Chris M. Hagen Sloan-Hagen Group at McDonald and Barranco Capital Wealth Management
350 Leavell Circle
Montgomery, AL 36117
|
Phone: (334) 386-4552
Web: www.mbcapitalwealth.com
Email: chris.hagen@lpl.com
|
Bo Flanders Flanders Financial
3057 Lorna Rd., Suite 103
Hoover, AL 35216
|
Web: www.flandersfinancial.com
Email: flanders@1dbdirect.com
|
Mark Roberts Financial Advisor
Wachovia Securities
400 Meridian, Suite 201
Huntsville, AL 35801
|
Web: www.home.wachoviasecurities.com/mark.roberts
Email: mark.roberts@wachoviasec.com
|
Don Johnson SunAmerica Securities
2944 Pelham Pkwy
Pelham, AL 35124
|
Web: www.retirement-specialists.com
Email: don@retirement-specialists.com
|
Mike Grace Bandy, Nystrom and Associates
3291 S Thompson, Suite H-104
Springdale, AR 72764
|
Email: mgrace372@yahoo.com
|
Thomas G. Gammill Thomas Gammill & Co., LTD.
5026 Old Greenwood Street
Fort Smith, AR 72903
|
Web: www.gammillcpa.com
Email: tgammill@gammillcpa.com
|
Christopher Brereton SagePoint Financial
14646 N. Kierland Blvd., Suite 230
Scottsdale, AZ 85254
|
Web: www.breretonrichards.com
Email: c.brereton@sagepnt.com
|
Christopher Hoe CCM, CRPC
Financial Consultant
AG Edwards & Sons, Inc.
12515 W Bell Rd., Suite 100
Surprise, AZ 85374
|
Web: www.agedwards.com/fc/christopher.hoe
Email: christopher.hoe@agedwards.com
|
Alan F. Willenbrock CFA - Vice President, Financial Advisor
Morgan Stanley
7175 North Pima Canyon Drive
Tucson, AZ 85718
|
Phone: 520-519-2300
Web: morganstanleyfa.com/alan.willenbrock
Email: alan.willenbrock@morganstanley.com
|
Brett Andrews CWS®, CExP?, CEPA
Fortress Financial Strategies
20325 N 51st Ave
Ste 134
Glendale, AZ 85308
|
Phone: 623-255-5180
Web: www.fortressfinancialstrategies.com
Email: brett@thefortresscompanies.com
|
Max J. Safdie Sr. Financial Advisor, Consultant
Union Capital
6407 E. Grant Rd
Tucson, AZ 85715
|
Phone: 520-664-2001
Web: unioncapital.com
Email: msafdie@unioncapital.com
|
Vincent Esparza CFP, CLU
American Portfolios Financial Services
18819 North Third Drive
Phoenix, AZ 85027
|
Email: vecfp@vincentesparza.com
|
Paul R. Burns MSFS, CLU, ChFC, AEP, CEBS, CAP, AAMS
Southwest Wealth Advisory Group, LLC
426 N. 44th Street
Suite 115
Phoenix, AZ 85008
|
Phone: 602-931-4450
Web: southwestwealth.com
Email: paul@southwestwealth.com
|
Bob Rittel Financial Consultant
A. G. Edwards
10101 West Bell Road, Suite 100
Sun City, AZ 85351-1277
|
Web: www.agedwards.com/fc/bob.rittel
Email: bob.rittel@agedwards.com
|
Bradley E. Hughs Financial Planner
Southwest Wealth Advisory Group, LLC
426 N 44th Street
Suite 115
Phoenix, AZ 85008
|
Phone: 602-931-4450
Web: southwestwealth.com
Email: brad@southwestwealth.com
|
Stephen D. Bull ChFC, Managing Partner
Verus Capital Partners, LLC
14256 North Northsight Boulevard
Suite 110
Scottsdale, AZ 85260
|
Email: sbull@VerusCapitalPartners.com
|
Nicholas Healy CFA, CFP, EA
Sunrise Wealth Management, LLC
5151 E. Broadway Boulevard
Suite 1600
Tucson, AZ 85711
|
Phone: 520-399-7477
Web: sunrisewm.com
Email: nhealy@sunrisewm.com
|
Karen L. Justice ChFC, CLU, MSFS
Justice Financial Advising, Inc.
226 Tombstone Canyon
PO Box 1894
Bisbee, AZ 85603
|
Phone: 520-432-6680
Web: www.justicefinancial.net
Email: clarityisbrief@cableone.net
|
Paulo Moraes Moraes & Cassidy Group, LLC
7 Mount Lassen Drive
C152
San Rafael, CA 94903
|
Phone: 415-785-4867
Web: moraescassidygroup.com
Email: paulo.moraes@lpl.com
|
Ryan Cassidy Moraes & Cassidy Group, LLC
7 Mount Lassen Dr.?C152
San Rafael, CA 94903
|
Web: www.moraescassidygroup.com/
Email: ryan.cassidy@lpl.com
|
William C. O'Connor MS, CFP, EA
Applied Financial Planning
100 Pacifica
Suite 400
Irvine, CA 92618
|
Phone: 714-929-7420
Web: appliedfinancialplanning.com
Email: william.oconnor@lpl.com
|
William Noonan Ameriprise Financial Services, Inc
8910 University Center Lane
Suite 200
San Diego, CA 92122
|
Phone: 858-795-2327
Web: www.ameripriseadvisors.com/william.noonan
Email: william.noonan@ampf.com
|
James Ellis J.K.R. & Company Inc.
