Chris M. Hagen Sloan-Hagen Group at McDonald and Barranco Capital Wealth Management 350 Leavell Circle Montgomery, AL 36117
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Phone: (334) 386-4552 Web: www.mbcapitalwealth.com Email: chris.hagen@lpl.com
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Bo Flanders Flanders Financial 3057 Lorna Rd., Suite 103 Hoover, AL 35216
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Web: www.flandersfinancial.com Email: flanders@1dbdirect.com
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Mark Roberts Financial Advisor Wachovia Securities 400 Meridian, Suite 201 Huntsville, AL 35801
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Web: www.home.wachoviasecurities.com/mark.roberts Email: mark.roberts@wachoviasec.com
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Don Johnson SunAmerica Securities 2944 Pelham Pkwy Pelham, AL 35124
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Web: www.retirement-specialists.com Email: don@retirement-specialists.com
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Mike Grace Bandy, Nystrom and Associates 3291 S Thompson, Suite H-104 Springdale, AR 72764
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Email: mgrace372@yahoo.com
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Thomas G. Gammill Thomas Gammill & Co., LTD. 5026 Old Greenwood Street Fort Smith, AR 72903
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Web: www.gammillcpa.com Email: tgammill@gammillcpa.com
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Christopher Brereton SagePoint Financial 14646 N. Kierland Blvd., Suite 230 Scottsdale, AZ 85254
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Web: www.breretonrichards.com Email: c.brereton@sagepnt.com
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Christopher Hoe CCM, CRPC Financial Consultant AG Edwards & Sons, Inc. 12515 W Bell Rd., Suite 100 Surprise, AZ 85374
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Web: www.agedwards.com/fc/christopher.hoe Email: christopher.hoe@agedwards.com
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Alan F. Willenbrock CFA - Vice President, Financial Advisor Morgan Stanley 7175 North Pima Canyon Drive Tucson, AZ 85718
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Phone: 520-519-2300 Web: morganstanleyfa.com/alan.willenbrock Email: alan.willenbrock@morganstanley.com
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Brett Andrews CWS®, CExP?, CEPA Fortress Financial Strategies 20325 N 51st Ave Ste 134 Glendale, AZ 85308
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Phone: 623-255-5180 Web: www.fortressfinancialstrategies.com Email: brett@thefortresscompanies.com
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Max J. Safdie Sr. Financial Advisor, Consultant Union Capital 6407 E. Grant Rd Tucson, AZ 85715
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Phone: 520-664-2001 Web: unioncapital.com Email: msafdie@unioncapital.com
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Vincent Esparza CFP, CLU American Portfolios Financial Services 18819 North Third Drive Phoenix, AZ 85027
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Email: vecfp@vincentesparza.com
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Paul R. Burns MSFS, CLU, ChFC, AEP, CEBS, CAP, AAMS Southwest Wealth Advisory Group, LLC 426 N. 44th Street Suite 115 Phoenix, AZ 85008
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Phone: 602-931-4450 Web: southwestwealth.com Email: paul@southwestwealth.com
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Bob Rittel Financial Consultant A. G. Edwards 10101 West Bell Road, Suite 100 Sun City, AZ 85351-1277
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Web: www.agedwards.com/fc/bob.rittel Email: bob.rittel@agedwards.com
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Bradley E. Hughs Financial Planner Southwest Wealth Advisory Group, LLC 426 N 44th Street Suite 115 Phoenix, AZ 85008
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Phone: 602-931-4450 Web: southwestwealth.com Email: brad@southwestwealth.com
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Stephen D. Bull ChFC, Managing Partner Verus Capital Partners, LLC 14256 North Northsight Boulevard Suite 110 Scottsdale, AZ 85260
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Email: sbull@VerusCapitalPartners.com
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Nicholas Healy CFA, CFP, EA Sunrise Wealth Management, LLC 5151 E. Broadway Boulevard Suite 1600 Tucson, AZ 85711
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Phone: 520-399-7477 Web: sunrisewm.com Email: nhealy@sunrisewm.com
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Karen L. Justice ChFC, CLU, MSFS Justice Financial Advising, Inc. 226 Tombstone Canyon PO Box 1894 Bisbee, AZ 85603
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Phone: 520-432-6680 Web: www.justicefinancial.net Email: clarityisbrief@cableone.net
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Paulo Moraes Moraes & Cassidy Group, LLC 7 Mount Lassen Drive C152 San Rafael, CA 94903
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Phone: 415-785-4867 Web: moraescassidygroup.com Email: paulo.moraes@lpl.com
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Ryan Cassidy Moraes & Cassidy Group, LLC 7 Mount Lassen Dr.?C152 San Rafael, CA 94903
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Web: www.moraescassidygroup.com/ Email: ryan.cassidy@lpl.com
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William C. O'Connor MS, CFP, EA Applied Financial Planning 100 Pacifica Suite 400 Irvine, CA 92618
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Phone: 714-929-7420 Web: appliedfinancialplanning.com Email: william.oconnor@lpl.com
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William Noonan Ameriprise Financial Services, Inc 8910 University Center Lane Suite 200 San Diego, CA 92122
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Phone: 858-795-2327 Web: www.ameripriseadvisors.com/william.noonan Email: william.noonan@ampf.com
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James Ellis J.K.R. & Company Inc. 7136 Haskell Avenue, Suite 101 Van Nuys, CA 91406
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Web: www.retirement-planning.com Email: rpa@retirement-planning.com
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Allan W. Moskowitz CFP, AIF Transformative Wealth Management, LLC 6317 Fairmount Ave El Cerrito, CA 94530
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Phone: 810-524-5500 Web: transformativewealthmgmt.com Email: allan@transformativewealthmgmt.com
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M. Benay Curtis-Bauer Alamo Capital 1777 Botelho Drive, Suite 375 Walnut Creek, CA 94596-5041
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Web: www.alamocapital.com Email: bcurtisbauer@alamocapital.com
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Easan Katir 2419 Evenstar Lane Davis, CA 95616
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Email: easan@pacbell.net
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Nick Krsnich JMN Investment Management 3801 PGA Boulevard Suite 600 Palm Beach Gardens, CA 33410
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Phone: 561-410-5815 Web: www.jmninvestment.com Email: nkrsnich@jmnfinancial.com
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Janet L. Barr ChFC, CLU, MS Collaborative Financial Solutions, LLC 5266 Hollister Ave #220, Building B Santa Barbara, CA 93111
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Phone: 805-965-0101 Web: janetbarrcfs.com Email: janet@janetbarrcfs.com
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Ian D. Bishop MSF, ChFC, CMFC Ameriprise Financial Services, Inc. 440 N Mountain Ave Suite 313 Upland, CA 91786
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Phone: 909-608-0588 Web: ameripriseadvisors.com/ian.d.bishop Email: ian.d.bishop@ampf.com
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Mark Lamb Western International Securities 70 S Lake Ave Pasadena, CA 91101
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Phone: 650-796-4949 Web: www.wisdirect.com Email: mlamb@wisdirect.com
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John Luse Registered Investment Advisor PortfolioRx 5015 Birch St., Suite 114 Newport Beach, CA 92660
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Web: www.portfoliorx.org Email: john_luse@sbcglobal.net
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Mark D. Elliott Registered Investment Advisor, President Elliott Asset Management 2835 Camino del Rio South, Suite 350 San Diego, CA 92108
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Email: mark@elliottam.com
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Scott E. Teter AmeriFlex Financial Services 15 W. Carillo Street Suite 252 Santa Barbara, CA 93101
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Phone: 805-879-7550 Web: ameriflex.com/wealth-management-teams/california/team-santa-barbara-downtown Email: scott.teter@ameriflex.com
