A
Richard AndersonPartner, Director of Retirement Plans Division
Cindy ArntzAssociate
Jon Arntz CFP® Partner
B
Rebecca Bar-Shain CFP® MBA Partner
Shannon BarryPartner
Barbara BaxterAssociate
Roxanne Beran CLTC® Insurance Planning Specialist
Kenneth BuzekPartner
Kevin BuzekOperations Manager – Strongsville Office
Richard BlockPartner
C
Cheri CuffariAssociate
Luci CharnasAssociate
D
Michael DeJohnPartner
Bridget DeskaAssociate
Edward DeTomaso CLU® ChFC® Partner
E
Jill EbensteinAssociate
F
Gregg Fortune CFP® CFS® AEP® ChFC(R) Partner
G
Will GlubiakAssociate
William GlubiakChief Executive Officer
Lisa GolovanAssociate
Tom Goodman CLU® ChFC® Partner
H
William HawkePartner
Mark Heisey CFEd® Partner
Judi Hernandez CFP® Partner
Eve HjortAssociate Director of Financial Planning
J
Bill JamesDirector of Project Management
K
Debby KatanAssociate
Ben KatzPartner, Director of Employee Benefits Division
Jodi KayAssociate
Janine KushnerAssociate
L
Frank LeganPartner
Ted Lorenzen ChFC® Partner
M
John Mannen CLU® ChFC® Partner
April MenaryDirector of Operations
Kristen Moran CFP® Director of Financial Planning
Mark Munday CFP® Partner
Mary MyersAssociate
N
Azim NakhoodaPrincipal and Partner
O
Shannon OddiAssociate/Director of First Impressions
P
Barbara PalChief Compliance Officer
Anthony Podojil PhD Partner
Michael Primerano CFP® AIF®Partner
R
David Robertson CFP® JD Partner
Kenneth Rogat CLU® ChFC® Partner
Eric Rubin CLTC Partner
S
Jeremy Saham CFP® Partner
Wayne SalsburyAssociate
Brad Schlang CFP® Partner
Christine Sivak QKA Partner
Howard Slater MBA MSFS®  CMFC ChFC®  CLU Principal and Partner
Kelly Smith CFP® Associate Director of Financial Planning
Erin StevensonAssociate
T
Mark TicharPartner
Kay ThayerAssociate
W
Mandy WeiskopfAssociate