Who We Are

Who We Are

The advisors at Stoneburner Wealth Management, LLC, have more than 40 years of combined knowledge and real-life experience in developing complete plans that address the financial needs of each client. 

Our shared business vision and a strong commitment to exceptional client service are now partnered with Commonwealth Financial Network®'s customized solutions and time-saving technology. This affiliation allows us to focus on our mission of helping our clients achieve their financial goals. 

Mark Stoneburner

Founder/CEO

Mark is the CEO and founder of Stoneburner Wealth Management. He has been working with clients for more than 25 years, offering independent financial services and specializing in full-service planning for individuals and small businesses.

Mark is an Investment Adviser Representative and Registered Representative of Commonwealth Financial Network®.

Mark is an avid golfer and an athletic volunteer in Dublin, and he has coached both youth football and basketball teams for years. Mark and his wife, Cathy, are members of the Ohio State University Buckeye Club, supporting the athletic advancement fund by raising money for athletics grants-in-aid, capital campaigns, and scholarships. Cathy was a four-year member and past president of the Pleasure Guild at Children's Hospital, raising money to support the hospital and its patients and families.

Mark and Cathy are Wittenberg University graduates. They live in Dublin and are the proud parents of four children, Jacob, Natalie, Olivia, and Caleb. Jacob is a former OSU and NFL football player and has recently joined our team. Natalie and Olivia, both Ohio State graduates, are living and working here in Columbus. Natalie is an instructor and manager in the fitness industry; Olivia just completed a master's degree in school counseling. Caleb is a sophomore at The Ohio State University.

Chairmans_seal
 

Mark Stoneburner is proud to have been recognized as a Chairman's Level advisor for 2017—a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Chairman's Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman's Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Janis Halteman

Chief Investment Strategist/Managing Director

Janis is the chief investment strategist and managing director at Stoneburner Wealth Management. She began her practice in 1999 and joined the Stoneburner Wealth Management team in 2008. She develops custom investment plans for clients and does portfolio analysis and allocation, implementation, and risk management planning. Janis also designs and implements group benefits packages, including key executive planning, retirement plans, and life, disability, and health insurance. She also manages the staff and day-to-day operations of the office.

Janis and her husband, Mike, are both Miami University graduates. Janis has a BA in chemistry and graduated summa cum laude from Xavier University with a master's in health care finance. She is an Investment Adviser Representative and Registered Representative of Commonwealth Financial Network®. Mike manages the Basset Furniture store in Dublin. 

In her spare time, Janis enjoys skiing, wakeboarding, gardening, and reading. She lives in Clintonville with her husband and their daughter.    

Jake Stoneburner

Financial Advisor

Jake is in a support advisor role for the firm. He recently retired from the NFL after playing four years with the Packers, Dolphins, and Saints. Before that, he was very fortunate to be part of the Ohio State football team from 2008 to 2012 and on the 2012 undefeated team.

The experiences and lessons he learned over the past nine years with OSU and NFL players' lack of money management have made him realize how critical financial planning is to families and their loved ones.  Now he looks to add his life experiences to our team. 

In his spare time, Jake enjoys playing golf and being active in the community. Jake lives in Powell, Ohio.

Adam J. Smetzer, CFP®, CPA

Financial Advisor

Adam joined Stoneburner Wealth Management as a financial advisor in 2018.  He brings more than a decade of experience in financial services and public accounting, focusing on helping clients achieve their wealth management and retirement goals.  His practice offers a seamless one-stop-shop experience—allowing him to serve his clients better while giving them back precious time to do the things that they enjoy most with the people they love.

Adam is an Investment Advisor Representative and Registered Representative of Commonwealth Financial Network®.  He is a CERTIFIED FINANCIAL PLANNERTM professional as well as a Certified Public Accountant, a graduate of the Fisher College of Business at the Ohio State University, and a member of the Financial Planning Association.

Outside the office, Adam enjoys spending time with family and friends. His wife, Stacy, is a nurse practitioner at Nationwide Children's Hospital in Columbus. They have a young daughter, Aubrey, who is a little ball of energy, and an adopted rescue dog, Tiny.

Sarah Jackowski

Administrative Support

Sarah joined our staff as administrative support in July 2018.  She graduated from Kent State University with a bachelor's degree in business administration. Prior to joining Stoneburner Wealth, Sarah spent eight years as a senior financial analyst at Nationwide Financial.

In her spare time, Sarah enjoys working out, enjoying the outdoors, and cooking. Sarah and her husband, Michael, are huge OSU fans and most weekends you will find them outdoors or watching sporting events with their son.

Cathy Stoneburner

Project Support

Mark’s wife, Cathy, also works in our office, helping out on special projects throughout the year.