Our Financial Professionals
Advisor Locations
NJ
MD
*Home office locations
Alabama (AL)
Eric Cantrell
The Six 8 Group
Hoover, AL
JoEllen Greenwell
The Six 8 Group
Hoover, AL
Arizona (AZ)
Steve James
Summit Financial Solutions
Tempe, AZ
OJ Liberta
Integrity Financial Group
Tempe, AZ​
Zach Makawai
Tandem Financial Group
Tempe, AZ
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Dawn Lloyd
Summit Financial Solutions
Tempe, AZ
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Nestor Montoya
Summit Financial Solutions
Tempe, AZ​
Ryan Junas
Integrity Financial Group
Tempe, AZ​
Kimberly Molter
Modern Legacy Advisors
Tempe, AZ​
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Eric Pettitt
Prizm Wealth Management
Tempe, AZ
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Joseph Cooper
Summit Financial Solutions
Tempe, AZ
Tyler Ferguson
Integrity Financial Group
Tempe, AZ​
Douglas Sattler
ONE Retirement
Tempe, AZ
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Larry Lof
Prizm Wealth Management
Tucson, AZ
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Bill Goodman
Prizm Wealth Management
Tempe, AZ​
Brently Klontz
Tandem Financial Group
Tempe, AZ​​
Vivien Enders
Modern Strategy
Tempe, AZ
California (CA)
Jeremy Laub
Laub Financial
San Diego, CA
Georgia (GA)
Conrad Sanders
New Wind Capital
Augusta, GA
Idaho (ID)
Vern Clemenson
Summit Financial Solutions
Gold Canyon, AZ
Indiana (IN)
Christopher Dold
Dold Financial Group
Monticello, IN
Joe Dold III
Dold Financial Group
Monticello, IN
Stephen Dold
Dold Financial Group
Monticello, IN
Maryland (MD)
Tracy Aaron
Anchor Financial Advisors
Easton, MD
James McNeill
Guidemark Financial Advisors, LLC
Rockville, MD
Michael Franks
Franks Financial
Towson, MD
Jennifer Johnson
JLJ Financial
Frederick, MD
Donald Burklo
Guidemark Financial Advisors, LLC
Rockville, MD
Paul Hynes
Retirement Planning Group
Frederick, MD
Brian Grimes
Guidemark Financial Advisors, LLC
Rockville, MD
Jay Wolfe
Retirement Planning Group
Frederick, MD
Michigan (MI)
Michael Cayen
Ohana Wealth Advisory
Berkley, MI
Brad Woods
Woods Financial Services LLC
Niles, MI
Kasey George
Ohana Wealth Advisory
Berkley, MI
R. Allan Palma
Ohana Wealth Advisory
Berkley, MI
Paul Dickinson
Ohana Wealth Advisory
Berkley, MI
Nebraska (NE)
Keith Deras
The Harry A. Koch Co.
Omaha, NE
James Garbina
The Harry A. Koch Co.
Omaha, NE
New Jersey (NJ)
John McWatters
Innovative Retirement Services
Carteret, NJ
Nevada (NV)
William Aldrich
Aldrich Investments Services
Henderson, NV
North Carolina (NC)
George Arky
Arky & Miller Financial Group
Chapel Hill, NC
Larry Scott
Scott Financial Planning & Investments
Asheville, NC
Diane Bonner
Arky & Miller Financial Group
Chapel Hill, NC
James Womack Jr.
Summit Financial Solutions
Asheville, NC
Joe Miller
Arky & Miller Financial Group
Chapel Hill, NC
Brian Fortune
Scott Financial
Planning & Investments
Asheville, NC
Ohio (OH)
Craig Couch
Couch Investment Management
Grafton, OH
David Jackson
David Jackson and Associates
Chagrin Falls, OH
Pennsylvania (PA)
Aleesha Moyer
S.A. Moyer Insurance & Financial Services, LLC
Mechanicsburg, PA
Scott Moyer
S.A. Moyer Insurance & Financial Services, LLC
Mechanicsburg, PA
Texas (TX)
Karen McIntosh
Omega Squared Wealth Management
Southlake, TX
Brenda Munoz
Wirick Asset Management
Sugarland, TX
Mike Stockman
Synergy Wealth Management
Houston, TX
Chris Chaplin
Chaplin Financial
Missouri City, TX
Aaron Soderstrom
Omega Squared Wealth Management
Southlake, TX
Barbara Wirick
Wirick Asset Management
Sugarland, TX
John Varick
Synergy Wealth Management
Houston, TX
Chet Teichman
Omega Squared Wealth Management
Southlake, TX
Steve Wirick
Wirick Asset Management
Sugarland, TX
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Spencer Murchison
Synergy Wealth Management
Houston, TX
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Cathy Tamez
Ten4Financial, LLC
Richardson, TX
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Gloria Dowiak
Synergy Wealth Management
Houston, TX
John Fry
Synergy Wealth Management
Houston, TX
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