Brian Fowles

CRPC®

Westlake, OH

Robert Freitas

Aiken, SC

Erik Harpsoe CRPC®, CFS®, CMFC®

Westlake, OH

Jason Hostetler

Westlake, OH

Haad Majied, CFP®

Cleveland/Akron, OH

Mike McCann, CPA, MBA

New York, NY

Tina Migge

Westlake, OH

Richard "Rich" Nilsen

Alexandria, VA

Dennis Notchick, CFP®

San Diego, CA

David Stevens, CFP®

Omaha, NE

Kevin D. Millard, CFP®

Philadelphia, PA

Michael Ma

Philadelphia, PA

Johnny Young

New Braunfels, TX

Ryan Paugh

Beachwood, OH

Frank J. Perfetuo, Jr. CFA

Rockland, MA

Anthony Pratt, CWS

Wexford, PA

Mark T. Roman

Rockland, MA

Carlos Salmon, CPWA®

Rocky Hill, CT

Andy Smith, CRPC®, CMFC®

Dublin, OH

Eric Susi, LUTCF, CMFC®

Dublin, OH

John Toth

Beachwood, OH

Pierre Villere

Metairie, LA

Joe Cardello

Westport, CT

Gary Augustine

Seven Fields, PA

Tim Augustine

Seven Fields, PA

Scott Buell

Brentwood, TN

Jarrett Felton

Rochester, NY

Jeremy Finger

Myrtle Beach, SC

Stephen Gierl

Seven Fields, PA

David King

Seven Fields, PA

Russell Long

Dublin, OH

Jeff Mucci

Johnsonville, TN

Cassidy Schmidt

Seven Fields, PA