Meet Our Team

Dave, together with the Wealth Advocate Group, LLC team, aspires to develop and build long lasting relationships with our clients. In addition to providing a holistic approach to financial planning, our mission is getting to know and...

Jason Cohen joined Stratos Wealth Partners / Wealth Advocate Group, LLC in 2014 as a Wealth Advisor. After earning a bachelor’s degree in public management from Indiana University, he began his career in the financial services...

Barb is the Practice Manager of Wealth Advocate Group, LLC. She provides administrative support and expertise in the areas of investments, retirement planning and life insurance. Barb is responsible for processing and following through...

John is a registered Wealth Advisor and partner of Wealth Advocate Group, LLC. He offers comprehensive financial planning to our clients and specializes in insurance planning, investment planning, income tax planning strategies...

Joe joined Wealth Advocate Group in 2018 and holds the position of Associate Portfolio Manager, providing portfolio management to the firm. Prior to joining Wealth Advocate Group he had experience working in equity research...

Kenny Kowall joined Wealth Advocate Group in 2017. Kenny graduated from Baldwin Wallace University with a Bachelor Degree in Business Administration in Accounting and Finance. Before joining Wealth Advocate Group, Kenny worked as an...

Lauren Kardohely joined Wealth Advocate Group in 2019 as an intern. Upon completion of her undergraduate degree, she joined the team as a Para Planner. As a Para Planner, Lauren provides analysis of...