Broker Check

Alabama

Alabama

A. David Potts

Investment Advisor Representative

678-338-4379

678-824-7683

Alan G. Moore, CLU®, ChFC® , AIF®

Founding Partner of Beyond Asset Management

615-385-3914

615-581-2280

Alex Petrovich,CFP®

VP Retail Client Division

615-528-5732

615-383-0519

Alice Tang, ChFC®, MIM

VP, Partner

503-654-7676

503-653-7575

Aliina Laine

Registered Representative

413-529-0439

413-527-6232

Allen Kishbaugh

Registered Representative

719-748-3337

Allen Zeolla

Investment Advisor Representative

412-793-8164

412-744-4217

Amy J. Heapps, MSM

Head of Advisor Engagement

615-528-5731

615-383-0519

Andrew Semrau

Financial Advisor

517-614-6420

Andrew Kacz

Financial Advisor, Owner

214-643-6052

Anthony Burgio

Financial Advisor

716-635-6800

716-635-6843

Ashsha Hickey-Hughes, MBA

Director of Marketing

615-795-0114

Austin Watts

Financial Advisor

901-441-8515

901-767-0978

Barbara Donelin

Investment Advisor Representative

617-472-9600

Blake Wayman, AIF®, CLTC®

Managing Partner

603-600-7964

Blake Dorsett

Financial Advisor

901-385-4259

901-767-0978

Bobby Martin

Financial Advisor

813-382-3417

Boone Lancaster

Investment Advisor Representative

615-724-5961

615-581-2280

Massachusetts | Boston Partners Wealth Management, LLC

Oregon | BPG Wealth Management

Bradford Rasor

Investment Advisor Representative

877-858-0906

Brenton Harrison, CFP®, CLU®

Financial Advisor

615-385-1824

615-383-0519

Brian Duerson

Associate Planner

833-411-6932

615-383-0519

Brian Heapps, CLU® , ChFC®

President, CEO

615-528-5730

615-383-0519

Texas | Buckstaff Financial Group

Buddy Wootten, MS-CFP®, CLU®, CLTC®, AIF®

Vice-President of Business Planning

615-515-8142

615-383-0519

New Hampshire | Capital Advisory Group

Carl Hanson

Investment Advisor Representative

978-388-0889

Carmen Wagner

Registered Representative

503-405-4555

503-296-5324

Caroline Emswiler, CFP®

President

952-294-4921

952-937-7605

Carri Berger

Investment Advisor Representative

907-746-7526

907-746-6678

Charles Herron, CFP®, AWMA, AIF®

Partner

615-724-5961

615-581-2280

Christopher Benoit, CFP®, ChFC®, CLU®

CEO, Financial Advisor

603-696-3330

Cliff Cosper, CFP®, AAMS®

Financial Advisor

Massachusetts | Coastal Wealth Management

Colette Safy

Financial Advisor

716-635-6800

716-635-6843

Pennsylvania | Commonwealth Financial Associates

Arizona | Corbin Financial, Inc.

Cory Murdock, CFP®

Founder, Financial Advisor

714-769-9100

714-276-9400

Curtis LeValley, CFP®, RICP®

Financial Advisor

402-483-0125

402-420-9280

Curtis LeValley, Jr.

Financial Planner

402-483-0125

402-420-9280

Dale Baldwin

Investment Advisor Representative

866-775-3253

406-721-2181

Dana Boudreau

Financial Professional

603-743-4427

603-743-4348

Daniel Enos

Financial Advisor

978-443-6500

978-443-6550

Darrin Wall, CFP®

Managing Partner

423-498-5568

Dave Reichert

Head of Operations and Finance

978-689-6947

David Toth

Investment Advisor Representative

David Appel

Financial Professional

617-332-7900

617-904-2684

Deforrest Durham

Investment Advisor Representative

864-306-7272

Dennis DeWitt

Investment Advisor Representative

239-992-3223

954-212-4600

Dmitri Sushenia

Financial Professional

601-956-0956

601-956-4131

Edward Reed

Registered Representative

279-220-0850

Texas | Elevated Wealth Management

Eric Lesage, CFP®, CPFA™, AIF®

Partner

978-689-6906

978-418-9151

California | Fair Oaks Financial, Inc.