7136 Haskell Avenue, Suite 101
Van Nuys, CA 91406
|
Web: www.retirement-planning.com
Email: rpa@retirement-planning.com
|
Allan W. Moskowitz CFP, AIF
Transformative Wealth Management, LLC
6317 Fairmount Ave
El Cerrito, CA 94530
|
Phone: 810-524-5500
Web: transformativewealthmgmt.com
Email: allan@transformativewealthmgmt.com
|
M. Benay Curtis-Bauer Alamo Capital
1777 Botelho Drive, Suite 375
Walnut Creek, CA 94596-5041
|
Web: www.alamocapital.com
Email: bcurtisbauer@alamocapital.com
|
Easan Katir 2419 Evenstar Lane
Davis, CA 95616
|
Email: easan@pacbell.net
|
Nick Krsnich JMN Investment Management
3801 PGA Boulevard
Suite 600
Palm Beach Gardens, CA 33410
|
Phone: 561-410-5815
Web: www.jmninvestment.com
Email: nkrsnich@jmnfinancial.com
|
Janet L. Barr ChFC, CLU, MS
Collaborative Financial Solutions, LLC
5266 Hollister Ave
#220, Building B
Santa Barbara, CA 93111
|
Phone: 805-965-0101
Web: janetbarrcfs.com
Email: janet@janetbarrcfs.com
|
Ian D. Bishop MSF, ChFC, CMFC
Ameriprise Financial Services, Inc.
440 N Mountain Ave
Suite 313
Upland, CA 91786
|
Phone: 909-608-0588
Web: ameripriseadvisors.com/ian.d.bishop
Email: ian.d.bishop@ampf.com
|
Mark Lamb Western International Securities
70 S Lake Ave
Pasadena, CA 91101
|
Phone: 650-796-4949
Web: www.wisdirect.com
Email: mlamb@wisdirect.com
|
John Luse Registered Investment Advisor
PortfolioRx
5015 Birch St., Suite 114
Newport Beach, CA 92660
|
Web: www.portfoliorx.org
Email: john_luse@sbcglobal.net
|
Mark D. Elliott Registered Investment Advisor, President
Elliott Asset Management
2835 Camino del Rio South, Suite 350
San Diego, CA 92108
|
Email: mark@elliottam.com
|
Scott E. Teter AmeriFlex Financial Services
15 W. Carillo Street
Suite 252
Santa Barbara, CA 93101
|
Phone: 805-879-7550
Web: ameriflex.com/wealth-management-teams/california/team-santa-barbara-downtown
Email: scott.teter@ameriflex.com
|
Tim Taschler CFP®
Sprott Global Resource Investments LTD
1910 Palomer Point Way
Suite 200
Carlsbad, CA 92008
|
Phone: 800-477-7853
Web: sprottglobal.com
Email: ttaschler@sprottglobal.com
|
David Kamholtz Ameriprise Financial
6355 Topanga Canyon Boulevard
Suite 505
Woodland Hills, CA 91367
|
Phone: 310-745-2007
Email: david.s.kamholtz@ampf.com
|
Dean Erickson CFA
Bionic Capital LLC
11620 Wilshire Blvd.
Suite 900
Los Angeles, CA 90025
|
Phone: 310-734-8500
Web: BionicCapital.com
Email: dean@bioniccapital.com
|
Greg O'Donnell O'Donnell Financial Group
1101 5th Ave
San Rafeal, CA 94901
|
Phone: 415-758-6331
Web: odfigroup.com
Email: greg@odfigroup.com
|
Donald Steinmann MBA
Advanced Financial Management
6320 Canoga Ave.
#1500
Woodland Hills, CA 91367
|
Phone: 818-700-1292
Web: afminvestments.com
Email: don@afminvestments.com
|
George K. Mortimore Sentra Securities Corp.
2406 Blackstone Dr.
Walnut Creek, CA 94598
|
Email: gma123@msn.com
|
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
|
Web: www.drapergroup.wbsec.com
Email: jdraper2@wachoviasec.com
|
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
|
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
|
John Weinstein, CFP®, MBA Decision Investments
4445 Eastgate Mall
Suite 200
San Diego, CA 92121
|
Phone: 858-812-3027
Web: decisioninvestments.com
Email: John@DecisionInvestments.com
|
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
|
John H. Bishop CPA
Wellington Capital Advisors, LLC
1 Market Street
Suite 3600
San Francisco, CA 94105
|
Web: http://wellington.capital
Email: john.bishop@wellington.capital
|
Max J. Safdie Sr. Financial Advisor, Consultant, RIA
Union Capital
264 Morning Sun Avenue
Mill Valley, CA 94941
|
Phone: 415-235-6622
Web: unioncapital.com
Email: msafdie@unioncapital.com
|
James Brost CFP
Intelligent Investment Management, LLP
150 E. 9th Street
Suite 333
Durango, CO 81301
|
Phone: 970-403-1234
Web: intelligentim.com
Email: jbrost@intelligentim.com
|
David L. Kaiser ChFCR, President
Pinnacor Financial Group, Inc.
