Our Story
DWT Wealth was founded by a group of families who share a passion for helping people pursue their dreams. Since 2015, we’ve served clients with a commitment to putting people, principles, and planning first.
Why the ampersand? There are several big reasons. It represents the close bond between you and us. The bridging of where you stand today and where you want to go. And the pairing of your goals with our financial capabilities to help you get there. At DWT Wealth, the ampersand is more than just part of our name – it’s part and parcel, our big commitment to you.
Our Values
A people-first approach to managing money.
As experienced coaches, we build close relationships to guide each person through financial choices and life changes.
A team approach to personalized planning.
Our advisors each bring something special to the table, working together to give you thoughtful guidance and real results.
Comprehensive advice made simple.
We use powerful wealth management tools and collaborate with experts to help you see how your finances connect and grow.
Strengthening communities.
We’re hands-on in helping shape brighter futures and proudly stand behind those creating positive change.
Owning your financial journey.
We’re here to help you feel confident about your finances, with easy-to-follow advice that actually makes sense.
Our Team
Tailored wealth management from genuinely caring people. Meet the people behind the plans - your partners in planning, growth, and peace of mind.
Akron Office
David Archer II
CFP®, CEPA®
Vice President
Senior Financial Advisor
David L. Archer II
CFP®, CEPA®
Vice President
Senior Financial Advisor
Investment Management Consultant
Dave began his career in the securities industry in 2001. In 2012, he became a Certified Financial Planner™ professional. Being a CFP® requires continuing education and the highest possible standard of financial planning to those they serve.
Dave has cultivated a practice built around multi-generational wealth and works diligently through his financial planning background to help clients in sustaining their standard of living throughout their lifetime. This dedicated financial professional’s interest in numbers and the stock market began with the influence of his father and grew from there, leading to a fulfilling career in the financial services industry. He specializes in working with families and small businesses in achieving their highly personalized financial and retirement planning goals.
Dave is currently serving as the Head Varsity Golf Coach for Revere High School and is a Member of the Board of Trustees at Fairlawn Country Club. He has a long history of volunteering with a number of community and charitable organizations, including Akron Children’s Hospital Doggie Brigade, Kent State University’s business school Sales Advisory Board, and the National Kidney Foundation.
Dave is an Ohio native and lives in Bath with wife Nikki, their son David (III) and dog Mini. In his free time, Dave enjoys down time with his family, golf, traveling and tennis.
Deana Baxter
Operations Director
Senior Registered Client Service Associate
Deana L. Baxter
Operations Director
Senior Registered Client Service Associate
Deana brings over two decades of experience in the financial services industry to the team, and she is recognized for her organization, efficiency, and commitment to client care. She approaches each day with professionalism and a strong focus on ensuring clients feel supported and valued.
In her role as Operations Director of DWT Wealth, Deana is instrumental in maintaining seamless office operations and delivering consistently positive client experiences. She holds an associate’s degree in business management from the University of Akron and a Series 7 license.
A native of Akron, Ohio, Deana now lives in Southington with her husband, Ryan, and their two children, Aiden and Madison. Outside of work, she enjoys spending quality time with family and friends.
Amanda Cameron
Marketing Coordinator
Amanda K. Cameron
Client Relationship Associate
Marketing Coordinator
Amanda joined DWT in 2025, bringing her commitment to for enhancing client experiences through the firm’s marketing and communications initiatives. In her role, she supports a broad range of projects designed to promote a welcoming and client-centered atmosphere across the firm.
Her professional background includes several years in the nonprofit sector, bringing a dependable, friendly, and well-organized approach to her work. Amanda enjoys connecting with people and takes pride in helping clients feel valued and well-supported.
She earned a bachelor’s degree in writing from the University of Mount Union in 2015.
She currently lives in Akron, Ohio, where she enjoys spending quality time with her family, friends, and golden retriever.
Melinda Cerciello
Client Service Associate
Melinda R. Cerciello
Senior Client Service Associate
Melinda joined DWT in 2025, bringing with her more than 17 years of experience as a Client Service Associate. She works closely with Nate to support clients in opening accounts, completing paperwork, and finding answers to their questions.
Recognized for her strong organizational skills and reliability, Melinda is a trusted and consistent resource for both clients and colleagues. She takes pride in building lasting relationships and being a steady presence through life’s milestones and challenges.
Melinda holds a bachelor’s degree in Fashion Design and Production, as well as an associate degree in Fashion Merchandising and Retail Management, both from Lasell College.
She lives in Wooster, Ohio, with her husband Michael. Together, they have five children—Kenneth, Ryan, Tyler, Abbie, and Matthew. Outside of work, Melinda enjoys life on the family farm, trail riding by side-by-side, and tractor pulling with her husband.
Nathan Cope
AIF®, CEPA®
Vice President
Senior Financial Advisor
Nathan W. Cope
AIF®, CEPA®
Vice President
Senior Financial Advisor
Nathan focuses on assisting individuals, families, business owners, trusts, and foundations with strategic and tactical financial decision making. Discussing and analyzing each clients wants and needs to develop an in-depth understanding of their goals and risk tolerance, then developing a tailor-fit process and investment approach to meet these short and long-term goals.
