American Endowment Foundation
Laura Malone, CAP®
1521 Gorgetown Rd, #104
Hudson, OH 44236
Phone: (877) 599-8903
Cell: (216) 308-2767

American Funds 
Jason Weybrecht, CFP®
Joe Scarpitti
3333 South Hope Street 
Los Angeles, CA 90071 
Phone: (888) 421-5059 
Fax: (317) 735-6628

Camelot Portfolios
Laura Noble, JD
1700 Woodlands Dr., Suite 100
Maumee, OH 43537
Phone: (855) 277-3863
Cell: (419) 679-6050

Cole Real Estate Investments
Matthew J. Fuchs, CIMA
2325 E. Camelback Road, Suite 1100
Phoenix, AZ  80516
Phone: (508) 455-8790

Fidelity
Scott Smith
Fidelity Institutional Wealth Services
Vice President
311 S. Wacker Dr. Suite 3800
Chicago, IL 60606
Phone: (312) 529-2217
Cell: (224) 306-9204

Goldman Sachs
Patrick Hanna
Vice President
200 West Street
New York, NY  10282
Cell:  (216) 385-2792

Hylant Group
Dan Fening
6000 Freedom Square Dr., #400
Cleveland, OH  44131
Phone: (216)447-1050

Lord Abbett
Jonathan Weitz
350 North Main St., Apt. 608
Royal Oak, MI  48067
Phone: (614) 208-9552

Ohio Tuition Trust
580 South High St., Suite 208
Columbus, OH 43215 

Mexie Wilson
Phone: (614) 752-9350
Fax: (614) 466-4486
Judy Cunningham
Phone: (330) 864-1086
Fax: (330) 864-1094

Security 1 Lending
George Tomko
1900 Polaris Parkway, Suite 450
Columbus, OH  43140
Phone: (440) 281-6840

Security Benefit
Marcello Cosentino
One Security Benefit Place
Topeka, KS 66636-0001
Toll Free: (877) 700-6847
Cell: (973) 722-0644

TD Ameritrade
Kerry Harris
11218 John Galt Blvd., Suite 300
Omaha, NE  68137
Phone: (402) 970-4581

Trust Company of America

Cory Belcher
7103 South Revere Parkway
Centennial, CO 80112
Phone: (303) 705-6267
Cell: (303) 501-7423

Weitz Funds

1125 South 103rd St., Suite 200
Omaha, NE 68124
Main Phone: (800) 304-9745

Leah Thrasher
Phone: (402) 384-5335

John W. Gabriel, MBA, CFP®
East Coast Regional Director
Phone: (203) 938-3021