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Tim Taschler CFP® Sprott Global Resource Investments LTD 1910 Palomer Point Way Suite 200 Carlsbad, CA 92008
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Phone: 800-477-7853 Web: sprottglobal.com Email: ttaschler@sprottglobal.com
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David Kamholtz Ameriprise Financial 6355 Topanga Canyon Boulevard Suite 505 Woodland Hills, CA 91367
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Phone: 310-745-2007 Email: david.s.kamholtz@ampf.com
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Dean Erickson CFA Bionic Capital LLC 11620 Wilshire Blvd. Suite 900 Los Angeles, CA 90025
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Phone: 310-734-8500 Web: BionicCapital.com Email: dean@bioniccapital.com
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Greg O'Donnell O'Donnell Financial Group 1101 5th Ave San Rafeal, CA 94901
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Phone: 415-758-6331 Web: odfigroup.com Email: greg@odfigroup.com
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Donald Steinmann MBA Advanced Financial Management 6320 Canoga Ave. #1500 Woodland Hills, CA 91367
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Phone: 818-700-1292 Web: afminvestments.com Email: don@afminvestments.com
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George K. Mortimore Sentra Securities Corp. 2406 Blackstone Dr. Walnut Creek, CA 94598
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Email: gma123@msn.com
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John E. Draper Jr., MBA, Sr. Vice President - Investments Wachovia Securities - Draper Wealth Management 24431 Calle De La Louisa, Suite 100 Laguna Hills, CA 92653
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Web: www.drapergroup.wbsec.com Email: jdraper2@wachoviasec.com
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John Weinstein, CFP®, MBA Decision Investments 4445 Eastgate Mall Suite 200 San Diego, CA 92121
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Phone: 858-812-3027 Web: decisioninvestments.com Email: John@DecisionInvestments.com
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Thomas Lam Fabian Wealth Strategies 3070 Bristol, suite 610 Costa Mesa, CA 92626
|
Phone: 800-391-1118 x287 Web: www.fabianwealth.com Email: thomas@fabianwealth.com
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David Fabian FMD Capital Management, LLC One Park Plaza Suite 600 Irvine, CA 92614
|
Phone: 888-823-8111 Web: www.fmdcapital.com Email: david@fmdcapital.com
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Michael P. Farah RIA Farah Advisory Services 369 San Miguel Drive. Ste. 350 Newport Beach, CA 92660
|
Web: www.farahas.com Email: mike@farahas.com
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John H. Bishop CPA Wellington Capital Advisors, LLC 1 Market Street Suite 3600 San Francisco, CA 94105
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Web: http://wellington.capital Email: john.bishop@wellington.capital
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Max J. Safdie Sr. Financial Advisor, Consultant, RIA Union Capital 264 Morning Sun Avenue Mill Valley, CA 94941
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Phone: 415-235-6622 Web: unioncapital.com Email: msafdie@unioncapital.com
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James Brost CFP Intelligent Investment Management, LLP 150 E. 9th Street Suite 333 Durango, CO 81301
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Phone: 970-403-1234 Web: intelligentim.com Email: jbrost@intelligentim.com
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David L. Kaiser ChFCR, President Pinnacor Financial Group, Inc. 3801 East Florida Ave., Suite 400 Denver, CO 80210
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Web: www.pinnacorfinancial.com Email: dlkaiser@pinnacorfinancial.com
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Steve Booren Prosperion Financial Advisors 8400 East Prentice Avenue Suite 1125 Greenwood Village, CO 80111
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Phone: 303-793-3202 Web: prosperion.us Email: steve.booren@lpl.com
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Steve Wheeldon CFP, Registered Investment Advisor Intelligent Investment Management, LLP 150 E. 9th St., Suite 333 Durango, CO 81301
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Web: www.intelligentim.com Email: swheeldon@intelligentim.com
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Jerry Paul CFA ICON Bond Fund (IOBZX) 5299 DTC Boulevard Suite 1200 Greenwood Village, CO 80111
|
Phone: 303-328-9232 Web: iconadvisers.com Email: jpaul@iconadvisers.com
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Jon Zeschin CFP Essential Investment Partners, LLC 1777 South Harrison Skydeck Denver, CO 80210
|
Web: www.essentialadvisors.com Email: jzeschin@essentialinvestment.com
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Mark Goddard CFP Goddard Company 2707 Fieldstone Fort Collins, CO 80525
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Email: goddardco@msn.com
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Alan Chris Doyle Registered Prinicipal SunAmerica Securities, Inc. Member N.A.S.D., S.I.P.C. 524 30 Road, Suite #6 Grand Junction, CO 81504
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Email: claymore@I70West.com
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Joel M. Kosovsky CPA/PFS, CFP Horizon Financial Advisors LLC 270 Farmington Ave. Suite 207 Farmington, CT 06032
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Web: www.kpco-cpa.com Email: joelk@kpco-cpa.com
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Ken Harper Booth Financial Associates 200 Connecticut Avenue Norwalk, CT 06854
|
Phone: (845) 661-4493 Email: putnamken@yahoo.com
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Robert Sartori Associate Vice President - Investments Morgan Stanley Smith Barney 5 Fort Rachel Place Mystic, CT 06355
|
Email: robert.sartori@morganstanley.com
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Jack Adie Financial Advisor Wachovia Securities, LLC 185 Asylum Street Hartford, CT 06103
|
Email: john.adie@wachoviasec.com
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Robert A. States Triple Check Financial Services 11 South Main St. Marlborough, CT 06447
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Email: rstates@aol.com
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Albert Sebastian, CFA Prospect Advisors LLC 1450 Washington Blvd Suite 1203 South Stamford, CT 06902
|
Phone: 203-388-8712 Email: al@prospectadvisorsllc.com
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John H. Diamond Vice President - Investments Wachovia Securities 1133 Connecticut Ave., NW Washington, DC 20036-4305
|
Web: JohnDiamond.wbsec.com Email: john.diamond@wachoviasec.com
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Bruce J Tuinier Director-Investments Oppenheimer & Co.Inc 2000 K Street NW, 8th Floor Washington, DC 20006
|
Email: bruce.tuinier@opco.com
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Kris A. Persinger CFP®, Financial Advisor Persinger Planning, LLC 4360 Van Ness St NW Washington, DC 20016
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Email: kris@persingerplanning.com
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Paul S. Baumbach CFA, ChFC Mallard Advisors, LLC 273 East Main Street, Suite E Newark, DE 19711
|
Web: www.mallardadvisors.com Email: paul@mallardadvisors.com
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Daniel J. Reisinger CLU, ChFC Mariner Financial Services 220 Continental Drive, Suite 202 Newark, DE 19713
|
Email: finsrv@aol.com
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David J. Strohecker CFP(r) D2 Capital Management, LLC 9951 Atlantic Blvd. Suite 169 Jacksonville, FL 32225
|
Web: www.d2-cm.com Email: dave@d2-cm.com
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Brigitta Herzfeld Thomas J. Herzfeld Advisors, Inc 119 Washington Avenue Suite 504 Miami Beach, FL 33139
|
Web: www.herzfeld.com Email: info@herzfeld.com
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Carl F. von dem Bussche CFP Financial Guidance Group, Inc. 788 Samantha Drive Palm Harbor, FL 34683
|
Web: www.financialguidancegroup.com Email: carl@financialguidancegroup.com
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Jane Marchand Marchand Faries Financial Mgmt., Inc. 921 Montego Road West Jacksonville, FL 32216
|
Web: www.mffm.com Email: mffminc@aol.com
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Mark W. Fleming LUTCF, RIA Flemington Financial Group 14705-B N. Spur Drive N. Miami Beach, FL 33161
|
Email: flemingtongroup@aol.com
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F. Jay Meistrell III Financial Advisor Wachovia Securities 690 Lincoln Road Suite 202 Miami Beach, FL 33138
|
Email: jmeistrell@wachoviafinet.com
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Mike Lynch CFP Money Matters of America 300 S. Pine Island Road, Suite 315 Plantation, FL 33324
|
Web: www.MoneyMattersofAmerica.com Email: mike@moneymattersofamerica.com
