Advisors

Brian R. Deal

Regional Director

(216) 765-7140



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

Private Wealth Advisor



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



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

Financial Planner



Dave Downing

Financial Planner/Director of Planning

(216) 591-2375



Laurence E. Dunlap

Private Wealth Advisor

(216) 765-7432



Thomas Fejes

Financial Planner

(216) 591-2379



P. Matthew Glovna, CFP®

Financial Planner



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



James Jump

Financial Planner

(440) 617-6691



Brett Ketvertis, CLU®, ChFC®

Financial Planner

(440) 617-6690



Jeffrey J. Kosek, CFP®

Private Wealth Advisor



Joseph S. Kosek, CFP®

Financial Planner



Dean Leonakis, CFP®

Financial Planner

(216) 591-2325 or 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



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



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



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



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