Lincoln Investment and Capital Analysts Form CRS ▪ Advisory services offered through Beacon Financial Advisory, LLC or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com. FNA Wealth Management, Ltd/Beacon Financial Advisory, LLC/Buckeye Deferred Comp and the above firms are independent and non-affiliated.

Together We Are —Better

We are stronger together: together with family, together with clients, together in business. As Pat Summit, former Head Coach of Tennessee Women's Basketball, put it, "Teamwork is really a form of trust. It’s what happens when you surrender the mistaken idea that you can go it alone and realize that you won’t achieve your individual goals without the support of your colleagues.”

This is a core value of FNA: teamwork, which aligns with our keystone principle of Integrity. Integrity is vital to our success because everyone striving to do the right thing fosters a culture of honesty and trust that is essential to our office and the work we do. The work that our clients entrust us to perform —to perform in their best interests.

The Work Team

FNA is fortunate to have some talented, hard-working individuals in the house. We’re a small team that cooperates more like family. This aspect of our culture was built top-down.

We check each other and try not to take ourselves too seriously. However, we are very serious about taking care of our clients.

Perhaps the sentiments of one of our senior members capture the collective mindset of the whole team: “One of my favorite parts of working at FNA Wealth Management is building genuine relationships with our clients —helping them not only to feel confident in their financial journey, but excited about their future. Every day brings something new, whether it’s celebrating a milestone with a family or untangling a financial puzzle. I love being part of a group that’s passionate, forward-thinking, and truly invested in making a difference.”

Well said, senior member Here’s a snapshot of our people, in order of appearance:

Joe Randazzo, JD/CFP® / with FNA forever
Beth Smith, Client Services Director / 2010 ⤍
Bill Matejka, AAMS® / 2010 ⤍
Jonathan Mistofsky / 2014 ⤍
Amy Williams, Client Services / 2019 ⤍
Jenny Haney, Client Services Director / 2021 ⤍
Kristin Kane, Client Services Associate / 2022 ⤍
Dana Randazzo, Program Manager / 2023 ⤍
Tyler Lakatos, Investment Res. Asst. / 2024 ⤍

Terms & Conditions

These Terms & Conditions govern your use of this website; your use of this website indicates your acceptance of these Terms & Conditions in full.

Kindly note that the information and content provided on this website does not constitute professional advice. Although we do our best to keep everything on this site correct and up-to-date, we do not guarantee the completeness or accuracy of any information provided on this website. Improvements and/or changes in the products, services and/or programs described on this website may be made at any time without notice. We must also advise that hypertext links to other websites do not constitute an endorsement, nor do we guarantee any information provided by those sites.

While we do love when users share what they find on our website, it may be used or shared only for personal purposes. The information and content provided on this website is owned or licensed by FNA Wealth Management Ltd, and should not be used or disseminated for any profit or gain.

While using this website, please be aware that no insurance coverages can be bound and no amendments, supplements, or modifications can be added to your policy, new or existing, unless and until you have received a written binder from us or your insurance company.

For users outside of the US: We make no claims that the content on this web site is appropriate or may be downloaded outside of the United States. If you access the site from outside the United States, you do so at your own risk and are responsible for compliance with the laws of your jurisdiction.

Even though we work hard to ensure the security and safety of our website and its users, we cannot and do not guarantee that this website will operate error-free, nor that this website and its server are without computer viruses or other harmful material. If your use of this website or material from it results in any costs or expenses, we will not be responsible for those costs or expenses. This website and its materials are provided without any warranties of any kind, to the fullest extent permitted by law.

Please bear in mind that we will not be liable for any losses or damages arising under these Terms & Conditions or in connection with this website, whether arising in tort, contract, or otherwise – including, without limitation, any loss of profit, contracts, business, goodwill, data, income, revenue or anticipated savings.

Finally, if for any reason any portion or provision of these Terms & Conditions is ruled to be unenforceable, that provision will be enforced to the maximum extent permissible so as to affect the intent of the Terms & Conditions, and the remainder of the Terms & Conditions will continue in full force and effect.