Nathan began his career in the securities industry in 2012. In 2019, he earned the Accredited Investment Fiduciary® designation which helps demonstrate that he has met the educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve in the best interests of his clients. In 2024, he obtained the Certified Exit Planning Advisor® designation which engages the Value Acceleration Methodology to assist business owners in building more valuable companies, to have stronger business and personal financial plans, and aligning goals to obtain a desired exit from their business. These exits include internal or familiar successions, employee stock ownership plans, strategic or private equity acquisitions, and initial public offerings. Nathan was named in ’25 Next Gen Advisors to Watch’ (2022), ‘100 Advisors to Watch (Over $1B+)’ (2023), and ‘100 Advisors to Watch – Next Gen’ (2024) by AdvisorHub. He also was recognized by Forbes as ‘Best-In-State Next-Gen Wealth Advisor’ (2024).
To instill confidence within his clients, Nathan explains each individual action plan through an easy-to-digest discussion. He centers initial conversations around a probability of success equation, taking confusion and emotion out of the investment decision process. His focus is on understanding each client’s full financial picture. This includes not only investments and financial planning, but also; cash optimization, tax mitigation, highly concentrated position alternatives, management or utilization of debt, estate planning, alternative income generation, risk and cash flow analysis, exit planning and the utilization of investment banking capabilities. While most advisors focus solely on asset accumulation, Nathan allocates time to discuss asset distribution, asset preservation, as well as multigenerational wealth transfer. He also has extensive experience within the defined contribution space, including Multiple Employer Plans (MEP), as well as, serving as a 3(21) or 3(38) fiduciary for corporate retirement plans.
A lifelong interest in the financial markets and the joy that comes along with helping others accomplish their goals in life are the driving forces behind his career. Nathan is a former collegiate athlete at The University of Akron. In his spare time, he enjoys golfing or attending basketball, football, or baseball games. The Howland, Ohio native is an avid traveler and resides in Cleveland, Ohio.
Nate Cope was named to the 2025 edition of the AdvisorHub’s list of 100 Next-Gen Advisors to Watch.
The 2025 AdvisorHub 100 Next Gen Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2023 – 12/31/2024, and was released on 6/18/2025. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,972 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither OneSeven nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation was not provided for using the rating. OneSeven is not affiliated with AdvisorHub.
The 2023 AdvisorHub 100 Advisors to Watch over $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022 and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regard to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither OneSeven nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. OneSeven is not affiliated with AdvisorHub.
The 2024 AdvisorHub 100 Next Gen Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023 and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regard to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither OneSeven nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. OneSeven is not affiliated with AdvisorHub.
The Forbes Next-Gen Wealth Advisors Best-In-State (2024) The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2024) included: 45,996 nominations for all rankings, based on thresholds, 24,832 invited to complete online survey, 21,368 telephone interviews, 5,176 in-person interviews at advisors’ location, 1,545 virtual interviews and 4,081 individuals considered, and 1,621 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/23 to 3/31/24 and was released on 8/8/24. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Click here for more details on the methodology used for this award.
Shannon Crowley
Client Relationship Associate
Shannon L. Crowley
Client Relationship Associate
Shannon joined DWT in 2019 and plays a key role in ensuring the office runs smoothly. She expertly manages the advisor calendars and facilitates team communication, while creating a warm, welcoming experience for every client.
With a professional background that bridges both finance and education, Shannon previously served as a Client Service Associate in the securities industry and as a Nutrition Educator with The Ohio State University.
A lifelong Ohioan, she now lives in Canal Fulton with her golden retriever, Lady. Shannon enjoys kayaking, boating, volunteering with the VFW Post 9795, and spending time with her children, Alex and Sydney, family, and friends. She’s also an avid fan of sprint car racing and Ohio State football.
Missy Davies
Administrative Director
Senior Client Service Associate
Missy Davies
Administrative Director
Senior Client Service Associate
Missy joined DWT Wealth in 2018 and currently serves as Administrative Director, where she leads the administrative team and drives process improvements to elevate the client experience. She is responsible for hiring, coaching, and training, while overseeing the day-to-day operations of the administrative staff.
In addition to her leadership role, she also works closely with Matt as a Senior Client Service Associate, supporting clients with account management, transfers, and documentation. Missy is dedicated to ensuring every client interaction is seamless and stress-free.
She holds a bachelor’s degree in Business Management from American Intercontinental University and previously managed client relations at Millennium Capital Recovery Corporation.
Missy lives in Ohio with her husband, Jamie, and their four children—Taylor, Makayla, Aiden, and Addyson. She enjoys staying active and attending her children’s sporting events and activities.
Jason Dilauro
CRPCTM
Managing Partner
Senior Financial Advisor
Racco DiLauro
MBA, AAMS®, CEPA®
Vice President
Financial Advisor
Racco J. DiLauro
MBA, AAMS®, CEPA®
Vice President
Financial Advisor
Racco takes a personalized, comprehensive approach to financial planning, aligning investment strategies with each client’s unique vision for the future. He leverages a team-based approach to develop tailored financial plans that reflect individual needs and priorities.
Since joining DWT Wealth in 2018, Racco has been dedicated to helping individuals and families make informed, confident financial decisions. His planning strategies are designed to support long-term goals while addressing current financial needs, tax considerations, estate planning, and discretionary spending.
He holds Series 7 and 66 licenses, as well as a Life, Variable, Accident, and Health Insurance License. In addition, he has earned the Accredited Asset Management Specialist (AAMS®) and Certified Exit Planning Advisor (CEPA®) designations.
Racco earned a BA in Accounting and an MBA in Business Analytics from Baldwin Wallace University. Originally from Akron, Ohio, he now lives in Medina with his wife, Becca. He enjoys golfing, attending sporting events, and spending time with their dogs, Leo and Winnie.
