Our Professionals
Jeremy Di Tullio, CFP®, AWMA®, CRPC®
Founding Partner | Financial Planner
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...
Gayle A. Russell, Ph.D.
Client Services Coordinator
216-910-3350
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...
Adam DeBord, CRPC®
Partner | Financial Planner
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...
Anthony J. McDavid, MBA
Partner | Financial Planner
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...
Bill W. Crozier, CLTC®
Partner | Financial Planner (Medina Office)
216-910-3327
Bill has over two decades of experience in the financial planning industry. Bill focuses his practice on asset preservation and income generation during retirement.
Brett Ketvertis, CLU®, ChFC®
Financial Planner - Financial Fitness Advisors
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...
David Hensel, CRPC®, CLTC
Partner | Financial Planner
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...
Douglas Ambrose, CFP®
Partner | Financial Planner
216-591-0718
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.
James Jump
Partner | Financial Planner
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.
Matthew K. Whitson, ChFC®
Partner | Financial Planner (Medina Office)
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.
Robert Hirsh, CRPC®
Partner | Financial Planner
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...
Zeb Jackson
Private Wealth Advisor
419-897-7916
