Advisors & Leadership

John Ekman

Divisional Vice President
Central Division

(952) 352-9204


Amy Giller

Relationship Management Director
Central Division

(614) 854-1997


Lawrence C. Barrett, CLU®, ChFC®, AEP®

Private Wealth Advisor

(216) 591-2392


Francis H. Beam III, CFP®

Financial Planner

(216) 591-2391


John J. Bindas

Select Planner

(216) 591-2354


Brian Brown, APMA®

Private Wealth Advisor

(216) 765-7434


Bill W. Crozier, CLTC®

Financial Planner
Medina Office

(330) 952-0748


Adam DeBord

Financial Planner

(440) 617-6685


Jeremy D. DiTullio, CFP®, AWMA®, CRPC®

Financial Planner

(440) 617-6676


Dave Downing

Financial Planner/Director of Planning

(216) 591-2375


Thomas Fejes

Financial Planner

(216) 591-2379


P. Matthew Glovna, CFP®

Financial Planner

(216) 591-2377


David Grano, MBA, CRPC®

Financial Planner

(216) 765-7155


Charles P. Hahn, CFP®, ChFC®

Financial Planner

(419) 522-4333


David Hensel, CRPC®, CLTC

Financial Planner

(440) 617-6686


Robert B. Hirsh, CRPC®

Financial Planner

(440) 617-6682


Layton M. Ives III, CLU®

Financial Planner

(216) 765-7418


Joel J. Jensen, CRPC®

Financial Planner

(216) 595-4969


James Jump

Financial Planner

(440) 617-6691


Brett Ketvertis, CLU®, ChFC®

Financial Planner

(440) 617-6690


Jeffrey J. Kosek, CFP®

Private Wealth Advisor

(216) 591-2334


Joseph S. Kosek, CFP®

Financial Planner

(216) 591-2332


Dean Leonakis, CFP®

Financial Planner

(216) 591-2325
Toll Free: (800) 466-2325


Michael D. Leonakis

Private Wealth Advisor

(216) 591-2315


James M. Levine, MBA, CFS

Select Planner

(216) 595-4973


Joshua S. Melda, CFP®

Private Wealth Advisor

(440) 617-6725


Anthony J. McDavid, MBA

Financial Planner

(440) 617-6693


George W. Morris III, CFP®

Financial Planning Specialist

(330) 332-1040


Philip G. Moshier*, CFP®, CRPC®

Private Wealth Advisor

(216) 591-2350


Larry November

Financial Planner

(216) 765-7413


Hooman Omidpanah, CFP®, CRPC®

Private Wealth Advisor/Director of Planning

(216) 765-7158


Richard W. Painting, CLU®, ChFC®

Financial Planner

(216) 591-2322


Daniel W. Phillips, LUTCF, CLU®, ChFC® CFP®

Financial Planner

(216) 765-7431


Kevin J. Plank, CFP®

Select Planner

(216) 765-7410


James R. Schaffer Jr., AIF®, CRPC®

Financial Planner

(216) 591-2367


Mark C. Schulman, CLU®, ChFC®

Financial Planner

(216) 591-2333


Howard M. Schulman, MAcc

Financial Planner

(216) 591-2329


Peter Shriver

Private Wealth Advisor

(216) 765-7472


Elaine M. Straub, MBA

Select Planner

(216) 765-7437


David E. Werner

Financial Planner

(216) 591-2345


Terrence B. Whalen, CLU®, ChFC®

Financial Planner

(216) 765-7429


Matthew K. Whitson, ChFC®

Financial Planner
Medina Office

(330) 952-2825


Nathan B. Wilmot CFP®, ChFC®, CLU®

Financial Planner

(440) 617-6692


Jan F. Witt

Financial Planner

(216) 591-2362


Steven M. Young, CFP®, CRPC®, MBA

Financial Planner

(216) 765-7412