Taylor Miller
Client Service Associate
Taylor K. Miller
Client Service Associate
Taylor joined DWT in 2024, bringing over four years of client experience at Merrill Lynch. She provides comprehensive support to Jason, Matt, Racco, and Deana, and is known for being personable, reliable, and highly organized.
She holds a bachelor’s degree in liberal arts with a minor in art history from Arizona State University. Taylor is committed to cultivating meaningful relationships and ensuring every client feels confident and well cared for.
Originally from Sarasota, Florida, Taylor now lives in West Akron with her son, Anderson. She enjoys meditation, gardening, golf, and yoga, and is a Certified Yoga Teacher.
Jeffery Spicer
CRPS®
Vice President
Financial Advisor
Jeffery S. Spicer
CRPS®
Vice President
Financial Advisor
Jeff is recognized for his professional approach, clear communication, and steadfast commitment to guiding his clients toward their long-term financial goals. He builds lasting relationships founded on mutual respect and simplifies complex matters to keep the focus squarely on what matters most—their outcomes.
With over 30 years of experience, Jeff specializes in retirement planning, wealth management, and legacy building. He began his career in 1994 and earned a Chartered Retirement Planning Specialist® designation in 2017.
A U.S. Army veteran, Jeff holds an associate’s degree in business administration from Kent State University and a Series 7 license. He’s engaged in his community, having held leadership roles with the Association of the United States Army, Jackson Softball League, and Washington High School Alumni Association. He currently volunteers with the SAM Center and organizes an annual golf event in support of veterans.
Jeff and his wife, Jodi, live in Plain Township, Ohio, where they enjoy staying active and involved in their community.
William Thomas
Founding Partner
Senior Financial Advisor
Alex Wells-Brooks
Client Service Associate
Alex R. Wells-Brooks
Client Service Associate
Alex joined DWT in 2022, bringing with her six years of client service experience. She plays a key role in supporting Bill, Dave, and Jeff by assisting clients with opening accounts, transferring funds, processing paperwork, and performing account maintenance. Known for her approachable demeanor and dependability, Alex enjoys being able to help and meet new people.
She earned her bachelor’s degree in political science from the University of Akron in 2011.
Alex lives in Green, Ohio with her husband, Antjuan, and their four children—Caleb, Amari, Jamison, and Isaiah. She enjoys cheering on her kids at their sports activities, dinners out with friends, and reading a good book.
Sean Wracher
AAMS®
Vice President
Financial Advisor
Sean M. Wracher
AAMS®
Vice President
Financial Advisor
Sean delivers strategic, client-focused financial solutions for individuals, families, and business owners. He holds Series 7, 66, Ohio and Pennsylvania Life and Health Licenses, and is an Accredited Asset Management Specialist. Since joining DWT Wealth in 2018, he’s provided personalized wealth management guidance rooted in continuous learning and a commitment to excellence.
A former Hoosiers football player, Sean brings leadership and discipline to his practice, supported by a finance degree and an Executive Management Certificate from The Kelley School of Business.
He is the founder of The Crest Club, a networking group that fosters authentic connections and business growth. Sean also gives back through volunteer work with Healing Hands 501(c)(3), support for the Hoosiers for Good NIL Collective, and coaching at Saint Ignatius.
As owner of Gridiron Specialist Group, he helps high school and transfer portal athletes navigate transitions on and off the field. A certified personal trainer and wellness advocate, Sean’s holistic approach to fitness and finance empowers clients to pursue their goals with clarity and confidence.
Matthew Wracher
AIF®, CEPA®
Managing Partner
Senior Financial Advisor
Matthew G. Wracher
AIF®, CEPA®
Managing Partner
Senior Financial Advisor
Matt approaches financial advising with a client-first mindset, focusing on building meaningful relationships and delivering personalized guidance. He takes time to understand each client’s unique goals and values, crafting tailored investment strategies for individuals, families, businesses, trusts, and foundations.
Matt began his career in 1991 and co-founded MWT Investment Group LLC with Bill Thomas in 1993. In 2015, they partnered with Jason DiLauro to establish The Wealth Advisory Group of DiLauro Wracher & Thomas—now known as DWT Wealth. He earned the Accredited Investment Fiduciary® designation in 2019, which empowers him with advanced fiduciary knowledge and tools to help serve the clients’ best interests.
Matt was named to the 2025 and 2023 AdvisorHub lists of 100 Advisors to Watch (Over $1B). Additionally, he was named on the 2022 Forbes list of Best-In-State Wealth Advisors and AdvisorHub’s list of 50 Advisors to Watch (under $1B).
A strong advocate for education and community, Matt has served on numerous boards, including Cornerstone of Hope, NW Summit City Rotary Club, Health Haven Nursing Home, Akron General Medical Center, and Revere Schools. He’s also held leadership roles such as Director of Revere Youth Football.
Originally from Richfield, Ohio, Matt played football at West Virginia University and proudly experienced the 1987 Sun Bowl, 1989 Fiesta Bowl, and 1999 Gator Bowl. He now lives in Bath with his wife, Mindy, and their sons, Adam, Sean, and Bradley. He enjoys boating, cycling, CrossFit, and watching his sons’ sporting events.
The 2025 AdvisorHub 200 Advisors to Watch over $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2023 – 12/31/2024, and was released on 6/18/2025. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,972 total nominations received, 200 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither OneSeven nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation was not provided for using the rating. OneSeven is not affiliated with AdvisorHub.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither OneSeven nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. OneSeven is not affiliated with Forbes or Shook Research, LLC. Click here for more details on the methodology used for this award.
