... I am a trusted advisor for high-net-worth families in Dublin, OH

My motto is 'Happiness is not about getting all you want, it is about enjoying all you have.' I have been married to my husband, Philip, for over 30 years, have 3 grown daughters and 4 adorable grandchildren. I love to travel, including taking a gondola ride in Venice. I love to read. I am originally from Pittsburgh and a Steelers fan. Education: 1984 B.A. University of Pittsburgh – Dual Major in Business/Communications; 2017 Certified Financial Planner.