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  • Financial Planning
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  • All
  • Cleveland
  • Columbus
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  • Toledo

  • Paul A. Fox

    Managing Partner

  • Michael Connole

    Managing Partner

  • Trisha Rutherford

    Chief Operating Officer

  • Kathy Barnes

    Chief Financial Officer

  • Charles Cooper

    CLU®, LUTCF®

    Associate Managing Partner

  • Jennifer J. Hill

    Chief Agency Supervisory Officer

  • Michael Buganski

    Managing Director, Toledo

  • Jeffrey D. Logan

    Firm Ambassador & Managing Director

  • Dale J. Seymour

    AEP®, CFFB, ChFC®, CLTC, CLU®, LUTCF®, MSM

    Firm Ambassador

  • Brent Affolter

    Financial Planner, Cleveland

  • Robert A. Schaefer, AIF®

    Financial Advisor, Cincinnati

  • Greg A. Anderson

    CLTC, LUTCF®

    Financial Planner, Columbus

  • Jonathan Archer

    CFP®, ChFC®, CLU®, MBA

    Financial Planner, Cleveland

  • Bobby Barnes

    Financial Planner, Cincinnati

  • Angela Barney

    CLU®

    Director of Accountability, Toledo

  • Richard Binau

    Financial Advisor, Toledo

  • David Bodner

    Financial Planner, Toledo

  • Edmund Bosse

    CFP®

    Financial Advisor, Cleveland

  • Daniel Bravo

    CLTC

    Financial Planner, Cleveland

  • Dawn Brown

    Financial Advisor, Columbus

  • TJ Brudzinski

    Financial Planner, Columbus

  • Kathryn J. Bryan

    PhD

    Director of Development, Financial Planner, Cleveland

  • Sara C. Canterbury

    FSCP®

    Financial Planner, Columbus

  • Angelo V. Carcioppolo

    CFP®, ChFC®, LUTFC

    Financial Planner, Cleveland

  • Richard Carmel

    LUTCF®

    Financial Advisor, Cincinnati

  • Michael Childers

    ChFC®

    Financial Advisor, Columbus

  • David T. Clarke

    CFBS, ChFC®, CLU®

    Partner and Financial Planner, Toledo

  • Craig Clifton

    FSCP®

    Financial Planner, Columbus

  • Jack Coakley

    Digital Marketing Coordinator, Cleveland

  • Michael Connolly

    NE & Central Tech Coordinator, Cleveland

  • Gene Craciun

    AIF®, C(k)P, CFBS

    Retirement Services Specialist, Financial Planner, Cleveland

  • Andrew Cramer

    LUTCF®

    Financial Advisor, Columbus

  • Robert Davidge

    Financial Planner, Columbus

  • Dominique N. Davis

    Financial Planning Consultant, Cincinnati

  • Randy Day

    Financial Advisor, Toledo

  • Bruce A. DeBoer

    ChFC®, CLTC, CLU®

    Partner and Advanced Sales Specialist, Toledo

  • Stephanie DeMuesy

    CASL®, CLTC

    Financial Advisor, Cleveland

  • Jason Dimaculangan

    Financial Advisor, Cincinnati

  • Matthew Dohar

    Director of Operations, Cleveland

  • Mark J. Dorman

    CFBS, ChFC®, CLU®

    Partner and Financial Planner, Cleveland

  • Kenneth Dorsch

    Agency Supervisory Officer, Columbus

  • Ajdin Dropic

    Financial Advisor, Cincinnati

  • Scott Dubin

    MBA

    Director of Investment Operations, Cleveland

  • John J. Dunlavey

    CFBS, CFP®, ChFC®, ChSNC®, CLU®

