GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Brian Toma
Managing Partner/Investment Advisor Representative
(440) 879-2907
btoma@fhtadvisors.com
Brian's experience in the financial services industry began with Cetera Advisors LLC and SS&G Financial Services, one of the nation's largest independent...
ABOUT BRIAN
Managing Partner/Investment Advisor Representative
(440) 879-2907
btoma@fhtadvisors.com
Brian's experience in the financial services industry began with Cetera Advisors LLC and SS&G Financial Services, one of the nation's largest independent accounting and business consulting firms. Brian is a CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary® (AIF®), Registered Representative and Investment Advisor Representative through Cetera Advisors LLC.
Brian's mission is to help families and businesses better manage their financial resources. He works closely with clients to develop goals and generate strategies to attain them. In addition, Brian is the key contributor on the Freeman Heyne Toma Investment Committee; he is instrumental in the selection of firm investments and design of investment and income strategies for clients. "Having a sound investment strategy that is faithfully implemented is more important than simply seeking investment returns."
Degrees/Designations: CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Investment Fiduciary® (AIF®); Baldwin-Wallace College, BA, Business Management, Minor in Economics; John Carroll University, Executive Certificate in Financial Planning
Licenses and Registrations: Securities Registration Series 7, 63, 66, Multiple State Accident, Life, and Health Insurance, and Ohio Notary