Our Financial Professionals
Advisor Locations
NJ
*Home office locations
MD
Alabama (AL)
Eric Cantrell
The Six 8 Group
Warrior, AL
JoEllen Greenwell
The Six 8 Group
Warrior, AL
Arizona (AZ)
Steve James
Summit Financial Solutions
Tempe, AZ
Dawn Lloyd
Summit Financial Solutions
Mesa, AZ
Tyler Ferguson
Integrity Financial Group
Tempe, AZ
Douglas Sattler
My One
Retirement
Gilbert, AZ
Nestor Montoya
Summit Financial Solutions
Tempe, AZ
Bill Goodman
Prizm Wealth Management
Tempe, AZ
Brently Klontz
Solana Financial Group
Tempe, AZ
Vivien Enders
Modern Strategy Investments
Phoenix, AZ
Joseph Cooper
Summit Financial Solutions
Tempe, AZ
OJ Liberta
Integrity Financial Group
Tempe, AZ
Zach Makawi
Solana Financial Group
Tempe, AZ
Eric Pettitt
Pettitt Wealth
Mesa, AZ
Jack Patterson
Summit Financial Solutions
Tempe, AZ
Ryan Junas
Integrity Financial Group
Tempe, AZ
Kimberly Molter
Modern Legacy Advisors
Chandler, AZ
Georgia (GA)
Conrad Sanders
New Windsor Capital Management
Augusta, GA
Hawaii (HI)
Idaho (ID)
Vern Clemenson
Summit Financial Solutions
Nordman, ID
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
Jennifer Johnson
JLJ Financial
Frederick, MD
Ed Burklo
Guidemark Strategic Advisors LLC
Rockville, MD
Paul Hynes
Retirement Planning Group
Frederick, MD
Brian Grimes
Guidemark Strategic Advisors LLC
Rockville, MD
Jay Wolfe
Retirement Planning Group
Frederick, MD
James McNeill
Guidemark Strategic Advisors LLC
Rockville, MD
Michigan (MI)
Michael Cayen
Ohana Wealth Advisory
Royal Oak, MI
Brad Woods
Woods Financial Services LLC
Niles, MI
Kasey George
Ohana Wealth Advisory
Royal Oak, MI
R. Allan Palma
Ohana Wealth Advisory
Royal Oak, MI
Paul Dickinson
Ohana Wealth Advisory
Muskegon, 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 Investment Services
Henderson, NV
North Carolina (NC)
Michael Franks
Franks Financial
Wake Forest, NC
Brian Fortune
Fortune Financial & Insurance LLC
Asheville, NC
Larry Scott
Scott Financial Planning and Investments
Asheville, NC
James Womack Jr.
Summit Financial Solutions
Asheville, NC
Ohio (OH)
Craig Couch
Couch Investment Management LLC
Grafton, OH
Pennsylvania (PA)
Aleesha Moyer
Moyer Financial Services
Mechanicsburg, PA
Scott Moyer
Moyer Financial Services
Mechanicsburg, PA
Texas (TX)
Karin McIntosh
Omega Squared Wealth Management
Keller, TX
Brenda Munoz
Wirick Asset Management
Sugar Land, TX
Mike Stockman
Synergy Wealth Management
Houston, TX
Chris Chaplin
Chaplin Financial
Missouri City, TX
Aaron Soderstrom
Omega Squared Wealth Management
Keller, TX
Barbara Wirick
Wirick Asset Management
Sugar Land, TX
John Varick
Synergy Wealth Management
Houston, TX
Chet Teichman
Omega Squared Wealth Management
Keller, TX
Steve Wirick
Wirick Asset Management
Sugar Land, TX
Spencer Murchison
Synergy Wealth Management
Houston, TX
Cathy Tamez
Ten4 Financial,
LLC
McKinney, TX
Gloria Dowiak
Synergy Wealth Management
Houston, TX
John Fry
Synergy Wealth Management
Houston, TX