Associates
- A
- Arntz, Cindy - Client Service Assistant
- B
- Ball, Ann - Associate
- Beran, Roxanne - CLTC® - Insurance Planning Specialist
- Black, Colleen - Client Service Manager
- Buzek, Kevin - Operations Manager - Strongsville Office
- C
- Caraboolad-Goldberg, Laurel - Associate
- Cuffari, Cheri - Associate
- F
- Farnsworth, Megan - Client Manager of the Employee Benefits Division
- Flanigan, Cassandra - Client Represtative
- G
- Gillota, Marge - Medical Community Liaison
- H
- Hildreth, James - Associate Director of Wealth Strategies
- Hjort, Eve - Associate
- K
- Kay, Jodi - Associate
- Kushner, Janine - Associate
- L
- LaQuiere, Janice - Client Service Assistant
- Lunardi, Kym - Director of First Impressions
- M
- McCord, Cristen - Associate
- Meisse, Suzanne - Client Service Manager
- Moran, Kristen - CLU, CFP® - Director of Wealth Strategies
- N
- Newton, Jeremy - Chief Operating Officer, Chief Compliance Officer
- P
- Pal, Barbara - Associate
- R
- Raby, Karla - Associate
- Rose, Norton - Senior Consultant
- S
- Seidel, Danielle - Associate
- Sheffey, Candace - Associate
- Siedlecki, Diane - Office Concierge
- T
- Thayer, Kay - Associate
- W
- Weiskopf, Mandy - Associate