SKYLIGHT FINANCIAL GROUP - Key Persons
Job Titles:
- Coach
- Financial Advisor
- Registered Representative
Ajdin Dropic has 14 years of experience in a variety of financial services including investment advising, financial analysis, and insurance planning. He graduated from Ohio Wesleyan University with B.A. in Economics in 2000 and hold an MBA degree from Sullivan University since 2005.
In the past, Ajdin has developed an extensive experience in working with health care providers and their families. He looks forward to continuing to provide services for that community.
Ajdin resides in Erlanger, KY with his wife, Amanda, and his 4 children.
Ajdin Dropic is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC OSJ: 3825 Edwards Road, Suite 210, Cincinnati, OH 45209. 513.579.8555.
Job Titles:
- Registered Representative
- Sales and Service Specialist, Practice Development Specialist
Amber recently joined the Skylight Financial Group team in the summer of 2017 with the merger of Lighthouse Wealth Solutions. She currently works on the Design Center where she uses her experience and product knowledge to assist financial planners with their case design. She started in the financial services industry in 2006 advancing to financial representative with Lighthouse Wealth Solutions in 2011.
Amber grew up in Orlando, FL and moved back to Cleveland, OH in 2004. She has two young daughters and enjoys spending quality time with her family.
Amber Elias is a registered representative of MML Investors Services, LLC. Member SIPC OSJ: 1956 Carter Road, Suite 200, Cleveland, OH 44113. 216.621.5680.
Job Titles:
- Financial Planner
- Partner and Financial Planner
- Registered Representative
Skylight Partner and Financial Planner Amie Fox joined the financial services industry back in 2001. Her practice is built on assisting individuals, unions, and enterprises of all sizes with strategic development plans. Amie's specialties cover a wide array of financial needs-she offers business owners creative solutions to financial concerns like retaining top talent and employee benefits. She consults with executive leadership, creating and implementing robust strategies to assist their personal goals. Amie also spearheads company-wide educational programming initiatives, giving employees from top to bottom a comprehensive understanding of their finances. Additionally, she is a member of Skylight's LGBTQ resource team, providing gay, lesbian, bisexual, and transgendered clients with the proper tools and financial resources to meet their needs.
Outside the office, Amie spends her time with several organizations throughout the community. She has served on several boards and volunteered her time with many local organizations. Amie has been recognized as an effective and influencing speaker along with receiving many other professional honors on both the local and national stage.
Amie L. Fox is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 1956 Carter Road, Suite 200, Cleveland, OH 44113. 216-621-5680
Amie Fox speaks at CSU Women's Leadership Symposium
Job Titles:
- Financial Advisor
- Registered Representative
Andrew Cramer is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC OSJ: 5455 Rings Road, Suite 125, Dublin, OH 43017. 614.790.9800.
Job Titles:
- Coach
- Financial Advisor
- Registered Representative
Angela L. Barney is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 7150 W. Central Avenue, Suite 100, Toledo, OH 43537. 419.893.9759.
Job Titles:
- Partner and Financial Planner
- Registered Representative
Angie, a native of Blissfield, Michigan who lives in Ottawa Lake is dedicated to listening to her clients and helping them achieve their goals and solutions for their families and businesses. She works closely with family-owned businesses and specializes in retirement planning. Her goal is to help people achieve financial independence, realize dreams, and keep promises to themselves, their families and their businesses.
Angie joined MassMutual in 1985 and has been a financial planner since 1994. She joined Skylight Financial Group with the merger of Toledo, Columbus, Cincinnati, and Cleveland offices in 2017.
Angie is an alumnus of Davis College where she received a degree in business administration. She furthered her education at the American College receiving Chartered Financial Consultant and Certified Family Business designations and in 2002 she became a Certified Financial Planner Practitioner.
A past President of the Rotary Club of Blissfield, Wingerd has been actively involved in her community and is passionate about helping disadvantaged children both locally and around the world.
When not taking care of her clients Angie enjoys travel, golfing and spending time at her Round Lake cottage with her husband, two children, and precious grandchildren, family and friends.
