People

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With more than 200 financial professionals with their own specialties, certifications, and passions - the right person for you is just a click away.

Browse Our Team
Culture

More than just people who share an office

An organization founded on three pillars: Collaboration, Community, and Connection.

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Browse our people

Locations
Cincinnati
Cleveland
Columbus
Toledo
Roles
Associates
Executives
Management
Partners
Support Team
Specialties
Business
LGBTQ
Special Needs
William O. Ahonen, CFP®, CFS®, CASL®
Financial Planner
Brent Affolter
Partner and Financial Planner
Katy Aldrich
Licensing Coordinator
Thomas Anderson
Financial Planner
Greg A. Anderson, CLTC, LUTCF®
Financial Planner
Jonathan Archer, CFP®, ChFC®, CLU®, MBA
Financial Planner
Gretchen Bachmann
Office Manager and Event Coordinator
Kathy Barnes
Chief Financial Officer
Bobby Barnes
Financial Planner
Angela Barney, CLU®
Financial Advisor and Coach
David Bodner
Financial Planner
Daniel Bravo, CLTC
Financial Planner
Dawn Brown
Financial Advisor
Donald Brown
Financial Advisor
TJ Brudzinski
Financial Planner
Kathryn Bryan, PhD, CEPA, ChSNC®
Financial Planner
Michael Buganski
Partner and Financial Planner
Sara C. Canterbury, CFP®, FSCP®,
Financial Planner
Angelo V. Carcioppolo, CFP®, CPWA®, RICP®, ChFC®, LUTCF®
Financial Planner
Richard Carmel, LUTCF®
Financial Advisor
Michael Childers, ChFC®
Financial Advisor
David T. Clarke, CFBS, ChFC®, CLU®
Partner & Financial Planner
Craig Clifton, FSCP®
Financial Planner
Michael Connole
Managing Partner
Emily Coon
Marketing Specialist
Charles Cooper, CLU®, LUTCF®
Financial Planner
Andrew Cramer, LUTCF®
Financial Advisor
Robert Davidge
Financial Planner
Randy Day
Financial Advisor
Bruce A. DeBoer, ChFC®, CLTC, CLU®
Partner & Advanced Sales Specialist
Stephanie DeMuesy, CLTC, RICP®, CASL®
Financial Advisor
Kenneth Dorsch
Agency Supervisory Officer
Ajdin Dropic, MBA
Financial Advisor and Coach
Scott Dubin, MBA
Financial Planner
Daniel Dukart
Financial Planner
Mari Dykes
Accounting Specialist
Nate Eberly, AAMS®, CRPC®, CRPS®
Financial Planner
Shane Edwards
Financial Planner
Amber Elias
Sales and Service Specialist, Practice Development Specialist
Robert Elrod, CLTC, LUTCF®
Financial Advisor
Jennifer Erickson
Financial Planner
Geoff Fedurek, CFP®
Financial Advisor
Timothy L. Finster, CLTC
Brokerage Director
Jim Fisher, CFP®, ChFC®, CRPS®
Financial Planner
Timothy J. Foley
Financial Professional
David E. Foley, ChFC®, CLTC, CLU®
Financial Advisor
Matthew R. Foley, CLTC
Financial Professional
Bret Ford, CASL®, CFS®, CLTC
Financial Advisor
Timothy Foster
Financial Planner
Sandy Fowler
New Business Coordinator
Amie L. Fox, CFP®, ChFC®, CLTC
Partner and Financial Planner
Paul A. Fox
Managing Partner
David Freno, CFP®, CEPA®
Financial Planner
Jennifer Funk, CIMA
Financial Advisor
Kenneth Gable, ChFC®, CLU®, LUTCF®
Partner & Financial Advisor
Thomas Gallagher
Partner and Financial Planner
Mary Gensler, ACS
Concierge Services and Operations Assistant
Chris Ghaffarian
Senior Agency Technology Specialist
Brian Gibaldi
Financial Planner
Kelley Gibbons, CLTC
Financial Advisor
Dallas Gibson
Financial Planner
Thomas Giovanoli
Financial Planner
Mike Gircsis
Agency Technology Specialist
James Glaser
Financial Planner
Stephen Gons
Financial Planner
Brandy Good
Recruiting Transition Specialist
Daniel Green
Financial Planner
Mark Greenblatt, CASL®, ChFC®, CLU®
Brokerage Director
Bill Haak, LUTCF®
Financial Advisor
Diane Haas
Office Assistant
Jessie Hansen
Financial Operations Analyst
Doug Harbaugh, CRPC®
Financial Advisor
Donte Harris
Agency Supervisory Officer
Christopher L. Heerdegen, CFBS
Partner & Financial Planner
Carla Hellmann, FSCP®
Financial Planner
Daniel Herzig
Financial Advisor
Jennifer J. Hill
Chief Agency Supervisory Officer
Deb Horvath
Operations Manager
Lori Howe
Financial Advisor
Terry Hunady, CFP®, MBA
Partner and Financial Advisor
Charles Idemudia
Financial Planner
Jake Jackson
Financial Planner
Jefferson K. Jarrell, AEP®, ChFC®, ChSNC®, CLU®
Financial Planner
Subhash Jatana, MBA
Financial Advisor
Joseph Johnson
