OUR ADVISORS

Beachwood, OH

Brian Fowles

CRPC®

Westlake, OH

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Robert Freitas

Aiken, SC

Erik Harpsoe CRPC®, CFS®, CMFC®

Westlake, OH

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Jason Hostetler

Westlake, OH

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Haad Majied, CFP®

Cleveland/Akron, OH

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Mike McCann, CPA, MBA

New York, NY

Tina Migge

Westlake, OH

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Richard "Rich" Nilsen

Alexandria, VA

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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

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Ryan Paugh

Beachwood, OH

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Frank J. Perfetuo, Jr. CFA

Rockland, MA

Anthony Pratt, CWS

Wexford, PA

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Mark T. Roman

Rockland, MA

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Carlos Salmon, CPWA®

Rocky Hill, CT

Andy Smith, CRPC®, CMFC®

Dublin, OH

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Eric Susi, LUTCF, CMFC®

Dublin, OH

John Toth

Beachwood, OH

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Pierre Villere

Metairie, LA

Joe Cardello

Westport, CT

Gary Augustine

Seven Fields, PA

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Tim Augustine

Seven Fields, PA

Scott Buell

Brentwood, TN

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Jarrett Felton

Rochester, NY

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Jeremy Finger

Myrtle Beach, SC

Stephen Gierl

Seven Fields, PA

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David King

Seven Fields, PA

Russell Long

Dublin, OH

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Jeff Mucci

Johnsonville, TN

Cassidy Schmidt

Seven Fields, PA

William Baker,
CFA, CPA

Wexford, PA

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Kenneth G. Bielejeski, CMFC®

Roseville, CA

Kevin C. Dufault

Rockland, MA

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Timothy J. Duggan

Rockland, MA

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Michael C. Feller,

CRPC®

Evansville, IN