Executive Leadership

Christopher D. Bart

Managing Director, Partner

Email Christopher
440.459.5920
Cleveland, OH
Steven  Brett

Managing Director, Partner

Email Steven
631.414.4020
Melville, NY
Jim  Butler

Managing Director, Partner

Email Jim
215.297.2574
Blue Bell, PA
Bob  Coode

Managing Director, Partner

Email Bob
440.459.5940
Cleveland, OH
Robert  Coode

Managing Director, Partner

Email Robert
440.459.5910
Cleveland, OH
Brandon  Dunn

Director of Retirement Plan Services

Email Brandon
440.459.5947
Cleveland, OH
Todd  Healy

Chief Operating Officer

Email Todd
615.245.4142
Nashville, TN
Charlie  Hoffmann

Managing Director, Partner

Email Charlie
215.297.2576
Philadelphia, PA
Pete  Hoffmann

Managing Director, Partner

Email Pete
215.297.2575
Blue Bell, PA
Michael T. McKeown

Chief Investment Officer

Email Michael
216.242.0899
Cleveland, OH
Charles D. Moore

Managing Director, Partner

Email Charles
330.563.4265
Fairlawn, OH
Matthew J. Reghetti

Managing Director, Partner

Email Matthew
330.563.4265
Akron, OH
Perry D. Reghetti

Managing Director, Partner

Email Perry
330.563.4265
Akron, OH
Leeann L. Schultz

Chief Compliance Officer

Email Leeann
440.459.5909
Cleveland, OH
Eric  Wulff

Chief Executive Officer

Email Eric
440.459.5905
Cleveland, OH
Alynne D. Zielinski

Director of Financial Planning

Email Alynne
440.459.5922
Cleveland, OH

Advisory Team Members

Susan  Cleeton

Client Manager

Email Susan
440.459.5838
Cleveland, OH
John  Costello

Financial Advisor

Email John
860.760.0827
Hartford, CT
Nina  DiPalma

Client Manager

Email Nina
440.459.5839
Cleveland, OH
Jennifer  Eggers

Client Manager

Email Jennifer
440.459.5862
Cleveland, OH
Thomas  Filomeno

Financial Advisor

Email Thomas
860.760.0640
Hartford, CT
Brian  Forneris

Retirement Plan Consultant

Email Brian
440.459.5956
Cleveland, OH
Benjamin  Hoffmann

Financial Advisor

Email Benjamin
215.297.2573
Philadelphia, PA
Gregory  Lopez

Financial Advisor

Email Gregory
440.459.5833
Cleveland, OH
Kenneth  Mears

Financial Advisor

Email Kenneth
440.352.1208
Concord, OH
Lori  Plescia

Financial Advisor

Email Lori
314.626.7485
Chesterfield, MO
J. Ashley  Renfroe

Client Manager

Email J. Ashley
440.459.5826
Cleveland, OH
David  Rome

Financial Advisor

Email David
440.459.5914
Cleveland, OH
Patricia E. Small

Financial Advisor

Email Patricia
860.760.0665
Hartford, CT
Garrett N. Sorensen

Financial Advisor

Email Garrett
615.245.4037
Nashville, TN
Alexander D. Sterba

Financial Advisor

Email Alexander
330.563.4265
Fairlawn, OH
Louis  Trivisonno

Financial Advisor

Email Louis
440.459.5917
Cleveland, OH
Michael  Van Himbergen

Financial Advisor

Email Michael
440.459.5949
Cleveland, OH
Zachary G. Williams

Financial Advisor, Education Specialist

Email Zachary
440.459.5916
Cleveland, OH

Operational Staff

Allison  Bourne

Client Service Associate

Email Allison
440.352.1208
Concord, OH
Diane  Graham

Client Service Associate

Email Diane
330.563.4265
Akron, OH
Michael  Granito

Manager, Data Analytics

Email Michael
440.459.5907
Cleveland, OH
Molly A. Halpin

Billing Manager

Email Molly
440.459.5828
Cleveland, OH
Cassandra  Horton

Manager, Client Services

Email Cassandra
440.459.5948
Cleveland, OH
Marquis  Lewis

Financial Associate

Email Marquis
440.459.5924
Cleveland, OH
Joanna  Lograsso

Financial Associate

Email Joanna
440.459.5836
Cleveland, OH
Melissa A. Metzger

Director, Client Services

Email Melissa
330.563.4265
Akron, OH
Susan  Miller

Client Services Associate

Email Susan
314.626.7544
Chesterfield, MO
Kaitlin R. Nicholis

Financial Planning Analyst

Email Kaitlin
440.459.5827
Cleveland, OH
Mohammed  Nijim

Operations Associate

Email Mohammed
215.297.2578
Philadelphia, PA
Caitlin  Persico

Client Service Associate

Email Caitlin
215.297.2572
Philadelphia, PA
Dana  Pierce

Operational Associate

Email Dana
440.459.5834
Cleveland, OH
Kevin  Pietrzyk

Trading Specialist

Email Kevin
216.242.0883
Cleveland, OH
Constance  Pyles

Manager, Client Services

Email Constance
440.459.5913
Cleveland, OH
Andrew  Reinhardt

Client Service Associate

Email Andrew
615.245.4143
Nashville, TN
Andrew  Rogers

Audit Support Specialist

Email Andrew
216.242.0897
Cleveland, OH
Jack  Rohde

Investment Analyst

Email Jack
216.242.0809
Cleveland, OH
CJ  Schur

Investment Analyst

Email CJ
216.242.0812
Cleveland, OH
Tyler  Smith

Financial Associate

Email Tyler
440.459.5837
Cleveland, OH
Nikea  Stathopoulos

Client Service Associate

Email Nikea
440.459.5918
Cleveland, OH
Rinky  Vora

Controller

Email Rinky
440.459.5929
Cleveland, OH
Brianna  Wagner

Senior Marketing Coordinator

Email Brianna
440.459.5921
Cleveland, OH