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Alexander T. Padilla Sr. Waterford Investor Services, Inc. 5331 Commercial Way, Suite #208 Spring Hill, FL 34606
|
Email: apadilla@waterfordinvestors.com
|
Heather McCurley-Noyes CFP, Vice President-Investments Compass Point Wealth Management of Raymond James & Associates Inc. 2420 Jenks Avenue, Suite B4 Panama City, FL 32405
|
Web: www.compasspointwealth.com Email: Heather.Noyes@raymondjames.com
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John Maffei CIO MFM Capital Management, Inc. 1300 N. Semoran Blvd Suite 100 Orlando, FL 32807
|
Web: www.mfmfinancial.com Email: jmaffei@mfmfinancial.com
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Trigg Kuhn CFP Raymond James & Associates, Inc. 1421 Pine Ridge Road, #300 Naples, FL 34109
|
Web: www.raymondjames.com Email: trigg.kuhn@raymondjames.com
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Dano LoPresti CFP, ChFC J.P. Morgan Chase Bank 1990 W. New Haven Ave. Ste 101 Melbourne, FL 32904
|
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Mark A. Orlinsky BCE On-The-Mark Financial Services 10097 Cleary Blvd., Suite 351 Plantation, FL 33324
|
Email: Morlinsky@investorscapital.com
|
Leo D. Boisvert MBA, CIMA Private Wealth Consultants 12590 Whitehall Drive Suite 2 Fort Myers, FL 33907
|
Web: www.mypwc.net Email: leo@mypwc.net
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Margaret R. McDowell ChFC, AIF® Arbor Wealth Management, LLC 8955 Emerald Coast Parkway Suite 104 Miramar Beach, FL 32550
|
Web: www.arborwealth.net Email: mmcdowell@arborwealth.net
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Donna L. Jordan CFP, AIF®, CLU Money Professionals, LLC, A "Fee Only" RIA Firm 625 East Romana Street Pensacola, FL 32502
|
Email: djordan@moneyprofessionals.net
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Benny M. Turner Investment Advisor Representative Turner Financial Group, Inc. 4655 Woodbine Road Pace, FL 32571
|
Email: advisor@bturnerfinancial.com
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Curtis L. Lyman President & CEO Alpha Fiduciary Wealth Management 11025 RCA Center Drive, Suite 102 Palm Beach Gardens, FL 33410
|
Web: www.alphafwm.com Email: clyman@alphafwm.com
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Lewis Stein Financial Advisor Newbridge Securities Corporation 5200 Town Center Circle Tower 1, Suite 201 Boca Raton, FL 33486
|
Web: www.newbridgesecurities.com Email: lstein@newbridgesecurities.com
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Jason E. Hughes Financial Advisor Morgan Stanley 240 South PIneapple Avenue Fifth Floor Sarasota, FL 34236
|
Email: jason.e.hughes@morganstanley.com
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Jack D. Brown CFA Aviance Capital Partners 2180 Immokalee Road, #301 Naples, FL 34110
|
Phone: 239.598.4747 Web: www.aviancecapitalpartners.com Email: jdbrown@aviancepartners.com
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Jon White Chief Investment Officer Beacon Hill Financial 644 Hearthglen Blvd. Winter Garden, FL 34787
|
Web: www.bhfonline.com Email: jwhite@bhfonline.com
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John Dondero NettWorth Financial Group 236 Canal Blvd. Suite 1 Ponte Vedra Beach, FL 32082
|
Phone: 904-834-2998 Web: http://www.nettworth.net/ Email: jdondero@nettworth.net
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Byron Studdard 1990 Main Street 750 Sarasota, FL 34236
|
Phone: (941)228-1016 Email: Byron@StuddardFinancial.com
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Roger Budd CFP Raymond James Financial Services 3811 Frederica Road St. Simons Island, GA 31522
|
Phone: 912-261-4769 Web: pentaswealth.com/member/roger-budd Email: roger.budd@raymondjames.com
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Kim Coggins Wells Fargo Advisors, LLC 950 East Paces Ferry Road Atlanta, GA 30326
|
Phone: 404.365.4981 Web: wfadvisors.com Email: Kim.coggins@wfadvisors.com
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Mitchell Reiner Investment Advisor Capital Investment Advisors 200 Sandy Springs Place #300 Atlanta, GA 30328
|
Web: www.yourwealth.com Email: mitchell.reiner@yourwealth.com
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Andrew Toering CFP, Assistant Vice President - Investments Wells Fargo Advisors 2140 Highway 20/81W McDonough, GA 30253
|
Email: Andrew.Toering@wellsfargo.com
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Stephen F. Molyneaux MBA Hanover Advisors, Inc. 115 Perimeter Center Place Suite 825 Atlanta, GA 30346
|
Web: www.hanoveradvisorsinc.com Email: smolyneaux@gmail.com
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Christopher M. Hoover Financial Advisor Edward Jones Investments 444 Johnny Mercer Blvd, Suite C Savannah, GA 31410
|
Web: www.edwardjones.com Email: chris.hoover@edwardjones.com
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Widmark "Mark" Cano Registered Representative, Investment Advisor Representative PlanMember Securities 280 Boca Ciega Ct Johns Creek, GA 30097
|
Web: http://www.planmember.com/wcano Email: widmark.cano@gmail.com
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George David Fritts Financial Advisor Ameriprise Financial Services, Inc. 8300 Dunwoody Place Ste 240 Atlanta, GA 30350
|
Web: www.ameripriseadvisors.com/george.d.fritts/ Email: george.d.fritts@ampf.com
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Richard H. Gilmore Sr. Vice President Morgan Keegan & Company, Inc. 3050 Peachtree Rd. N.W., Suite 600 Atlanta, GA 30305
|
Web: www.morgankeegan.com/mk/fa/richardgilmore Email: richardgilmore@aol.com
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Roger Green MSFS, CFS, BCM, CSA, ChFC, AEP 3700 Crestwood Pkwy. Suite 140 Duluth, GA 30096
|
Web: www.rogersgreen.com Email: roger.green@rogersgreen.com
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Adam B. Obrecht AO Wealth Advisor 4501 NW Urbandale Drive suite 200 Urbandale, IA 50263
|
Web: http://www.aowealthadvisory.com/ Email: aobrecht@aowealthadvisory.com
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Jeffry J. Fruchtenicht CFP Investment Center 231 First Street East Independence, IA 50644
|
Phone: 319-334-7091 Web: http://www.investmentcenter-inc.com Email: jjfruchtenicht@unitedplanners.com
|
Brian M. Benest Financial Consultant Wells Fargo Private Client Services 101 Third Avenue SW Cedar Rapids, IA 52404
|
Email: brian.m.benest@wellsfargo.com
|
Ann Vanengelenburg Investment Center 110 E 2nd St Sumner, IA 50674
|
Phone: 563-578-1309 Web: http://www.investmentcenter-inc.com/ Email: alvanengelenburg@unitedplanners.com
|
Patrick Galley CIO Rivernorth Capital Management 325 N. LaSalle Street Ste. 645 Chicago, IL 60610
|
Web: www.rivernorth.com Email: pgalley@rivernorth.com
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Chad Coe Coe Financial Group 1121 Lake Cook Road Ste. P Deerfield, IL 60015
|
Web: www.coefinancial.com Email: chad@coefinancial.com
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Rod Loewenthal UBS Financial Services One Northbrook Place 5 Revere Drive Northbrook, IL 60062
|
Phone: 847-498-7802 Web: http://financialservicesinc.ubs.com/team/theloewenthalgroup/ Email: rod.loewenthal@ubs.com
|
Kenneth Rosenbach King Muir Fund Advisors, LLC 150 North Michigan Ave Suite 1250 Chicago, IL 60601
|
Phone: (312) 624-9244 Web: www.kingmuirllc.com Email: ken@kingmuirllc.com
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Maury Fertig Relative Value Partners, LLC 1033 Skokie Blvd. Suite 150 Northbrook, IL 60062
|
Web: www.rvpllc.com Email: mfertig@relativevaluepartners.com
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Robert Huffman Relative Value Partners, LLC 1033 Skokie Blvd. Northbrook, IL 60062
|
Web: www.rvpllc.com Email: bhuffman@relativevaluepartners.com
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Steven Diamond Wintrust Wealth Management 231 South LaSalle Street 13th Floor Chicago, IL 60604
|
Web: https://www.wintrustwealth.com/ Email: sdiamond@wintrustwealth.com
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Harold L. Rosenblume CIMA Sound Investment Group 3000 Woodcreek Drive Suite 210 Downers Grove, IL 60515
|
Phone: (630) 748-8952 Web: http://www.soundinvestgroup.com/team/hal-rosenblume Email: hal.rosenblume@lpl.com
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Robert W. Hanson Jr., CFP, MS Vermillion Financial Advisors 16 Executive Court Suite 3 South Barrington, IL 60010
|
Web: www.vermillionfinancial.com Email: rhanson@vermillionfinancial.com
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Brian Schumucker CEO RiverNorth Capital Management 325 North LaSalle St. Suite 645 Chicago, IL 60654
|
Web: www.rivernorth.com Email: bschmucker@rivernorth.com
|
Ron Endsley First Vice President Merrill Lynch 1823 South Neil St Suite 101 Champaign, IL 61820
|
Phone: 800-699-6068
|
William E. Gleason Jr., CFP, VP/Investments Morgan Stanley 1806 Fox Dr Champaign, IL 61820
|
Phone: (217) 351-3622 Web: http://www.morganstanleyfa.com/william.gleason/
|
Mathew Endsley Merrill Lynch 1823 South Neil St Suite 101 Champaign, IL 61820
|
Web: https://fa.ml.com/illinois/champaign/ronald.endsley/
|
