Our Financial Professionals

Alabama {AL}

Eric Cantrell

Six 8 Advisors
Hoover, AL

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JoEllen Greenwell

Six 8 Advisors
Hoover, AL

Arizona {AZ}

Steve James, Managing Partner, PJ Advisor Group

Steve James

Summit Financial Solutions
Tempe, AZ

Amelia James

Summit Financial Solutions
Tempe, AZ

Michael Pananos

Summit Financial Solutions
Gilbert, AZ

Shanna Tingom

Heritage Financial Strategies
Gilbert, AZ

Jason Cole

Freedom Financial Architects
Sierra Vista, AZ

Nestor Montoya

Summit Financial Architects
Tempe, AZ

Gregory Baker

GBA Financial
Tucson, AZ

Douglas Sattler

SATTLER Pension
Queen Creek, AZ

Christopher Carracedo

Envision Retirement
Tempe, AZ

James Dabbs

Desert Horizons Financial
Mesa, AZ

Vern Clemenson

Summit Financial Solutions
Gold Canyon, 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

Anna Vollenweider

Heritage Financial Strategies
Gilbert, AZ

Alden Rowe

Heritage Financial Strategies
Gilbert, AZ

William Goodman

Prizm Wealth Management
Tempe, AZ

California {CA}

Jeremey Laub

Laub Financial
San Diego, CA

Mark Anselmo

Anselmo Investment Management
Temecula, CA

Adam Skumawitz

Anselmo Investment Management
Temecula, CA

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

Mitchell Horst

Select Wealth Advisers
Henderson, NV

James Burdett

Select Wealth Advisers 
Henderson, NV

Mark Bailey

Select Wealth Advisers
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

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

Tennessee {TN}

Lynn Alford

???
Memphis, TN

Texas {TX}

J. Malloch

Malloch Wealth Management
Chappel Hill, 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

Call Us

480-687-4234