Rockport Wealth Team

Joseph J Kovach, CFP ®

Investment Advisor Representative * Registered Representative *

Joe Kovach, CFP® is a Financial Advisor with 20 years of experience in assisting clients pursue their retirement and short/long-term financial goals. Joe helps both individuals and small business build strategies to 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 manages his client’s assets, which totals more than 130 million.

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 fifty million dollars.   With this success, Joe decided to branch off with his longtime business associate Ted Calabrese to start RockPort Wealth Advisors

Areas of Specialty

  • Retirement Plans
  • 401K Plans
  • Investments (including Mutual Funds, ETFs, Annuities and Advisory accounts)
  • Insurance including Life, Long Term Care and Disability
  • Asset Allocation Strategies
  • Income Distribution Planning
  • Estate Conversation Strategies
  • Consultation with Tax and Legal Advisors
  • Individual & Small Business Planning
  •  

Designations / Education

  • Certified Financial Planner, 2008
  • Charter Mutual Fund Counselor
  • Series 7
  • Bachelor of Business Administration & Marketing , Cleveland State University 1991

Joe lives in Strongsville with his wife Jan, and their three daughters;  Alyson, Alexis and Lauren.   As a former PGA professional, Joe enjoys golfing on the putting green in his backyard or anywhere you would like to invite him to join you.

Ted A Calabrese, CLU ® ChFC ®

Investment Advisor Representative * Registered Representative *

Ted began his professional training at The Ohio State University where he received a BS degree in Business Administration and Marketing in 1967.  Upon graduation, Ted was commissioned into the United States Air Force where he served as pilot and aircraft commander from 1967 to 1972, attaining the rank of Captain during the Vietnam war.

After leaving the service, Ted was hired by the Penn Mutual Insurance Company in San Francisco where he worked and lived until 1980.  Ted then returned to the Cleveland area where he continued to work with Penn Mutual and New England Life, building a clientele that included individuals and businesses.  His knowledge of insurance and investments assisted his clients in protecting the financial well-being of their families and building their net worth.

Ted has obtained several professional designations including Chartered Life Underwriter and Chartered Financial Consultant through study with The American College in Bryn Mawr, Pennsylvania.  He has been active in his community and as a member of The Ohio State Alumni Association, the Lakewood Chamber of Commerce, and the Air Force Association. Ted lives in Lakewood, Ohio and is married with one daughter.  He enjoys gardening, hunting and fishing.

CA Life Insurance License: 0453051

 

 

Adam Stalnaker

Investment Advisor Representative * Registered Representative *

Adam Stalnaker is a Financial Advisor with Rockport Wealth Advisors. After earning his Bachelor’s Degree from The Ohio State University, Adam started his career at Grant Thornton in the assurance department.  For the next seven years he worked in the accounting industry.  In 2009 Adam joined New England Financial where Adam began his career as a Financial Advisor. After four years there, he joined Rockport Wealth Advisors.  Adam has been actively pursuing his vision of building a financial services firm that meets the full spectrum of his clients’ financial planning needs.  He holds series 7 registration through Cetera Advisors and insurance licenses.

Adam’s areas of knowledge include retirement and insurance planning for individuals as well as qualified plan design and monitoring for businesses.

Adam lives in Bay Village with his wife Jen, and their children, Nolan and Emily.  He enjoys playing golf, basketball in local rec leagues, working out and spending time with family.

Michael Borato

Investment Advisor Representative * Registered Representative *

Michael earned his BA from Cleveland State University after attending Miami University for two years.  Upon graduating, he served as a Department Manager, then a Sales Representative for Freimark Thurston, an isurance agency specializing in workingwith Credit Unions.

In 1983, Michael launched his career in the investment industry by joining Dean Witter Reynolds (now Morgan Stanley).  There, he managed client investments while also serving as Retirement Plan Coordinator; specializing in Lump Sum Distributions, IRA Rollovers, and Employer-sponsored Retirement Plans.