Agency Supervisory Officer
Bradley Jones
Financial Planner
Kathy S. Kawczynski, CFBS, ChFC®, CLTC, CLU®
Financial Planner
Ming Ke, LUTCF®
Financial Advisor
Toby Kemsuzian, CFBS, CRPC, LUTCF®
Financial Planner
Joe Kendron, ChFC®, CLU®, LUTCF®
Financial Advisor
Brandon Kerley
Financial Planning Specialist
Michael Kessling Jr.
Partner and Financial Advisor
Michael Kessling Sr., AEP®, CFBS, CLTC, CLU®
Partner & Financial Planner
Rita Khosla, CLTC, LUTCF®
Financial Planner
David A. Kucharski, CFBS, ChFC®
Partner and Financial Planner
Michael Kuebler
Financial Advisor
Donald Kuntzman, LUTCF®
Partner and Financial Advisor
Crystal Leach
Training and Development Coordinator
Donna Lightner
HR Manager and Contracting Coordinator
Charles H. Locy, ChFC®, CLU®
Financial Advisor
Jeffrey D. Logan
Firm Ambassador
Michelle Lucas
Sales and Service Specialist
Jonathan Mandas, LUTCF®
Financial Planner
Philip J. Mason, CLTC
Partner and Financial Planner
Dylan Mason
Financial Planner
Ron Maxwell
Financial Planner
Sarah Mazur
Operations Assistant, Compliance Coordinator
Robert McNichol, ChFC®, CLU®
Partner and Financial Advisor
Davis McNichol, CFP®, ChFC®, CLU®
Financial Advisor
Sandy Mollmann
New Business Coordinator
Gayle Motyka
Brokerage New Business Coordinator
Anthony Nicodemo, LUTCF®
Financial Planner
Robert J. Nowak, CFBS CLU®
Financial Advisor
Michael R. Nusbaum
Partner and Financial Advisor
Daniel J. Peffley, CFS®, CLTC
Financial Planner
Christopher A. Perme, CLTC
Financial Planner
Michael Piechowiak, LUTCF
Financial Planner
Keven P. Prather, CFBS
Partner and Financial Planner
Robin Price, CFS®
Partner and Financial Planner
Ryan C. Puckett, CFP®, CLTC, MBA
Partner and Financial Planner
Doug Rechtine
Partner & Financial Advisor
Christopher M. Reinke
Partner and Financial Planner
Chad Rowland
Financial Professional
Randall Rubenstein, LUTCF®
Financial Planner
Richard Rudnicki
Partner and Financial Planner
Robert C. Ruff, ChFC®
Partner & Financial Planner
Trisha Rutherford
President
Daniel R. Ryder, CFP®
Financial Planner
James R. Schade
Financial Planner
Robert Schaefer, AIF®
Financial Planner
Harrison Schoettley
Financial Professional
Annie Schwarz
Director of Operations
Leisa Scott, CASL®, CLTC
Financial Planner
Gregory Seals
Financial Advisor
William Sergio
Financial Planner
Dale J. Seymour, AEP®, CFFB, ChFC®, CLTC, CLU®, LUTCF®, MSM
Firm Ambassador
Marc Seymour, CPWA®
Financial Planner
Brett Seymour, CLTC
Financial Professional
Douglas Singer
Sales Director
Susan Sparr, CFP®
Financial Planner
Olga Strasser, CFBS, ChFC®, MBA
Partner and Financial Planner
Joe Steele, CASL®, ChFC®, CLU®
Financial Planner
Jeb Stephen, CLF®
Partner and Financial Planner
Jill Taplin
Senior New Business Specialist
Jay Tilton
Senior Financial Planning Specialist
Scott Trent, RICP®
Financial Planner and Coach
Tyler Tucker CPFA®
Financial Planner
Thomas J. Wagner
Partner and Financial Planner
Benjamin Wagner
Financial Planner
Paul Waters
Partner and Financial Advisor
Derek Weisend
Financial Planner
Timothy Whitehair, LUTCF®
Financial Professional
Kristopher Wingerd
Financial Professional
Angie Wingerd, CFBS, CFP®, ChFC®
Partner and Financial Planner
Jeffrey Witmer, CLTC
Financial Planner
Mike Wolken
Financial Advisor
Ed Wood, AIF®
Financial Advisor
Keith Wood
Financial Planner
Richard H. Wurst
Financial Planner
Kent L. Wyse, ChFC®, CLTC, CLU®
Partner and Financial Advisor
Tyler C. Wyse, CLTC
Financial Advisor
Robert Zabrocki, AIF®, FSCP®
Financial Planner
Robert H. Zirker III, CLU®, CLTC, ChHC®, CEPA
Financial Planner
Mark J. Zumack, LUTCF®
Financial Advisor

Explore our teams

Your financial life backed by a dedicated team.

Advise Financial Solutions Team
Buganski, Gallagher, Erickson & Edwards
Century Federal Credit Union Team
ClearPath Financial Team
Howe & Brown Team
Kessling Financial Team
Prather Transition Team
Prestige Planning Team
Rubenstein Weisend Advisor Team
Shaw - Wyse Advisor Team
 

Providing support and guidance to help you make smarter financial decisions.

At Skylight, we have hundreds of financial professionals with their own passions, experiences, and stories — the right person for you is just a click away.  

Let's Talk Today