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Advisors

A
Richard Anderson - Partner, Director of Retirement Plans Division
Jon Arntz CFP® - Partner
B
Rebecca Bar-Shain CFP® MBA - Partner
Shannon Barry - Partner
Kenneth Buzek - Partner
Richard Block - Partner
D
Michael DeJohn - Partner
Edward DeTomaso CLU® ChFC® - Partner
F
Gregg Fortune CFP® CFS® AEP® ChFC(R) - Partner
Lisa Fentress CFP® - Partner
G
William Glubiak - Chief Executive Officer
Tom Goodman CLU® ChFC® - Partner
H
William Hawke - Partner
Mark Heisey CFEd® - Partner
Judi Hernandez CFP® - Partner
K
Ben Katz - Partner, Director of Employee Benefits Division
L
Frank Legan - Partner
Ted Lorenzen ChFC® - Partner
M
John Mannen CLU® ChFC® CFP® - Partner
Mark Munday - Partner
N
Azim Nakhooda - Principal and Partner
P
Anthony Podojil PhD - Partner
Michael Primerano CFP® - Partner, Director of Insurance Services
R
David Robertson CFP® JD - Partner
Kenneth Rogat CLU® ChFC® - Partner
Eric Rubin CLTC - Partner
S
Jeremy Saham CFP® - Partner
Brad Schlang CFP® - Partner
Christine Sivak QKA - Partner
Howard Slater MBA MSFS® ChFC® CFP® CLU - Principal and Partner
T
Mark Tichar - Partner

Associates

A
Cindy Arntz - Associate
B
Ann Ball - Associate
Barbara Baxter - Associate
Roxanne Beran CLTC® - Insurance Planning Specialist
Kevin Buzek - Operations Manager - Strongsville Office
C
Cheri Cuffari - Associate
Luci Charnas - Associate
E
Jill Ebenstein - Associate
G
Will Glubiak - Associate
Lisa Golovan - Associate
H
Eve Hjort - Associate Director of Financial Planning
J
Bill James - Director of Project Management
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Jodi Kay - Associate
Janine Kushner - Associate
Debby Katan - Associate
M
April Menary - Director of Operations
Suzanne Miesse - Associate
Kristen Moran CLU® CFP® - Director of Financial Planning
Mary Myers - Associate
O
Shannon Oddi - Associate/Director of First Impressions
P
Barbara Pal - Associate
S
Wayne Salsbury - Associate
Kelly Smith CFP® - Associate Director of Financial Planning
Jeannette Spada - Associate
Erin Stevenson - Associate
T
Kay Thayer - Associate
V
Shelley Vandevort - Director of First Impressions/Support Staff
W
Mandy Weiskopf - Associate
Jackie Wylen - Associate
Kim Whitlow - HR Coordinator
Z
Kim Zak - Associate

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