From 1991 to 2009, Michael was affiliated with the Dawson Companies and their Broker/Dealer, Vestax Securities, which later became Multi-Financial Securities, Inc., and is now Cetera Advisors, LLC.  During this period, with his vast experience in Retirement Plans, Michael conducted CE courses in this area for insurance agents, CPA’s, and attorneys.

Michael then became a solo practitioner, overseeing investment portfolios for clients, including high net worth individuals, non-profit organizations, and qualified retirement plans. In late 2019, Michael associated with Rockport Wealth Advisors to partner with Joe and Adam.

Michael resides in Lakewood with his wife, Bridget. They raised three daughters in this dynamic community.  He enjoys tennis, bicycling, and travelling, especially to visit “The Girls”

Sherry Nescola

Office Manager Lakewood Office

Sherry is passionate about helping Ted Calabrese as the Office Manager at Rockport Wealth Advisors. She is responsible for all daily administrative duties and client services. She makes sure things run smoothly for Ted by assisting him with every administrative aspect of his business, from keeping client records up to date, maintaining client contact, and problem solving on a daily basis.

Sherry has been in the financial services industry for more than 29 years and has been working with Ted for 23 of those years. She and her family reside in Hinckley, Ohio. In her spare time Sherry enjoys cooking and spending time with her family

Beverly Burdett

Advisor Assistant

  • 216 226-4560
Beverly assists Joe and Adam by servicing our clients’ needs and handling much of our day-to-day office work. Beverly is a great team player who goes above and beyond to quickly find solutions to problems and get answers to questions. Before joining Rockport, Beverly worked for 15 years at a CPA Firm in Beachwood, Ohio as an Administrative Assistant. She is known for impeccable client service skills and strives to make each client happy. She decided to join Rockport to take on a new challenge in the financial services world as well as work closer to home. Beverly resides in Berea, Ohio with her husband of 12 years, Tim, and their 7-year old Beagle/Jack Russell, Sadie. In their spare time they enjoy going to concerts.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Our Broker-Dealer: Cetera Advisors

Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. 

Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business. 

These firms also strengthen our relationship with you by providing the resources we need to better serve you. We think it’s important for you to know who these partners are and why we here at Rockport Wealth Advisors have chosen to work with them.

Cetera Advisors is part of the family of independently managed firms of Cetera Financial Group (Cetera). 

For the past 30 years, Cetera’s family of companies has grown to manage over $110 billion in client assets, delivering  advisory products and solutions and sophisticated trading and technology platforms to me and other advisors across all 50 states. 

You can be confident that their tools, technology and support help make me more effective in our relationship with you.

Cetera Financial Group is the cornerstone of the retail advice division of RCS Capital Corporation, a publicly traded company (NYSE: RCAP) focused on serving the needs of investors with best-in-class solutions.

Our Custodians: Pershing and Cetera Investment Services

While a broker-dealer helps supervise and facilitate the trading that converts your cash into invested assets, those assets are actually held by a custodian. Cetera Advisors works with two custodians. Cetera Investment Services LLC custodies individual retirement accounts (IRAs). 

Pershing LLC custodies brokerage accounts, including the brokerage accounts within IRAs. 

Pershing is a subsidiary of the Bank of New York Mellon Corporation, which is the nation’s oldest continuously operating bank and one of the world’s leading providers of securities services. Cetera Investment Services is an affiliate of Cetera Advisors, providing brokerage and other services to its own clients in addition to providing IRA custodial services to Cetera Advisors’ clients. 

Both Pershing and Cetera Investment Services have to meet certain net capital requirements and are subject to regular audits, both internally and by independent firms, to ensure the appropriate handling, segregation and protection of investors’ assets.

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 the above 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,  as well as why we have chosen to work with Cetera Advisors, and the absolute priority both Cetera Advisors and Rockport Wealth Advisors place on our clients.

Check the background of your financial professional on FINRA's BrokerCheck.

Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA, SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at ceteraadvisors.com

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