3801 East Florida Ave., Suite 400
Denver, CO 80210
|
Web: www.pinnacorfinancial.com
Email: dlkaiser@pinnacorfinancial.com
|
Steve Booren Prosperion Financial Advisors
8400 East Prentice Avenue
Suite 1125
Greenwood Village, CO 80111
|
Phone: 303-793-3202
Web: prosperion.us
Email: steve.booren@lpl.com
|
Steve Wheeldon CFP, Registered Investment Advisor
Intelligent Investment Management, LLP
150 E. 9th St., Suite 333
Durango, CO 81301
|
Web: www.intelligentim.com
Email: swheeldon@intelligentim.com
|
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
|
Jon Zeschin CFP
Essential Investment Partners, LLC
1777 South Harrison Skydeck
Denver, CO 80210
|
Web: www.essentialadvisors.com
Email: jzeschin@essentialinvestment.com
|
Mark Goddard CFP
Goddard Company
2707 Fieldstone
Fort Collins, CO 80525
|
Email: goddardco@msn.com
|
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
|
Email: claymore@I70West.com
|
Joel M. Kosovsky CPA/PFS, CFP
Horizon Financial Advisors LLC
270 Farmington Ave.
Suite 207
Farmington, CT 06032
|
Web: www.kpco-cpa.com
Email: joelk@kpco-cpa.com
|
Ken Harper Booth Financial Associates
200 Connecticut Avenue
Norwalk, CT 06854
|
Phone: (845) 661-4493
Email: putnamken@yahoo.com
|
Robert Sartori Associate Vice President - Investments
Morgan Stanley Smith Barney
5 Fort Rachel Place
Mystic, CT 06355
|
Email: robert.sartori@morganstanley.com
|
Jack Adie Financial Advisor
Wachovia Securities, LLC
185 Asylum Street
Hartford, CT 06103
|
Email: john.adie@wachoviasec.com
|
Robert A. States Triple Check Financial Services
11 South Main St.
Marlborough, CT 06447
|
Email: rstates@aol.com
|
Albert Sebastian, CFA Prospect Advisors LLC
1450 Washington Blvd Suite 1203 South
Stamford, CT 06902
|
Phone: 203-388-8712
Email: al@prospectadvisorsllc.com
|
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
|
Bruce J Tuinier Director-Investments
Oppenheimer & Co.Inc
2000 K Street NW, 8th Floor
Washington, DC 20006
|
Email: bruce.tuinier@opco.com
|
Kris A. Persinger CFP®, Financial Advisor
Persinger Planning, LLC
4360 Van Ness St NW
Washington, DC 20016
|
Email: kris@persingerplanning.com
|
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
|
Daniel J. Reisinger CLU, ChFC
Mariner Financial Services
220 Continental Drive, Suite 202
Newark, DE 19713
|
Email: finsrv@aol.com
|
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
|
Brigitta Herzfeld Thomas J. Herzfeld Advisors, Inc
119 Washington Avenue
Suite 504
Miami Beach, FL 33139
|
Web: www.herzfeld.com
Email: info@herzfeld.com
|
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
|
Jane Marchand Marchand Faries Financial Mgmt., Inc.
921 Montego Road West
Jacksonville, FL 32216
|
Web: www.mffm.com
Email: mffminc@aol.com
|
Mark W. Fleming LUTCF, RIA
Flemington Financial Group
14705-B N. Spur Drive
N. Miami Beach, FL 33161
|
Email: flemingtongroup@aol.com
|
F. Jay Meistrell III Financial Advisor
Wachovia Securities
690 Lincoln Road
Suite 202
Miami Beach, FL 33138
|
Email: jmeistrell@wachoviafinet.com
|
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
|
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
|
John Maffei CIO
MFM Capital Management, Inc.
1300 N. Semoran Blvd Suite 100
Orlando, FL 32807
|
Web: www.mfmfinancial.com
Email: jmaffei@mfmfinancial.com
|
Trigg Kuhn CFP
Raymond James & Associates, Inc.
1421 Pine Ridge Road, #300
Naples, FL 34109
|
Web: www.raymondjames.com
Email: trigg.kuhn@raymondjames.com
|
Dano LoPresti CFP, ChFC
J.P. Morgan Chase Bank
1990 W. New Haven Ave.
Ste 101
Melbourne, FL 32904
|
|
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
|
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
|
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
|
Benny M. Turner
Investment Advisor Representative
Turner Financial Group, Inc.
4655 Woodbine Road
Pace, FL 32571
|
Email: advisor@bturnerfinancial.com
|
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
|
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
|
Jason E. Hughes Financial Advisor
Morgan Stanley
240 South PIneapple Avenue
Fifth Floor
Sarasota, FL 34236
|
Email: jason.e.hughes@morganstanley.com
|
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
|
Jon White Chief Investment Officer
Beacon Hill Financial
644 Hearthglen Blvd.
Winter Garden, FL 34787
|
Web: www.bhfonline.com
Email: jwhite@bhfonline.com
|
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
|
Byron Studdard 1990 Main Street
750
Sarasota, FL 34236
|
Phone: (941)228-1016
Email: Byron@StuddardFinancial.com
|
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
|
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
|
Mitchell Reiner Investment Advisor
Capital Investment Advisors
200 Sandy Springs Place #300
Atlanta, GA 30328
|
Web: www.yourwealth.com
Email: mitchell.reiner@yourwealth.com
|
Andrew Toering CFP, Assistant Vice President - Investments
Wells Fargo Advisors
2140 Highway 20/81W
McDonough, GA 30253
|
Email: Andrew.Toering@wellsfargo.com
|
Stephen F. Molyneaux MBA
Hanover Advisors, Inc.
