contact info
216 226-4560
info@rockportwealth.com
Office Headquarters
22730 Fairview Center Dr.
Suite 150
Fairview Park, OH 44126
Our Team
Rockport Team
Adam Stalnaker, CFP®
Partner & CEO
Cleveland, OH
Adam Stalnaker is Partner and CEO of Rockport Wealth Advisors. His expertise spans retirement and insurance planning for individuals and families, as well as advising business owners on strategies to help strengthen and protect their financial future.
Adam began his career in the assurance department at Grant Thornton before joining The Siegfried Group, gaining a total of five years of experience in accounting. In 2009, he transitioned into financial advising with New England Financial and joined Rockport in 2013.
Adam earned his Bachelor of Science in Business Administration with concentrations in Accounting and Finance from The Ohio State University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 63, and 65 registrations.
Adam lives in Bay Village, Ohio, with his wife, Jen, and their children, Nolan and Emily. Outside the office, he enjoys golf and spending quality time with his family.
Joseph J Kovach, CFP®
Partner & CIO
Cleveland, OH
Joe Kovach is Partner and Chief Investment Officer at Rockport Wealth Advisors. He has 30+ years of experience in assisting clients pursue their retirement and short and long-term financial goals. Joe helps both individuals and small business create strategies that include the right investment options, building customized plans for each client’s individual situation including consulting with tax and legal advisors when appropriate, to design a well-rounded approach. With close monitoring of each client’s account, Joe’s clients are able to pursue their goals in a changing market environment.
Joe began his career in financial planning in 1994 with New England Financial, a Division of MetLife. There he built up his business to include managing assets for clients that reached more than $50 million dollars. With this success, Joe decided to branch off to start Rockport Wealth Advisors.
Joe earned his Bachelor of Business Administration in Marketing from Cleveland State University. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Mutual Fund Counselor, and holds the Series 7 registration.
Joe lives in Strongsville with his wife, Jan, and their three daughters Alyson, Alexis, and Lauren. As a former PGA professional, he enjoys golfing on the putting green in his backyard or anywhere you would like to invite him to join you.
Jon Arnold
Senior Portfolio Manager & Head of Business Development, Senior Managing Director
Youngstown, OH
Michael Curley
Senior Wealth Advisor, Managing Director
Cincinnati, OH
Michael Curley is a Senior Wealth Advisor at Rockport Wealth Advisors. Mike joined the team with a focus on providing a unique planning strategy for every client. He strives to maintain consistent communication with clients and regularly reassesses their investment needs as circumstances evolve. Mike’s investment focus is portfolio management, insurance and aiding clients that sell their businesses by mitigating their tax burden through financial planning.
Mike earned his bachelor’s degree from the University of Cincinnati. He holds a Series 7, 63, and 65 securities registrations, and life, health, annuity and variable insurance licenses.
Mike lives in Cincinnati, Ohio with his wife, Anita. He has three children Michael, Brienne and Adam, and five grandchildren Sierra, Ava, Maeve, Grayson and Ellis. His preferred activities are family, traveling and golf.
Brian Ellis
Senior Wealth Advisor, Managing Director
Bluffton, SC
Brian Ellis is a Senior Wealth Advisor at Rockport Wealth Advisors, bringing over 25 years of dedicated experience to his role. Specializing in Retirement accumulation and Income planning, Brian’s expertise is underscored by a genuine passion for understanding his clients’ unique needs and aspirations. His methodical approach, coupled with a personal touch, has earned him the trust and respect of numerous families seeking financial security.
With a profound dedication to his clients’ financial well-being, Brian holds Series 66 and Insurance licenses, helping to ensure he delivers comprehensive and tailored solutions. Brian’s approach to business is deeply personal, characterized by meaningful connections forged through one-on-one meetings across Ohio, Pennsylvania, and his current residence in Okatie, SC.
Armed with a Bachelor of Engineering in Electrical Engineering from Youngstown State University, Brian’s journey has been marked by a steadfast commitment to helping families plan for their Retirement and Education expenses.
Outside of his professional endeavors, Brian finds fulfillment in family moments with his wife, Avie, sons, Mike and Brandon, and grandson, Lachlan. An active member of his community, Brian dedicates his time to serving his church and indulges in personal interests including fishing, bicycling, and golf.
Tom David, CPA/PFS, CFP®
Senior Wealth Advisor & Chief Compliance Officer, Managing Director
Cleveland, OH
Tom David is a Senior Wealth Advisor and Chief Compliance Officer at Rockport Wealth Advisors with more than 25 years in the financial services industry. Tom worked in the accounting industry for 10 years auditing financial statements for small businesses and tax planning and preparation for businesses and their owners. He has spent the last 15 years in various client service, investment management, compliance and operations rolls in the wealth management and family office industry serving high-net-worth clients. Tom is dedicated to helping people meet their financial goals through planning and education.
Tom earned his Bachelor’s from Kent State University and his Master of Business Administration from Cleveland State University. Tom is a Certified Public Accountant, a Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ professional, and holds a Series 65 registration. He is also a U.S. Army veteran.
Tom enjoys sailing and traveling and is actively involved in his community.
Brian Gadd
Operations Manager, Managing Director
Cleveland, OH
Brian Gadd is an Operations Manager at Rockport Wealth Advisors with over 30 years of experience in the financial services industry.