David M. Phipps CPA Phipps Wealth Management LLC 1601 Lafayette Mattoon, IL 61938
|
Phone: (217) 235-0353 Web: http://www.mycwmusa.com/team/david-phipps Email: david.phipps@lpl.com
|
David L. Dosik MJ Financial Advisors, Inc. 2642 Farnsworth Lane Northbrook, IL 60062
|
Web: www.mjfinancial.net Email: ddosik@mjfinancial.net
|
John Garven Benico, Ltd. 11715 E. Main St. P.O. Box 8 Huntley, IL 60142
|
Web: www.benicofinancial.com Email: john.garven@benico.com
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Andrew Bloom Wunderlich Securities 200 West Madison Street Suite 2950 Chicago, IL 60606
|
Web: http://wunderlichsecurities.com/abloom/Profile Email: abloom@wundernet.com
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Ryan N. Perkins CFP Ameriprise Financial Services, INC. 9017 Coldwater Rd Ste. 350 Fort Wayne, IN 46825
|
Web: www.ryanperkinscfp.com Email: ryan.n.perkins@ampf.com
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Jack R. Perry Jr., CFP, AIF, PPC Perry Wealth Management 8888 Keystone Crossing Suite 1300 Indianapolis, IN 46204
|
Phone: 317.575.4062 Email: jack@perrywealthmanagement.com
|
Brett D. Guiley Associate Vice President, Investments Cornerstone Capital Advisors of Raymond James & Associates 2519 E. Main St., Suite 203 Richmond, IN 47374
|
Web: www.cornerstonecapitaladvisors.com Email: brett.guiley@raymondjames.com
|
Eric Zebrauskas Zebra Financial 142 North 10th Noblesville, IN 46060
|
Web: www.zebrafinancial.net Email: eric@zebrafinancial.net
|
Tad A. Majerek MBA, CRPC, AAMS, CWM Compass Financial Advisors, LLC 340 Columbia Place South Bend, IN 46624
|
Web: www.compassadvisor.com Email: tmajerek@cassady.net
|
Tony Pulley Investment Center at Crossroads Bank 1205 N. Cass St. Wabash, IN 46992-0259
|
Phone: 260-563-4619 Web: www.investcrossroads.com Email: tpulley@investcrossroads.com
|
Jason Souder Compass Financial Advisors 9933 DuPont Circle Drive West Suite 100 Fort Wayne, IN 46825
|
Phone: (260) 469-3588 Web: http://compassadvisor.com Email: jsouder@compassadvisor.com
|
William O. Wright CFP Guidance Financial Consultants, Inc. 9390 E. Center #102 Wichita, KS 67206
|
Web: www.gfcwow.com Email: advisors@gfcwow.com
|
Matt Malone SagePoint Financial, Inc. 516 State Street Augusta, KS 67010
|
Web: www.kansasretirement.net Email: mmalone@sagepointadvisor.com
|
Gregory C.B. Greenberg CFP H&R Block Financial Advisors, Inc. 8651 W. 135th Street Overland Park, KS 66223
|
Web: www.hrblock.com Email: ggreenberg@hrblock.com
|
Lee Helmers CFP Helmers Gatterdam LLC 836 Euclid Avenue, Suite 303 Lexington, KY 40502
|
Web: www.helmersgatterdam.com Email: helmers@helmersgatterdam.com
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Peter Emil III Independent Investing The Summit, 4350 Brownsboro Road Suite 110 Louisville, KY 40207
|
Email: epeter2014@gmail.com
|
L. Richard May Vice President Morgan Keegan & Co., INC. 400 West Market St. STE 2100 Louisville, KY 40202
|
Email: Richard.May@morgankeegan.com
|
J. Bryan Fazenbaker CFA, CEA Raymond James Financial Services, Inc. 145 East Center, Suite 1F Madisonville, KY 42431
|
Web: www.rjmadisonville.com Email: bryan.fazenbaker@raymondjames.com
|
W. Morris Inabnet Jr. Wealth Advisors, Inc. 641 Olive Street Shreveport, LA 71104
|
Web: www.wealthadvice.com Email: morris@wealthadvice.com
|
William Willes C/O Spinosa Wealth Management 4565 LaSalle St. Suite 201 Mandeville, LA 70471
|
Web: www.spinosaWMG.com Email: William.Willes@SpinosaWMG.com
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Peter C. Borrello CPA BPL&B Financial Group, L.L.C. 815 E. Prudhomme Lane Opelousas, LA 70570
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Web: bplb.com Email: pcborrello@bplb.com
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Craig C. Babineaux CPA BPL&B Financial Group, L.L.C. P.O. Box 61400 Lafayette, LA 70596
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Web: bplb.com Email: ccbabineaux@bplb.com
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S. Scott Soileau CPA BPL&B Financial Group, L.L.C. 122 E. Fifth St. Crowley, LA 70526
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Web: bplb.com Email: sssoileau@bplb.com
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Kenneth R. Dugas CPA BPL&B Financial Group, L.L.C. 122 E. Fifth St. Crowley, LA 70526
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Web: bplb.com Email: krdugas@bplb.com
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David Keefe Keefe & Company 800 South Street Suite 615 Waltham, MA 02453
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Email: dfkeefe4@ft.newyorklife.com
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Raymond C. Julian CFP Winslow Evans & Crocker, Inc. 175 Federal Street Boston, MA 02110
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Email: rjulian@e-winslow.com
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Heydon Traub Traub Capital Management, LLC 97 Chapel Street, 2nd Floor Needham, MA 02492
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Web: www.traubcapital.com Email: h.traub@traubcapital.com
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Michael S. Reiter Wealth Consultant, Insurance Consultant LPL Financial, Inc. 304 Forest Avenue Swampscott, MA 01907
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Web: www.lpl.com Email: michael.reiter@lpl.com
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Bruce Addison Managing Director ? Financial Consultant RBC Wealth Management 80 Washington St., Building J Norwell, MA 02061
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Email: bruce.addison@rbc.com
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Kenneth W. Johnson Capitol Securities Management, Inc. 160 State St., Suite 800 Boston, MA 02109
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Web: www.capitolsecurities.com Email: kjohnson@capitolsecurities.com
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Jason M. Pirnie UBS Financial Services 1099 Hingham Street 3rd Floor Rockland, MA 02370
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Phone: 781-982-3641 Email: jason.pirnie@ubs.com
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G. Joseph (Joe) Hayes, Jr. Plymouth Rock Financial Partners, LLC 15 Caswell Lane Plymouth, MA 02360
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Phone: (508) 830-4641 | (800) 277-7750 Web: plymouthrockfinancial.com Email: joe.hayes@plymouthrockfinancial.com
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Paul F. Buckley ChFC, CASL Arlex Wealth Management 485 Mass Ave Arlington, MA 02474
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Phone: 781.652.8163 Web: arlexwealth.com Email: paul@arlexinsurance.com
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Eric Bailey CFP®, CFMC Bailey Wealth Advisors 8403 Colesville Road Suite 845 Silver Spring, MD 20910
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Phone: 301-585-4700 Web: baileywealthadvisors.com Email: blair.bryant@lfg.com
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Ira Gansler Managing Director Ferris, Baker Watts, Inc. 100 Light Street Baltimore, MD 21202
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Web: www.fbw.com
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Jeff M. Schumer CFP, Vice President, Financial Advisor Schumer/Grim Group 9690 Deereco Road Suite 110 Timonium, MD 21093
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Web: fa.ml.com/sg_group Email: jeff_schumer@ml.com
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Richard J. Shaker Ph.D., Principal Shaker Financial Services, LLC 839 Bestgate Rd, Suite 400 Annapolis, MD 21401
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Web: www.shakerfinancial.com Email: info@shakerfinancial.com
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John Austin Austin Wealth Management 21840 New Hampshire Avenue Brookeville, MD 20833
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Web: www.austinwealthmanagement.com Email: jra@austinwm.com
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Mehmood Nathani CFA, CFP, Owner/Manager Altius Financial Advisors, LLC 3 Bethesda Metro Center, #700 Bethesda, MD 20814
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Web: www.altiusfin.com Email: mnathani@altiusfin.com
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Gregory S. Horning SC&H Capital Advisors, Inc. 11311 McCormick Road Suite 400 Hunt Valley, MD 21031
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Web: www.scandh.com Email: ghorning@scandh.com
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George W. King, Jr. Sr. VP, Investments Ferris, Baker Watts, Inc. 10500 Little Patuxent Pkw Suite 630 Columbia, MD 21044
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Web: www.financingretirement.com Email: gking@fbw.com
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Christopher Ruspi President Applied Financial Wisdom 18301 Mink Hollow Rd Highland, MD 20777-9605
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Web: www.appliedfinancialwisdom.com Email: christopher.ruspi@LPL.com
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William Todd Harborview Investments/Cantella & Co. 100 Commercial Street Suite 414 Portland, ME 04110