115 Perimeter Center Place
Suite 825
Atlanta, GA 30346
|
Web: www.hanoveradvisorsinc.com
Email: smolyneaux@gmail.com
|
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
|
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
|
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
|
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
|
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
|
Adam B. Obrecht AO Wealth Advisor
4501 NW Urbandale Drive
suite 200
Urbandale, IA 50263
|
Web: http://www.aowealthadvisory.com/
Email: aobrecht@aowealthadvisory.com
|
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
|
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
|
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
|
Patrick Galley CIO
Rivernorth Capital Management
325 N. LaSalle Street
Ste. 645
Chicago, IL 60610
|
Web: www.rivernorth.com
Email: pgalley@rivernorth.com
|
Chad Coe Coe Financial Group
1121 Lake Cook Road
Ste. P
Deerfield, IL 60015
|
Web: www.coefinancial.com
Email: chad@coefinancial.com
|
Maury Fertig Relative Value Partners, LLC
1033 Skokie Blvd.
Suite 150
Northbrook, IL 60062
|
Web: www.rvpllc.com
Email: mfertig@relativevaluepartners.com
|
Robert Huffman Relative Value Partners, LLC
1033 Skokie Blvd.
Northbrook, IL 60062
|
Web: www.rvpllc.com
Email: bhuffman@relativevaluepartners.com
|
Steven Diamond Wintrust Wealth Management
231 South LaSalle Street
13th Floor
Chicago, IL 60604
|
Web: https://www.wintrustwealth.com/
Email: sdiamond@wintrustwealth.com
|
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
|
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
|
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
|
Andrew Bloom Wunderlich Securities
200 West Madison Street
Suite 2950
Chicago, IL 60606
|
Web: http://wunderlichsecurities.com/abloom/Profile
Email: abloom@wundernet.com
|
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
|
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
|
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
|
Peter C. Borrello CPA
BPL&B Financial Group, L.L.C.
815 E. Prudhomme Lane
Opelousas, LA 70570
|
Web: bplb.com
Email: pcborrello@bplb.com
|
Craig C. Babineaux CPA
BPL&B Financial Group, L.L.C.
P.O. Box 61400
Lafayette, LA 70596
|
Web: bplb.com
Email: ccbabineaux@bplb.com
|
S. Scott Soileau CPA
BPL&B Financial Group, L.L.C.
122 E. Fifth St.
Crowley, LA 70526
|
Web: bplb.com
Email: sssoileau@bplb.com
|
Kenneth R. Dugas CPA
BPL&B Financial Group, L.L.C.
122 E. Fifth St.
Crowley, LA 70526
|
Web: bplb.com
Email: krdugas@bplb.com
|
David Keefe Keefe & Company
800 South Street
Suite 615
Waltham, MA 02453
|
Email: dfkeefe4@ft.newyorklife.com
|
Raymond C. Julian CFP
Winslow Evans & Crocker, Inc.
175 Federal Street
Boston, MA 02110
|
Email: rjulian@e-winslow.com
|
Heydon Traub Traub Capital Management, LLC
97 Chapel Street, 2nd Floor
Needham, MA 02492
|
Web: www.traubcapital.com
Email: h.traub@traubcapital.com
|
Michael S. Reiter Wealth Consultant, Insurance Consultant
LPL Financial, Inc.
304 Forest Avenue
Swampscott, MA 01907
|
Web: www.lpl.com
Email: michael.reiter@lpl.com
|
Bruce Addison Managing Director ? Financial Consultant
RBC Wealth Management
80 Washington St., Building J
Norwell, MA 02061
|
Email: bruce.addison@rbc.com
|
Kenneth W. Johnson Capitol Securities Management, Inc.
160 State St., Suite 800
Boston, MA 02109
|
Web: www.capitolsecurities.com
Email: kjohnson@capitolsecurities.com
|
Jason M. Pirnie UBS Financial Services
1099 Hingham Street
3rd Floor
Rockland, MA 02370
|
Phone: 781-982-3641
Email: jason.pirnie@ubs.com
|
G. Joseph (Joe) Hayes, Jr. Plymouth Rock Financial Partners, LLC
15 Caswell Lane
Plymouth, MA 02360
|
Phone: (508) 830-4641 | (800) 277-7750
Web: plymouthrockfinancial.com
Email: joe.hayes@plymouthrockfinancial.com
|
Paul F. Buckley ChFC, CASL
Arlex Wealth Management
485 Mass Ave
Arlington, MA 02474
|
Phone: 781.652.8163
Web: arlexwealth.com
Email: paul@arlexinsurance.com
|
Eric Bailey CFP®, CFMC
Bailey Wealth Advisors
8403 Colesville Road
Suite 845
Silver Spring, MD 20910
|
Phone: 301-585-4700
Web: baileywealthadvisors.com
Email: blair.bryant@lfg.com
|
Ira Gansler Managing Director
Ferris, Baker Watts, Inc.
