Becky Schetter is a two-time graduate of Bowling Green State University. She received her Bachelor of Science degrees in Education and Business Administration. Becky is the Operations Manager for Greg Kopan - assisting the representatives and staff members under his supervision and servicing his personal clients.

Terri has worked at Beacon Financial as a Service Administrator since November 2006. She currently is Service Administrator to Stephen Kennedy. She previously was the Service Administrator for Henry DeMain, Jim Kennedy and Greg Kopan. She has over 33 years of experience working in the Investment/Insurance industry. She also has had previous experience in the Service/Retail industry as a Business Owner and General Manager.

Julie Simcox has worked as an Administrative Assistant to Daniel Rudski since January 2019. She has over 16 years experience working in the investment/insurance industry. Julie had previously worked in the family business as the Accounting Manager.

Gloria J. Buganski is the Business Manager and Information Technology Manager for Beacon Financial. Gloria began working for Jim Kennedy in 1985, joined Butler Capital in 1998 and continued on with Beacon Financial in 2005. Gloria graduated from the University of Toledo in 1981 with an Associate's Degree in Data Processing and in 1982 with a Bachelor of Science in Business Services.

With a solid foundation in accounting and finance, Earl holds an MBA and professional designations including CLU and ChFC. He graduated from the University of Toledo with a degree in accounting, bringing valuable expertise to our team.

Earl is motivated by a passion for helping others and aims to continue his career in the financial industry for the next decade. His commitment to client service and financial guidance is the driving factor in his success.

Outside of work, Earl enjoys cars and photography, particularly engaging in autocross events. He embraces life with the philosophy of "One day at a time," prioritizing the simple joy of waking up each day

For 17 years, Kenneth Jones, has focused on empowering families and businesses through tailored financial planning. They guide clients in achieving short and long-term goals, building lasting relationships based on trust.

A Registered Representative with LPL Financial, Ken holds CLU, ChFC, and AIF designations, demonstrating their commitment to professional standards. They are Series 7 and 66 registered through LPL Financial, and licensed in Ohio and other states, offering access to securities, investment advisory services, and comprehensive financial planning. Life and Health Insurance licenses further enhance their holistic approach.

Ken is dedicated to helping individuals and families realize their financial aspirations, contributing positively to their community

Rob Friemoth brings over 20 years of financial services experience as an independent advisor focusing on individuals, small businesses, and First Responders. He develops personalized strategies to build wealth, safeguard families, and preserve assets, emphasizing a proactive and tailored approach.

Client trust is paramount to Rob's success. He prioritizes client needs and adheres to fiduciary standards, ensuring advice is always in their best interest. He holds Series 6, 7, and 63 securities registrations through LPL Financial and is licensed for Life & Health Insurance. Rob graduated with a finance degree from the University of Toledo.

Outside of his practice, Rob enjoys golf, fitness, and family vacations. He and his wife, Karen, have been married for 21 years and have two children, Anthony and Gabriella. Rob actively serves on the Board of Trustees at First Congregational Church in Toledo.

Hogsette Financial Group, LLC. Momentum Wealth Partners and LPL Financial are separate entities.

Robert Hogsette is the founder and president of Hogsette Financial Group, LLC, with 34 years of experience in wealth management, financial, business, and retirement planning. For 25 years, he has specialized in serving Ohio fire and police departments and state employees, using a personalized, holistic approach. His career includes management roles at MassMutual Financial Group and numerous industry accolades, including Million Dollar Round Table membership.

Driven by a commitment to client flexibility, Rob established his independent practice. He holds Series 6, 7, 63, and 65 securities registrations through LPL Financial, along with life and health insurance licenses, and a bachelor’s degree from The Ohio State University. His expertise has been recognized in publications like "Cleveland Smart Business" magazine.

Married for 34 years, Rob and his wife have two children: a daughter, a nurse at The Ohio State University James Cancer Hospital, and a son, a former U.S. Marine now in agricultural sales. He enjoys family time and outdoor activities such as golf and hunting.

Hogsette Financial Group, LLC. Momentum Wealth Partners and LPL Financial are separate entities

Ted Calabrese is a seasoned financial advisor with over 52 years of experience in the financial services industry. Throughout his illustrious career, Ted, has developed a strong foundation in providing comprehensive financial guidance and is committed to helping clients pursue their financial goals through personalized strategies.

As a former Air Force pilot, Ted brings a unique perspective to our industry, combining precision and strategic thinking with a client-centered approach. As a graduate of The Ohio State University, Ted holds a bachelor’s degree in marketing in addition to several professional designations, including CLU, ChFC, and AIF, which reflect his dedication to ongoing education and excellence in the field.

In his personal time, Ted is actively involved in organizations such as the American Legion and the American Society of CLU, ChFC, AIF. His personal interests include fishing, hunting, and photography, which contribute to a well-rounded lifestyle and allow him to connect with clients on various levels.

Jim Kennedy started his career working for his father in the life insurance business in 1976. In 1983 Jim began to transition over to the investment business, eventually leading him to Beacon Financial. His son Stephen joined him in 2008.

