Our Team
Find a Financial Advisor
- Alex Novack
- Anant Jain
- Antonio Cibella
- Austin J. "Dean" Linden III, ChFC®, CLU®, CFP®
- Carl Camillo, AEP®, AIF®, CFP®, ChFC®, CLU®, CPFA®, REBC® , RHU®
- Charles B. Elliott, MBA
- Cindy Evans
- Daniel J. Lane, CFP®, ChFC®, CLU®, CRPS
- Geoffrey F. Novack, AIF®
- George J. Randall, CPA, MBA
- Jeffrey C. Knox, JD, ChFC, CLUPresident, Financial Management Strategies, Inc.Managing Partner, Vision Wealth Management, LLC
- Jennifer Soltis
- Jessica Krantz
- John F Stauffer
- Melissa Reider
- Michael Lallathin
- Sharon M. Zirkle
- Steven C. Ingram
- Victoria L Ellinger
- William T. Mawby, CRPC®, CRPS®, AIF
Carl Camillo, AEP®, AIF®, CFP®, ChFC®, CLU®, CPFA®, REBC® , RHU®
Senior Partner, Financial Advisor
216-673-3044
Daniel J. Lane, CFP®, ChFC®, CLU®, CRPS
Senior Partner, Financial Advisor
Charles B. Elliott, MBA
Vice President, Portfolio Management; Director of Financial Planning
216-673-3143