He began his career in operations management with National City Bank before moving to Key Bank as a Business Operations Development Consultant. In 2001, Brian founded his own firm, Broker Transfer Consultants LLC, with the goal of helping financial firms grow and improve through operational and service efficiencies, specializing in transition services. For more than 20 years, he partnered with hundreds of companies and financial advisors to achieve their goals through streamlined operations, enhanced service models, and talent acquisition strategies.
Brian earned his Bachelor’s from Bowling Green State University and his Master of Business Administration from Case Western Reserve University.
Brian lives in Bay Village, Ohio, with his wife, Tricia, and their children, Owen, Chloe, and Sophie. He is a lifelong Cleveland sports fan and enjoys working with local non-profit organizations. He also enjoys live music and spending time outdoors with his family.
Colleen Gregorich
Marketing & Administrative Manager, Director
Cleveland, OH
- (216) 226-4560
- colleen@rockportwealth.com
Colleen Gregorich is the Marketing and Administrative Manager at Rockport Wealth Advisors, joining the firm in 2025. In her role, Colleen leads the firm’s brand strategy, oversees external and internal communications, and drives initiatives to strengthen engagement with clients and the community.
Prior to joining Rockport, Colleen served as Marketing Director for Wellspring Financial Advisors and spent more than a decade at MAI Capital Management, where she held various roles, most recently as Communications Director.
She earned her Bachelor of Business Administration with a concentration in Marketing from The University of Dayton.
Colleen lives in Chagrin Falls, Ohio, with her husband, Bryan, and their daughter, Penelope. She is actively involved in the community, supporting several charities in the Cleveland area.
Meaghan Grant, FPQP®
Wealth Specialist, Associate
Cleveland, OH
- (216) 226-4560
- meaghan@rockportwealth.com
Meaghan Grant is a Wealth Specialist at Rockport Wealth Advisors, joining the firm in 2023.
She graduated from Centre College in Danville, Kentucky with a Bachelor’s in Economics and Finance. Meaghan also earned the Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning and holds the Series 65 registration.
She is an accomplished golfer, playing all four years for her alma mater which competed in the NCAA Division III championships for three consecutive years finishing 7th, 11th and 10th in the nation.
She resides in downtown Cleveland and enjoys golf and spending time with family and friends. Meaghan also serves on Engage! Cleveland’s Leadership Council.
Beverly Burdett
Client Service Specialist, Senior Associate
Cleveland, OH
- (216) 226-4560
- bev@rockportwealth.com
Bev Burdett is a Client Service Specialist at Rockport Wealth Advisors. In this role she assists Joe and Adam by servicing their clients’ needs and handling much of the day-to-day office work. She is a team player who goes above and beyond to quickly find solutions to problems and get answers to questions. Bev is known for her impeccable client service skills and strives to make each client happy.
Before joining Rockport, she served as an Administrative Assistant for a CPA firm for 15 years.
Bev resides in Berea, Ohio, with her husband, Tim. In their spare time they enjoy going to concerts.
Lorraine Klutzaritz
Client Service Specialist, Senior Associate
Youngstown, OH
- (330) 965-9890
- lorraine.klutzaritz@jarnoldwealth.com
Lorraine Klutzaritz is a Client Service Specialist with more than 20 years of experience in administrative and customer support roles. Her responsibilities include the on-boarding of new clients, processing individual retirement, non-retirement, and trust accounts. With her strong organizational skills and attention to detail, she ensures our client and office needs are met.
Lorraine lives in Boardman, Ohio, with her husband, Bryan, and are proud parents of their two children, Jared and Jenna. In her spare time, she enjoys spending time with her family, travelling, and cooking. Fun fact: Lorraine and her family lived in Turkey for five years.
Colin Hritz
Client Service Specialist, Associate
Youngstown, OH
- (330) 965-9890
- colin.hritz@jarnoldwealth.com
Colin Hritz is a Client Service Specialist at Rockport Wealth Advisors.
He graduated from Youngstown State with a Bachelor’s in Finance. He is one of five children, born and raised in Youngstown, Ohio. He is passionate about helping people achieve their financial goals and living the life they want. Colin resides in Youngstown, Ohio, and enjoys spending time with his friends and playing pick up basketball.
Carrie Williams
Client Engagement Specialist, Associate
Youngstown, OH
- (330) 965-9890
- carrie.williams@jarnoldwealth.com
Sierra Ryzner
Client Service Specialist, Associate
Youngstown, OH
- (330) 965-9890
- sierra.ryzner@jarnoldwealth.com
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Our Most Important Connection: With You, in Cleveland
The firms behind us play important roles in our day-to-day servicing of your needs. However, the most important relationship we have is undoubtedly with you. We work with these select firms to make it easier for us to work for you and those in the greater Cleveland area.
Anytime you would like more information about our partner firms, please do not hesitate to ask. We want you to feel confident that you understand, to your satisfaction, how we work with and through these firms.
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Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Rockport Wealth Advisors, a Registered Investment Advisor. Private Client Services and Rockport Wealth Advisors are unaffiliated entities.
Rockport Wealth Advisors and J Arnold Wealth Management are dba’s of Rockport Wealth, LLC, a fee-based Registered Investment Adviser (RIA) registered with the Securities and Exchange Commission and offering a full range of professional services. The scope of any financial planning and/or consulting services to be provided depends upon the needs of the client and the terms of the engagement. Please see our CRS & ADV disclosure documents for more information about our business.
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