Angela M. Wingerd is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC OSJ: 7150 W. Central Ave, Suite 100, Toledo OH 43617 . 419.893.9759.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Financial Planner
- Registered Representative
Angelo V. Carcioppolo serves as a CERTIFIED FINANCIAL PLANNER TM Professional with Skylight Financial Group based in Ohio City. His dedication to the financial services industry has led to earning the CERTIFIED FINANCIAL PLANNER TM certification (CFP®) in 2016, along with continuing industry designations such as Certified Private Wealth Advisor (CPWA®) professional from the Investment and Wealth Institute and the Yale School of Management, as well as Retirement Income Certified Professional® (RICP®), Chartered Financial Consultant® (ChFC®), and Life Underwriter Training Council Fellowship® (LUTCF®). In addition to holding the CFP® designation, Angelo also serves on the committee for the CFP® Board based in Washington D.C. that develops and designs test material and content for future exams.
Angelo is also involved in his community, having served as Chairperson for the Capital Improvements Board for the City of Twinsburg, Ohio, as a board member for the Twinsburg Community Improvement Corporation (TCIC), a board member for the Twinsburg Tax Incentive Review Committee (TIRC), Advisory Board President for Kent State University - Twinsburg Academic Center, and as past Board President and Treasurer for the Twinsburg Chamber of Commerce. He has also dedicated time in Ambassador positions for the Business Network International Organization (BNI). Lastly, Angelo was recognized in 2020 by the Twinsburg Chamber of Commerce as "Business Person of the Year".
Angelo graduated from Cleveland State University with a Bachelor's Degree in Science of Education and Sport. He resides in Twinsburg, Ohio with his wife Jo Jo, along with their son Angelo.
Angelo Carcioppolo is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 1956 Carter Road, Suite 200, Cleveland, OH 44113. 216.621.5680.
Annie Schwarz joined Skylight Financial Group in 2022 with nearly two decades of experience in philanthropy, management, and operations. Most recently, Annie served as Vice President of Advancement at The Music Settlement, a centuries-old community music and arts nonprofit in Cleveland, OH. In this role, she was responsible for the development and execution of strategic initiatives, operational management, and marketing. In addition to improving organizational business processes, Annie continually surpassed annual philanthropic goals and secured the largest charitable gift in the organization's history.
Prior to that, Annie served as Senior Director of Development at Case Western Reserve University School of Law. During her nearly nine-year tenure, Annie advanced within the Public Affairs department. Initially responsible for the department's marketing and communication efforts, Annie quickly progressed to leading the department, overseeing all fundraising, marketing, and alumni relations endeavors.
She is grateful for the opportunity to apply her leadership and organizational skills to support Skylight Financial Group's strategic initiatives and contribute to the firm's continued growth and success. Annie is a graduate of John Carroll University. She lives in Solon, OH with her husband, Adam and two children. They are a family of sports fans and are active parishioners of St. Rita's Church.
Job Titles:
- Founding Partner of Advise Financial Solutions
Anthony J. Nicodemo LUTCF, is a founding partner of Advise Financial Solutions in Green, OH. Anthony began his financial services career with MetLife in 2011 serving as a financial advisor in the Akron/Canton area. In 2015, Anthony transitioned to a team-based approach with partners Stephanie DeMuesy and William Ahonen.
Job Titles:
- Financial Planner
- Registered Representative
Anthony graduated from Ohio University with a BA in Finance and focuses his practice on asset accumulation, income generation, and estate planning strategies. He enjoys helping clients identify goals and alleviating concerns through the creation of a strategic plan.
Anthony Nicodemo is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 1956 Carter Road, Suite 200, Cleveland, OH 44113. 216.621.5680. CRN202112-271324
Job Titles:
- Rising Leader of the Year 2017
Job Titles:
- Financial Planner
- Registered Representative
Benjamin Wagner is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC OSJ: 7150 W. Central Avenue, Suite 100, Toledo, OH 43617. 419.893.9759.
Bobby Barnes has spent his entire career as a financial planner, which begin January 2001, with Skylight Financial Group (formerly The Innova Financial Group). He started with the organization after graduating from Miami University with a BS in Human Resource Management while also holding down a starting position on the baseball team, winner of the 2000 MAC Championships. Bobby is a Certified Special Care Planner, and with recent changes in his family life with the birth of his children, he has become dedicated to assisting his clients to take care of themselves, their families, and recently focused on assisting clients with special needs children. Bobby is a member of NAIFA, Clermont County Chamber of Commerce, and the Cincinnati Chamber of Commerce.
Bobby is highly involved in the community through the realm of sports and Cincinnati Children's Hospital. Since graduating from college, he has been a summer baseball coach, most recently with the Cincinnati Flames. Recently Bobby joined the Cincinnati Children's Hospital Champions program to assist parents with their experiences at Children's Hospital.