The 2022 AdvisorHub 50 Advisors to Watch under $1b ranking is as of 6/23/2022 and based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Advisors considered have a minimum of seven years’ experience, a compliance record with no more than 3 complaints, and must have been with their current firm since 1/1/2020. Out of approximately 560 total nominations received and 418 in this category, 50 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither OneSeven nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. OneSeven is not affiliated with AdvisorHub.
The 2023 AdvisorHub 100 Advisors to Watch over $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither OneSeven nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. OneSeven is not affiliated with AdvisorHub.
Akron Office
David Archer II
CFP®, CEPA®
Vice President
Senior Financial Advisor
David L. Archer II
CFP®, CEPA®
Vice President
Senior Financial Advisor
Investment Management Consultant
Dave began his career in the securities industry in 2001. In 2012, he became a Certified Financial Planner™ professional. Being a CFP® requires continuing education and the highest possible standard of financial planning to those they serve.
Dave has cultivated a practice built around multi-generational wealth and works diligently through his financial planning background to help clients in sustaining their standard of living throughout their lifetime. This dedicated financial professional’s interest in numbers and the stock market began with the influence of his father and grew from there, leading to a fulfilling career in the financial services industry. He specializes in working with families and small businesses in achieving their highly personalized financial and retirement planning goals.
Dave is currently serving as the Head Varsity Golf Coach for Revere High School and is a Member of the Board of Trustees at Fairlawn Country Club. He has a long history of volunteering with a number of community and charitable organizations, including Akron Children’s Hospital Doggie Brigade, Kent State University’s business school Sales Advisory Board, and the National Kidney Foundation.
Dave is an Ohio native and lives in Bath with wife Nikki, their son David (III) and dog Mini. In his free time, Dave enjoys down time with his family, golf, traveling and tennis.
Deana Baxter
Business Director
Deana L. Baxter
Operations Director
Senior Registered Client Service Associate
Deana brings over two decades of experience in the financial services industry to the team, and she is recognized for her organization, efficiency, and commitment to client care. She approaches each day with professionalism and a strong focus on ensuring clients feel supported and valued.
In her role as Operations Director of DWT Wealth, Deana is instrumental in maintaining seamless office operations and delivering consistently positive client experiences. She holds an associate’s degree in business management from the University of Akron and a Series 7 license.
A native of Akron, Ohio, Deana now lives in Southington with her husband, Ryan, and their two children, Aiden and Madison. Outside of work, she enjoys spending quality time with family and friends.
Amanda Cameron
Marketing Coordinator
Amanda K. Cameron
Client Relationship Associate
Marketing Coordinator
Amanda joined DWT in 2025, bringing her commitment to for enhancing client experiences through the firm’s marketing and communications initiatives. In her role, she supports a broad range of projects designed to promote a welcoming and client-centered atmosphere across the firm.
Her professional background includes several years in the nonprofit sector, bringing a dependable, friendly, and well-organized approach to her work. Amanda enjoys connecting with people and takes pride in helping clients feel valued and well-supported.
She earned a bachelor’s degree in writing from the University of Mount Union in 2015.
She currently lives in Akron, Ohio, where she enjoys spending quality time with her family, friends, and golden retriever.
Melinda Cerciello
Client Service Associate
Melinda R. Cerciello
Senior Client Service Associate
Melinda joined DWT in 2025, bringing with her more than 17 years of experience as a Client Service Associate. She works closely with Nate to support clients in opening accounts, completing paperwork, and finding answers to their questions.
Recognized for her strong organizational skills and reliability, Melinda is a trusted and consistent resource for both clients and colleagues. She takes pride in building lasting relationships and being a steady presence through life’s milestones and challenges.
Melinda holds a bachelor’s degree in Fashion Design and Production, as well as an associate degree in Fashion Merchandising and Retail Management, both from Lasell College.
She lives in Wooster, Ohio, with her husband Michael. Together, they have five children—Kenneth, Ryan, Tyler, Abbie, and Matthew. Outside of work, Melinda enjoys life on the family farm, trail riding by side-by-side, and tractor pulling with her husband.
Nathan Cope
AIF®, CEPA®
Vice President
Senior Financial Advisor
Shannon Crowley
Client Relationship Associate
Shannon L. Crowley
Client Relationship Associate
Shannon joined DWT in 2019 and plays a key role in ensuring the office runs smoothly. She expertly manages the advisor calendars and facilitates team communication, while creating a warm, welcoming experience for every client.
With a professional background that bridges both finance and education, Shannon previously served as a Client Service Associate in the securities industry and as a Nutrition Educator with The Ohio State University.
A lifelong Ohioan, she now lives in Canal Fulton with her golden retriever, Lady. Shannon enjoys kayaking, boating, volunteering with the VFW Post 9795, and spending time with her children, Alex and Sydney, family, and friends. She’s also an avid fan of sprint car racing and Ohio State football.
Missy Davies
Administrative Director
Missy Davies
Administrative Director
Senior Client Service Associate
Missy joined DWT Wealth in 2018 and currently serves as Administrative Director, where she leads the administrative team and drives process improvements to elevate the client experience. She is responsible for hiring, coaching, and training, while overseeing the day-to-day operations of the administrative staff.
In addition to her leadership role, she also works closely with Matt as a Senior Client Service Associate, supporting clients with account management, transfers, and documentation. Missy is dedicated to ensuring every client interaction is seamless and stress-free.
She holds a bachelor’s degree in Business Management from American Intercontinental University and previously managed client relations at Millennium Capital Recovery Corporation.
