About Us

Jeremy DiTullio is the founding partner and CERTIFIED FINANCIAL PLANNER™ at Cleveland Financial Group, a firm recognized for its expertise in wealth management, wealth transfer strategies, and executive-level planning. With over 24 years of experience, Jeremy works with business owners, corporate executives, and retirees to help them navigate complex financial decisions with clarity and confidence.

Registered in 31 states, Jeremy delivers tailored strategies built on a foundation of deep personal understanding, thoughtful analysis, and ongoing oversight. His comprehensive planning approach integrates investment, retirement, estate, and risk management strategies—all customized to support each client’s long-term vision. A strong advocate for client education and collaboration, Jeremy is committed to building lasting, trusted relationships.

Before founding Cleveland Financial Group in 2017, Jeremy served as Managing Principal at Lincoln Financial Advisors (now part of Osaic Wealth, Inc.) where he led broker-dealer initiatives across northern Ohio and played a key role in launching the firm’s Westlake, OH office in 2015.

Jeremy lives in Avon Lake, OH with his wife, Amy, and their three children. Outside of work, he enjoys staying active, coaching youth basketball, reading, and traveling with his family.

He holds multiple securities registrations, including Series 7, 9, 10, 24, 51 and is a registered Investment Advisor Representative (IAR).

Adam joined Cleveland Financial Group as a Partner in 2014, bringing over two decades of experience in the financial services industry. He began his career in 2000 after attending Cleveland State University, initially serving as a Pension Administrator at CBS-Noble Consulting. In that role, he helped small business owners design and manage retirement plans tailored to their unique needs.

Driven by a passion for more personalized financial guidance, Adam transitioned to individual and household financial planning in 2006. His focus includes comprehensive financial planning, investment management, and wealth accumulation strategies, along with risk management through life, disability income, and long-term care insurance.

Adam partnered with fellow advisor David Hensel beginning in 2006, and the two officially merged their practices in 2012. Their collaborative approach strengthened the value they delivered to clients through expanded capacity and a team-based planning model. David retired in 2024, and Adam continues to serve their shared clients with the same care, continuity, and strategic insight they’ve come to expect.

Adam lives in Avon Lake, Ohio with his wife, Sara, and their three children—Grace, Bennett, and Alina. Outside the office, he enjoys golfing, running, and spending quality time with his family. He values being part of the Cleveland Financial Group team, where he can help clients thoughtfully plan for and pursue their financial goals with confidence.

Anthony McDavid brings over 17 years of experience in financial advising, with a focus on helping successful families and small business owners work toward financial independence and long-term security. Since joining Cleveland Financial Group in 2016, Anthony has enhanced his planning capabilities to offer clients a more comprehensive and personalized approach.

His areas of expertise include financial planning, investment management, wealth accumulation strategies, and insurance solutions—particularly in life and disability income protection. Through a thoughtful discovery process and needs-based guidance, Anthony develops tailored strategies aligned with each client’s unique goals and priorities.

Anthony is a registered representative and investment advisor representative of Osaic Wealth, Inc., a broker-dealer (member SIPC) and registered investment advisor. He holds an MBA and maintains FINRA Series 7 and 63 securities registrations.

He lives in Avon Lake with his two children, Scarlett and James. Outside the office, Anthony enjoys basketball, golf, yoga, tennis, and reading.

Rob Hirsh brings over 30 years of experience in the financial services industry, with a proven track record of leadership and client-focused guidance. He holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation and is FINRA-registered, holding Series 6, 7, 63, and 24 licenses. Rob is also licensed in life and health insurance across multiple states.

Throughout his career, Rob has held significant leadership roles, including serving as Managing Principal for the Lincoln Financial Advisors office (2004–2011) and as Owner and Principal of Ohio Financial Associates (1998–2003). He is a dedicated member of the professional community, having served as Board Member and Past President of the National Association of Insurance and Financial Advisors – Cleveland (NAIFA).

Rob’s depth of knowledge and commitment to personalized service make him a trusted resource for clients seeking long-term financial confidence and clarity.

Brett Ketvertis has over 25 years of financial advisory experience. He joined Lincoln Financial Advisors in 2014 (now Osaic Wealth, Inc.) to enhance his financial planning capabilities for his clients. In addition to financial planning, Brett has extensive experience in investment management programs, wealth accumulation, and insurance protection in the areas of Life Insurance, Disability Income, and Long-Term Care.