Bobby currently resides in Maineville, OH with his wife Kathy, and his three children.
Job Titles:
- Financial Planner
- Registered Representative
Bradley Jones is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 3825 Edwards Road, Suite 210, Cincinnati, OH 45209. 513.579.8555.
Job Titles:
- Financial Planning Specialist
Brandon Kerley began working at Skylight Financial Group in August of 2018. He has a passion for helping families and small businesses achieve their goals and prepare for any bumps along the way.
Brandon was born and raised in Cincinnati, where he attended Elder High School, and University of Cincinnati. He graduated from the Carl H. Lindner College of Business with a double major in Finance and Accounting. In his free time Brandon enjoys golfing, and spending time with friends and family.
Job Titles:
- Recruiting Transition Specialist
Brandy graduated from Capital University's School of Management in 2002 with a Bachelor's in business management and human resources.
Before coming to Skylight in 2019, Brandy devoted her time to being a SAHM to her three beautiful children, whom she shares with her husband and college sweetheart, Tim.
In her spare time, Brandy enjoys spending time outdoors with family and friends. She's a lover of people, music, documentaries of all kinds, and traveling.
Job Titles:
- Financial Planner
- Partner and Financial Planner
- Registered Representative
After graduating from the University of Akron in 2001, Brent began his work in the financial services industry. Brent spent 12 years with Western & Southern Financial Group as a financial advisor and as part of the management team. Brent was also awarded the highest achievement for his role in running the #1 Investment Agency at W&S Financial Group (2007). Brent was also awarded Platinum Council during his time with MetLife Premier Client Group (2015, 2016). After joining Skylight Financial Group, Brent qualified for Leader's Meeting status in 2020 and 2021, while maintaining Million Dollar Round Table status from 2017 to present.
As a resident of Bath Township, he enjoys golfing, fly fishing, boating, and cooking. Brent and his wife, Megan, are proud parents of their two children. Brent is active in coaching his son's basketball and football teams. He is also an active member of NAIFA in Northeast Ohio.
Brent Affolter is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 1956 Carter Road, Suite 200, Cleveland, OH 44113. 216.621.5680. AR Insurance License #7364765, CA Insurance License #0M34775. CRN202608-4864599
Featured News Stories:
The Story of Dynamic Duo Brent Affolter and Jeb Stephen
Job Titles:
- Financial Advisor
- Registered Representative
Bret Ford is a native of Piqua, Ohio, and graduated with a B.S. in Finance from Miami of Ohio University. His business philosophy is to assist his clients in building their financial freedom by implementing strategies to reach their specific financial goals. Bret's commitment is to establish a relationship with his clients so that he is considered their trusted financial professional.
His dedication to the financial services profession has resulted in making his company's Leaders Conference on thirteen different occasions (1996-1999, 2005, 2006, 2008-2013, 2017). Bret maintains three financial designations - CFS (Certified Fund Specialist), CLTC (Certified Long-Term Care), and CASL (Chartered Advisor for Senior Living).
He is actively involved as a member of The Valley Church and serves on the board of directors. He has a son and a daughter and resides in Piqua with his wife Lisa.
Bret Ford is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. OSJ: 3825 Edwards Road, Suite 210, Cincinnati, OH 45209. 513.579.8555.
Job Titles:
- Financial Professional
- Registered Representative
Brett Seymour is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC OSJ: 7150 W. Central Ave., Suite 100, Toledo OH 43617. 419.893.9759.
Job Titles:
- Advanced Sales Specialist
- Partner & Advanced Sales Specialist
- Registered Representative
Bruce is a advanced sales specialist out of Skylight's Toledo office. He is a member of National Association of Insurance and Financial Advisors, Society of FSP, Toledo Estate Planning Council and the Southern Arizona Estate Planning Council.
Bruce DeBoer is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC OSJ: 7150 W. Central Ave, Suite 100, Toledo OH 43617 . 419.893.9759.
Job Titles:
- Financial Planner
- Registered Representative
Carla started her financial services/insurance career after some time away from her first career as an audiologist. She had spent time at home with her children and decided to venture into a field that would impact an individual's entire life as well as lead to a deeper relationship with her clients.
Carla takes a holistic approach to her clients in regard to protection and financial planning. Having her initial licenses in life and health, home and auto she tends to address those issues initially to be sure there is a sound foundation for protection. From there she enjoys helping people plan financially for the retirement of their dreams.