Missy lives in Ohio with her husband, Jamie, and their four children—Taylor, Makayla, Aiden, and Addyson. She enjoys staying active and attending her children’s sporting events and activities.
Jason Dilauro
CRPCTM
Managing Partner
Senior Financial Advisor
Jason C. Dilauro
CRPC®
Managing Partner
Senior Financial Advisor
With over 30 years in the securities industry, Jason specializes in guiding individuals, families, and business owners through complex transitions with clarity and confidence. In 2009, he founded DiLauro Financial Services, which later evolved into The Wealth Advisory Group of DiLauro Wracher & Thomas—now known as DWT Wealth—in 2015.
What sets Jason apart is his holistic approach. He looks at the full financial picture, including investments, insurance, and strategic debt management and structure. While many advisors focus solely on asset accumulation, Jason also spends time planning for asset preservation and income generation, making sure clients feel supported every step of the way toward their long-term goals.
A respected voice in the wealth planning community, Jason is a frequent a moderator, presenter, and mentor. He is committed to his community, giving back through leadership roles such as Founding President of Revere Schools Foundation, advisory member of the University of Akron’s College of Business Marketing Board, and coaching youth sports.
Jason was named to the Forbes list of Best-In-State Wealth Advisors for several years, most recently in 2025, and 2023 AdvisorHub list of 100 Advisors to Watch (Over $1B). Additionally, he was one of three national finalists for the 16th Annual Invest in Others Awards’ Community Award for his philanthropic contributions to Revere Schools Foundation.
Jason holds a bachelor’s degree in marketing from the University of Akron, the Chartered Retirement Planning Counselor (CRPC®) designation, and FINRA Series 7, 63, 65, 9 and 10 licenses.
He enjoys golf, fitness, and spending quality time with his wife, Lisa, and their children, Isabella, Amilio, and Enzo.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither OneSeven nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. OneSeven is not affiliated with Forbes or Shook Research, LLC. Click here for more details on the methodology used for this award.
The 2022 AdvisorHub 50 Advisors to Watch under $1b ranking is as of 6/23/2022 and based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Advisors considered have a minimum of seven years’ experience, a compliance record with no more than 3 complaints, and must have been with their current firm since 1/1/2020. Out of approximately 560 total nominations received and 418 in this category, 50 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither OneSeven nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. OneSeven is not affiliated with AdvisorHub.
The Invest in Others (IiO) Awards program recognizes financial advisors who lend their time and talents to support nonprofits helping to make a difference in people’s lives. Through the five award categories -- Catalyst, Community Service, Emerging Impact, Lifetime Achievement and Volunteer of the Year -- the IiO Awards honor financial advisors who have contributed to their causes in significant ways. Finalists are selected based on their leadership, dedication, contribution, inspiration and impact on both the nonprofit and the community it serves.
This ranking is not based in anyway on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. OneSeven is not affiliated with Invest in Others.
The 2023 AdvisorHub 100 Advisors to Watch over $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither OneSeven nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. OneSeven is not affiliated with AdvisorHub.
Racco DiLauro
MBA, AAMS®, CEPA®
Vice President
Financial Advisor
Racco J. DiLauro
MBA, AAMS®, CEPA®
Vice President
Financial Advisor
Racco takes a personalized, comprehensive approach to financial planning, aligning investment strategies with each client’s unique vision for the future. He leverages a team-based approach to develop tailored financial plans that reflect individual needs and priorities.
Since joining DWT Wealth in 2018, Racco has been dedicated to helping individuals and families make informed, confident financial decisions. His planning strategies are designed to support long-term goals while addressing current financial needs, tax considerations, estate planning, and discretionary spending.
He holds Series 7 and 66 licenses, as well as a Life, Variable, Accident, and Health Insurance License. In addition, he has earned the Accredited Asset Management Specialist (AAMS®) and Certified Exit Planning Advisor (CEPA®) designations.
Racco earned a BA in Accounting and an MBA in Business Analytics from Baldwin Wallace University. Originally from Akron, Ohio, he now lives in Medina with his wife, Becca. He enjoys golfing, attending sporting events, and spending time with their dogs, Leo and Winnie.
Taylor Miller
Client Service Associate
Taylor K. Miller
Client Service Associate
Taylor joined DWT in 2024, bringing over four years of client experience at Merrill Lynch. She provides comprehensive support to Jason, Matt, Racco, and Deana, and is known for being personable, reliable, and highly organized.
She holds a bachelor’s degree in liberal arts with a minor in art history from Arizona State University. Taylor is committed to cultivating meaningful relationships and ensuring every client feels confident and well cared for.
Originally from Sarasota, Florida, Taylor now lives in West Akron with her son, Anderson. She enjoys meditation, gardening, golf, and yoga, and is a Certified Yoga Teacher.
Jeffery Spicer
CRPS®
Vice President
Financial Advisor
Jeffery S. Spicer
CRPS®
Vice President
Financial Advisor
Jeff is recognized for his professional approach, clear communication, and steadfast commitment to guiding his clients toward their long-term financial goals. He builds lasting relationships founded on mutual respect and simplifies complex matters to keep the focus squarely on what matters most—their outcomes.
With over 30 years of experience, Jeff specializes in retirement planning, wealth management, and legacy building. He began his career in 1994 and earned a Chartered Retirement Planning Specialist® designation in 2017.
