Our Story
Meet Western Reserve Financial Associates

Western Reserve Financial Associates is comprised of husband and wife duo Brian and Stephanie McCarty, as well as Dominic Russo. As a team, we support each other’s work and our clients’ needs by sharing knowledge and expertise gained during our time in the industry. While some members of our team act as an extension of our main offices, it takes a coordinated effort and commitment from all of us to provide the best possible service to our clients. We’re proud to have an amazing group of dedicated financial professionals and support staff to help our team – and clients – succeed.

Community Impact

Western Reserve Financial Associates is dedicated to enriching the community through active volunteer efforts and meaningful partnerships.The team has partnered with Habitat for Humanity of Summit County to help families create a stronger, more secure foundation for their futures. They have also dedicated their time to hands-on projects such as the landscape clean-up at Let Me Be Ministries Retreat Center and have supported St. Andrews Spirit of Hope through a Thrivent Action Team—an organization devoted to safeguarding and uplifting children.

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Stephanie McCarty
Stephanie McCartyWealth AdvisorCFP®, FIC, RICP®, CLTC®

Joining Thrivent’s Western Reserve Financial Associates in 1998, Stephanie is dedicated to providing the utmost service to members and their families. She sees her career at Thrivent as an opportunity to serve others and as a source of expertise for those seeking guidance along their complex financial journey. As a CERTIFIED FINANCIAL PLANNER® professional, Stephanie is committed to providing the most up-to-date financial knowledge and resources to the clients she serves. 

Stephanie spent her undergraduate career studying at The University of Akron, earning a Bachelor of Science in Business Administration in 1997. Aside from Stephanie’s professional endeavors, she enjoys traveling and golfing with her husband, Brian and son, Tyler. Today, she and her family reside in Copley, Ohio. 

Generosity is defined by how you live; Stephanie is an active volunteer and supporter of several organizations and causes:

  • Let Me Be Ministries
  • Revere Local Schools
  • Thrivent Builds with Habitat for Humanity
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Brian McCarty
Brian McCartyDirector of Dedicated Planning and Investment OperationsFIC, RICP®, CLTC®

Brian is passionate about providing members with financial guidance designed to evoke meaningful decisions. He is dedicated to making clients financial dreams become a reality. Having joined Thrivent in 2004, Brian dedicates his experience to the clients of Thrivent’s Western Reserve Financial Associates.

Brian spent his undergraduate tenure studying at the University of Toledo, where he earned a Bachelors of Arts degree in 1995. Outside his career at Thrivent, Brian enjoys traveling, golfing, fishing and attending Cleveland Indians and Cleveland Browns games. He devotes his time as a husband to his wife Stephanie and as a father to their son, Tyler. Today, he and his family reside in Copley, Ohio.

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Dominic Russo
Dominic RussoAssociate Financial Advisor
Dominic lives in Poland, Ohio, and works out of both office locations. He is truly the jack of all trades at Western Reserve Financial Associates, supporting staff and members with top-notch service in addition to running back-office tasks and providing analytical insights to the team. As a fully licensed financial professional, he also serves clients through face-to-face appointments. In his free time, Dominic enjoys cooking and is an avid golfer and certified fitness instructor.View profile
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings image
21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement SavingsSep 29, 2026, 5:00 PM UTC - Sep 29, 2026, 11:30 PM UTC
Virtual
Tuesday, September 29 at 1:00 p.m.Tuesday, September 29 at 7:30 p.m.If you're confused about Medicare, join the crowd, and discover ways to make plan decisions that are best for you. Medicare Coach Emily Gang offers an overview of Medicare and suggestions for choosing your plan and saving money once you're enrolled.No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. 6034756.2
Market and Economic Update image
Market and Economic UpdateOct 13, 2026, 5:30 PM UTC
Virtual
Are the current markets making you wonder how to best navigate your financial strategy?Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you.No products will be sold. Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures. 5688040.3
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Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 330-668-4720

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.