Managing Partner
Managing Partner
Chief Operating Officer
Chief Financial Officer
CLU®, LUTCF®
Associate Managing Partner
Chief Agency Supervisory Officer
Managing Director
Managing Director, Toledo
Firm Ambassador & Managing Director
AEP®, CFFB, ChFC®, CLTC, CLU®, LUTCF®, MSM
Firm Ambassador
Financial Planner, Cleveland
CLTC, LUTCF®
Financial Planner, Columbus
CFP®, ChFC®, CLU®, MBA
Financial Planner, Cleveland
Financial Planner, Cincinnati
CLU®
Director of Accountability, Toledo
Financial Advisor, Toledo
Financial Planner, Cleveland
CFBS, ChFC®, CLTC, CLU®
Partner and Financial Planner, Cleveland
CFP®
Financial Advisor, Cleveland
CLTC
Financial Planner, Cleveland
Financial Advisor, Columbus
PhD
Director of Development, Financial Planner, Cleveland
FSCP®
Financial Planner, Columbus
LUTCF®
Financial Advisor, Cincinnati
ChFC®
Financial Advisor, Columbus
CFBS, ChFC®, CLU®
Partner and Financial Planner, Toledo
FSCP®
Financial Planner, Columbus
NE & Central Tech Coordinator, Cleveland
AIF®, C(k)P, CFBS
Retirement Services Specialist, Financial Planner, Cleveland
LUTCF®
Financial Advisor, Columbus
Financial Planner, Columbus
Financial Planning Consultant, Cincinnati
Financial Advisor, Toledo
ChFC®, CLTC, CLU®
Partner and Advanced Sales Specialist, Toledo
CASL®, CLTC
Financial Advisor, Cleveland
Financial Advisor, Cincinnati
Director of Operations, Cleveland
CFBS, ChFC®, CLU®
Partner and Financial Planner, Cleveland
Agency Supervisory Officer, Columbus
Financial Advisor, Cincinnati
MBA
Director of Investment Operations, Cleveland
CFBS, CFP®, ChFC®, ChSNC®, CLU®
Financial Planner, Cleveland
Financial Planner, Toledo
Design Center Coordinator, Cleveland
CLTC, LUTCF®
Financial Advisor, Cincinnati
CLTC, LUTCF®
Financial Advisor, Cincinnati
ChFC®, ChSNC®, CLU®
Partner and Financial Planner, Cleveland
CFP®
Financial Advisor, Columbus
Brokerage Director, Cleveland
CFP®, ChFC®
Financial Planner, Columbus
ChFC®, CLTC, CLU®
Partner and Financial Advisor, Cincinnati
CASL®, CFS®, CLTC
Financial Advisor, Cincinnati
New Business Coordinator, Toledo
CFP®, ChFC®, CLTC
Partner and Financial Planner, Cleveland
CIMA
Financial Advisor, Cincinnati
ChFC®, CLU®, LUTCF®
Financial Advisor, Cleveland
Financial Advisor, Toledo
CFBS, ChFC®, ChSNC®, CLU®
Partner and Financial Planner, Cleveland
Operations Coordinator, Toledo
Agency Technology Coordinator, Toledo
CLTC
Financial Advisor, Toledo
CASL®
Financial Planner, Cleveland
Partner and Financial Planner, Cleveland
Financial Advisor, Toledo
Financial Planner, Columbus
CASL®, ChFC®, CLU®
Brokerage Director, Toledo
LUTCF®
Financial Planner, Cleveland
LUTCF®
Financial Advisor, Cleveland
CLU®
Financial Advisor, Columbus
Agency Supervisory Officer, Cincinnati
CFBS
Partner and Financial Planner, Toledo
FSCP®
Financial Planner, Cincinnati
Financial Advisor, Cincinnati
Financial Planner, Cleveland
Financial Professional, Cleveland
Contracting and Licensing Coordinator, Toledo
Financial Advisor, Columbus
CFP®, MBA
Financial Advisor, Toledo
Financial Professional, Cincinnati
Financial Planner, Columbus
AEP®, ChFC®, ChSNC®, CLU®
Financial Planner, Columbus
MBA
Financial Advisor, Columbus
CASL®, ChFC®, CLTC, CLU®
Financial Planner, Toledo
CFBS, ChFC®, CLTC, CLU®
Financial Planner, Toledo