Jim and Stephen leverage sophisticated financial planning technology to provide diversified, risk-appropriate portfolios to clients in pre- and post-retirement.

Jim was taught by his father the importance of service to their clients. Jim is now passing this same message on to his son. Jim feels it is a privilege to have worked on both sides of a father-son business.

Beacon Financial, Momentum Wealth Partners and LPL Financial are separate entities.

Stephen Kennedy is 3rd generation in the Investment and Insurance business after following in his Dad and Granddad's footsteps. Stephen graduated from St. Francis DeSales High School in 2004. He attended Bowling Green State University where he majored in Financial Planning, graduating in 2008. After graduation he joined his Dad at Beacon Financial. Together they leverage sophisticated financial planning technology to provide diversified risk appropriate portfolios to clients in pre- and post-retirement.

Stephen has his Series 7, Series 65 and Series 63 securities registrations through LPL Financial. He is also licensed for life and health insurance.

Beacon Financial, Momentum Wealth Partners and LPL Financial are separate entities.

Jacquelin Moody is an Investment Advisor Representative through LPL Financial. She has over 40 years of experience in the financial industry. Jacquelin is a Certified Financial Planner (CFP). Jacqueline believes helping her clients begins with the client relationship. When working with individuals and families, it is crucial that they know how much she cares. Establishing trust through a team (CPA, attorney and financial planner) brings confidence to clients.

Dan Rudski, provides detailed planning, disciplined investment strategies, and personalized service. Since 1998, beginning with Savage and Associates, he has specialized in personal investment, retirement, and life insurance planning for families, business owners, and individuals. He focuses on building and managing client wealth, earning referrals from clients, attorneys, and CPAs.

Dan emphasizes strong client relationships and tailored strategies. He attended Central Catholic High School and Lourdes University.

Residing in Holland with his wife, Tegan, and their three sons, Dan actively serves his community. He sits on the Lial Catholic School and Toledo Central Catholic Board of Trustees and has coached junior high basketball and baseball for over 25 years.

Greg Kopan is the CEO of Beacon Financial, LLC. Greg has been an advisor since 1985. His securities registrations include Series 24, Series 7, Series 51, Series 63 through LPL Financial and is insurance licensed for life, health and variable products. Greg is an experienced investment advisor and Accredited Investment Fiduciary working with business owners and professionals.

In addition to his responsibilities at Beacon Financial, Greg has held leadership roles on a number of outside boards including mutual fund companies and is past chairman of the Cetera Advisors Advisory Council. Locally, he is also a past chairman of the University of Toledo's Foundation Board, and served as the President of the Inverness Club and Sylvania Country Club.

Greg is a graduate of Wittenberg University with a BA degree in Business.

Beacon Financial, Momentum Wealth Partners and LPL Financial are separate entities.

Benjamin’s career in financial services spans over two decades, beginning in 1999 at Wells Fargo Bank. His journey from a part-time bank teller to a Senior Registered Client Associate at Wells Fargo Advisors has given him valuable insights into various aspects of banking and financial advisory services. His passion for helping others pursue their financial goals continues to drive his work at Tauer Financial Services and Momentum Wealth Partners.

Tauer Financial Services, Momentum Wealth Partners and LPL Financial are separate entities.

Ahmer joins Momentum Wealth Partners from the world of film production where he produced commercials for some of the world’s most recognizable brands. He is a seasoned professional with over two decades of experience in operations management, process optimization, and cross-functional leadership. Known for delivering complex projects on time and within budget, he excels in his ability to lead diverse teams, streamline operations and foster stakeholder collaboration. His hands-on approach and commitment to excellence have consistently driven success in dynamic, high-pressure environments.

His proven ability to implement best practices, manage large-scale projects, and maintain strong client and vendor relationships makes him an invaluable contributor to our wealth management operations team. In his role as a Transition Specialist with Momentum, Ahmer leverages his excellent operational skills to help advisors navigate their transition journey. Ahmer also holds the Series 7 & 66 through LPL Financial as well as the Health & Life Insurance licenses.

He likes to stay busy, when not at work he enjoys spending time with family & friends. Attending and supporting his children’s sporting and artistic endeavors, playing in his local softball league, playing guitar, cooking and gardening.

Stacy Lyn Coldwell has been guiding clients toward their financial goals for over 18 years. Stacy honed her expertise in financial planning and investment strategies at PNC Investments. A graduate of Towson University, Stacy earned her degree in Business Administration with a concentration in Finance.

Stacy’s approach is rooted in her belief in building strong, trusting relationships with her clients. She values understanding what matters most to them—whether it’s preparing for retirement, saving for their children’s education, or pursuing financial independence.

Carrie started in the financial industry working for Prudential in 1995 and has worked in financial services serving clients for over 25 years. Carrie has extensive experience helping clients with their customer needs. Carrie was born in New Jersey and in 2010 moved to North Carolina where she currently lives with four children and loves being a mom.  She enjoys being an active part of her community, children's travel sports and spends her free time traveling and learning new things.