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American Endowment Foundation Laura Malone, CAP® 1521 Gorgetown Rd, #104 Hudson, OH 44236 Phone: (877) 599-8903 Cell: (216) 308-2767
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American Funds Jason Weybrecht, CFP® Joe Scarpitti 3333 South Hope Street Los Angeles, CA 90071 Phone: (888) 421-5059 Fax: (317) 735-6628
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Camelot Portfolios Laura Noble, JD 1700 Woodlands Dr., Suite 100 Maumee, OH 43537 Phone: (855) 277-3863 Cell: (419) 679-6050
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Cole Real Estate Investments Matthew J. Fuchs, CIMA 2325 E. Camelback Road, Suite 1100 Phoenix, AZ 80516 Phone: (508) 455-8790
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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
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Goldman Sachs Patrick Hanna Vice President 200 West Street New York, NY 10282 Cell: (216) 385-2792
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Hylant Group Dan Fening 6000 Freedom Square Dr., #400 Cleveland, OH 44131 Phone: (216)447-1050
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Lord Abbett Jonathan Weitz 350 North Main St., Apt. 608 Royal Oak, MI 48067 Phone: (614) 208-9552
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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
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Security 1 Lending George Tomko 1900 Polaris Parkway, Suite 450 Columbus, OH 43140 Phone: (440) 281-6840
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Security Benefit Marcello Cosentino One Security Benefit Place Topeka, KS 66636-0001 Toll Free: (877) 700-6847 Cell: (973) 722-0644
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TD Ameritrade Kerry Harris 11218 John Galt Blvd., Suite 300 Omaha, NE 68137 Phone: (402) 970-4581
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Trust Company of America
Cory Belcher 7103 South Revere Parkway Centennial, CO 80112 Phone: (303) 705-6267 Cell: (303) 501-7423
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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
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