Meet the BPS Team: Your Financial Planning Partners

Wealth Advisors

Atty. James Rafoth, CPA

Owner/Partner/Advisor

330-758-8375

Attorney James Rafoth, CPA started with BPS. in 1991. Jim combines his background as an attorney with over thirty-three years of investment advisory experience to counsel business owners and high-net worth families, providing...

Bradley A. Walker, MBA

Owner/Partner/Advisor

330-758-0575

330-758-8375

brad@bpswealthgroup.com

Bradley A. Walker has been with BPS since 1998 and is an owner/partner. He obtained his BSBA in Finance and an MBA from Youngstown State University. Prior to joining BPS in 1998, he consulted with Fortune 500 companies as a manager...

William Brian Berlin

Wealth Advisor

330-758-0575

330-758-8375

brian@bpswealthgroup.com

William Brian Berlin, obtained his B.A. from Colgate University, his M.A. from Bucknell University, and completed PhD. coursework while teaching at the University of Cincinnati. Brian joined BPS in 1998 and has prior experience in...

Mark Smallwood, CPA

Wealth Advisor

330-758-0575

330-758-8375

mark@bpswealthgroup.com

Mark Smallwood, CPA joined the BPS team in 2009 and has experience working with families to provide comprehensive financial planning and investment management services. Working with a wide array of clients, including individual...

Mark Hadley, CFA, CFP®

Wealth Advisor

330-758-0575

330-758-8375

markh@bpswealthgroup.com

Mark Hadley, CFA, CFP®, graduated magna cum laude from Walsh University in December 2018 with a Bachelor of Science in Mathematics. He earned his CFP® certification in July 2021 and became a CFA charterholder in April 2026. Mark resides...

Eric Clayton

Wealth Advisor

330-758-0575

330-758-8375

eric@bpswealthgroup.com

Eric Clayton has been with BPS since 2014. He is a graduate of Notre Dame College, where he earned a bachelor’s degree in business administration. Eric holds his Series 7 and Series 66 licenses, as well as his Life and Health Insurance...

Pension Administrators

Kathi Young

Senior Pension Administrator

330-758-0575

330-758-8375

kathi@bpswealthgroup.com

With over 30 years of experience in retirement plan administration, Kathi Young brings expertise and dedication to the field of employee benefits. She has successfully managed a wide range of defined contribution plans. Kathi works...

Jelayne Hines, QKA

Pension Administrator

330-758-0575

330-758-8375

jelayne@bpswealthgroup.com

Jelayne Hines has been part of the BPS team since June 2013. She’s a Summa Cum Laude graduate of Youngstown State University with a Bachelor of Science in Education. Jelayne enjoys the fast-paced environment of plan administration and...

Rachel White, QKA

Pension Administrator

330-758-0575

330-758-8375

rachel@bpswealthgroup.com

Rachel White has been a valued member of the BPS team for over eight years. A proud alumna of Kent State University, she holds an associate degree in Applied Science in Radiologic Technology. In 2018, Rachel transitioned into the...

Investment & Firm Operations

Susan Stanley

Head of Operations

330-758-0575

330-758-8375

susan@bpswealhgroup.com

Susan Stanley is the Head of Operations for BPS and has been with the company for 25 years. While efficiently overseeing the daily financial operations of the company, she provides support for back-office operations with our Registered...

Kerri Wine

Operations Coordinator

330-758-0575

330-758-8375

kerri@bpswealthgroup.com

Kerri Wine has been with BPS since 2022. She functions as our Contributions Coordinator processing contributions for our Retirement Plan clients. She also functions in our Operations Department assisting in all aspects of client...