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... Read more Paul Appel Director of Operations 440-617-6681 Paul.Appel@clevelandfg.com 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... Read more 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... Read more 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... Read more 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. Read more 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... Read more 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... Read more 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. Read more 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. Read more Katie Frimel Planner Assistant to Matthew Whitson 330-952-1091 Katie.Frimel@clevelandfg.com 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... Read more 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... Read more Jason Pokorny, CRPC Wealth Planning Advisor 414-690-9544 Jason.Pokorny@clevelandfg.com 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... Read more Mary Given Planner Assistant to Brett Ketvertis 216-595-4914 Mary.Given@LFG.com Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops!