Timothy M. O’Shea, CLU^®, ChFC^®, CRPC^®

Divisional Vice President
Northern Division

Amy Giller

Relationship Management Director
Central Division

Douglas J. Ambrose, CFP^®

Financial Planner

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

Private Wealth Advisor

Francis H. Beam III, CFP^®

Financial Planner

Brian Brown, APMA^®

Private Wealth Advisor

Bill W. Crozier, CLTC^®

Financial Planner
Medina Office

Adam DeBord, CRPC^®

Financial Planner

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

Financial Planner

Dave Downing

Financial Planner/Director of Planning

Thomas Fejes

Financial Planner

P. Matthew Glovna, CFP^®

Financial Planner

David Grano, MBA, CRPC^®

Financial Planner

Charles P. Hahn, CFP^®, ChFC^®

Financial Planner

David Hensel, CRPC^®, CLTC

Financial Planner

Robert B. Hirsh, CRPC^®

Financial Planner

Joel J. Jensen, CRPC^®

Financial Planner

James Jump

Financial Planner

Jeffrey J. Kosek, CFP^®

Joseph S. Kosek, CFP^®

Financial Planner

Dean Leonakis, CFP^®

Financial Planner

Michael D. Leonakis

Private Wealth Advisor

James M. Levine, MBA, CFS

Select Planner

Anthony J. McDavid, MBA

Financial Planner

George W. Morris III, CFP^®

Financial Planning Specialist

Philip G. Moshier*, CFP^®, CRPC^®

Private Wealth Advisor

Richard W. Painting, CLU^®, ChFC^®

Financial Planner

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

Financial Planner

Kevin J. Plank, CFP^®

Private Wealth Advisor

Mark C. Schulman, CLU^®, ChFC^®

Financial Planner

Howard M. Schulman, MAcc

Financial Planner

Peter Shriver

Private Wealth Advisor

Elaine M. Straub, MBA

Select Planner

David E. Werner

Financial Planner

Terrence B. Whalen, CLU^®, ChFC^®

Financial Planner

Matthew K. Whitson, ChFC^®

Financial Planner
Medina Office

Jan F. Witt

Financial Planner

Steven M. Young, CFP^®, CRPC^®, MBA

Financial Planner