Carla resides in the close-knit town of Madeira with her two college-age children. She enjoys exercising by walking with friends and her rescue dog, Loui as well as occasional retreats to her favorite spot, the beach.
Carla Hellmann is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC OSJ: 3825 Edwards Road, Suite 210, Cincinnati, OH 45209. 513.579.8555.
Job Titles:
- Financial Planner
- Financial Professionals
- Registered Representative
Charles ‘Coop' has been helping financial professionals achieve the vision they have for their practice and their lives since 2003. In 2016 he was named Managing Director of the Year for all of MetLife Premier Client Group and received the GAMA International Frontline Leaders Award* for 2015. He has achieved some of the highest levels of recognition in the industry, including Chairmen's Council qualification (MetLife, 2015), Platinum Conference (MetLife, 2015), Leader's Conference (MetLife, 2011, 2015,) and Field Leadership Trophy (Massachusetts Mutual Life Insurance Company (MassMutual), 2017, 2018). He is a current member of the Million Dollar Round Table.
Charles holds the Chartered Life Underwriter (CLU®) and the Life Underwriter Training Council Fellowship (LUTCF®) designations.
His focus is to help clients accumulate wealth and leave a meaningful and lasting legacy. Seeing his clients achieve success they never dreamed of is one of the great joys of his life.
A graduate of Elon University (Cum Laude), he is a 20-year resident of Cincinnati where he lives with his wife, Casondra, and their three fur children. He is a proud empty nester with four great kids off the payroll and a beautiful granddaughter to boot!
He is a classically trained Opera Singer, arts lover, golf enthusiast when at his Arizona home, and culinary artiste (husband and wife duo).
Charles Cooper is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 3825 Edwards Road, Suite 210, Cincinnati, OH 45209. 513.579.8555.
Financial Planner Charles "Coop" Cooper, CLU®, LUTCF®, a member of the Million Dollar Round Table (MDRT), recently became a Court of the Table qualifier. As an international membership association of financial professionals founded in the US, the MDRT recognizes the Court of the Table qualification as a mark of excellence reserved for some of the…
Job Titles:
- Financial Advisor
- Registered Representative
Charles Locy is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC OSJ: 3825 Edwards Road, Suite 210, Cincinnati, OH 45209. 513.579.8555.
Job Titles:
- Financial Planner
- Registered Representative
Charles Idemudia was born in Detroit, MI and spent his childhood years there. After he graduated from high school as a football and lacrosse letterman, he went to Penn State University where he was a member of the football team from 2012-2016, making his mark as an athlete while earning his bachelors in Labor and Employment Relations. Upon graduation from Penn State Charles moved to Cincinnati to pursue his masters from Xavier University, it was here he was introduced to the Financial Services World by Lighthouse Wealth Solutions, an agency that became a part of Skylight in 2017.
Charles is involved in various philanthropic and non-profit organizations in the Cincinnati Area such as Green Umbrella, Gentlemen for Organized Achievement and Leadership, and Cincinnati Young Black Professionals, and has a very outgoing personality. Charles possesses an uncanny ability to make connections with people from any and every background. He loves sports and grew up in a home with 4 dogs.
Charles Idemudia is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. OSJ: 3825 Edwards Road, Suite 210, Cincinnati, OH 45209. 513.579.8555.
Job Titles:
- Senior Agency Technology Specialist
Chris is a Technology Coordinator for Skylight Financial Group. He is part of the team responsible for resolving day-to-day technology issues, the encryption and configuration of new computers, and providing technical expertise, training, and advice as needed.
He graduated from Valparaiso University with a bachelors degree in business management and information decision science. He has also graduated from the University of Toledo with a bachelors degree in exercise science. Chris has been with Skylight Financial Group since August 2015.
Job Titles:
- Partner
- Financial Planner
- Registered Representative
Christopher A. Perme began his career in the financial services industry in 1989 following his graduation from Hillsdale College. His thirty years' experience have allowed Perme to work with clients across a broad spectrum; from newly married couples developing their financial strategy to retirees seeking to help maximize their income. While experienced across a wide range of financial disciplines including insurance and investments, his primary focus is pre and post retirement planning. Simply stated, his objective is to work together with clients to listen and understand what is important to them, then help them develop a strategy to achieve their goals.
