Alabama {AL}
Arizona {AZ}

Jason Cole
Freedom Financial Architects
Sierra Vista, AZ
OJ Liberta
Integrity Financial Group
Tempe, AZ
Thomas Forsythe
Laurence Lof Financial Advisors
Tucson, AZ
Larry Lof
Laurence Lof Financial Advsiors
Tucson, AZ
Lisa Thurman
Laurence Lof Financial Advisors
Tucson, AZ
Kimberly Molter
Modern Legacy Advisors
Chandler, AZ

Eric Pettitt
Pettitt Wealth
Mesa, AZ
William Goodman
Prizm Wealth Management
Tempe, AZ
Joseph Cooper
Summit Financial Solutions
Tempe, AZ

Vern Clemenson
Summit Financial Solutions
Gold Canyon, AZ
Vivian Enders
Summit Financial Solutions
Tempe, AZ
Steve James
Summit Financial Solutions
Tempe, AZ
Brently Klontz
Summit Financial Solutions
Tempe, AZ
Dawn Lloyd
Summit Financial Solutions
Mesa, AZ
Zachary Makawi
Summit Financial Solutions
Tempe, AZ
Nestor Montoya
Summit Financial Solutions
Tempe, AZ
California {CA}
Florida {FL}

Kevin Johnson Jr
K. L. Johnson Investments LLC
Jacksonville, FL
Georgia {GA}
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

Michael Franks
Franks Financial
Towson, MD

Donald Burklo
Guidemark Financial Advisors, LLC
Rockville, MD

Brian Grimes
Guidemark Financial Advisors, LLC
Rockville, MD

James McNeill
Guidemark Financial Advisors, LLC
Rockville, MD

Jennifer Johnson
JLJ Financial
Frederick, MD

Paul Hynes
Retirement Planning Group
Frederick, MD

Phillip Minni
Retirement Planning Group
Frederick, MD

Jay Wolfe
Retirement Planning Group
Frederick, MD
Michigan {MI}

Michael Cayen
Cambridge Investment Research
Berkley, MI

Joshua Beitel
Harbor Wealth Consultants
Traverse City, MI

Craig Leppien
Harbor Wealth Consultants
Traverse City, MI

Aaron Oskey
Lakeview Financial Consultants, Inc.
Rochester, MI

Brad Woods
Woods Financial Services LLC
Niles, 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}

George Arky
Arky & Miller Financial Group
Chapel Hill, NC

Diane Bonner
Arky & Miller Financial Group, Inc.
Chapel Hill, NC

Joe Miller
Arky & Miller Financial Group
Chapel Hill, NC

Brian Fortune
Scott Financial Planning & Investments
Asheville, NC

Larry Scott
Scott Financial Planning & Investments
Asheville, NC

James Womack Jr.
Summit Financial Solutions
Asheville, NC
Ohio {OH}
Matt Calhoun
Cambridge Investment Research, Inc.
Westerville, OH

Craig Couch
Couch Investment Management
Grafton, OH

David Jackson
David Jackson and Associates
Chagrin Falls, OH

Nickolas Magora Jr.
LC Wealth Management
Westerville, OH

Brian Maher
LC Wealth Management
Westerville, OH

Charles Powell
Professional Guidance Financial Services
Mount Vernon, OH

Joshua Strouse
Professional Guidance Financial Services
Mount Vernon, OH
Pennsylvania {PA}

Lynda Blessing
Blessing Financial Inc.
West Chester, PA

Dennis Browne
Capital View Wealth Management
Wormleysburg, PA

Andrew Grace
Capital View Wealth Management
Wormleysburg, PA

Robert Teague
Capital View Wealth Management
Wormleysburg, PA

Aleesha Moyer
S.A. Insurance & Financial Services
Mechanicsburg, PA

Scott Moyer
S.A. Moyer Insurance & Financial Services, LLC.
Mechanicsburg, PA
Texas {TX}

Karin McIntosh
Omega Squared Wealth Management
Southlake, TX

Aaron Soderstorm
Omega Squared Wealth Management
Southlake, TX

Chet Teichman
Omega Squared Wealth Management
Southlake, TX

Cathy Tamez
Ten4Financial, LLC
Richardson, TX

Brenda Munoz
Wirick Asset Management
Sugarland, TX

Barbara Wirick
Wirick Asset Management
Sugarland, TX

Steven Wirick
Wirick Asset Management
Sugarland, TX
Check the background of investment professionals on FINRA’s BrokerCheck.
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Address
430 W. Warner Rd., Ste. 123
Tempe, AZ 85284