Meet Our Advisory Team

Connect with one of our trusted Financial Advisors in Northeastern Ohio. We are here to be a partner with you on your financial journey and help you make well-informed, important life decisions related to your wealth. Please contact our Akron, OH advisory team if we can be of service.

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Financial Planning - Akron, OH

Managing Directors

Daniel Bloom

Daniel Bloom, CFP®, CEPA, NSSA®

Partner, Managing Director

Daniel is a Partner and Managing Director of the Beacon Pointe Akron, OH office, where he helps clients navigate the complexities of retirement planning, estate planning, business succession, legacy, and charitable gift planning. With a client-first, values-driven approach, Daniel works with individuals and families to build customized strategies that support long-term financial goals and meaningful legacies.

Daniel began his career at American Express Financial Advisors and went on to serve as Vice President of Investments for JPMorgan Chase. In 2009, he founded Living Well Financial Group, a boutique advisory firm focused on holistic wealth planning. He joined the Jentner Wealth Management team in 2014, which merged with Beacon Pointe Advisors in 2025.

Daniel is a CERTIFIED FINANCIAL PLANNER® (CFP®), a National Social Security Advisor (NSSA®), a Certified Exit Planning Advisor, and holds a degree in Business Administration from Malone University. Daniel is actively engaged in his community, having served on the Professional Advisor Council for the Akron Community Foundation, is past president of the Akron Tax and Estate Planning Council, and currently serves on the Board of Trustees for Community Vineyard Church. Daniel also served honorably in the Ohio Army National Guard as a 19Delta Cavalry Scout from 1989 to 1995. He has worked with disabled veterans under the Financial Planning Association Pro Bono Program. Outside of the office, Daniel enjoys traveling with his wife to visit their three grown children across the country, and never passes up the chance to squeeze in a round of golf.

Matthew Jentner

Matthew Jentner, CFP®, CPA

Partner, Managing Director

Matthew is a Partner and Managing Director of the Beacon Pointe Akron, OH office, bringing extensive experience across accounting, banking, and wealth management. His diverse professional background and education contribute to a well-rounded, client-focused approach to comprehensive wealth planning. Matthew has expertise in navigating the intricacies of business succession and legacy planning for high-net worth business owners and families.

Matthew began his career as a tax accountant with BCG & Company before serving as controller and sales manager for the Walter H. Drane Company. He then transitioned into commercial banking, where he worked as a loan officer for CFBank. Matthew then joined Jentner Wealth Management in 2010. In 2025, Matthew and his team joined Beacon Pointe Advisors through the acquisition of Jentner Wealth Management.

Matthew earned his CPA designation in 2007 and became a CERTIFIED FINANCIAL PLANNER® (CFP®) in 2010 and holds a degree in Accountancy from the University of Akron. He is also a member of NAPFA, the country’s leading association of fee-only financial advisors and was recognized with the Greater Akron Chamber’s 30 for the Future Award in 2014.

He is deeply committed to community engagement, serving on the Board of Directors for the Shelter Care Foundation, supporting mental health services for youth. He is also a member of Westfield Bank’s Community Development Board and a graduate of the Akron Community Foundation’s Institute for Emerging Philanthropists. His past leadership includes serving as Chairman of the Board of Humility of Mary Housing, Inc. and board roles with Mercy Economic Development International Corporation, Jump on Board for Success, and Young Professionals of Akron. He is also an alumnus of TorchBearers and a former member of the Great Akron Chamber’s Small Business Council.  Outside of the office, Matthew enjoys contributing to causes that strengthen his local community, coaching youth hockey, hiking, reading, and spending time with wife and four children.

Seth Jentner

Seth Jentner, CFP®

Partner, Managing Director

Seth is a Partner and Managing Director of the Beacon Pointe Akron, OH office, bringing a strong background in investment portfolio design and a client-centric approach to wealth management. He works directly with clients to deliver personalized financial guidance tailored to their unique goals and has experience addressing the specialized needs of clients with citizenship outside the United States. Seth integrates operational efficiency, emerging technologies, and data-driven strategies to streamline processes and elevate the client’s experience.

In 2001, Seth was part of a select group of 75 Americans chosen for an exchange program sponsored by the U.S. Department of State, allowing him to study and work in Germany for a year. He continued his international career as an engineer with the Goodyear Tire and Rubber Company, working in both Europe and the U.S. He transitioned into the financial services industry by joining Jentner Wealth Management in 2008, which joined Beacon Pointe in 2025.

Seth holds a MBA from Indiana University’s Kelley School of Business, graduated summa cum laude with a bachelor’s in chemical engineering and a minor in entrepreneurship from the Univeristy of Akron, and is a CERTIFIED FINANCIAL PLANNER® (CFP®).