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Web: www.harborviewinvestments.com Email: wtodd@harborviewinvestments.com
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Edward W. Rogers Jr. Sr. Vice President Retirement Plan Advisor Wealth Advisory Specialist Smith Barney 465 Congress St. Portland, ME 04101
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Web: fa.smithbarney.com/edrogers Email: edward.w.rogers@smithbarney.com
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Stephen D. Avery CFS Lennox Capital Management, LLC 75 Congress Street Runford, ME 04276
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Email: sdavery@lennoxcapital.com
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David Cretcher EA Investment Advisor Weather Eye Advisors, Inc. 1751 Jason Circle Rochester Hills, MI 48306
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Email: david@weathereyeadvisors.com
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James Maendel Maendel Wealth Management 7 West Square Lake Road Bloomfield Hills, MI 48302
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Phone: 248.982.6148 Web: maendelwealth.com Email: askmaendelwealth@gmail.com
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J. Lawrence Lipton VP-Wealth Mgmt, Inv. Mgmt Spec., Financial Advisor Smith Barney Citigroup 4000 Town Center Suite 1800 Southfield, MI 48075
|
Web: www.fc.smithbarney.com/lipton Email: james.l.lipton@smithbarney.com
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Larry Andreano Associate Director - Investments Oppenheimer & Company, Inc. 250 Pearl St., N.W. Grand Rapids, MI 49503
|
Web: www.opco.com Email: larry.andreano@opco.com
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Mark Minder Minder Planning Group, LLC P.O. Box 872 Grand Blanc, MI 48480
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Web: www.minderplanninggroup.com Email: mark.minder@minderplanninggroup.com
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Scott T. Schultz Schultz Investment Advisors 160 E. Grand River Road Suite B Williamston, MI 48895
|
Web: www.schultzinvestmentadvisors.com Email: scottschultz@cs.com
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Michael H. DeLap MST, CFS EQUITAS America, LLC 33045 Hamilton Court East Suite 105 Farmington Hills, MI 48334
|
Web: www.netxpro.com Email: mdelap13@aol.com
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Bryan S. Foster MBA LPL Financial 28411 Northwestern Hwy Ste. 1200 Southfield, MI 48034
|
Web: bordelovefosterwm.com Email: bryan.foster@lpl.com
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Daniel L. Youngs HFG Advisors Inc. P.O. Box 19398 Kalamazoo, MI 49019
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Web: www.hfgadvisors.com Email: dyoungs@hfgadvisors.com
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John F. Robbins MBA, CFP JFR Financial Services, Inc. P.O. Box 130 Tronton, MI 48183
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Email: jfrfnstuff@aol.com
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Andy Matysik Punch & Associates Investment Management, Inc. 7701 France Avenue South Suite 300 Edina, MN 55435
|
Web: www.punchinvest.com Email: andy@punchinvest.com
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David Boniface President, Registered Principal Legacy Capital, LLC 255 SE Highway 97 Unit #1A Forest Lake, MN 55025
|
Web: www.lpl.com/david.boniface Email: david.boniface@lpl.com
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Mary Kay Meier Meier Accounting 1001 South Main St. Sauk Centre, MN 56378
|
Email: mkmeier@mainstreetcom.com
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Dale Hedstrand Sentra Securities Corp. 2214 5th St. Suite 1 White Bear Lake, MN 55110
|
Web: www.focalpointfinancial.com Email: dale@focalpointfinancial.com
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Chuck Barker Walnut Street Securities, Inc. 602 W. Kirkham Avenue St. Louis, MO 63119
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Email: cbarker@walnutstreet.com
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Jeffrey M. Risley Quantum Portfolio Manager Wachovia Securities 1350 Timberlake Manor Parkway Suite 400 Chesterfield, MO 63017
|
Web: www.wachoviasec.com Email: jeff.risley@wachoviasec.com
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Adrian Freund Stillman Wachovia Sec/Jacobsmeyer-Stillman Private Investment Adv. Group 1350 Timberlake Manor Parkway Suite 400 Chesterfield, MO 63017
|
Web: www.wachoviasec.com Email: adrian.f.stillman@wachoviasec.com
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Eric J. Gervais Husch Blackwell Sanders LLP 4801 Main St, Suite 1000 Kansas City, MO 64112
|
Web: www.huschblackwell.com Email: eric.gervais@huschblackwell.com
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Mike Gertsema Gertsema Wealth Management Group 3727 Gene Field Road St Joseph, MO 64506
|
Web: www.gertsemawealthmanagement.com Email: gertsemam@stifel.com
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Steve Dustmann McCourtney-Breckenridge & Co. 9990 Manchester Road Suite 200 St. Louis, MO 63122
|
Email: steve@dustmanngroup.com
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Andrew Knutson Sagepoint Financial 6983 Alisha Drive Missoula, MT 59803
|
Phone: 619-465-5442 Web: la-mesa-fa.com Email: aknutson@sagepointadvisor.com
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Phillip Askot Western International Securities N/A
|
Email: askot@ticon.net
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Deep PatelN/A
|
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Benjamin Link Morgan Stanley Global Wealth Management 6805 Morrison Blvd., Ste. 400 Charlotte, NC 28211
|
Email: benjamin.link@morganstanley.com
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Michael T. Brown President & CIO Olde Towne Financial 7 Corporate Center Court, Suite B Greensboro, NC 27408
|
Phone: (336) 346-3097 Email: mbrown@oldetownefinancial.com
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Les Griffin FSC Securities Corporation 5306 Yadkin Road Fayetteville, NC 28303
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Email: lgriffin@aol.com
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David R. Hedges CSA, SRES Berkeley Wealth Professionals, PLLC 100 E. South Main Street Waxhaw, NC 28173
|
Web: www.berkeleywealth.com Email: dhedges@berkeleywealth.com
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Kenneth V. Nelson CRPC, CRPS Investors Capital Corporation 10604 Bent Twig Drive Raleigh, NC 27613
|
Web: www.thenelsongrouponline.com Email: knelson@investorscapital.com
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Jason T. Wheeler CFP® , AIF®, MBA Pathfinder Investments 4018 Oleander Drive Suite 2 Wilmington, NC 28403
|
Web: www.pathfinderinvestments.com Email: jason@pathfinderinvestments.com
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Robert L. Penn Jr., Financial Consultant Pathfinder Investments 4018 Oleander Drive Suite 2 Wilmington, NC 28403
|
Web: www.pathfinderinvestments.com Email: rob@pathfinderinvestments.com
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Peter Starr USA Financial Securities 265 Racine Drive Suite 103 Wilmington, NC 28403
|
Email: pstarr@peterstarr.com
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Edward R. Riley Arrow Dynamics/Iron Street Securities 2716 15th St. #1 Columbus, NE 68601
|
Email: erriley@plattevalley.net
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Gary R Paquette Senior Vice President/Investments Stifel Nicolaus 276 Newport Road, Suite 103 New London, NH 03229
|
Email: paquetteg@stifel.com
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Dave Baker ChFC, CLU, RHU, AEP Points North/Woodbury Financial 8 Endicott Street P.O. Box 1330 Wolfeboro, NH 03894
|
Web: www.arctous.net Email: dave@arctous.net
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Patrick L. Curtin Curtin Financial Services 70 Pine Street Peterborough, NH 03458
|
Phone: 603.924.1397 Web: curtinfinancialservices.com Email: patrick@curtinfinancialservices.com
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Michael A. Phillips CFP Royal Alliance Associates, Inc. 509 Stillwells Corner Rd. Suite E-4 Freehold, NJ 07728
|
Email: m.phillips@prodigy.net
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Steve Hall Director Rhino Asset Management, LLC 1624 Beaverdam Road Point Pleasant, NJ 08742
|
Web: www.rhinoasset.com Email: njtrader@gmail.com
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Adam Way Smith Barney 3000 Atrium Way, Suite 500 Mt. Laurel, NJ 08054
|
Web: fa.smithbarney.com/way Email: John.A.Way@SmithBarney.com
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Richard G. Dragotta RPC, CRPC, Managing Partner Integra Investment Service, LLC 301 Route 17 North Fourth Floor Rutherford, NJ 07070
|
Web: www.IntegraAdvisor.com Email: richard.dragotta@lpl.com
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Alfred T. Blomquist Jr. DiVesTech Inc. 221 Green Ridge Road Franklin Lakes, NJ 07417
|
Email: lobeta@optomline.net
