Alabama {AL}
Arizona {AZ}
Steve James
Summit Financial Solutions
Tempe, AZ
Amelia James
Summit Financial Solutions
Tempe, AZ
Michael Pananos
Summit Financial Solutions
Gilbert, AZ
Nestor Montoya
Summit Financial Solutions
Tempe, AZ

Vern Clemenson
Summit Financial Solutions
Gold Canyon, AZ
James Dabbs
Desert Horizons Financial
Mesa, AZ
Christopher Carracedo
Envision Retirement
Tempe, AZ
Douglas Sattler
SATTLER Pension
Queen Creek, AZ

Jason Cole
Freedom Financial Architects
Sierra Vista, AZ
Larry Lof
Laurence Lof Financial Advsiors
Tucson, AZ
Thomas Forsythe
Laurence Lof Financial Advisors
Tucson, AZ
Brently Klontz
Summit Financial Solutions
Tempe, AZ
Zachary Makawi
Summit Financial Solutions
Tempe, AZ
Lisa Thurman
Laurence Lof Financial Advisors
Tucson, AZ
William Goodman
Prizm Wealth Management
Tempe, AZ
Joseph Cooper
Summit Financial Solutions
Tempe, AZ
California {CA}

Jeremy Laub
Laub Financial
San Diego, CA

Mark Anselmo
Anselmo Investment Management
Temecula, CA

Adam Skumawitz
Anselmo Investment Management
Temecula, CA
Florida {FL}

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

Warren Walker
Tyson Walker Group
Augusta, GA

Conrad Sanders
New Wind Capital
Augusta, GA
Indiana {IN}

Christopher Dold
Dold Financial Group
Monticello, IN

Stephen Dold
Dold Financial Group
Monticello, IN

Joe Dold III
Dold Financial Group
Monticello, IN
Maryland {MD}

Jennifer Johnson
JLJ Financial
Frederick, MD

Paul Hynes
Retirement Planning Group
Frederick, MD

Phillip Minni
Retirement Planning Group
Frederick, MD

Brian Grimes
Guidemark Financial Advisors, LLC
Rockville, MD

Donald Burklo
Guidemark Financial Advisors, LLC
Rockville, MD

James McNeill
Guidemark Financial Advisors, LLC
Rockville, MD

Michael Franks
Franks Financial
Towson, MD

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

Joshua Beitel
Harbor Wealth Consultants
Traverse City, MI

Craig Leppien
Harbor Wealth Consultants
Traverse City, MI

Dawn Evola
Lakeview Financial Consultants, Inc.
Rochester, MI

Aaron Oskey
Lakeview Financial Consultants, Inc.
Rochester, MI
North Carolina {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

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

George Arky
Arky & Miller Financial Group
Chapel Hill, NC
Nebraska {NE}

James Garbina
The Harry A. Koch Co.
Omaha, NE

Susan Hilton
The Harry A. Koch Co.
Omaha, NE

Keith Deras
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
Ohio {OH}

Joshua Strouse
Professional Guidance Financial Services
Mount Vernon, OH

Charles Powell
Professional Guidance Financial Services
Mount Vernon, OH

Nickolas Magora Jr.
LC Wealth Management
Westerville, OH

Craig Couch
Couch Investment Management
Grafton, OH

David Jackson
David Jackson and Associates
Chagrin Falls, OH
Matt Calhoun
Cambridge Investment Research, Inc.
Westerville, OH
Brian Maher
LC Wealth Management
Westerville, OH
Pennsylvania {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

Scott Moyer
S.A. Moyer Insurance & Financial Services, LLC.
Mechanicsburg, PA

Mark Stallsmith
Financial Essentials
Butler, PA

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

Lynda Blessing
Blessing Financial Inc.
West Chester, PA

Shawn Hays
Pinpoint Financial Solutions
Milton, PA
Texas {TX}

Steven Wirick
Wirick Asset Management
Sugarland, TX

Brenda Munoz
Wirick Asset Management
Sugarland, TX

Chet Teichman
Omega Squared Wealth Management
Southlake, TX

Barbara Wirick
Wirick Asset Management
Sugarland, TX

Cathy Tamez
Omega Squared Wealth Management
Southlake, TX

Aaron Soderstorm
Omega Squared Wealth Management
Southlake, TX

Karin McIntosh
Omega Squared Wealth Management
Southlake, 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