Perme is a Partner of and serves on the Advisory Board of Skylight Financial Group. He has repeatedly qualified for Massachusetts Life Insurance Company (MassMutual) Blue Chip Council 2007, 2009, 2010, 2011, 2013, Leaders Club 2001 thru 2018, and NAIFA's National Quality Awards 2017. Perme has had numerous articles published in Small Business News, Smart Business Cleveland, and The Cleveland Plain Dealer.
Christopher Perme is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. 1956 Carter Road, Suite 200, Cleveland OH 44113. 216-621-5680.
Job Titles:
- Partner & Financial Planner
- Planner
- Registered Representative
is once again setting out to make waves in the fight against Alzheimer's Disease with his 6th annual Rowing to Remember fundraiser. This inspiring event, scheduled for Friday, June 21st at Forest View Lanes Recreation Bar & Grill, will see Chris rowing from 6 am to 10 pm, aiming to…
Christopher Heerdegen is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC OSJ: 7150 W. Central Ave, Suite 100, Toledo OH 43617 . 419.893.9759. CRN202501-3038617
Job Titles:
- Partner and Financial Planner
- Registered Representative
Christopher M. Reinke is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC OSJ: 2012 W. 25th Street, Suite 900, Cleveland, OH 44113. 216.621.5680.
Job Titles:
- Bronze Associate of the Year 2017
- Gold Associate of the Year 2016
Job Titles:
- Financial Planner
- Registered Representative
Craig Clifton is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC OSJ: 5455 Rings Road, Suite 125, Dublin, OH 43017. 614.790.9800.
Job Titles:
- Training and Development Coordinator
Crystal was with a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) from 2008-2013, starting part-time scanning documents for data retention then moving to full-time as a New Business Coordinator. She returned to the firm in 2016, shortly before it became Skylight Financial Group. Since her return, she has been in various positions, loves getting to see the business from many different aspects, and is currently oversees the scanning system for the firm as well as coordinate the Financial Professional Admin Project.
Outside of the office, she enjoys spending time with her husband, two grown daughters, their spouses, and her sweet pup Cocoa. Crystal also enjoys all things nature and is a frequent visitor to the Toledo Metroparks, State Parks, and National Parks.
Job Titles:
- Registered Representative
Dale J. Seymour is a native of Toledo, Ohio and began his financial service career in January 1969. He invested 11 years with another organization building long-term client relationships and in April 1980 began his career with The MassMutual Life Insurance Company as the General Agent in Toledo, Ohio. In 2001, he took on the additional responsibility as General Agent for the Farmington Hills-Southfield Michigan Agency.
During his 32-year career as a General Agent for MassMutual, the firm continued to grow under his leadership and received multiple honors and awards. Upon retirement from his long career as a General Agent, Dale committed himself to his personal clientele along with his son Brett and daughter Shelly in helping educate their clients and strengthening their financial situations. He has brought experience in both business and business retirement plans and his expertise extends across a wide spectrum of the financial services industry. His objective is to help his clients take charge of their financial lives and build confidence in their future.
Civically and professionally, Dale has served on numerous boards and currently is a member of the Board and Officers Committee as well as Chairman of the Finance Committee at McLaren St. Luke's in Maumee Ohio. He was a founding sponsor of The University of Toledo Center for Family and Privately-held Business, as well being a past chair of the University of Toledo Foundation.
Dale lives in Sylvania Township, with his wife Phyllis and is the father of 3 children, Shelly, Brett, and Marc. He is also the grandfather to 8 wonderful grandchildren and enjoys spending considerable amounts of time with family and friends.
Dale Seymour is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC OSJ: 7150 W. Central Ave, Suite 100, Toledo OH 43617. 419.893.9759.
Job Titles:
- Financial Planner
- Registered Representative
Dallas Gibson is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 3825 Edwards Road, Suite 210, Cincinnati, OH 45209. 513.579.8555.
Job Titles:
- Financial Planner
- Registered Representative
Dan began his career in the Financial Services Industry with MetLife in 1998. He spent the last 23 years as both an Agency Director and Financial Advisor. While at MetLife, Dan qualified for Leader's Conference 5 times (2004, 2011, 2012, 2013, 2014) and was also a member of MDRT. In 2016, Dan joined Skylight Financial Group when the firm transitioned to a General Agency of Massachusetts Mutual Life Insurance Company (MassMutual).
Dan's practice focuses primarily on retirement planning and insurance planning for families and small businesses.
A 1997 graduate of The Ohio State University, Dan enjoys his free time traveling, attending sporting events, and spending time with his wife and two children.