A U.S. Army veteran, Jeff holds an associate’s degree in business administration from Kent State University and a Series 7 license. He’s engaged in his community, having held leadership roles with the Association of the United States Army, Jackson Softball League, and Washington High School Alumni Association. He currently volunteers with the SAM Center and organizes an annual golf event in support of veterans.
Jeff and his wife, Jodi, live in Plain Township, Ohio, where they enjoy staying active and involved in their community.
William Thomas
Founding Partner
Senior Financial Advisor
William D. Thomas
Founding Partner
Senior Financial Advisor
Bill is a founding partner of DWT Wealth, where he helps families and small business owners develop comprehensive financial plans tailored to their needs. His expertise spans insurance, tax strategies, retirement planning, and estate planning. Known for his personalized approach, Bill builds long-term relationships with clients through regular check-ins and thoughtful guidance.
Bill began his career in financial services in 1992, driven by the desire to support individuals and families navigating complex life transitions. In 1993, he partnered with Matt Wracher to co-found MWT Investment Group, which later evolved into DWT Wealth through a strategic merger.
Prior to his financial career, Bill worked in retail management, focusing on soft goods, as well as wholesale and distribution goods. He believes his diverse background gives him valuable insight to help clients make informed investment decisions.
A native of Massillon, Ohio, Bill holds a B.S. in Business Administration from the University of Dayton and Series 7, 31, 63, and 65 licenses.
He is active in his community, having served as Board Member and Treasurer of Shady Hollow Country Club. He enjoys golfing, listening to music, and traveling with his wife, Joan. He also cherishes time spent with their daughters, Hannah and Sarah, and granddaughter, Avery.
Alex Wells-Brooks
Client Service Associate
Alex R. Wells-Brooks
Client Service Associate
Alex joined DWT in 2022, bringing with her six years of client service experience. She plays a key role in supporting Bill, Dave, and Jeff by assisting clients with opening accounts, transferring funds, processing paperwork, and performing account maintenance. Known for her approachable demeanor and dependability, Alex enjoys being able to help and meet new people.
She earned her bachelor’s degree in political science from the University of Akron in 2011.
Alex lives in Green, Ohio with her husband, Antjuan, and their four children—Caleb, Amari, Jamison, and Isaiah. She enjoys cheering on her kids at their sports activities, dinners out with friends, and reading a good book.
Sean Wracher
AAMS®
Vice President
Financial Advisor
Sean M. Wracher
AAMS®
Vice President
Financial Advisor
Sean delivers strategic, client-focused financial solutions for individuals, families, and business owners. He holds Series 7, 66, Ohio and Pennsylvania Life and Health Licenses, and is an Accredited Asset Management Specialist. Since joining DWT Wealth in 2018, he’s provided personalized wealth management guidance rooted in continuous learning and a commitment to excellence.
A former Hoosiers football player, Sean brings leadership and discipline to his practice, supported by a finance degree and an Executive Management Certificate from The Kelley School of Business.
He is the founder of The Crest Club, a networking group that fosters authentic connections and business growth. Sean also gives back through volunteer work with Healing Hands 501(c)(3), support for the Hoosiers for Good NIL Collective, and coaching at Saint Ignatius.
As owner of Gridiron Specialist Group, he helps high school and transfer portal athletes navigate transitions on and off the field. A certified personal trainer and wellness advocate, Sean’s holistic approach to fitness and finance empowers clients to pursue their goals with clarity and confidence.
Matthew Wracher
AIF®, CEPA®
Managing Partner
Senior Financial Advisor
Matthew G. Wracher
AIF®, CEPA®
Managing Partner
Senior Financial Advisor
Matt approaches financial advising with a client-first mindset, focusing on building meaningful relationships and delivering personalized guidance. He takes time to understand each client’s unique goals and values, crafting tailored investment strategies for individuals, families, businesses, trusts, and foundations.
Matt began his career in 1991 and co-founded MWT Investment Group LLC with Bill Thomas in 1993. In 2015, they partnered with Jason DiLauro to establish The Wealth Advisory Group of DiLauro Wracher & Thomas—now known as DWT Wealth. He earned the Accredited Investment Fiduciary® designation in 2019, which empowers him with advanced fiduciary knowledge and tools to help serve the clients’ best interests.
Matt was named to the 2025 and 2023 AdvisorHub lists of 100 Advisors to Watch (Over $1B). Additionally, he was named on the 2022 Forbes list of Best-In-State Wealth Advisors and AdvisorHub’s list of 50 Advisors to Watch (under $1B).
A strong advocate for education and community, Matt has served on numerous boards, including Cornerstone of Hope, NW Summit City Rotary Club, Health Haven Nursing Home, Akron General Medical Center, and Revere Schools. He’s also held leadership roles such as Director of Revere Youth Football.
Originally from Richfield, Ohio, Matt played football at West Virginia University and proudly experienced the 1987 Sun Bowl, 1989 Fiesta Bowl, and 1999 Gator Bowl. He now lives in Bath with his wife, Mindy, and their sons, Adam, Sean, and Bradley. He enjoys boating, cycling, CrossFit, and watching his sons’ sporting events.
The 2025 AdvisorHub 200 Advisors to Watch over $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2023 – 12/31/2024, and was released on 6/18/2025. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,972 total nominations received, 200 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither OneSeven nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation was not provided for using the rating. OneSeven is not affiliated with AdvisorHub.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither OneSeven nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. OneSeven is not affiliated with Forbes or Shook Research, LLC. Click here for more details on the methodology used for this award.
