My team | William G. Murphy, CIMA ® , CEPA ® , |

Owen C. McBride, CFP^®, CLU^®, CEPA^®

Managing Director - Wealth Management
Financial Advisor
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Life Underwriter (CLU®)
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216-736-2807

Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI

Daniel McKenna

Senior Vice President - Wealth Management
Financial Advisor
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216-736-3603

Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI

Chad A. Hartup, CFP^®, CRPC^®, CLU

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
Certified Divorce Financial Analyst (CDFA®)
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216-736-3605

Registered States:
AZ, CA, CO, DC, FL, GA, IL, KY, MA, MI, NJ, NV, NY, OH, OR, PA, SC, TN, TX, WA

Jeffrey Berger, CIMA^®

Senior Wealth Strategy Associate
Certified Investment Management Analyst (CIMA®)
216-736-3649

Registered States:
AZ, CA, CO, FL, IL, IN, KY, MA, MI, NJ, NV, NY, OH, OR, SC, TN, TX, WA

Kevin Murphy, CFP^®

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
216-736-2817

Registered States:
CO, FL, IL, IN, MA, MI, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, WA

Erin Ventura

Wealth Strategy Associate
216-736-2808

Registered States:
CO, FL, IL, KY, NY, OH, OR, TN

Dorothy L. Gindlesperger

Senior Client Service Associate
216-736-3654

Registered States:
OH

Owen C. McBride, CFP®, CLU®, CEPA®