Outside of the office, Seth serves on the Board of Directors for the Revere Power Pack Program, an initiative aimed at providing weekend meals to children in the Revere community. He is also fluent in French and German. Seth enjoys playing and coaching hockey, traveling with his family, and learning languages.

Wealth Advisors

Jacinta Pikunas

Associate Wealth Advisor

Jacinta Pikunas is an Associate Wealth Advisor in the Beacon Pointe Akron, OH office. Jacinta works closely with the team to deliver on the financial planning needs of clients. Jacinta began working for Jentner Wealth Management in 2023, which merged with Beacon Pointe in 2025. She graduated summa cum laude from the University of Akron with a bachelor’s degree in accounting in 2021, a master’s degree in accounting in 2022, a certificate in financial planning in 2023, and is a candidate for the CERTIFIED FINANCIAL PLANNER® (CFP®) marks. She served as captain of the women’s golf team during her time at the University of Akron. She is also a member of the Akron Tax & Estate Planning Council. Outside of the office, Jacinta enjoys spending her spare time golfing, playing tennis, hiking, playing the piano, and being with her family.

Jesse Lazar, CFP®

Senior Associate Wealth Advisor

Jesse is a Senior Associate Wealth Advisor in the Beacon Pointe Akron, OH office. Jesse is dedicated to helping clients develop and maintain comprehensive financial plans and investment strategies that align their wealth and values. He began his career in 2012 with Living Well Financial Group and later joined Jentner Wealth Management in 2014 (which joined Beacon Pointe in 2025). Jesse graduated magna cum Laude from the University of Akron in 2013 with a degree in financial planning and became a CERTIFIED FINANCIAL PLANNER® (CFP®) professional in 2016. He is a member of Toastmasters International, the Financial Planning Association of Northeast Ohio, and the Akron Tax & Estate Planning Council. Outside of the office, Jesse enjoys reading, spending time outdoors, volunteering at church, playing piano, guitar, and drums, and spending time with his wife and two daughters.

Will Smith, CFP®

Senior Associate Wealth Advisor

Will is a Senior Associate Wealth Advisor in the Beacon Pointe Akron, OH office. Will partners with clients to help create comprehensive financial plans that incorporate strategic investment strategies. He began his career with Charles Schwab, working in Retirement Plan Services, and joined Jentner Wealth Management in 2016, which merged with Beacon Pointe in 2025. He received a degree in finance from Grove City College in 2013 and became a CERTIFIED FINANCIAL PLANNER® (CFP®) professional in 2021. He regularly participates in Toastmasters International, the Financial Planning Association of Northeast Ohio, and the Akron Tax & Estate Planning Council. When not spending time with his wife and two children, Will enjoys the outdoors, playing and watching sports of all kinds, and volunteering at his church, The Chapel, where he previously served on the Board of Trustees and the Finance Committee.

Client Service & Operations

Gena Gonzalez, FPQP®

Office Manager

Gena is the Office Manager for the Beacon Pointe Akron, OH office. With more than a decade of experience in administrative operations across healthcare, finance, and client service, Gena brings a keen eye for detail, strong organizational skills, and a client-first mindset to every aspect of her work. She joined Jentner Wealth Management in 2022 as an administrative assistant, which merged with Beacon Pointe in 2025. Gena earned the Financial Paraplanner Qualified Professional (FPQP)™ designation in 2025, expanding her knowledge in financial planning and deepening her ability to support both clients and advisors. She is also a commissioned Notary Public for the State of Ohio. Outside of the office, Gena enjoys spending time with her family and getting lost in a good audiobook.

Linda Bentlage

Director of Operations

Linda is the Director of Operations for the Beacon Pointe Akron, OH office, bringing extensive experience in process management, client and employee engagement, and marketing and communications, exclusively in the financial services industry. Linda began her career at Marine Midland Bank in Buffalo, NY and joined National City Bank in Cleveland in 1991, which was acquired by PNC in 2008. She joined Jentner Wealth Management in 2020, which merged with Beacon Pointe in 2025. Linda has managed multiple teams throughout her career, primarily focused on financial services, marketing, and communications.

Linda holds an MBA in marketing from Canisius College in Buffalo, NY and a bachelor’s degree in business administration from St. Bonaventure University. She has served on the board of RAHAB ministries and is a current member of the Akron Children’s Hospital Women’s Board. Outside the office, Linda enjoys traveling, boating, golf, pickleball, and skiing.

Financial Advisory Services Tailored to Your Needs

Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.

Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.

Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.

Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.

Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.

Investment Management
We offer customized investment solutions with diverse strategies on an open platform.

Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.

Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.

Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.

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