T.T.G. Financial, Inc.

James Kotagides is a financial advisor at T.T.G. Financial, Inc. with 21 years of industry experience. He holds the Series 66 designation and has been with T.T.G. Financial since 2006. He also has a background with Guardian Life Insurance Company dating back to 2003 and has been self-employed since 1996. T.T.G. Financial offers personalized, fee-only financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a structured risk-profiling process and written Investment Policy Statements to tailor portfolios, managing most client assets on a discretionary basis.

Morgan Hood is a financial advisor at T.T.G. Financial, Inc. in Canton, Ohio, holding a Series 65 designation with four years of industry experience. Prior to joining T.T.G. Financial in 2021, he worked at Maize Valley Winery and was self-employed as a babysitter. T.T.G. Financial provides personalized, fee-only financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a written Investment Policy Statement and a seven-group risk profiling process to tailor portfolios, managing most client assets on a discretionary basis.

Logan Nimick is a financial advisor at T.T.G. Financial, Inc. with one year of industry experience and holds a Series 65 credential. Prior to his current role, he has held positions including AI prompt creation and rating for Outlier AI. Outside of finance, he has worked in AI development on a contract basis. T.T.G. Financial provides personalized, fee-only financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a written Investment Policy Statement and a seven-group risk profiling process to tailor portfolios, managing most client assets on a discretionary basis.

James Evans is a Certified Financial Planner® with 20 years of experience at T.T.G. Financial, Inc. in Canton, OH, where he has worked since 2006. He holds the Series 63 and Series 65 licenses in addition to his CFP® designation. T.T.G. Financial, Inc. provides personalized, fee-only financial planning and discretionary investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a written Investment Policy Statement and a seven-group risk profiling process to tailor portfolios and manages most client assets on a discretionary basis.