Our Representatives
Independence, Ohio Branch Office:
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Todd Stout, CRES, CLTC®
Registered Principal
Investment Adviser Representative -
Debra Friend
Registered Representative
Investment Adviser Representative -
James F. Guy
Registered Representative
Investment Adviser Representative -
Donald Jereb
Registered Representative
Investment Adviser Representative -
Mark Lapsevich CRC® CRES
Registered Representative
Investment Adviser Representative -
Rhonda McCurry
Registered Representative
Investment Adviser Representative -
Theodore G. Mihuta, CLU® CFS®
Registered Representative
Investment Adviser Representative -
Roger Miller
Registered Representative
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Raelene A. Nickerson
Financial Advisor
Investment Adviser Representative -
Robert Provance ChFC®
Registered Representative
Investment Adviser Representative -
Travis Stapleton
Registered Representative
Investment Adviser Representative -
F. Skip Walter II, LUTCF
Registered Representative
Investment Adviser Representative
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Columbus, Ohio Branch Office:
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Michael Domino
Registered Representative
Investment Adviser Representative -
Timothy J. George
Financial Representative
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Michael Hinkel
Registered Representative
Investment Adviser Representative -
Roy Izzo
Registered Representative
Investment Adviser Representative -
Donald McKell
Registered Representative
Investment Adviser Representative -
Bill Williams
Registered Representative
Investment Adviser Representative
Ohio Independent Offices:
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Garrett L. Frank
Registered Representative
Investment Adviser Representative -
M. Shane Kays
Registered Representative
Investment Adviser Representative -
Eric Shupe
Registered Representative
Investment Adviser Representative
Connecticut and New York
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Corey L. Sneed AIF®, CRC®, CRES
Financial Advisor
Kentucky
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Tammy Clark
Registered Representative
Investment Adviser Representative -
Kenneth Swansegar
Registered Representative
Investment Adviser Representative
Maine
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Michael Dalleo
Registered Representative
Investment Adviser Representative