Financial Advisor, Columbus
CFBS, CRPC, LUTCF®
Financial Planner, Cleveland
ChFC®, CLU®, LUTCF®
Financial Advisor, Cleveland
Financial Professional, Cincinnati
Partner and Financial Planner, Columbus
Financial Advisor, Cincinnati
AEP®, CFBS, CLTC, CLU®
Financial Planner, Cincinnati
CLTC, LUTCF®
Financial Planner, Toledo
Financial Planner, Columbus
CFBS, ChFC®
Partner and Financial Planner, Cleveland
Financial Advisor, Toledo
LUTCF®
Financial Advisor, Cleveland
AEP®, CFP®, ChFC®, CLU®, LUTCF®
Partner and Financial Planner, Cleveland
ChFC®, CLU®
Financial Advisor, Cincinnati
New Business Coordinator Cincinnati
Brokerage New Business Coordinator, Cleveland
Property and Casualty Agent, Cleveland
LUTCF®
Financial Planner, Cincinnati
MBA
Financial Planner, Cincinnati
CFBS, ChSNC®, CLU®
Partner and Financial Planner, Cleveland
Financial Planner, Cleveland
CLTC
Financial Planner, Toledo
Partner and Financial Planner, Cleveland
Executive Team Coordinator, Cleveland
ChFC®, CLU®
Partner and Financial Advisor, Cincinnati
ChFC®, CLU®, CPA, LUTFC
Financial Planner, Toledo
New Business Coordinator, Cincinnati
CDFA, ChFC®, CLTC, CLU®, JD
Partner and Financial Planner, Cleveland
LUTCF®
Financial Planner, Cleveland
Financial Advisor, Columbus
Design Center Coordinator, Cleveland
CLU®
Financial Advisor, Toledo
Partner and Financial Advisor, Toledo
Director of Technology, Cleveland
CFS®, CLTC
Partner and Agency Disability Income Specialist, Toledo
CLTC
Partner and Financial Planner, Cleveland
CFBS
Partner and Financial Planner, Cleveland
CFS®
Financial Planner, Cincinnati
Senior Compliance Coordinator, Cleveland
CLTC, MBA
Partner and Financial Planner, Columbus
LUTCF®
Financial Advisor, Columbus
Financial Planning Administrator, Cleveland
Partner and Financial Advisor, Toledo
Partner and Financial Planner, Cleveland
LUTCF®
Financial Planner, Columbus
Financial Planner, Toledo
ChFC®
Financial Planner, Toledo
CFP®
Financial Planner, Cleveland
Financial Planner, Toledo
Financial Advisor, Cincinnati
CASL®, CLTC
Financial Planner, Cleveland
Financial Advisor, Toledo
AEP®, CASL®, CFP®, ChFC®, CLU®, MBA, MSFS
Partner and Financial Planner, Columbus
Financial Advisor, Cleveland
CFP®
Financial Planner, Cincinnati
LUTCF®, MBA
Financial Planner, Cleveland
CFBS, ChFC®, MBA
Financial Planner, Columbus
CASL®, ChFC®, CLU®
Financial Advisor, Cincinnati
CLF
Financial Planner, Cleveland
Director of Financial Planning and Sales Operations, Cleveland
Financial Professional, Cincinnati
Director of New Business, Cleveland
Financial Planner, Cincinnati
ChFC®, CLU®, PACE
Special Care Planner, Toledo
Financial Planner, Cincinnati
Financial Planner, Cleveland
Financial Planner, Toledo
Financial Advisor, Cincinnati
Financial Planner, Columbus
ChFC®, CLU®
Financial Planner, Cleveland
LUTCF®
Financial Professional, Cincinnati
CFBS, CFP®, ChFC®
Financial Planner, Toledo
CLTC
Financial Planner, Columbus
Financial Advisor, Columbus
AIF®
Financial Advisor, Cincinnati
Financial Planner, Toledo
ChFC®, CLTC, CLU®
Partner and Financial Advisor, Toledo
CLTC
Financial Advisor, Toledo
Director of Marketing, Cleveland
AIF®, FSCP®
Financial Planner, Columbus
LUTCF®
Partner and Financial Planner, Cleveland
LUTCF®
Director of Accountability, Cleveland