100 Light Street
Baltimore, MD 21202
|
Web: www.fbw.com
|
Jeff M. Schumer CFP,
Vice President, Financial Advisor
Schumer/Grim Group
9690 Deereco Road
Suite 110
Timonium, MD 21093
|
Web: fa.ml.com/sg_group
Email: jeff_schumer@ml.com
|
Richard J. Shaker Ph.D., Principal
Shaker Financial Services, LLC
839 Bestgate Rd, Suite 400
Annapolis, MD 21401
|
Web: www.shakerfinancial.com
Email: info@shakerfinancial.com
|
John Austin Austin Wealth Management
21840 New Hampshire Avenue
Brookeville, MD 20833
|
Web: www.austinwealthmanagement.com
Email: jra@austinwm.com
|
Mehmood Nathani CFA, CFP, Owner/Manager
Altius Financial Advisors, LLC
3 Bethesda Metro Center, #700
Bethesda, MD 20814
|
Web: www.altiusfin.com
Email: mnathani@altiusfin.com
|
Gregory S. Horning SC&H Capital Advisors, Inc.
11311 McCormick Road
Suite 400
Hunt Valley, MD 21031
|
Web: www.scandh.com
Email: ghorning@scandh.com
|
George W. King, Jr. Sr. VP, Investments
Ferris, Baker Watts, Inc.
10500 Little Patuxent Pkw
Suite 630
Columbia, MD 21044
|
Web: www.financingretirement.com
Email: gking@fbw.com
|
Christopher Ruspi President
Applied Financial Wisdom
18301 Mink Hollow Rd
Highland, MD 20777-9605
|
Web: www.appliedfinancialwisdom.com
Email: christopher.ruspi@LPL.com
|
William Todd Harborview Investments/Cantella & Co.
100 Commercial Street
Suite 414
Portland, ME 04110
|
Web: www.harborviewinvestments.com
Email: wtodd@harborviewinvestments.com
|
Edward W. Rogers Jr.
Sr. Vice President
Retirement Plan Advisor
Wealth Advisory Specialist
Smith Barney
465 Congress St.
Portland, ME 04101
|
Web: fa.smithbarney.com/edrogers
Email: edward.w.rogers@smithbarney.com
|
Stephen D. Avery CFS
Lennox Capital Management, LLC
75 Congress Street
Runford, ME 04276
|
Email: sdavery@lennoxcapital.com
|
David Cretcher EA Investment Advisor
Weather Eye Advisors, Inc.
1751 Jason Circle
Rochester Hills, MI 48306
|
Email: david@weathereyeadvisors.com
|
James Maendel Maendel Wealth Management
7 West Square Lake Road
Bloomfield Hills, MI 48302
|
Phone: 248.982.6148
Web: maendelwealth.com
Email: askmaendelwealth@gmail.com
|
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
|
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
|
Mark Minder Minder Planning Group, LLC
P.O. Box 872
Grand Blanc, MI 48480
|
Web: www.minderplanninggroup.com
Email: mark.minder@minderplanninggroup.com
|
Scott T. Schultz Schultz Investment Advisors
160 E. Grand River Road
Suite B
Williamston, MI 48895
|
Web: www.schultzinvestmentadvisors.com
Email: scottschultz@cs.com
|
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
|
Bryan S. Foster MBA
LPL Financial
28411 Northwestern Hwy Ste. 1200
Southfield, MI 48034
|
Web: bordelovefosterwm.com
Email: bryan.foster@lpl.com
|
Daniel L. Youngs HFG Advisors Inc.
P.O. Box 19398
Kalamazoo, MI 49019
|
Web: www.hfgadvisors.com
Email: dyoungs@hfgadvisors.com
|
John F. Robbins MBA, CFP
JFR Financial Services, Inc.
P.O. Box 130
Tronton, MI 48183
|
Email: jfrfnstuff@aol.com
|
Andy Matysik Punch & Associates Investment Management, Inc.
7701 France Avenue South
Suite 300
Edina, MN 55435
|
Web: www.punchinvest.com
Email: andy@punchinvest.com
|
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
|
Mary Kay Meier Meier Accounting
1001 South Main St.
Sauk Centre, MN 56378
|
Email: mkmeier@mainstreetcom.com
|
Dale Hedstrand Sentra Securities Corp.
2214 5th St.
Suite 1
White Bear Lake, MN 55110
|
Web: www.focalpointfinancial.com
Email: dale@focalpointfinancial.com
|
Chuck Barker Walnut Street Securities, Inc.
602 W. Kirkham Avenue
St. Louis, MO 63119
|
Email: cbarker@walnutstreet.com
|
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
|
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
|
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
|
Mike Gertsema Gertsema Wealth Management Group
3727 Gene Field Road
St Joseph, MO 64506
|
Web: www.gertsemawealthmanagement.com
Email: gertsemam@stifel.com
|
Steve Dustmann McCourtney-Breckenridge & Co.
