Broker Check

Our Professionals

Jeremy Di Tullio, CFP®, AWMA®, CRPC®

Founding Partner | Financial Planner

(440) 617-6676

[email protected]

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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Bill W. Crozier, CLTC®

Partner | Financial Planner (Medina Office)

330-952-0748

330-952-2826

[email protected]

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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Adam DeBord

Financial Planner - Lincoln Financial Advisors

440-617-6685

[email protected]

Adam joined Lincoln Financial Advisors 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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David Hensel, CRPC®, CLTC

Financial Planner - Lincoln Financial Advisors

(440) 617-6686

[email protected]

David joined Lincoln Financial Advisors 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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Robert Hirsh, CRPC®

Partner | Financial Planner

(440) 617-6682

[email protected]

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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Elizabeth Isaacs, MBA

Practice Manager

(440) 617-6681

[email protected]

Elizabeth began her career in the Financial Services industry in 2012 and joined Lincoln Financial Advisors in 2013 as an executive assistant. She utilized skills obtained through her background in IT management consulting and began to...

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James Jump

Partner | Financial Planner

(440) 617-6691

[email protected]

Jim Jump has over 10 years of financial advisory experience. He partnered with Lincoln Financial Advisors to enhance his financial planning capabilities for his clients. In addition to financial planning, Jim has extensive experience...

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Brett Ketvertis, CLU®, ChFC®

Financial Planner - Financial Fitness Advisors

(440) 617-6690

[email protected]

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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Anthony J. McDavid, MBA

Partner | Financial Planner

(440) 617-6693

[email protected]

Anthony McDavid has 10 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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Joshua S. Melda, CFP®

Private Wealth Advisor - Lincoln Financial Advisors

(440) 617-6725

[email protected]

Joshua Melda provides advanced strategic financial planning and wealth management advice to individuals, professionals, executives, business owners, and their families. Josh believes in starting an advisory relationship by taking the...

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Matthew K. Whitson, ChFC®

Partner | Financial Planner (Medina Office)

330-952-2825

330-952-2826

[email protected]

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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Nathan B. Wilmot CFP®, ChFC®, CLU®

Partner | Financial Planner

(440) 617-6692

[email protected]

Nathan is a Financial Planner with Lincoln Financial Advisors. He has over 12 years of financial planning experience. He joined Lincoln Financial Advisors in 2015 to enhance his financial planning capabilities for his clients. In...

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Erien West

Practice Assistant

440-617-6697

[email protected]

Prior to joining CFG, Erien worked for a Cleveland based real estate company as an Executive Assistant to the Chief Technology Officer (CTO) and had a role within the company’s help desk performing technical and general support...
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