Brian C. TOMA, CFP®, AIF®, CEPA | PrincipalMy experience in the industry began with Cetera Advisors LLC (formerly Multi-Financial Securities Corporation) and SS&G Financial Services, one of the nation's largest independent accounting and business consulting firms. I have obtained my CERTIFIED FINANCIAL PLANNER™ or CFP® certification, Accredited Investment Fiduciary® (AIF®) Designation, and am a Registered Representative and Investment Advisor Representative. Today, my mission is to help families and businesses better manage their financial resources. I work closely with clients to develop goals and craft strategies to attain them. In addition, I am the key contributor on the Freeman Heyne Toma Investment Committee where I am instrumental in the selection of firm investments and the design of investment and income strategies for firm clients.Degrees/Designations: CERTIFIED FINANCIAL PLANNER™, Baldwin-Wallace College, BA in Business Management and Minor in Economics, John Carroll University - Executive Certificate in Financial Planning. Licenses and Registrations: Multiple state Life, Health, and Accident insurance, Securities Registration Series 7, 63, 66, and Ohio NotaryE-mail me at btoma@fhtadvisors.comCall Brian Toma at 330.668.6944FHT Advisors LLC: Northeast OH Offiice: 7000 Fitzwater Road, Suite 110, Brecksville OH 44141 | 330.668.6944 Southwest OH Office: 10250 Alliance Road, Suite 125, Cincinnati OH 45242 | 513.489.8588Specialties: Retirement (401K / Defined Benefit, Profit Sharing) plan analysis and service, portfolio analysis and construction, personal financial planning, insurance planning, college planning, alternative investments, business financial planning, group benefits, asset allocation, long term care, disability insurance, life insurance, retirement projections, retirement planningSecurities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. FHT Advisors LLC and Cetera Advisors LLC are non affiliated companies.