Brett’s practice is focused on helping successful families and small business owners towards achieving financial independence and security. He helps clients achieve this through a thorough fact finding process and needs-based solutions. He acquired his Chartered Life Underwriter (CLU®) designation in 2006 and the Chartered Financial Consultant (ChFC®) designation in 2008. He is a registered representative and investment advisor representative of Osaic Wealth, Inc., a broker-dealer (member SIPC) and registered investment advisor and has his FINRA series 7, 6, 63 and 65 securities registrations.

Brett is a member of the National Association of Insurance and Financial Advisors, and a member of the Cleveland chapter of the Society of Financial Service Professionals. He has been a member of the Million Dollar Round Table and has won several awards, including the National Quality Award for Life Insurance Best Practices, and Financial Representative of the year in 2007 for the Northern Ohio group.

Brett resides in Olmsted Falls with his wife, Heidi, and sons, Drew and Ian. While not working, Brett enjoys golf, cycling, and exercise.

The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®.  Members must meet a certain level of premium, commission or income during the year and must also adhere to strict ethical standards.  Brett Ketvertis applied for membership and a fee of $550 was paid to be a member.

Gayle has worked in the financial services industry since 2005.  Prior to joining Cleveland Financial Group, Gayle was a financial advisor with TIAA and Merrill Lynch.  She was also a tenured Associate Finance Professor for 10 years with Eastern Connecticut State University, and 2 years with the American University of Sharjah in the United Arab Emirates.  She enjoys helping people understand the complex world of finance.

Gayle earned her MBA and Ph.D. in Finance from the University of Connecticut, and her B.S. in Accounting and Finance at Miami University in Ohio.  Gayle loves reading, music, theater, and swimming.  In her spare time, she volunteers with her church and Community Bible Study.

Through a long-term investment approach, I help clients develop and implement strategies designed for building wealth and realizing their goals. As a Wealth Planning Advisor, my goal is to provide sound financial advice and service to investors; always striving to build relationships based upon mutual understanding, trust, and respect. Whether you are planning for retirement, wanting to generate income, or looking to grow or preserve your wealth, I can help.

Making sure your wealth works in support of your goals takes careful planning. To provide comprehensive retirement planning services to my clients, I completed rigorous coursework and examinations to earn the designation of Chartered Retirement Planning CounselorSM (CRPC®) from the College for Financial Planning.

Investment planning is not a single event- it is a process. As your life circumstances change, so must the investment strategies used to stay on course towards meeting your objectives. That is why I collaborate with you, one-on-one, to design strategies targeted to your specific needs and goals. With over two decades of experience in financial advice, throughout major shifts in the markets; I can help my clients structure balanced portfolios to address their specific financial goals.

I am active in my community, focusing on organizations benefiting cancer and breast cancer research. I enjoy golf, tennis, traveling and spending time with my family. My wife Gina and I live in Mequon with our three children.

I look forward to extending my services to you and your family. Together, we will develop financial strategies designed to fit your unique situation.

My philosophy is simple: investment choices should be clearly explained so you can make informed decisions that serve your best interests. I take the time to understand your goals, concerns, and priorities—and then offer thoughtful solutions to help you pursue them. My role is to be your guide, your sounding board, and your advocate as you build a confident financial future.

With over 18 years of experience, Ryan Wade has been dedicated to helping individuals and families across Ohio navigate their financial journeys since 2006. As a specialist in wealth management and 403(b) retirement programs, Ryan provides comprehensive financial solutions to educators, non-profit employees, and other professionals seeking secure and growth-focused retirement plans.

Ryan’s approach to financial planning is deeply rooted in trust, transparency, and personalized service. His goal is to empower clients by crafting customized strategies that align with their long-term financial goals. Whether it’s managing investments, optimizing 403(b) accounts, or preparing for retirement, Ryan is committed to ensuring his clients feel confident in their financial future.

Throughout his career, Ryan has built a reputation for providing hands-on, client-centric advice. He believes that true financial planning is not a one-size-fits-all solution but a carefully tailored approach designed to meet each client’s unique needs and aspirations.

In his free time, Ryan enjoys golfing, home improvement projects and time with is family. His passion for financial education and helping others achieve financial independence makes him a trusted partner in building lasting financial security.

Areas of Expertise:

• Wealth Management
• 403(b) Retirement Programs
• Retirement Planning
• Tax Efficiency Strategies
• Investment Planning