    Financial Planner, Cleveland

  • Shane Edwards

    Financial Planner, Toledo

  • Amber Elias

    Design Center Coordinator, Cleveland

  • Robert Elrod

    CLTC, LUTCF®

    Financial Advisor, Cincinnati

  • Anastasia Etienne

    Recruiting Coordinator, Cleveland

  • Jon Ewing

    CLTC, LUTCF®

    Financial Advisor, Cincinnati

  • Geoff Fedurek

    CFP®

    Financial Advisor, Columbus

  • Timothy L. Finster

    Brokerage Director, Cleveland

  • James Fisher

    CFP®, ChFC®

    Financial Planner, Columbus

  • David E. Foley

    ChFC®, CLTC, CLU®

    Partner and Financial Advisor, Cincinnati

  • Bret Ford

    CASL®, CFS®, CLTC

    Financial Advisor, Cincinnati

  • Sandy Fowler

    New Business Coordinator, Toledo

  • Amie L. Fox

    CFP®, ChFC®, CLTC

    Partner and Financial Planner, Cleveland

  • Jennifer Funk

    CIMA

    Financial Advisor, Cincinnati

  • Kenneth Gable

    ChFC®, CLU®, LUTCF®

    Financial Advisor, Cleveland

  • Thomas Gallagher

    Financial Advisor, Toledo

  • Mary Gensler

    Operations Coordinator, Toledo

  • Chris Ghaffarian

    Agency Technology Coordinator, Toledo

  • Kelley Gibbons

    CLTC

    Financial Advisor, Toledo

  • Mary Jo Gilligan

    CASL®

    Financial Planner, Cleveland

  • Jonathan L. Goldston

    Partner and Financial Planner, Cleveland

  • Stephen Gons

    Financial Advisor, Toledo

  • Thomas Gottlieb

    Financial Planner, Cincinnati

  • Eric Gratz

    Financial Planner, Columbus

  • Mark Greenblatt

    CASL®, ChFC®, CLU®

    Brokerage Director, Toledo

  • Daniel Grisak

    LUTCF®

    Financial Planner, Cleveland

  • Bill Haak

    LUTCF®

    Financial Advisor, Cleveland

  • Lynn Hanna

    CLU®

    Financial Advisor, Columbus

  • Jessie Hansen

    Financial Operations Analyst, Cincinnati

  • Donte Harris

    Agency Supervisory Officer, Cincinnati

  • Christopher L. Heerdegen

    CFBS

    Partner and Financial Planner, Toledo

  • Carla Hellman

    FSCP®

    Financial Planner, Cincinnati

  • Noah Henson

    Financial Advisor, Cincinnati

  • Kevin Herman

    Financial Planner, Cleveland

  • Deb Horvath

    Operations Assistant, Toledo

  • Lori Howe

    Financial Advisor, Columbus

  • Terry Hunady

    CFP®, MBA

    Financial Advisor, Toledo

  • Charles Idemudia

    Financial Professional, Cincinnati

  • Jake Jackson

    Financial Planner, Columbus

  • Jefferson K. Jarrell

    AEP®, ChFC®, ChSNC®, CLU®

    Financial Planner, Columbus

  • Subhash Jatana

    MBA

    Financial Advisor, Columbus

  • John A. Kaminski

    CASL®, ChFC®, CLTC, CLU®

    Financial Planner, Toledo

  • Kathy S. Kawczynski

    CFBS, ChFC®, CLTC, CLU®

    Financial Planner, Toledo

  • Michael Kelsey

    Financial Advisor, Columbus

  • Toby Kemsuzian

    CFBS, CRPC, LUTCF®

    Financial Planner, Cleveland

  • Joe Kendron

    ChFC®, CLU®, LUTCF®

    Financial Advisor, Cleveland

  • Brandon Kerley

    Financial Professional, Cincinnati

  • Michael Kessling Jr.

    Financial Advisor, Cincinnati

  • Michael Kessling Sr.

