Meet Our Recruiters

Brent Affolter - Managing Director

Fly Fishing, golf and cooking enthusiast, family man and fan of Cleveland sports and The Ohio State and Ole Miss Football.

“I would have never had the opportunities this industry has afforded me if someone didn’t take the time to show me the possibilities.  I feel I owe it to the next generation of advisors and to the industry to spread the word.”

Seeking talent in Cleveland and surrounding Northeast Ohio area.

Connect with Brent

Tel: 440.857.3030


Via Linkedin 


Charles Cooper CLU, LUTCF - Managing Director

Classically trained Opera Singer, arts lover, golf enthusiast and culinary artiste (husband and wife duo!).

I love getting the chance to help change the lives of every person I work with.  Helping someone accomplish a level of success they never dreamed of is one of my life’s greatest joys. 

Seeking talent in Northern Kentucky, Cincinnati and to the Dayton Area.

Connect with Charles

Tel: 513.698.1304


Via Linkedin 


Rob Fichter LUTCF, CLTC - Managing Director

Travel, golf and snow skiing enthusiast, wine and beer connoisseur and big college football fan.

It’s a privilege to help people discover our industry and open their eyes to the personal and professional success you can enjoy as a business owner.” 

Seeking talent in in Central Ohio. 

Connect with Rob

Tel: 614.790.9803


Via Linkedin 


Michael Jones - Managing Director

Fitness and travel enthusiast, leadership buff and coach of son’s sports teams

“I love recruiting to our industry because I have a passion for helping people help others.  It’s a fulfilling career both monetarily and non-monetarily, a great way to execute servant’s leadership.”

Seeking talent in NW Ohio (Toledo). 

Connect with Michael

Tel: 419-887-6245 


Via Linkedin 


Jeb Stephen CLF - Managing Director

Culinary artiste, family man, travel and golf enthusiast

Whether a candidate becomes a planner with our firm or I am able to find another calling for them, our process truly helps shape the direction of someone’s future and impacts not only the individual and their families, but also our communities.” 

Seeking talent in Cleveland – Focus north of 480. 

Connect with Jeb

Tel: 440-857-3024 


Via Linkedin 





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