9990 Manchester Road
Suite 200
St. Louis, MO 63122
|
Email: steve@dustmanngroup.com
|
Andrew Knutson Sagepoint Financial
6983 Alisha Drive
Missoula, MT 59803
|
Phone: 619-465-5442
Web: la-mesa-fa.com
Email: aknutson@sagepointadvisor.com
|
Phillip Askot Western International Securities
N/A
|
Email: askot@ticon.net
|
Deep PatelN/A
|
|
Benjamin Link Morgan Stanley Global Wealth Management
6805 Morrison Blvd., Ste. 400
Charlotte, NC 28211
|
Email: benjamin.link@morganstanley.com
|
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
|
Les Griffin FSC Securities Corporation
5306 Yadkin Road
Fayetteville, NC 28303
|
Email: lgriffin@aol.com
|
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
|
Kenneth V. Nelson CRPC, CRPS
Investors Capital Corporation
10604 Bent Twig Drive
Raleigh, NC 27613
|
Web: www.thenelsongrouponline.com
Email: knelson@investorscapital.com
|
Jason T. Wheeler CFP® , AIF®, MBA
Pathfinder Investments
4018 Oleander Drive
Suite 2
Wilmington, NC 28403
|
Web: www.pathfinderinvestments.com
Email: jason@pathfinderinvestments.com
|
Robert L. Penn Jr., Financial Consultant
Pathfinder Investments
4018 Oleander Drive
Suite 2
Wilmington, NC 28403
|
Web: www.pathfinderinvestments.com
Email: rob@pathfinderinvestments.com
|
Peter Starr USA Financial Securities
265 Racine Drive
Suite 103
Wilmington, NC 28403
|
Email: pstarr@peterstarr.com
|
Edward R. Riley Arrow Dynamics/Iron Street Securities
2716 15th St.
#1
Columbus, NE 68601
|
Email: erriley@plattevalley.net
|
Gary R Paquette Senior Vice President/Investments
Stifel Nicolaus
276 Newport Road, Suite 103
New London, NH 03229
|
Email: paquetteg@stifel.com
|
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
|
Patrick L. Curtin Curtin Financial Services
70 Pine Street
Peterborough, NH 03458
|
Phone: 603.924.1397
Web: curtinfinancialservices.com
Email: patrick@curtinfinancialservices.com
|
Michael A. Phillips CFP
Royal Alliance Associates, Inc.
509 Stillwells Corner Rd.
Suite E-4
Freehold, NJ 07728
|
Email: m.phillips@prodigy.net
|
Steve Hall Director
Rhino Asset Management, LLC
1624 Beaverdam Road
Point Pleasant, NJ 08742
|
Web: www.rhinoasset.com
Email: njtrader@gmail.com
|
Adam Way Smith Barney
3000 Atrium Way, Suite 500
Mt. Laurel, NJ 08054
|
Web: fa.smithbarney.com/way
Email: John.A.Way@SmithBarney.com
|
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
|
Alfred T. Blomquist Jr.
DiVesTech Inc.
221 Green Ridge Road
Franklin Lakes, NJ 07417
|
Email: lobeta@optomline.net
|
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
|
Frank Abella Investment Partners Asset Management
One Highland Avenue
Metuchen, NJ 08840
|
Web: www.investmentpartners.com
Email: fabella@investmentpartners.com
|
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
|
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
|
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
|
John Onesti CFP®
Onesti Investment Advisors
6000 Cortaderia Street NE
Suite 3214
Albuquerque, NM 87111
|
Web: www.onestiadvisors.com
Email: john@onestiadvisors.com
|
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
|
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
|
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
|
Thomas P. Flanagan Questar Capital, NASD, SIPC
278 Fourth Avenue
St. James, NY 11780
|
Email: tflan01@optonline.net
|
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
|
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
|
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
|
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
|
Sharon Thornton Karpus Investment Management
183 Sully's Trail
Pittford, NY 14534
|
Web: www.Karpus.com
Email: sharon@karpus.com
|
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
|
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
|
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
|
Tom Moughan RAV Financial Services, LLC
2000 Auburn Drive, Suite 400
Beachwood, OH 44122
|
Web: www.ravfinancial.com
Email: tmoughan@ravfinancial.com
|
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
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Web: www.meritadvisors.com
Email: don@meritadvisors.com
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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
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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
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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
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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
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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
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Bryn Torkelson Matisse Funds
4949 Meadows Road, Suite 200
Lake Oswego, OR 97035
|
Phone: (503) 210-3001
Email: bryn@matissefunds.com
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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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Victor Schramm CFS®
0650 SW Gaines St
Portland, OR 97239
|
Phone: 541.729.0382
Web: victorschramm.com
Email: victorschramm@gmail.com
|
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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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
|
James P. Kilbride Janney Montgomery Scott, LLC
8101 Washington Lane
Wyncote, PA 19095
|
Email: jkilbride@jmsonline.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
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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
|
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
|
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
|
Walter C. Kivett Financial Advisor, Retirement Planning Specialist, Rule 144 Specialist
Morgan Stanley
301 N. Main St., Ste. 2400
Greenville, SC 29601
|
Email: Walter.Kivett@morganstanley.com
|
Dan Hoefer CFP
Financial Advisor
Edward Jones
7436 Forest Court, Suite 101
Irmo, SC 29063
|
Web: www.edwardjones.com/cgi/getHTML.cgi?page=/USA/IR/market/index.html&CIRN=402899