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Lance E. McGinnis Financial Advisor Oppenheimer & Co. Park 80 West - Plaza One, Third Fl. Saddle Brook, NJ 07663
|
Web: www.opco.com Email: lance.mcginnis@opco.com
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Frank Abella Investment Partners Asset Management One Highland Avenue Metuchen, NJ 08840
|
Web: www.investmentpartners.com Email: fabella@investmentpartners.com
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David Frank, CFP, CIMA Senior Vice President- Investments Wells Fargo Advisors 160 Mt. Bethel Road Warren, NJ 07059
|
Phone: 908-542-9131 Email: david.frank@wfadvisors.com
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Robert Rafano CFP®, CRPC®, CLTC Ameriprise Financial Services, Inc. 129 Main St, 2nd Fl South River, NJ 08882
|
Phone: 732.307.7080 Web: https://www.ameripriseadvisors.com/robert.x.rafano Email: robert.x.rafano@ampf.com
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Steven P. Margulin CPA W.S. Griffith & Co., Inc. 3791 Southern Blvd. Suite 200 Rio Rancho, NM 87124
|
Web: www.margulincpa.com Email: stevinvest@aol.com
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John Onesti CFP® Onesti Investment Advisors 6000 Cortaderia Street NE Suite 3214 Albuquerque, NM 87111
|
Web: www.onestiadvisors.com Email: john@onestiadvisors.com
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Paul Carter First Vice President, Financial Consultant RBC Dain Rauscher 3770 Howard Hughes Parkway Suite 100 Las Vegas, NV 89195
|
Email: paul.carter@rbcdain.com
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Ray J. Shreder RFC, CWM, CRC, AIF Chief Investment Officer Shreder Investment Consulting Group L.L.C. 116 Eagleview Court Henderson, NV 89074
|
Email: ray@sicg.net
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Jonathan Fenton Sr., Tax & Financial Consultant The Tax & Wealth Group, Inc. 7469 W. Lake Mead Blvd. Suite 140 Las Vegas, NV 89128
|
Email: jonathan.fenton@usallianzsec.com
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Thomas P. Flanagan Questar Capital, NASD, SIPC 278 Fourth Avenue St. James, NY 11780
|
Email: tflan01@optonline.net
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Brian McDaid CFP, EA, ATA 1st Global Capital Corp. 55 Old Turnpike Rd. Suite 408 Nanuet, NY 10954
|
Web: www.brianmcdaid.com Email: brian@acd-pc.com
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Jamie Block Assoc Vice President, Financial Advisor Morgan Stanley 1 Blue Hill Plaza New York City, NY 10965
|
Email: jamie.block@morganstanley.com
|
Thomas J. Bowes Sr. Vice President - Investments UBS Financial Services, Inc. 1251 Avenue of the Americas Floor 2 New York, NY 10006
|
Web: www.ubs.com
|
Robert F. Kennedy Sr. Vice President - Investments UBS Financial Services, Inc. 1251 Avenue of the Americas Floor 2 New York, NY 10006
|
Web: www.ubs.com
|
Thomas A. Murphy First Vice President - Investments UBS Financial Services, Inc. 1251 Avenue of the Americas Floor 2 New York, NY 10006
|
Web: www.ubs.com
|
Diana E. Ceylan Investment Associate UBS Financial Services, Inc. 1251 Avenue of the Americas Floor 2 New York, NY 10006
|
Web: www.ubs.com
|
Matthew B. Dresnick CFP UBS Financial Services, Inc. 1251 Avenue of the Americas Floor 2 New York, NY 10006
|
Web: www.ubs.com Email: matthew.dresnick@ubs.com
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William F. Crawford UBS Financial Services, Inc. 1251 Avenue of the Americas, 2nd Floor New York, NY 10020-1080
|
Web: www.ubs.com Email: Bill.Crawford@UBS.com
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Michael Starr Senior Vice President/Investments Stifel, Nicolaus & Company, Inc. 650 Madison Ave. 10th Floor New York, NY 10022
|
Web: www.starrgroup.net Email: Michael.Starr@stifel.com
|
Daniel A. Silverstein Closed-End Fund Advisors 60 Riverside Drive, Suite 6C New York, NY 10024
|
Web: www.cefadvisors.com Email: dan@cefadvisors.com
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Sharon Thornton Karpus Investment Management 183 Sully's Trail Pittford, NY 14534
|
Web: www.Karpus.com Email: sharon@karpus.com
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Alan T. Cirulli A.G. Edwards & Sons, Inc. 10 Bank Street Suite 1030 White Plains, NY 10606
|
Email: alan.cirulli@agedwards.com
|
Steve Ircha Aegis Capital 26 Paxton Avenue Bronxville, NY 10708
|
Email: sircha@aegiscap.com
|
Austin J. Warrin Vice President, Global Wealth Management Advisor Morgan Stanley Smith Barney 2 Penn Plaza 22nd Floor New York, NY 10121
|
Web: http://www.morganstanley.com/fa/austin.warrin Email: Austin.Warrin@morganstanleysmithbarney.com
|
Francis J. Gerham Jr., CRC Vice President - Investments Westminster Financial, LLC 350 Linden Oaks Rochester, NY 14625
|
Web: www.westminster-financial.com Email: fjgerham@westminster-financial.com
|
Mark Stratton LPL Financial 549 Broadway 2nd Floor Massapequa, NY 11758
|
Web: www.cfgli.com Email: mark.stratton@lpl.com
|
J. Clark Kastner Weatherhelm Capital Management LLC 15 West Main Street Cambridge, NY 12816
|
Phone: 518-407-3886 Email: clark@weatherhelm.net
|
Deep Patel BofA Merrill Lynch 4 World Financial Center New York, NY
|
Phone: 212.449.0199 Email: deep.Patel@ml.com
|
Jim Kilgore, CFP® 401 Advisor, LLC 203 W Franklin St. Centerville, OH 45459
|
Phone: 937-434-1970 Web: www.401advisor.com Email: jim@401advisor.com
|
Kyle Gearhart CFP, CRPC Gearhart and Associates of Raymond James 201 E 5th Street Suite 2500 Cincinnati, OH 45202
|
Phone: 513-287-6791 Web: raymondjames.com/gearhartandassociates Email: kyle.gearhart@raymondjames.com
|
Tom Moughan RAV Financial Services, LLC 2000 Auburn Drive, Suite 400 Beachwood, OH 44122
|
Web: www.ravfinancial.com Email: tmoughan@ravfinancial.com
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Matthew M Van Schaik AAMS, AWMA, CMFC Northstar Wealth Management 70 Birch Alley, Suite 202 Beavercreek, OH 45440
|
Web: www.planwithnorthstar.com Email: mvanschaik@ae.cadaretgrant.com
|
Marsha M. Gilby Advantage Capital Corporation 21360 Center Ridge Rd. Suite 310 Rocky River, OH 44116
|
Email: gilby@nacs.net
|
Roger Faubel CFP Dow Financial Services 1280 Boardman-Canfield Rd. Boardman, OH 44512
|
Email: roger@dowfinancial.com
|
Robert Frantz Senior Vice President, Investment Officer Investment Advisory Group of Wachovia Securities 25 Main Street, 2nd Floor Westlake, OH 44145
|
Web: http://www.robertfrantz.wfadv.com Email: robert.frantz@wachoviasec.com
|
Brian P. Ellis Registered Representative Ellis Financial Services LLC Securities offered through Investacorp, Inc. 3637 State Route 5, Suite 7 Cortland, OH 44410
|
Web: www.ellisfinancialservices.com Email: bellis1117@yahoo.com
|
Mark Aldridge, CFP, CFA, ChFC Aldridge Financial Consultants, LLC An Independent Firm Securities and Investment Advisory Services offered through Raymond James Financial Services, Inc 4602 Sawmill Road Columbus, OH 43220
|
Web: www.markaldridge.com Email: mark.aldridge@raymondjames,com
|
Donald W. Samuels MBA, CPA, CFP Samuals Financial Services, Inc. 1280 Boardman-Canfield Rd. Youngstown, OH 44512
|
Email: samuels_don@yahoo.com
|
Joseph J Kovach CMFC Brennan Financial Group 22901 Millcreek Blvd Suite 360 Highland Hills, OH 44122
|
Web: www.brennanfinancial.com Email: jkovach@brennanfinancial.com
|
Vincent P. DiPietro Managing Executive, Financial Advisor Royal Alliance Associates, Inc. 860B E. Franklin Street Centerville, OH 45458
|
Email: vdipietro@royalaa.com
|
B.J. Cowan President & Investment Advisor Representative Cowan Financial Services, LLC 4124 Bentbrook Place Norman, OK 73072
|
Phone: 405.310.5058 Web: cowanfinancialservicesllc.com Email: bj@cowanfinancialservicesllc.com
|
Don Dillingham CFA, CPA Merit Advisors, Inc. 121 N.E. 50th Street Oklahoma City, OK 13905
|
Web: www.meritadvisors.com Email: don@meritadvisors.com
|
Emily Field Cary Morgan Stanley Smith Barney 2200 South Utica Avenue, Suite 300 Tulsa, OK 74114
|
Web: fa.smithbarney.com/emilycary Email: emily.f.cary@smithbarney.com
|
Robert L. Hesslink Jr., ChFc, CASL Centerpointe Advisers 15975 SE Goosehollow Drive Damascus, OR 97089
|
Phone: 951-533-1563 Email: rhesslink@fscadvisor.com
|
Steve Baack Morgan Stanley 4800 SW Meadows Rd, Ste 400 Lake Oswego, OR 97035
|
Email: steven.baack@morganstanley.com
|
Gregory D. Hogensen Morgan Stanley 4800 SW Meadows Rd., Ste 400 Lake Oswego, OR 97035
|
Email: greg.d.hogensen@morganstanley.com
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Mike Bosso Cascadia Wealth Management 8050 SW Pfaffle St. Ste. 100 Tigard, OR 97223
|
Web: www.mikeonthemarkets.com Email: Mike@cascadiawm.com
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W. Ben Utley MS CFP Utley Financial Planning 1859 Heitzman Way Eugene, OR 97402
|
Web: www.utleyfp.com Email: plan@utleyfp.com
|
Douglas Stone SeaCrest Wealth Management, LLC 3255 Hillcrest Park Suite 108 Medford, OR 97504
|
Web: http://seacrestwmclients.com/doug-stone/ Email: dstone@seacrestwm.com
|
Roger Entrekin Wedbush Morgan Securities 1300 S.W. Fifth Ave. Suite 2000 Portland, OR 97201
|
Email: roger.entrekin@wedbush.com
|
Craig Weicker Financial Advisor Cuso Financial Services PO Box 70046 Eugene, OR 97401-0103
|
