Cleveland 440.449.6800 | Akron 330.668.1100 | Tampa 813.288.8826

Meet our team of financial services professionals.

Check the background of this firm on FINRA's BrokerCheck

Cassandra Horton
Senior Financial Services Specialist

Charris Nelson
Medicare Specialist

Deb Marino
Insurance and Risk Assessment Specialist

Lou Trivisonno
Financial Advisor

Keith Clapacs
Financial Advisor

Bob Coode
Partner

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