Email: Dan.Hoefer@edwardjones.com
|
Keith Newcomb CMT, AIF®, CFP®
Full Life Financial LLC
Registered Investment Advisers
604 Georgetown Drive
Nashville, TN 37205
|
Web: www.FullLifeFinancial.com
Email: keithnewcomb@FullLifeFinancial.com
|
Clay Hogan CFA, Portfolio Manager
Hogan Investment Counsel
51 Germantown Court
Suite 108
Cordova, TN 38018
|
Email: clay@hoganinvestment.com
|
Jim Ferrell Senior Vice President - Investments
Paradigm Wealth Partners
2099 Thunderhead Road
Suite 203
Knoxville, TN 37934
|
Email: james.ferrell@lpl.com
|
David J. Moore CFP
Compass Financial Group
9224 Hunterboro Drive
Suite 100
Brentwood, TN 37027
|
Email: compassfinancial@comcast.net
|
Ted Bush Capital Advantage
1111 Jupiter Road
Suite 102-A
Plano, TX 75074
|
Email: cated@flash.net
|
Robert A. Marshall CFP, ChFC, CLU
Linsco/Private Ledger
P.O. Box 121563
Arlington, TX 76012
|
|
R. Barry Barton HilltopSecurities Independent Network
111 Allencrest Ln
Coppell, TX 75019
|
Phone: (972) 393-2438
Web: www.hilltopsecurities.com
Email: barry.barton@hilltopnetwork.com
|
Mark M. Caputo Assoc VP, Finl Advisor
Morgan Stanley
5001 Spring Valley Road
Suite 900W
Dallas, TX 75244
|
Email: mark.caputo@morganstanley.com
|
Ed Commons SunAmerica Securities
3418 F Olson Blvd.
Amarillo, TX 79109
|
Email: ecommons@arn.net
|
Virgil L. Smith Senior Managing Partner
HV Capital
3530 Forest Lane, Suite 314
Dallas, TX 75234
|
Email: vsmith@hvcapital.net
|
Joseph Cunneff First Vice President, Investments
Raymond James
580 Westlake Park Blvd., Suite 500
Houston, TX 77079
|
Web: www.JosephCunneff.com
Email: Joseph.Cunneff@RaymondJames.com
|
Joseph Won CRPC, Financial Advisor
Wells Fargo Advisors
8115 Preston Rd., Suite 300
Dallas, TX 75225
|
Web: www.home.wellsfargoadvisors.com/joseph.won
Email: joseph.won@wellsfargoadvisors.com
|
Garrett Beauvais MarketTrend Advisors
3720 Gattis School Rd. #800
Round Rock, TX 78664
|
Web: http://www.markettrendadvisors.com
Email: info@markettrendadvisors.com
|
Ronnie Rushing CFP
Southwest Securities, Inc.
8333 Douglas Ave., Suite 400
Dallas, TX 75225
|
Web: www.rushingscott.com
Email: rrushing@swst.com
|
Brad Scott CFA
Southwest Securities, Inc.
8333 Douglas Ave., Suite 400
Dallas, TX 75225
|
Web: www.rushingscott.com
Email: bscott@swst.com
|
Ygnacio D. Garza Long Chilton, LCA
3125 Central Blvd.
Brownsville, TX 78520
|
Web: www.longchilton.com
Email: ngarza@longchilton.com
|
Jason Reeves, MBA MBA, Financial Advisor
Texas Coast Financial Services
127 W. Goodnight
Aransas Pass, TX 78336
|
Phone: (361) 226-4900
Email: jreeves@wradvisors.com
|
R. Don Kelley Kelley Financial Group
1177 West Loop South
Suite 1775
Houston, TX 77027
|
Web: www.rdkfinance.com
Email: rdk@rdkfinance.com
|
Dennis Bielik CFA, FRM, VP, Managing Director
TCG Advisors
900 S Capital Fwy
Austin, TX 78746
|
Phone: 512-600-5388
Web: tcgservices.com
Email: dbielik@tcgservices.com
|
John R. Dantche RIA
JD Dantche Advisory Associates,
a Registered Investment Advisory Firm
204 N. Mill Trace Dr.
The Woodlands, TX 77381
|
Web: www.dantcheadvisory.com
Email: jdantche@earthlink.net
|
Matt Lowe WMS
Raymond James & Associates, Inc.
2001 Ross Avenue
Ste. 4500
Dallas, TX 75201
|
Web: www.thewealthadvisers.com
Email: matthew.lowe@raymondjames.com
|
Pat Swanson Oxbow Advisors, LLC
1980 Post Oak Boulevard
Suite 2300
Houston, TX 77056
|
Phone: 713-961-0462
Web: http://www.oxbowadvisors.com
Email: pswanson@oxbowadv.com
|
Robert E. Lee CFP®, CRPS®, Sr. Vice President
Sovereign Wealth Advisors LLC
3120 Southwest Freeway
Suite 500
Houston, TX 77098
|
Phone: 713-527-3441
Web: sovereignwealthadvisors.com
Email: robert.lee@lpl.com
|
Rick Baird CFA, RIA
Wind River Advisors, LLC
1901 Prospector Ave., Ste. 14
Park City, UT 84098
|
Web: www.windriveradvisors.com
Email: rbaird@windriveradvisors.com
|
Lisa Thorpe Wells Fargo Advisors
335 E St George Blvd
Suite 101
St George, UT 84770
|
Phone: 435-674-3510
Email: Lisa.Thorpe@wellsfargoadvisors.com
|
Kent C. Griffiths CFP
Sage Financial Strategies, Inc.
