Broker Check

Our Professionals

Jeremy Di Tullio, CFP®, AWMA®, CRPC®

Founding Partner | Financial Planner

(440) 617-6676

Jeremy.DiTullio@clevelandfg.com

Jeremy DiTullio is a financial planner with Cleveland Financial Group, a preeminent group of financial advisors who have prodigious experience in wealth management, wealth transfer strategies and executive-focused planning. He serves...

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Adam DeBord, CRPC®

Partner | Financial Planner

440-617-6685

Adam.DeBord@clevelandfg.com

Adam joined Cleveland Financial Group in 2014 having been in financial services since 2000. After attending Cleveland State University, he worked as a Pension Administrator for CBS-Noble Consulting, helping small businesses create...

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Anthony J. McDavid, MBA

Partner | Financial Planner

(440) 617-6693

Anthony.McDavid@clevelandfg.com

Anthony McDavid has 15 years of financial advisory experience. He joined Lincoln Financial Advisors in 2016 to enhance his financial planning capabilities for his clients. In addition to financial planning, Anthony has extensive...

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Bill W. Crozier, CLTC®

Partner | Financial Planner (Medina Office)

330-952-0748

216-910-3327

Bill.Crozier@clevelandfg.com

Bill has over two decades of experience in the financial planning industry.  Bill focuses his practice on asset preservation and income generation during retirement.

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Brett Ketvertis, CLU®, ChFC®

Financial Planner - Financial Fitness Advisors

(440) 617-6690

Brett.Ketvertis@LFG.com

Brett Ketvertis has over 15 years of financial advisory experience. He joined Lincoln Financial Advisors in 2014 to enhance his financial planning capabilities for his clients. In addition to financial planning, Brett has extensive...

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David Hensel, CRPC®, CLTC

Partner | Financial Planner

(440) 617-6686

David.Hensel@clevelandfg.com

David joined Cleveland Financial Group in 2014 having been in financial services since 2006. Prior to that, he spent 22-years working in higher education. Upon graduating from Central Michigan University in 1984 with a...

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Douglas Ambrose, CFP®

Partner | Financial Planner

440-617-6715

216-591-0718

Doug.Ambrose@clevelandfg.com

Doug Ambrose provides strategic financial planning and wealth management advice to individuals, professionals, and business owners. Doug is a client centric adviser that has a deep understand each client’s unique goals and situation.

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Gayle A. Russell, Ph.D.

Client Services Coordinator

440-617-6697

216-910-3350

Gayle.Russell@clevelandfg.com

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...

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James Jump

Partner | Financial Planner

(440) 617-6691

Jim.Jump@clevelandfg.com

Jim Jump has over 15 years of financial advisory experience. He partnered with Lincoln Financial Advisors to enhance his financial planning capabilities for his clients. 

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Matthew K. Whitson, ChFC®

Partner | Financial Planner (Medina Office)

330-952-2825

216-910-3356

Matthew.Whitson@clevelandfg.com

My personal belief about investment choices is that services and products should be explained in a way that helps you make educated, informed decisions that are in your best interest.

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Robert Hirsh, CRPC®

Partner | Financial Planner

(440) 617-6682

Rob.Hirsh@clevelandfg.com

EXPERIENCE / CREDENTIALS Over 30 years of experience in the Financial Services Industry Chartered Retirement Planning Consultant designation FINRA registered and licensed in various states with Series 6, 7, 63, and 24 Life and Health...

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Zeb Jackson

Private Wealth Advisor

419-897-7915

419-897-7916

Zeb.Jackson@clevelandfg.com

Zeb Jackson is an experienced and knowledgeable Private Wealth Advisor who has contributed to the financial services industry for 25 years based out of Maumee, OH. His long-standing experience, attention to detail, passion, and ability...
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