Our Financial Professionals

Alabama {AL}

Eric Cantrell

The Six 8 Group
Hoover, AL
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JoEllen Greenwell

The Six8 Group
Hoover, AL

Arizona {AZ}

OJ Liberta

Integrity Financial Group
Tempe, AZ

Larry Lof

Laurence Lof Financial Advsiors
Tucson, AZ
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Ryan Junas

Integrity Financial Group
Tempe, AZ

Douglas Sattler

SATTLER Pension
Queen Creek, 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

Vivien Enders

Summit Financial Solutions
Tempe, AZ

Steve James

Summit Financial Solutions
Tempe, AZ

Brently Klontz

Summit Financial Solutions
Tempe, AZ

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Dawn Lloyd

Summit Financial Solutions
Mesa, AZ

Zachary Makawi

Summit Financial Solutions
Tempe, AZ

Nestor Montoya

Summit Financial Solutions
Tempe, AZ

California {CA}

Jeremy Laub

Laub Financial
San Diego, CA

Florida {FL}

Kevin Johnson Jr

K. L. Johnson Investments LLC
Jacksonville, FL

Georgia {GA}

Conrad Sanders

New Wind Capital
Augusta, 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}

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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

Ohana Wealth Advisory
Berkley, MI

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Kasey George

Ohana Wealth Advisory
Berkley, MI

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R. Allan Palma

Ohana Wealth Advisory
Berkley, MI

Paul Dickinson

Ohana Wealth Advisory
Berkley, 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

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

Gloria Dowiak

Synergy Wealth Managment 
Houston, Texas

Mike Stockman

Synergy Wealth Managment 
Houston, Texas  

John Varick

Synergy Wealth Managment 
Houston, TX
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Spencer Murchison

Synergy Wealth Managment 
Houston, TX

John Fry

Synergy Wealth Managment 
Houston, Texas
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Chris Chaplin

Chaplin Financial
Missouri City, TX   

Check the background of investment professionals on FINRA’s BrokerCheck.

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430 W. Warner Rd., Ste. 123
Tempe, AZ 85284

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480-687-4234

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