A
Richard Anderson – Partner, Director of Retirement Plans Division
Cindy Arntz – Associate
Jon Arntz CFP® – Partner
B
Rebecca Bar-Shain CFP® MBA – Partner
Shannon Barry – Partner
Barbara Baxter – Associate
Roxanne Beran CLTC® – Insurance Planning Specialist
Kenneth Buzek – Partner
Kevin Buzek – Operations Manager – Strongsville Office
Richard Block – Partner
C
Laurel Caraboolad-Goldberg – Associate
Cheri Cuffari – Associate
Luci Charnas – Associate
D
Michael DeJohn – Partner
Bridget Deska – Associate
Edward DeTomaso CLU® ChFC® – Partner
E
Jill Ebenstein – Associate
F
Gregg Fortune CFP® CFS® AEP® ChFC(R) – Partner
G
Will Glubiak – Associate
William Glubiak – Chief Executive Officer
Lisa Golovan – Associate
Tom Goodman CLU® ChFC® – Partner
H
William Hawke – Partner
Mark Heisey CFEd® – Partner
Judi Hernandez CFP® – Partner
Eve Hjort – Associate Director of Financial Planning
J
Bill James – Director of Project Management
K
Debby Katan – Associate
Ben Katz – Partner, Director of Employee Benefits Division
Jodi Kay – Associate
Janine Kushner – Associate
L
Frank Legan – Partner
Ted Lorenzen ChFC® – Partner
M
John Mannen CLU® ChFC®  – Partner
April Menary – Director of Operations
Kristen Moran CFP® – Director of Financial Planning
Mark Munday CFP® – Partner
Mary Myers – Associate
N
Azim Nakhooda – Principal and Partner
O
Shannon Oddi – Associate/Director of First Impressions
P
Barbara Pal – Chief 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 Salsbury – Associate
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 Stevenson – Associate
T
Mark Tichar – Partner
Kay Thayer – Associate
W
Mandy Weiskopf – Associate