The 2022 AdvisorHub 50 Advisors to Watch under $1b ranking is as of 6/23/2022 and based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Advisors considered have a minimum of seven years’ experience, a compliance record with no more than 3 complaints, and must have been with their current firm since 1/1/2020. Out of approximately 560 total nominations received and 418 in this category, 50 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither OneSeven nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. OneSeven is not affiliated with AdvisorHub.
The 2023 AdvisorHub 100 Advisors to Watch over $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither OneSeven nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. OneSeven is not affiliated with AdvisorHub.
Nathan W. Cope
AIF®, CEPA®
Vice President
Senior Financial Advisor
Nathan focuses on assisting individuals, families, business owners, trusts, and foundations with strategic and tactical financial decision making. Discussing and analyzing each clients wants and needs to develop an in-depth understanding of their goals and risk tolerance, then developing a tailor-fit process and investment approach to meet these short and long-term goals.
Nathan began his career in the securities industry in 2012. In 2019, he earned the Accredited Investment Fiduciary® designation which helps demonstrate that he has met the educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve in the best interests of his clients. In 2024, he obtained the Certified Exit Planning Advisor® designation which engages the Value Acceleration Methodology to assist business owners in building more valuable companies, to have stronger business and personal financial plans, and aligning goals to obtain a desired exit from their business. These exits include internal or familiar successions, employee stock ownership plans, strategic or private equity acquisitions, and initial public offerings. Nathan was named in ’25 Next Gen Advisors to Watch’ (2022), ‘100 Advisors to Watch (Over $1B+)’ (2023), and ‘100 Advisors to Watch – Next Gen’ (2024) by AdvisorHub. He also was recognized by Forbes as ‘Best-In-State Next-Gen Wealth Advisor’ (2024).
To instill confidence within his clients, Nathan explains each individual action plan through an easy-to-digest discussion. He centers initial conversations around a probability of success equation, taking confusion and emotion out of the investment decision process. His focus is on understanding each client’s full financial picture. This includes not only investments and financial planning, but also; cash optimization, tax mitigation, highly concentrated position alternatives, management or utilization of debt, estate planning, alternative income generation, risk and cash flow analysis, exit planning and the utilization of investment banking capabilities. While most advisors focus solely on asset accumulation, Nathan allocates time to discuss asset distribution, asset preservation, as well as multigenerational wealth transfer. He also has extensive experience within the defined contribution space, including Multiple Employer Plans (MEP), as well as, serving as a 3(21) or 3(38) fiduciary for corporate retirement plans.
A lifelong interest in the financial markets and the joy that comes along with helping others accomplish their goals in life are the driving forces behind his career. Nathan is a former collegiate athlete at The University of Akron. In his spare time, he enjoys golfing or attending basketball, football, or baseball games. The Howland, Ohio native is an avid traveler and resides in Cleveland, Ohio.
Nate Cope was named to the 2025 edition of the AdvisorHub’s list of 100 Next-Gen Advisors to Watch.
The 2025 AdvisorHub 100 Next Gen Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2023 – 12/31/2024, and was released on 6/18/2025. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,972 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither OneSeven nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation was not provided for using the rating. OneSeven is not affiliated with AdvisorHub.
The 2023 AdvisorHub 100 Advisors to Watch over $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022 and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regard to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither OneSeven nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. OneSeven is not affiliated with AdvisorHub.
The 2024 AdvisorHub 100 Next Gen Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023 and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regard to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither OneSeven nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. OneSeven is not affiliated with AdvisorHub.
The Forbes Next-Gen Wealth Advisors Best-In-State (2024) The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2024) included: 45,996 nominations for all rankings, based on thresholds, 24,832 invited to complete online survey, 21,368 telephone interviews, 5,176 in-person interviews at advisors’ location, 1,545 virtual interviews and 4,081 individuals considered, and 1,621 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/23 to 3/31/24 and was released on 8/8/24. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Click here for more details on the methodology used for this award.
Hermitage Office
Linda Crish
Client Relationship Associate
Linda S. Crish
Client Relationship Associate
Linda joined DWT Wealth in 2019, bringing with her over two decades of experience in the financial industry. As a Client Relationship Associate, she supports advisors by managing schedules and assisting with client needs. She enjoys working with a wide range of clients and helping them every day.
Linda holds a bachelor’s degree in Music and Pedagogy from Youngstown State University. Prior to her role at DWT, she trained employees on software systems at Cold Metal Products.
She’s a past State President of the Ohio Federation of Women’s Clubs and has served on the board of the General Federation of Women’s Clubs. Since 2002, she’s been a dedicated member of the Boardman Poland Jr. Women’s League, including serving two terms as President.
Linda lives in Poland, Ohio with her husband, David. They have two grown children, Daniel and Madeline, and enjoy spending time with their daughter-in-law, Dr. Kristen Shepherd Crish, and granddaughter, Charlotte. A lifelong musician, she has played the organ at local churches for over 40 years.
Shanna Guggenheim
Client Service Associate
Shanna M. Guggenheim
Client Service Associate
Shanna joined DWT in 2025, bringing more than two decades of experience in the financial services industry. Based in Hermitage, Pennsylvania, she works closely with Sean to support clients with a wide range of needs, including opening accounts, transferring funds, completing paperwork, and answering questions with clarity and care.
Clients appreciate Shanna’s genuine, helpful nature and her ability to simplify complex processes. She enjoys making a positive difference and helping people feel confident and supported.
She holds a bachelor’s degree in Business Administration from Slippery Rock University and is a Certified Regulatory Compliance Manager.
Shanna lives in Hermitage with her daughters, Madi and Hailey. She enjoys attending live events and spending quality time with her girls.
