You’ll find the resources of a national leader right here at home.

When it comes to your financial future, there’s nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing you’re getting that support with the insight and experience of a hometown team.

You’ll find both at the Westlake, Ohio, branch of Raymond James – everything you need to plan for where you’re going and a team of professionals who know exactly where you’re coming from.


Bill Theis, Jr.
Complex Manager
Senior Vice President, Investments
Steve Machovina
Branch Manager
First Vice President, Investments
Rachel Wilson
Complex Administrative Manager
Mid-American Complex
Jennifer Kunesh
Complex Administrative Manager-Cleveland Complex
John F. Johnson
Senior Vice President, Investments
Michael A. Bentley
Vice President, Investments
Ryan Roche, CFP®, AAMS®
Financial Advisor
Frank DiLalla
First Vice President, Investments
William Hornung, CFP®
First Vice President, Investments
Kristin Ostrum
Senior Registered Sales Assistant
Amanda Penitz
Senior Registered Service Associate
Kathy Miller
Senior Registered Client Services Associate
Chris Sedar
Client Service Associate
Clint Smith
Branch Operations Specialist

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.