Our Team

Our team is made up of the industry’s leading experts and specialists, each with unique backgrounds to contribute to our clients achievements.

CLEVELAND OFFICE

Richard Alt

Principal/Chief Investment Officer

William Anderson

Wealth Advisor/Portfolio Manager

Ensign Cowell, CFA

Director & Senior Wealth Manager

Jodi Cowgill

Senior Portfolio Administrator/Trader

Marybeth Fitzgerald

Personnel & Client Service Manager

Linda Fousek, CFA

Portfolio Manager

Dilon Glasko

Financial Planning Assistant

Gwen Graham

Client Service Manager

Kyle Kopecky

Client Service Manager

Brent Luce

Senior Portfolio Manager

Mindy Mackey

Concierge, Marketing Manager

S. Sterling %22Ted%22 McMillan

Director & Senior Wealth Manager

Arthur G. Merriman, III, CFA®

Principal/Senior Portfolio Manager

Douglas Pease

Trader/Portfolio Manager

James Pease, CFA®

Director/Senior Wealth Advisor

Razmig Pounardjian

Portfolio Manager

Gary P. Wagner, AIF®

Principal/Chief Operations Officer

Sue Yeagley

Senior Portfolio Administrator

CINCINNATI OFFICE

Stephanie Bush

Compliance and Integration Director

Thomas P. Carroll, CFP®

Financial Planner

Elizabeth Hammelrath

Office Administrator

Heidi Rose, CFP®

Financial Planner

PITTSBURGH OFFICE

Kimberly Gannis

Principal/Director of Retirement Services

Chad Warmbein

Portfolio Advisor

Keith Warmbein

Director of Participant Services

Michael Woomer

Retirement Plan Advisor

PHILADELPHIA OFFICE

Scott R. Inglis , CFA®

Regional Director/Portfolio Manager

Gene A. Kovacs

Client Director

Howard A. Trauger

Managing Director

DAYTON OFFICE

Debbie McCollum

Office Administrator

Micah McCollum

Client Services

FORT MYERS OFFICE

Donald L. Haisman, CFP®

Senior Financial Planner/Managing Director

Laura Mock

Office Manager/Client Services Manager