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Meet Our Team

Leadership

Rebecca Stewart, CLTC®, CPFA
Managing Partner, President, Financial Advisor
Robert L. Smith, Jr. LUTCF
President of Leavitt Group Midwest
Scott A Molino
Leavitt Group Midwest Partner

Financial Advisors

Jesse Stacy, CFP®
Financial Advisor
Jim Hogan, CPFA
Financial Advisor
Marcus Arnold, CPFA
Financial Advisor
Michael Sima, CPFA
Financial Advisor
Todd Buck, CPFA
Branch Manager Sugarcreek Office, Financial Advisor
Zachary Shepard, AIF®
Financial Advisor

Life Insurance

Rachel Gattis
Life Insurance Agent

Support Staff

Paula Snavley
Financial Services Division Manager
Chelsea Chapman
Office Manager
Columbus, OH
Cheri Howman
Client Services Specialist
Kristin Anderson
Client Services Specialist
Laura McCoy
Client Services Specialist
Sharon Buccitelli
Client Services Specialist
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OHIO LICENSE #1198100

Cambridge’s Form CRS (Customer Relationship Summary)

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Fixed Insurance offered through various independent insurance companies. Secure Path Advisory Group, Leavitt Group Midwest and Cambridge are not affiliated.

Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.
FINRA/SIPC

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website

© 2026 Secure Path Financial, All Rights Reserved.

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