Kapstone Financial Advisors LLC

Roy Mcguffin is a financial advisor with Kapstone Financial Advisors LLC in Lebanon, Ohio, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at National Asset Management, United Advisors Services, Financial Services International Corp, and Ameriprise Financial Services. Mcguffin is also a licensed insurance professional, dedicating less than 10% of his time to insurance activities unrelated to investment advisory. Kapstone Financial Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by providing discretionary wealth management, financial planning, and consulting services. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs and mutual funds, with active portfolio adjustments for rebalancing, tax-loss harvesting, and market conditions.

Randall Kronour is a financial advisor with Kapstone Financial Advisors LLC, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., National Asset Management, and Fsic. Outside of his advisory work, he serves on the boards of Solutions CCRC, a mental health nonprofit, and Countryside YMCA, where he is chairman. Kapstone Financial Advisors serves individuals, families, businesses, and retirement plans by providing discretionary wealth management, financial planning, and consulting. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs and mutual funds, and manages approximately $271 million in assets for around 509 clients.

David Frazier is a CFP® with 28 years of industry experience, currently serving at Kapstone Financial Advisors LLC since 2026. He previously worked at Kovack Advisors, Inc. and Kovack Securities, Inc. for over two decades. Outside of his advisory role, he is president of American Access, Inc., a company involved in consulting and marketing. Kapstone Financial Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, providing discretionary wealth management, financial planning, and consulting. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs and mutual funds, with active portfolio management including rebalancing and tax-loss harvesting.

David Kronour is a CFP® certificant with 19 years of industry experience. He is currently with Kapstone Financial Advisors LLC, where he has worked since 2022. His prior experience includes roles at National Securities Corporation, National Asset Management, FSIC, United Advisors Services, and Ameriprise Financial Services. He is also a licensed insurance professional. Kapstone Financial Advisors serves individuals, families, trusts, estates, businesses, and retirement plans by providing discretionary wealth management, financial planning, and consulting services. The firm employs a long-term, portfolio-driven investment approach using ETFs and mutual funds, with active portfolio management including rebalancing and tax-loss harvesting.