Web: www.penfed.org/productsandrates/investmentservices/craigWeicker.asp Email: craig.weicker@penfedinvest.com
|
Victor Schramm CFS® 0650 SW Gaines St Portland, OR 97239
|
Phone: 541.729.0382 Web: victorschramm.com Email: victorschramm@gmail.com
|
Dan Retzlaff Retzlaff Wealth Management 16100 NW Cornell Road #240 Beaverton, OR 97006
|
Phone: 971-266-1486 Web: www.RetzlaffWealth.com Email: daniel.retzlaff@lpl.com
|
Bryn Torkelson Matisse Funds 4949 Meadows Road, Suite 200 Lake Oswego, OR 97035
|
Phone: (503) 210-3001 Email: bryn@matissefunds.com
|
Nik Torkelson Matisse Funds 4949 Meadows Road, Suite 200 Lake Oswego,, OR 97035
|
Phone: 503 210 3006 Web: www.matissefunds.com Email: Nik@matissefunds.com
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James P. Kilbride Janney Montgomery Scott, LLC 8101 Washington Lane Wyncote, PA 19095
|
Email: jkilbride@jmsonline.com
|
J. Scott Miller Blue Bell Private Wealth Mgmt, LLC 470 Norristown Road Ste. 305 Blue Bell, PA 19422
|
Web: www.bluebellpwm.com Email: jsmiller@bluebellpwm.com
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Christian Grude ChFC Ellis Investment Partners 920 Cassatt Road Building 200, Suite 115 Berwyn, PA 19312
|
Phone: 484.320.6300 Email: chris@ellisinvestmentpartners.com
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Mark L. Perilman Private Wealth Advisor, CFP, CLU, ChFC, CRPC,CFS, FamilyWealth Management Group, LLC Lincoln Financial Advisors 370 Southpoint Blvd, Suite 200 Canonsburg, PA 15317
|
Email: MLPerilman@Yahoo.com
|
Bill Shank AIF Senior Vice President BRE Financial Solutions, Inc. 1430 East Maple Street Palmyra, PA 17078
|
Web: www.brefinancial.com Email: bill_s@brefinancial.com
|
Richard L. Blenheim Assoc. VP - Investments Oppenheimer & Co. 60 North Main Street Doylestown, PA 18901
|
Web: www.opco.com Email: richard.blenheim@opco.com
|
Blaine W. Fritsch Associate Vice President Ryan Beck & Co. 1146 S. Cedar Crest Blvd. Allentown, PA 18103
|
Web: www.ryanbeck.com Email: blaine.fritsch@ryanbeck.com
|
Jim Hart Butler Wick & Co. Inc. 1 East State Street Sharon, PA 16146
|
Email: hartj@butlerwick.com
|
Benjamin L. Johnson The Johnson Group/Merrill Lynch 1650 Market Street 29th Floor Philadelphia, PA 19103
|
Web: fa.ml.com/the_johnson_group Email: benjamin_johnson@ml.com
|
Elliot Fine Sr. Vice Pres. Oppenheimer & Co. 500 Old York Road Jenkintown, PA 19046
|
Web: www.opco.com Email: elliot.fine@opco.com
|
Jon Blum VP, Financial Advisor Blum Sterrett Group/Merrill Lynch 1650 Market Street 29th Floor Philadelphia, PA 19103
|
Web: fa.ml.com/BLUM_STERRETT_GROUP Email: jon_blum@ml.com
|
Barbara Sterrett VP, CFP Blum Sterrett Group/Merrill Lynch 1651 Market Street 30th Floor Philadelphia, PA 19104
|
Web: fa.ml.com/BLUM_STERRETT_GROUP Email: barbara_sterrett@ml.com
|
Jeffrey Macaluso ChFC Citi - Smith Barney 1650 Market Street, 42nd Floor Philadelphia, PA 19103
|
Web: fa.smithbarney.com/jeffreymacaluso Email: jeffrey.macaluso@smithbarney.com
|
Jerry Jevic Vice President - Investments Oppenheimer & Co., Inc. 1818 Market Street Philadelphia, PA 19103
|
Web: www.opco.com Email: jerry.jevic@opco.com
|
Stephen G. Hetrick Rice and Hetrick Financial Services 4800 Linglestown Rd. Suite 303 Harrisburg, PA 17112
|
Email: shetrick@ix.netcom.com
|
Michael S Spatacco Managing Director Boenning & Scattergood Times Building Suite 800 32 Parking Plaza Ardmore, PA 19003
|
Web: www.boenninginc.com Email: mspatacco@boenninginc.com
|
Shawn Seilback Advantage Capital 400 Middletown Blvd. Suite 106 Langhorne, PA 19047
|
Email: sseil@aol.com
|
Irv Rosenzweig CFP, ChFC, CLU, CRPS, AEP, AIF RZ Wealth 480 E Swedesford Rd. Suite 120 Wayne, PA 19087
|
Web: www.rzwealth.com Email: irosenzweig@rzwealth.com
|
William R. Zeuner CFP, Financial Advisor Wells Fargo Advisors 1 Fayette Street, Two Tower Bridge, Suite 200 Conshohocken, PA 19428
|
Web: www.wfadvisors.com/william.r.zeuner Email: william.zeuner@wfadvisors.com
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A. William Sauter CFP, AAMS, CRPC Edward Jones 16 William Pope Dr., Ste. 102C Okatie, SC 29909
|
Web: www.edwardjones.com Email: bill.sauter@edwardjones.com
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Edward H. Fetner III, CFP®, CRPC® Wealth Management Advisor Merrill Lynch 17 Lockwood Dr., Ste. 200 Charleston, SC 29401
|
Web: fa.ml.com/ted_fetner Email: ted_fetner@ml.com
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Walter C. Kivett Financial Advisor, Retirement Planning Specialist, Rule 144 Specialist Morgan Stanley 301 N. Main St., Ste. 2400 Greenville, SC 29601
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Email: Walter.Kivett@morganstanley.com
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Dan Hoefer CFP Financial Advisor Edward Jones 7436 Forest Court, Suite 101 Irmo, SC 29063
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Web: www.edwardjones.com/cgi/getHTML.cgi?page=/USA/IR/market/index.html&CIRN=402899 Email: Dan.Hoefer@edwardjones.com
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Keith Newcomb CMT, AIF®, CFP® Full Life Financial LLC Registered Investment Advisers 604 Georgetown Drive Nashville, TN 37205
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Web: www.FullLifeFinancial.com Email: keithnewcomb@FullLifeFinancial.com
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Clay Hogan CFA, Portfolio Manager Hogan Investment Counsel 51 Germantown Court Suite 108 Cordova, TN 38018
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Email: clay@hoganinvestment.com
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Jim Ferrell Senior Vice President - Investments Paradigm Wealth Partners 2099 Thunderhead Road Suite 203 Knoxville, TN 37934
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Email: james.ferrell@lpl.com
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David J. Moore CFP Compass Financial Group 9224 Hunterboro Drive Suite 100 Brentwood, TN 37027
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Email: compassfinancial@comcast.net
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Ted Bush Capital Advantage 1111 Jupiter Road Suite 102-A Plano, TX 75074
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Email: cated@flash.net
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Robert A. Marshall CFP, ChFC, CLU Linsco/Private Ledger P.O. Box 121563 Arlington, TX 76012
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R. Barry Barton HilltopSecurities Independent Network 111 Allencrest Ln Coppell, TX 75019
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Phone: (972) 393-2438 Web: www.hilltopsecurities.com Email: barry.barton@hilltopnetwork.com
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Mark M. Caputo Assoc VP, Finl Advisor Morgan Stanley 5001 Spring Valley Road Suite 900W Dallas, TX 75244
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Email: mark.caputo@morganstanley.com
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Ed Commons SunAmerica Securities 3418 F Olson Blvd. Amarillo, TX 79109
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Email: ecommons@arn.net
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Virgil L. Smith Senior Managing Partner HV Capital 3530 Forest Lane, Suite 314 Dallas, TX 75234
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Email: vsmith@hvcapital.net
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Joseph Cunneff First Vice President, Investments Raymond James 580 Westlake Park Blvd., Suite 500 Houston, TX 77079
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Web: www.JosephCunneff.com Email: Joseph.Cunneff@RaymondJames.com
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Joseph Won CRPC, Financial Advisor Wells Fargo Advisors 8115 Preston Rd., Suite 300 Dallas, TX 75225
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Web: www.home.wellsfargoadvisors.com/joseph.won Email: joseph.won@wellsfargoadvisors.com
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Garrett Beauvais MarketTrend Advisors 3720 Gattis School Rd. #800 Round Rock, TX 78664
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Web: http://www.markettrendadvisors.com Email: info@markettrendadvisors.com
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Ronnie Rushing CFP Southwest Securities, Inc. 8333 Douglas Ave., Suite 400 Dallas, TX 75225
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Web: www.rushingscott.com Email: rrushing@swst.com
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Brad Scott CFA Southwest Securities, Inc. 8333 Douglas Ave., Suite 400 Dallas, TX 75225
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Web: www.rushingscott.com Email: bscott@swst.com
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Ygnacio D. Garza Long Chilton, LCA 3125 Central Blvd. Brownsville, TX 78520
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Web: www.longchilton.com Email: ngarza@longchilton.com
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Jason Reeves, MBA MBA, Financial Advisor Texas Coast Financial Services 127 W. Goodnight Aransas Pass, TX 78336
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Phone: (361) 226-4900 Email: jreeves@wradvisors.com
