OUR ADVISORS

Gates Mills, OH

Brian Fowles.jpg

Brian Fowles

CRPC®

Westlake, OH

robert freitas.jpg

Robert Freitas

Aiken, SC

erik.jpg

Erik Harpsoe CRPC®, CFS®, CMFC®

Westlake, OH

jason.jpg

Jason Hostetler

Canton, OH

haad.jpg

Haad Majied, CFP®

Cleveland/Akron, OH

mike mccann.jpg

Mike McCann, CPA, MBA

New York, NY

Tina.jpg

Tina Migge

Canton, OH

rich nilsen.jpg

Richard "Rich" Nilsen

Alexandria, VA

dennis.jpg

Dennis Notchick, CFP®

San Diego, CA

Jordan.jpg

Brentwood, TN

Jordan Winka

webpage_photo_1.jpg

Kevin D. Millard, CFP®

Philadelphia, PA

michael_ma_headshot_1.jpg

Michael Ma

Philadelphia, PA

2.jpg

Johnny Young

New Braunfels, TX

user_3_Artboard_1-512.png

Wellborn Jack, III

Beachwood, OH

user_3_Artboard_1-512.png

Eric Biddle

Dublin, OH

Read More
frank.jpg

Frank J. Perfetuo, Jr. CFA

Rockland, MA

tony pratt.jpg

Anthony Pratt, CWS

Wexford, PA

mark.jpg

Mark T. Roman

Rockland, MA

Ryan edit.jpg

Ryan Paugh

Las Vegas, NV

andy smith.jpg

Andy Smith, CRPC®, CMFC®

Dublin, OH

eric susie.jpg

Eric Susi, LUTCF, CMFC®

Dublin, OH

john.jpg

John Toth

Beachwood, OH

user_3_Artboard_1-512.png

Pierre Villere

Metairie, LA

Joe.PNG

Joe Cardello

Westport, CT

GA_About_Gary-Augustine.jpg

Gary Augustine

Seven Fields, PA

GA_About_Tim-Augustine.jpg

Tim Augustine

Seven Fields, PA

Scott Buell.jpg

Scott Buell

Brentwood, TN

user_3_Artboard_1-512.png

Jarrett Felton

Rochester, NY

Read More
DSC_7968.jpg

Jeremy Finger

Myrtle Beach, SC

GA_About_Stephen-Gierl.jpg

Stephen Gierl

Seven Fields, PA

GA_About_Dave-King.jpg

David King

Seven Fields, PA

Russ Shiplap Pic_003.jpg

Russell Long

Dublin, OH

Jeff mucci.jpg

Jeff Mucci

Brentwood, TN

GA_About_Cassidy-Schmidt.jpg

Cassidy Schmidt

Seven Fields, PA

user_3_Artboard_1-512.png

Phillip Friedman

Beachwood, OH

jan pic.heic

Jan Kowal, CFP®

Fairfax, VA

jason2.jpg

Jason Kowal, CRPC®

Fairfax, VA

Dalepicnew.jpg

Dale Tison

Fairfax, VA

Picture1.jpg

Anderson Wozny

Fairfax, VA

user_3_Artboard_1-512.png

Jason Wintersteen

Omaha, NE

Read More
user_3_Artboard_1-512.png

Matthew Gordillo

Avon Lake, OH

Read More
user_3_Artboard_1-512.png

Eric Biddle

Dublin, OH

Read More
William Baker.jpg

William Baker,
CFA, CPA

Wexford, PA

ken.jpg

Kenneth G. Bielejeski, CMFC®

Roseville, CA

kevin.jpg

Kevin C. Dufault

Rockland, MA

Tim D.jpg

Timothy J. Duggan

Rockland, MA

feller.jpg

Michael C. Feller,

CRPC®

Evansville, IN