    AEP®, CFBS, CLTC, CLU®

    Financial Planner, Cincinnati

  • Rita Khosla

    CLTC, LUTCF®

    Financial Planner, Toledo

  • David A. Kucharski

    CFBS, ChFC®

    Partner and Financial Planner, Cleveland

  • Michael Kuebler

    Financial Advisor, Toledo

  • Donald Kuntzman

    LUTCF®

    Financial Advisor, Cleveland

  • Daniel Lauletta

    AEP®, CFP®, ChFC®, CLU®, LUTCF®

    Partner and Financial Planner, Cleveland

  • Bryan Leneghan

    Financial Professional, Cleveland

  • Donna Lightner

    Operations Assistant, Cincinnati

  • Charles H. Locy

    ChFC®, CLU®

    Financial Advisor, Cincinnati

  • Michelle Lucas

    New Business Coordinator Cincinnati

  • Joseph Magas

    Property and Casualty Agent, Cleveland

  • Jonathan Mandas

    LUTCF®

    Financial Planner, Cincinnati

  • Brian M. Marino

    CFBS, ChSNC®, CLU®

    Partner and Financial Planner, Cleveland

  • Timothy R. Martin

    Financial Planner, Cleveland

  • Philip J. Mason

    CLTC

    Financial Planner, Toledo

  • Ryan P. McKean

    Partner and Financial Planner, Cleveland

  • Elizabeth McKeegan

    Executive Team Coordinator, Cleveland

  • Robert McNichol

    ChFC®, CLU®

    Partner and Financial Advisor, Cincinnati

  • Sandy Mollmann

    New Business Coordinator, Cincinnati

  • Rebecca S. Murphy

    CDFA, ChFC®, CLTC, CLU®, JD

    Partner and Financial Planner, Cleveland

  • Anthony Nicodemo

    LUTCF®

    Financial Planner, Cleveland

  • Wayne Niles

    Financial Advisor, Columbus

  • Stephen C. Niple

    Design Center Coordinator, Cleveland

  • Robert J. Nowak

    CLU®

    Financial Advisor, Toledo

  • Michael R. Nusbaum

    Partner and Financial Advisor, Toledo

  • Joseph Paulsey

    Director of Technology, Cleveland

  • Daniel J. Peffley

    CFS®, CLTC

    Partner and Agency Disability Income Specialist, Toledo

  • Christopher A. Perme

    CLTC

    Partner and Financial Planner, Cleveland

  • Keven P. Prather

    CFBS

    Partner and Financial Planner, Cleveland

  • Robin Price

    CFS®

    Financial Planner, Cincinnati

  • Phylicia Prince

    Senior Compliance Coordinator, Cleveland

  • Ryan C. Puckett

    CLTC, MBA

    Partner and Financial Planner, Columbus

  • Ana Ramalingam

    LUTCF®

    Financial Advisor, Columbus

  • Tina Ramnytz

    Financial Planning Administrator, Cleveland

  • Doug Rechtine

    Partner and Financial Advisor, Toledo

  • Christopher M. Reinke

    Partner and Financial Planner, Cleveland

  • Randall Rubenstein

    LUTCF®

    Financial Planner, Columbus

  • Richard Rudnicki

    Financial Planner, Toledo

  • Robert C. Ruff

    ChFC®

    Financial Planner, Toledo

  • Daniel R. Ryder

    CFP®

    Financial Planner, Cleveland

  • James R. Schade

    Financial Planner, Toledo

  • Leisa Scott

    CASL®, CLTC

    Financial Planner, Cleveland

  • Gregory Seals

    Financial Advisor, Toledo

  • Rod Skaf

    AEP®, CASL®, CFP®, ChFC®, CLU®, MBA, MSFS

    Partner and Financial Planner, Columbus

  • Bryce Smetana

    Financial Advisor, Cleveland

  • Susan Sparr

    CFP®

    Financial Planner, Cincinnati

  • Florin Stan

    LUTCF®, MBA

    Financial Planner, Cleveland

  • Olga Starr

    CFBS, ChFC®, MBA

    Financial Planner, Columbus

  • Joe Steele

    CASL®, ChFC®, CLU®

    Financial Advisor, Cincinnati

  • Jeb Stephen

    CLF

    Financial Planner, Cleveland

  • Erin S. Stidham

    Director of Financial Planning and Sales Operations, Cleveland

  • Jill Taplin

    Director of New Business, Cleveland

  • Steven V. Thompson

    BCAA, CAS, CFS®, ChSNC®, MSFS

    NFLPA Registered Player Financial Advisor, Financial Planner, Cleveland

  • Jay Tilton

    Financial Planner, Cincinnati

  • Lawrence M. Tomczak

    ChFC®, CLU®, PACE

    Special Care Planner, Toledo

  • Kenneth J. Vinikoff

    Financial Planner, Cleveland

  • Thomas J. Wagner

    Financial Planner, Toledo

  • Paul Waters

    Financial Advisor, Cincinnati

  • Derek Weisend

    Financial Planner, Columbus

  • Timothy Whitehair

    LUTCF®

    Financial Professional, Cincinnati

  • Angie Wingerd

    CFBS, CFP®, ChFC®

    Financial Planner, Toledo

  • Jeffrey Witmer

    CLTC

    Financial Planner, Columbus

  • Mike Wolken

    Financial Advisor, Columbus

  • Ed Wood

    AIF®

    Financial Advisor, Cincinnati

  • Richard H. Wurst

    Financial Planner, Toledo

  • Kent L. Wyse

    ChFC®, CLTC, CLU®

    Partner and Financial Advisor, Toledo

  • Tyler C. Wyse

    CLTC

    Financial Advisor, Toledo

  • Maggie Yoder

    Director of Marketing, Cleveland

  • Robert Zabrocki

    AIF®, FSCP®

    Financial Planner, Columbus

  • Jeffrey M. Zemito

    LUTCF®

    Partner and Financial Planner, Cleveland

  • Mark J. Zumack

    LUTCF®

    Director of Accountability, Cleveland

Contact US

Headquarters
Skylight Financial Group
2012 W. 25th Street, Suite 900
Cleveland, OH 44113

Phone: 216.621.5680
Fax: 216.621.1096

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