Sean Wracher
AAMS®
Vice President
Financial Advisor
Sean M. Wracher
AAMS®
Vice President
Financial Advisor
Sean delivers strategic, client-focused financial solutions for individuals, families, and business owners. He holds Series 7, 66, Ohio and Pennsylvania Life and Health Licenses, and is an Accredited Asset Management Specialist. Since joining DWT Wealth in 2018, he’s provided personalized wealth management guidance rooted in continuous learning and a commitment to excellence.
A former Hoosiers football player, Sean brings leadership and discipline to his practice, supported by a finance degree and an Executive Management Certificate from The Kelley School of Business.
He is the founder of The Crest Club, a networking group that fosters authentic connections and business growth. Sean also gives back through volunteer work with Healing Hands 501(c)(3), support for the Hoosiers for Good NIL Collective, and coaching at Saint Ignatius.
As owner of Gridiron Specialist Group, he helps high school and transfer portal athletes navigate transitions on and off the field. A certified personal trainer and wellness advocate, Sean’s holistic approach to fitness and finance empowers clients to pursue their goals with clarity and confidence.
Greensburg Office
Robert dePalma
Vice President
Financial Advisor
Robert dePalma
Vice President
Financial Advisor
With over three decades of experience in investment management, Rob is dedicated to helping clients build secure financial futures through thoughtful, flexible strategies. He brings a deep understanding of the complexities of wealth—how to balance shifting markets, and how to adapt intelligently as circumstances evolve.
Rob works closely with each client to craft personalized investment plans that reflect their goals and values. With his clients’ best interests at heart, he communicates clearly at every stage, implements strategies at the right time, and adjusts as life and markets change.
Rob began his career in 1995 advising large institutions, later shifting his focus to individuals and families.
Originally from Pittsburgh, Pennsylvania, Rob now lives in Ligonier with his wife, Angela, and their daughter, Samantha. He enjoys spending time outdoors, being with family, and giving back through organizations such as Wesley Family Services, Catholic Charities, and the Knights of Columbus.
Joyce Kinnard
Client Service Associate
Joyce Kinnard
Client Service Associate
Joyce brings over two decades of experience in financial services to the team, having started her career with Wolf Financial Services, now part of DWT Wealth. She works closely with Rob dePalma to assist clients with account openings, fund transfers, documentation, and service requests. Clients appreciate Joyce’s warm personality and her dedication to delivering excellent service to everyone she helps.
She holds an associate degree in Business from New Kensington Business School.
Joyce lives in Vandergrift, Pennsylvania with her husband, Terry. Together, they have three children—Kasey, Stefanie, and Tyler—and are proud grandparents to four grandchildren.
Outside of work, Joyce is actively involved in her community and participates with several organizations, including Christ Rupp Lutheran Church, Circle D Saddle Club, Armstrong County Mounted Posse, and Cherry Run Sportsmen’s Club. She enjoys showing miniature horses at local fairs, camping, biking, kayaking, traveling, and riding four-wheelers.
Press & Accolades
We’re proud when our work gets recognized. From awards to media mentions, these highlights reflect the passion we bring to every project and the strong partnerships we’ve built along the way.
Here’s a look at some of the highlights that inspire us.
2023 AdvisorHub Advisors to Watch over $1BIL
Jason DiLauro, Matthew Wracher, and Nathan Cope have been named to AdvisorHub’s 2023 list of 100 Advisors to Watch (Over $1B).
Akron Financial Advisor Earns National Recognition for Philanthropy
Jason DiLauro was one of three national finalists for the Community Service Award in the 16th Annual Invest in Others Awards.
2022 AdvisorHub 50 Advisors to Watch over $1BIL
Jason DiLauro and Matthew Wracher was named to the 2022 edition of the AdvisorHub’s list of 50 Advisors to Watch (over $1B).
2022 AdvisorHub 25 Next Gen Advisors to Watch
Nathan Cope was named to the 2022 edition of the AdvisorHub’s list of 25 Next-Gen Advisors to Watch.
Forbes 2022 List of Best-In-State Wealth Advisors
Jason DiLauro and Matthew Wracher were named to the 2022 edition of the Forbes list of Best-In-State Wealth Advisors.
Our History
Office Information
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3680 Embassy Pkwy, Suite A, Akron, OH 44333-8375
T: 330.564.1700 F: 330.564.1701 -
463 Brush Run Road, Suite 200, Greensburg, PA 15601
T: 724.727.9653 F: 724.219.3260 -
480 North Kerrwood Drive, Suite 101, Hermitage, PA 16148
T: 724.342.1000 F: 724.342.9143 -
725 Boardman-Canfield Rd, Bldg I, Boardman, OH 44512
T: 330.564.1700 F: 724.342.9143
Hours:
Hours
- Monday – Thursday: 8:00AM – 4:30PM EST
- Friday: 8:00AM – 4:00PM EST
- Closed on all U.S. holidays observed by NYSE markets.
We proudly serve 43 states through convenient virtual meetings and phone appointments. Prefer to meet in person? You can visit us at one of our four physical offices in Ohio (Fairlawn and Boardman) and Pennsylvania (Hermitage and Greensburg) or one of our meeting locations in Ohio (Massillon and Minerva) and Pennsylvania (Cranberry Township).
We proudly serve 43 states through convenient virtual meetings and phone appointments. Prefer to meet in person? You can visit us at one of our four physical offices in Fairlawn, OH, Boardman, OH, Hermitage, PA, and Greensburg, PA.