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R. Don Kelley Kelley Financial Group 1177 West Loop South Suite 1775 Houston, TX 77027
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Web: www.rdkfinance.com Email: rdk@rdkfinance.com
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Dennis Bielik CFA, FRM, VP, Managing Director TCG Advisors 900 S Capital Fwy Austin, TX 78746
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Phone: 512-600-5388 Web: tcgservices.com Email: dbielik@tcgservices.com
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John R. Dantche RIA JD Dantche Advisory Associates, a Registered Investment Advisory Firm 204 N. Mill Trace Dr. The Woodlands, TX 77381
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Web: www.dantcheadvisory.com Email: jdantche@earthlink.net
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Pat Swanson Oxbow Advisors, LLC 1980 Post Oak Boulevard Suite 2300 Houston, TX 77056
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Phone: 713-961-0462 Web: http://www.oxbowadvisors.com Email: pswanson@oxbowadv.com
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Robert E. Lee CFP®, CRPS®, Sr. Vice President Sovereign Wealth Advisors LLC 3120 Southwest Freeway Suite 500 Houston, TX 77098
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Phone: 713-527-3441 Web: sovereignwealthadvisors.com Email: robert.lee@lpl.com
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Matt Lowe WMS Raymond James & Associates, Inc. 2001 Ross Avenue Ste. 4500 Dallas, TX 75201
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Web: www.thewealthadvisers.com Email: matthew.lowe@raymondjames.com
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Rick Baird CFA, RIA Wind River Advisors, LLC 1901 Prospector Ave., Ste. 14 Park City, UT 84098
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Web: www.windriveradvisors.com Email: rbaird@windriveradvisors.com
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Lisa Thorpe Wells Fargo Advisors 335 E St George Blvd Suite 101 St George, UT 84770
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Phone: 435-674-3510 Email: Lisa.Thorpe@wellsfargoadvisors.com
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Kent C. Griffiths CFP Sage Financial Strategies, Inc. 8759 Highland Drive Sandy, UT 84093
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Web: www.lpl.com/sage Email: sage@lpl.com
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Tyler Vanderbeek CFP Keystone Wealth Management 595 South Riverwoods Pkwy, Ste 170 Logan, UT 84321
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Web: www.keystonewm.com Email: tyler@keystonewm.com
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F. Jay Abella Investment Partners Asset Management Williamsburg, VA 23188
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Web: www.investmentpartners.com Email: jabella@investmentpartners.com
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Robert M.N. Shaker Portfolio Manager Shaker Financial Services, LLC 1220 N. Fillmore St., Suite 400 Arlington, VA 22201
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Web: www.shakerfinancial.com Email: info@shakerfinancial.com
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John Cole Scott Closed-End Fund Advisors, Inc. 7204 Glen Forest Drive, Suite #105 Virginia, VA 23226
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Phone: (804) 288-2482 Web: www.cefadvisors.com Email: jscott@cefadvisors.com
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Steven Hamant Deep Run Financial 4461 Cox Road Suite 101 Glen Allen, VA 23060
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Phone: (804) 270-0703 Web: deeprunfinancial.com Email: steven.hamant@lpl.com
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Joe Pickard Jr. Oristano Capital LLC 2100 Under the Mountain Rd South Londonderry, VT 05155
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Phone: 617-854-3761 Web: oristanocapital.com Email: Jpickard@oristanocapital.com
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William Pike Anderson Vice President/Investments Stifel Nicolaus & Co Inc. 647 Depot Street Manchester Center, VT 05255
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Phone: 1-866-436-2560 Web: www.stifel.com Email: andersonb@stifel.com
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Steven M. Kersey CFP Closed-End Fund Advisors 1101 Lakeview Street, Suite 100 Bellingham, WA 98229
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Web: www.cefadvisors.com Email: smk@cefadvisors.com
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Edward D. Wilder Financial Advisor Smith Barney 601 Union Street Suite 5200 Seattle, WA 98101
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Web: www.fa.smithbarney.com/wilder Email: edward.d.wilder@smithbarney.com
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Kurt J. Hilger CIMA, Senior Investment Executive National Securities Corporation One Union Square 600 University Street, Suite 2900 Seattle, WA 98101
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Phone: 206.343.6101 Web: http://www.nationalsecurities.com/ Email: khilger@nationalsecurities.com
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Joseph Graves Joseph Graves Capital Management 318 NE Fifth Avenue Camas, WA 98607
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Email: joe@josephgravescm.com
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Alisa M. Allen Financial Advisor Edward Jones 107 Eastmont Ave. East Wenatchee, WA 98802
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Web: www.edwardjones.com Email: alisa.allen@edwardjones.com
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Kirk Mills CPA, WMS Mills Financial 15127 NE 24th Suite 557 Redmond, WA 98052
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Email: millsfinancial@comcast.net
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Gary Hundrup Wealth Advisor Stadium Wealth Management DBA LPL Financial 1102 Broadway Suite 300 Tacoma, WA 98402
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Web: www.stadiumwm.com Email: gary@stadiumwealth.com
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Michael Palmisano Diversified Capital Wealth Management, LLC 11512 N. Port Washington Road Suite 101C Mequon, WA 53092
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Phone: 414-688-7547 Web: diversifiedcwm.com Email: info@diversifiedcwm.com
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Aaron Cade Raymond James Financial Services 101 N. Main Street Viroqua, WI 54665
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Email: aaron.cade@raymondjames.com
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Kirk Spano Bluemound Asset Management, LLC 13500 Elm Grove Road #202 Elm Grove, WI 53122
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Phone: 414-617-6669 Web: bluemoundassetmanagement.com Email: research@bluemoundassetmanagement.com
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Michelle Ouzounian CMFC Verity Investment Counsel, Inc. 6233 Durand Ave. Ste. 102-1 Racine, WI 53406
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Web: www.verityinvcounsel.com Email: info@verityinvcounsel.com
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Phillip J. Askot Financial West Group 631 N. Mayfair Road Wauwatosa, WI 53226
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Email: askot@ticon.net
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Robert G. Berkley Lifetime Trusted Advisors, LLC 1244 West Blvd. Racine, WI 53405
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Email: info@bicpa.com
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Timothy R. Banks OSJ Manager Franklin City Investments 9779 S. Franklin Drive, Suite 104 Franklin, WI 53132
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Web: www.kiteandkey.com Email: timothy.r.banks@lpl.com
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Andrew Richman Richman Financial Services LLC 10125 W. North Ave. Wauwatosa, WI 53226
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Email: andrew_richman@packerlandbrokerage.com
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Jim Kobs Financial Consultant A. G. Edwards 3628 East Avenue La Crosse, WI 54601
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Email: jimkobs@charter.net
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Nick Behnke SBG Financial 805 N. Main St Oshkosh, WI 54901
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Phone: 920.233.7400 Web: www.SBGFinancial.com Email: nick@sbgfinancialplanning.com
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Larry Harvey Chfc Harvey Financial Group 518 Shepherds Dr. West Bend, WI 53090
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Web: www.harveyfinancial.com Email: larry@harveyfinancial.com
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Tim A. Roberts CFP, Financial Advisor Parker/Hunter, Inc. 700 Riley Bldg 14th & Chapline St. Wheeling, WV 26003
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Web: www.parkerhunter.com Email: robertst@parkerhunter.com
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