Daniel Bravo is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 1956 Carter Road, Suite 200, Cleveland, OH 44113. 216.621.5680.
Job Titles:
- Financial Planner
- Registered Representative
Daniel Dukart joined Skylight Financial Group in 2021 as a Financial Professional. Daniel strives to provide exceptional service, comprehensive strategies, and financial education to his clients to help them achieve their financial goals. His mission is to build lasting relationships with his clients to have a trusted professional who they can turn to for all of their financial questions and concerns.
He has been recognized by the firm for several accomplishments, including being named a Rising Leader (2022 and 2023) as well as New Associate of the Year (2023). Prior to joining Skylight, Daniel worked in various financial analysis and accounting roles with Citigroup, Deloitte, and L Brands.
Daniel graduated from Ohio State University in 2012 with a bachelor's degree in finance. He resides in Powell with his wife, Carly, their two children, and their dog, Misty. In his spare time, Daniel is a passionate sports fan and remains an avid hockey player.
Daniel Dukart is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 5455 Rings Road, Suite 125, Dublin, OH 43017. 614.790.9800. CA Insurance License #4240838.
Job Titles:
- HR Manager and Contracting Coordinator
Job Titles:
- Agency Supervisory Officer
Job Titles:
- Brokerage New Business Coordinator
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- Event Coordinator
- Office Manager
Job Titles:
- Senior Financial Planning Specialist
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- Chief Agency Supervisory Officer
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- Financial Operations Analyst
Job Titles:
- Senior New Business Specialist
Job Titles:
- Registered Representative
John R. Barnes is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC OSJ: 3825 Edwards Road, Suite 210, Cincinnati, OH 45209. 513.579.8555.
Job Titles:
- Agency Supervisory Officer
Job Titles:
- Agency Supervisory Officer
Job Titles:
- Partner and Financial Planner
Job Titles:
- Financial Advisor
- Partner
- Partner & Financial Planner
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- Sales and Service Specialist
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- Agency Technology Specialist
Job Titles:
- Partner and Financial Planner
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- Partner and Financial Planner
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- Compliance Coordinator
- Operations Assistant
Job Titles:
- Financial Planner and Coach
- Registered Representative
Scott originally joined Skylight Financial Group in 2018, and as a Financial Planner, he treasures the support and resources Skylight provides for his practice. Along with serving clients' needs with available products, services, and technology, he can also collaborate with some of the region's finest financial professionals. To Scott, it makes a huge difference to be part of a culture of success that inspires you to be your best every day.
Scott is proud to have the privilege to make a positive impact in the lives of families and business owners in the greater Cincinnati area. Over the last nearly 18 years, he's seen a multitude of changes. What remains steadfast, however, is that this business is about building trusting relationships and helping people believe in the possibility of a greater financial future. This is what continues to make him eager to meet with current and new clients today.
Born and raised on the east side of Cincinnati, Scott studied business at Northern Kentucky University and now, together with his wife Stephanie, raises his son and daughter in Mt. Orab, Ohio. As a family, they are big fans of school athletics because of the difference it's made in their kids' lives. They believe sports can teach so many valuable lessons that prepare students for life as an adult.
Scott Trent is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC OSJ: 3825 Edwards Road, Suite 210, Cincinnati, OH 45209. 513.579.8555. CA Insurance License #0H96717
Job Titles:
- Partner and Financial Planner
Job Titles:
- Partner and Financial Planner
Job Titles:
- Financial Advisor
- Registered Representative
With over 46 years' experience in the insurance industry, Bill provides exemplary service, whether it be financial or just plain service, to his clients and prospective clients, thus assisting them in maintaining the lifestyle that they require through life's many changes.
By focusing not only on the accumulation, preservation, and distribution of his clients' assets but attempting to protect these assets that may be jeopardized by life's many unexpected events. The products and services offered will be adjusted not for his benefit, but for each individual client's unique situation.
Bill's dedication to continued education in the financial and insurance industry, keeps his high level of integrity, dedication, and professionalism that his clients have come to expect.
Bill is a member of the Basilica of St. John Church and a graduate of Youngstown State University with a Bachelor of Music in Education. He resides at Lake Cable, Canton OH. He has been married to Jan for 51 years. They have four children, five grandchildren, one great-grandchild and six granddogs.
William Haak is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. OSJ: 1956 Carter Road, Suite 200, Cleveland, OH 44113. 216.621.5680.