Prosperity Capital Advisors is a financial advisory firm based in Westlake, Ohio. It currently has approximately $1,712,428,969 of assets under management and employs about 143 people. Prosperity Capital Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Valor Capital Management, LLC is a registered investment adviser established in 2017, with its principal place of business in Westlake, Ohio. Led by Jason L Smith and David Alison, the firm specializes in providing Turnkey Asset Manager Program (TAMP) services, sub-advisory, co-advisory, and fund strategist services to registered investment advisers, broker-dealers, and financial institutions. Valor offers separately managed accounts, signal-based relationships, and AdvisorSelect Portfolios. The firm's fee structure is based on assets under management, with fees ranging from 30 to 60 basis points. Effective October 1, 2023, Valor will transition to monthly billing and introduce new strategies with additional fees. The firm does not charge performance-based fees and does not have custody over client accounts. Valor does not vote proxies on behalf of clients and does not recommend or select broker-dealers for clients. The firm has a Code of Ethics in place to ensure compliance with legal requirements and prevent insider trading. Valor Capital has no disciplinary history, bankruptcy petitions, or financial conditions that would impair its ability to meet client commitments.

Lesjak Planning, LLC is a family-owned financial planning firm and Registered Investment Advisor since 1980, with the principal owner being Michael J. Lesjak. The firm offers financial planning and investment advisory services, including retirement, tax, estate planning, and goal setting. Clients can choose between the PREMIER ASSET MANAGEMENT PROGRAM (PAMP) or the ANNUAL MANAGEMENT PROGRAM (AMP). The firm uses a long-term investment strategy with diversified portfolios based on individual risk profiles and needs. They act as a Fiduciary, making recommendations in the client's best interest. Clients can opt for discretionary or non-discretionary investment services. Fees for services are transparent and negotiable, with the fee structure detailed for each program. The firm does not have custody of client assets and manages over $362 million on a discretionary basis. Lesjak Planning, LLC operates under a Code of Ethics and does not vote client securities. Clients receive regular account reviews and statements. The firm does not engage in performance-based fees or side-by-side management. There are no disciplinary events to disclose, and the firm does not engage in client referral or other compensation practices.

Paradigm Wealth Management, LLC is a registered investment adviser based in Westlake, Ohio, providing services since 2008. The firm offers both discretionary and non-discretionary portfolio management services tailored to clients' needs and investment objectives. Clients can grant discretionary authority for account management, allowing the firm to make transactions without prior approval. Financial planning services are also available, involving comprehensive analysis and goal-setting. The firm uses a third-party platform, Pontera, for participant account management with discretion, aiming to improve account performance over time. Paradigm primarily advises on certificates of deposit, municipal securities, equities, mutual funds, ETFs, REITs, and options contracts. The firm manages $453,584,649 in client assets on a discretionary basis and $22,043,463 on a non-discretionary basis as of December 31, 2024. Fees for portfolio management services are based on a percentage of assets under management, with no minimum initial investment required. Financial planning services are charged at an hourly rate of $200. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, and charitable organizations, with no minimum account size required. Paradigm utilizes various methods of analysis and investment strategies, including charting analysis, technical analysis, fundamental analysis, cyclical analysis, and modern portfolio theory. The firm does not have any disciplinary information to report and does not receive compensation for client referrals. Clients have the option to direct brokerage services through Fidelity Brokerage Services, LLC or Charles Schwab & Co., Inc. Paradigm does not vote proxies on behalf of clients and does not take physical custody of client funds or securities. The firm is committed to protecting client privacy and maintaining the security of personal information. In the event of a trade error, the firm will take corrective actions to restore the account. Paradigm Wealth Management does not determine eligibility for class action lawsuits on behalf of clients.

JPS Financial, LLC, established in 2014 and based in Westlake, Ohio, offers personalized investment advisory services, including Portfolio Management, Portfolio Consulting, Financial Planning, and Pension Consulting. The firm provides discretionary and non-discretionary portfolio management services tailored to clients' needs and investment objectives. Clients with assets over $500,000 may access the Wealth Management Platform for investment and planning reports. Fees for portfolio management are asset-based, ranging from 0.65% to 1.25%, billed quarterly in advance. Portfolio Consulting services are offered at an annualized fee of 1.00%. Financial Planning services are available on an hourly or fixed fee basis, ranging from $1,500 to $5,000. Pension Consulting services are provided based on the needs of the plan and may include investment performance monitoring and educational seminars. The firm primarily advises on mutual funds and equity securities. JPS Financial, LLC does not accept performance-based fees, is a registered investment adviser, and has no reportable disciplinary information. The firm does not receive compensation for client referrals and maintains strict privacy policies to protect client information. Clients must have a minimum of $250,000 to open and maintain an advisory account. JPS Financial, LLC does not vote proxies on behalf of clients and does not have custody of client funds or securities.

Michael Brady & Co., LLC, established in 2003, specializes in fee-only financial planning and investment management services, focusing on retirement planning for pre-retirees and retirees. The firm offers a comprehensive range of services, including goal prioritization, asset management strategy development, retirement income planning, Social Security strategy optimization, estate planning, tax planning, risk management, and more. Investment advice is provided on a discretionary basis, with clients maintaining control over their assets. The firm requires a minimum combined account balance of $250,000, which may be waived at their discretion. Fees are based on a percentage of assets under management, ranging from 1.50% for balances up to $250,000 to 0.60% for amounts over $5,000,000. MB&Co is a fee-only firm, not affiliated with entities selling financial products, ensuring no commissions or finder's fees are accepted. Investment strategies include strategic asset allocation, diversified portfolios, and periodic rebalancing. The firm does not engage in performance-based fees and primarily serves individual retirees and pre-retirees. Clients receive regular account reviews and statements from qualified custodians. The firm's owners, Michael Brady and Cameron Brady, hold majority ownership and relevant certifications, ensuring high standards of education and experience in financial planning and investment management. No disciplinary events or conflicts of interest are reported, emphasizing the firm's commitment to acting in clients' best interests.