8759 Highland Drive
Sandy, UT 84093
|
Web: www.lpl.com/sage
Email: sage@lpl.com
|
Tyler Vanderbeek CFP
Keystone Wealth Management
595 South Riverwoods Pkwy, Ste 170
Logan, UT 84321
|
Web: www.keystonewm.com
Email: tyler@keystonewm.com
|
F. Jay Abella Investment Partners Asset Management
Williamsburg, VA 23188
|
Web: www.investmentpartners.com
Email: jabella@investmentpartners.com
|
Robert M.N. Shaker Portfolio Manager
Shaker Financial Services, LLC
1220 N. Fillmore St., Suite 400
Arlington, VA 22201
|
Web: www.shakerfinancial.com
Email: info@shakerfinancial.com
|
John Cole Scott Closed-End Fund Advisors, Inc.
7204 Glen Forest Drive, Suite #105
Virginia, VA 23226
|
Phone: (804) 288-2482
Web: www.cefadvisors.com
Email: jscott@cefadvisors.com
|
Steven Hamant Deep Run Financial
4461 Cox Road
Suite 101
Glen Allen, VA 23060
|
Phone: (804) 270-0703
Web: deeprunfinancial.com
Email: steven.hamant@lpl.com
|
Joe Pickard Jr. Oristano Capital LLC
2100 Under the Mountain Rd
South Londonderry, VT 05155
|
Phone: 617-854-3761
Web: oristanocapital.com
Email: Jpickard@oristanocapital.com
|
William Pike Anderson Vice President/Investments
Stifel Nicolaus & Co Inc.
647 Depot Street
Manchester Center, VT 05255
|
Phone: 1-866-436-2560
Web: www.stifel.com
Email: andersonb@stifel.com
|
Steven M. Kersey CFP
Closed-End Fund Advisors
1101 Lakeview Street, Suite 100
Bellingham, WA 98229
|
Web: www.cefadvisors.com
Email: smk@cefadvisors.com
|
Edward D. Wilder Financial Advisor
Smith Barney
601 Union Street
Suite 5200
Seattle, WA 98101
|
Web: www.fa.smithbarney.com/wilder
Email: edward.d.wilder@smithbarney.com
|
Kurt J. Hilger CIMA, Senior Investment Executive
National Securities Corporation
One Union Square
600 University Street, Suite 2900
Seattle, WA 98101
|
Phone: 206.343.6101
Web: http://www.nationalsecurities.com/
Email: khilger@nationalsecurities.com
|
Joseph Graves Joseph Graves Capital Management
318 NE Fifth Avenue
Camas, WA 98607
|
Email: joe@josephgravescm.com
|
Alisa M. Allen Financial Advisor
Edward Jones
107 Eastmont Ave.
East Wenatchee, WA 98802
|
Web: www.edwardjones.com
Email: alisa.allen@edwardjones.com
|
Kirk Mills CPA, WMS
Mills Financial
15127 NE 24th Suite 557
Redmond, WA 98052
|
Email: millsfinancial@comcast.net
|
Gary Hundrup Wealth Advisor Stadium Wealth Management DBA LPL Financial
1102 Broadway
Suite 300
Tacoma, WA 98402
|
Web: www.stadiumwm.com
Email: gary@stadiumwealth.com
|
Michelle Ouzounian CMFC
Verity Investment Counsel, Inc.
6233 Durand Ave.
Ste. 102-1
Racine, WI 53406
|
Web: www.verityinvcounsel.com
Email: info@verityinvcounsel.com
|
Phillip J. Askot Financial West Group
631 N. Mayfair Road
Wauwatosa, WI 53226
|
Email: askot@ticon.net
|
Robert G. Berkley Lifetime Trusted Advisors, LLC
1244 West Blvd.
Racine, WI 53405
|
Email: info@bicpa.com
|
Timothy R. Banks OSJ Manager
Franklin City Investments
9779 S. Franklin Drive, Suite 104
Franklin, WI 53132
|
Web: www.kiteandkey.com
Email: timothy.r.banks@lpl.com
|
Andrew Richman Richman Financial Services LLC
10125 W. North Ave.
Wauwatosa, WI 53226
|
Email: andrew_richman@packerlandbrokerage.com
|
Jim Kobs Financial Consultant
A. G. Edwards
3628 East Avenue
La Crosse, WI 54601
|
Email: jimkobs@charter.net
|
Nick Behnke SBG Financial
805 N. Main St
Oshkosh, WI 54901
|
Phone: 920.233.7400
Web: www.SBGFinancial.com
Email: nick@sbgfinancialplanning.com
|
Larry Harvey Chfc
Harvey Financial Group
518 Shepherds Dr.
West Bend, WI 53090
|
Web: www.harveyfinancial.com
Email: larry@harveyfinancial.com
|
Aaron Cade Raymond James Financial Services
101 N. Main Street
Viroqua, WI 54665
|
Email: aaron.cade@raymondjames.com
|
Kirk Spano Bluemound Asset Management, LLC
13500 Elm Grove Road #202
Elm Grove, WI 53122
|
Phone: 414-617-6669
Web: bluemoundassetmanagement.com
Email: research@bluemoundassetmanagement.com
|
Tim A. Roberts CFP, Financial Advisor
Parker/Hunter, Inc.
700 Riley Bldg
14th & Chapline St.
Wheeling, WV 26003
|
Web: www.parkerhunter.com
Email: robertst@parkerhunter.com
|