
Danielle Addison
Practice Coordinator to Phil Johnson and Gary LeSage
419-725-7313

Kelly Arman
Practice Manager to Mark Smigelski
419-725-7266

Olivia Arman
Administrative Assistant to Mark Smigelski
419-725-7264

Jennifer Batch
Registered Assistant to Lincoln Boyle and Damian Ogrodowski
419-725-7226

Linda Bigelow
Employee Benefits Client Service Representative to Scott Walsh
419-725-7270

Lindsay Bowerman
Client Manager for Jeff Marchal
419-725-7251

Jennifer Bruning
Assistant to Matt Holzemer
419-725-7254

Kenzie Cairns
Assistant to Julie Fullerton
419-725-7360

Linda Cleveland
Assistant to Tamy Pfaff
419-725-7333

Kim Conaway
Executive Assistant & Client Operations for Jason Elchert
419-214-1863

Kaitlin Crawford
Client Services Associate to John Metzger and Kyle Schimming
419-725-7362

Amy Crow
Executive Assistant to J.R. Toland
419-725-7329

Joyce Dankert
Assistant to Robert Savage
419-725-7233

Autumn Davis
Assistant to Kelly Savage
419-725-7388

Melissa Deku
Account Executive to Scott Walsh
419-725-7310

Michelle Del Toro
Assistant to Mickey Rosenberg
419-725-7227

Jodi Devore
Assistant to Jon Brimley and Curtis Frisch
567-429-0252

Rana Fteiha
Registered Practice Coordinator to Lou Ramirez
419-725-7384

Jenni Fulop
Registered Client Support Coordinator – Sean Savage Team
419-725-7221

Dawn Garver
Assistant to Adam Glaser
419-725-7344

Michelle Glowacki
Client Services Administrator to Sean Savage
419-725-7232

Olympia Gomez
Practice Coordinator for Brian McCabe
419-725-7306

Lesa Herman
Assistant to Carleton “Holly” Hollister
419-728-0310

Jackson Hollister
Marketing Coordinator for Carleton “Holly” Hollister
419-725-1314

Mallory Jesko
Assistant to Jeffrey Turner
419-725-7337

Paulette Karban
Retirement Plan Coordinator for Russ Karban
419-725-7327

Danielle Keyser
Assistant to Jamie Monagan
419-725-7212

Hailey Knapke
Account Manager to Kevin Intagliata
419-725-7379

Christina Kozman
Senior Account Manager to R.J. Rajner
419-725-7242

Lily Latz
Client Services Specialist for Russ Karban
419-725-7340

Alison Marchal
Assistant to Bill Kanary
419-725-7301

Linda McGee
Registered Assistant to Dennis Rife
419-725-7286

Robert McMahon
Registered Assistant to Adam Glaser
419-725-7316

Rachel Mielcarek
Assistant to Matt Holzemer
419-725-7225

Kara Morris
Assistant to Tom Lindsay
419-725-7369

Kelli Mortemore
Assistant to Steve Morr
419-725-7317

Jaclyn Myers
Assistant to Holly Hollister and Bob Koenigbauer
419-728-0312

Lily Phommalee
Assistant to Ryan Dauterman
419-725-1313

Sue Pierson
Assistant to Wayne Milewski and Steve Milewski
419-725-7282

Rob Pietras
Planning & Research Coordinator for Russ Karban
419-725-7335

Lisa Piotrowicz
Client Service Representative for Jeff Marchal
419-725-7252

Laura Prindle
Assistant to Jeff Marchal
419-725-7255

Pam Richardson
Account Manager to Pat Paule
419-728-0306

Jean Ross
Client Onboarding and Service Administrator – Sean Savage Team
419-725-7200

Ryan Salazar
Client Operations Manager – Team Salazar
419-725-7332

Denise Stark
Client Services Associate for Tony Desch
419-725-7228

Monica Thomas
Insurance Professional to Nick Rightnowar and Megan Rightnowar
419-725-7203

Angie Wilson
Registered Client Service Manager for Russ Karban
419-725-7292

Beth Wilson
Assistant to Jerry Brandman
419-725-7385

Lisa Withrow
Registered Executive Assistant to Ryan Dauterman
419-728-0308

Katie Witte
Assistant to Joel Tschantz
419-725-7249

Tina Woods
Registered Client Services Manager for Jason Elchert
419-214-1862

Michelle Wurzel
Licensed Practice Coordinator to Mark Smith
419-725-7299

Debbie Young
Renewal Coordinator for Jake Cox
419-725-7381

Katherine Zolciak
Investment Services Specialist to Megan Rightnowar & Nick Rightnowar
419-725-7261