Florida | Feehan Wealth Management

Francesca Silvestro

Financial Professional

714-281-1077

714-281-1078

Frank Hynes

Financial Advisor

Frederick Blair, AAMS®, RFC®

Founder, Relationship Director

717-695-7809

Frederick Johnson

Investment Advisor Representative

626-403-2873

Fredric Goodman

Financial Advisor

913-529-3334

913-696-0656

Tennessee | Freeman Wealth Management

Garrett Smith

Associate Planner

833-411-6932

615-383-0519

Gary Thomas

Investment Advisor Representative

413-739-3511

888-833-6708

George McInnis

Owner, Registered Representative

503-281-9619

Grant Tolman

Investment Advisor Representative

913-660-0535

Gregory Hannah

Investment Advisor Representative

510-207-7621

707-745-9475

Gregory Drew, CLTC®

Registered Representative

678-338-4362

770-512-8609

Hemantkumar Bhakta

Registered Representative

323-547-8019

Henry McFadden

Registered Representative

615-385-5192

615-385-5135

Nebraska | Heritage Financial Network, Inc.

Hilary O'Malley

Financial Advisor

413-739-3511

888-833-6708

Massachusetts | Hynes Financial Partners

Igor Maskov

Financial Advisor

972-848-7776

Independent: All States | Innovative Financial Group

Tennessee | Innovative Financial Group Chattanooga

Jack Yvars, AIF®

President, Financial Advisor

603-696-3330

Tennessee | Jackson & Associates Financial Planning

615-345-2000

James Sickorez

Investment Advisor Representative

781-681-9411

James Ott

Registered Representative

Jim Savarino, CLU®, ChFC®, LUTCF®, AIF®

Partner

978-689-6906

978-418-9151

James Connors

Managing Partner

James Machock

Financial Professional

214-207-0298

Janath V. Desilva, LUTCF

Financial Advisor

978-689-6990

978-451-4454

Jared Smith

Investment Advisor Representative

717-793-3945

717-793-3952

Jay Ovsak

Registered Representative

218-643-2679

218-643-4957

Jeffery Owens, AIF®

President, Partner

503-654-7676

503-653-7575

Jeffrey A. Kirk, ChFC®, CEP®

President, Director of Financial Planning

717-872-6565

717-427-1919

Jennifer Borislow

Financial Professional

978-722-1104

978-794-1098

Jennifer DeGuire Freeman, CLTC®

Financial Advisor

615-385-1824

615-383-0519

Jessica Porter, RICP®, AIF®

VP, Partner

503-654-7676

503-653-7575

Jim Plasko, RICP, AIF®, BFA

Founding Partner of Beyond Asset Management

615-724-5961

615-581-2280

Joan Sweeney

Financial Advisor

987-689-6941

Joe Jackson

Financial Advisor

615-345-2000

615-345-2002

John Signorotti

Investment Advisor Representative

916-399-5680

John Vassallo

Financial Professional

978-689-6926

John Burke

Registered Representative

423-498-5999

423-498-5998

Jon Jarvill

Investment Advisor Representative

503-363-6569

971-225-5071

Jon Shore, CFP®, BFA™

Managing Director, Financial Advisor

352-659-9820

Jonathan Owens. CFP®, AIF®

VP, Partner

503-654-7676

503-653-7575

Jonathan Britton, CFP®

Partner

978-689-6975

978-616-7853

Joseph Tavares

Investment Advisor Representative

727-344-1440

Joseph Murphy, CLTC®

Partner

978-689-6966

978-418-9151

Joseph Piegay

Financial Advisor

716-635-6800

716-635-6843

Joy Baron, LUTCF®

Partner

978-689-6975

978-616-7853

Justin Warren, CFP®

VP of Financial Planning

559-436-6441

559-436-0205

Karen Robinson, CPFA®

Director of Retirement Plan Client Services

978-689-6971

Katharine Corbin, CLU®, ChFC®

Investment Advisor Representative

602-257-0400

602-257-9778

Kathryn Zimmerman

Director of Retirement Education & Financial Planning

978-689-6971

Kevin Brackin

Investment Advisor Representative

928-284-1458

928-282-8712

Kevin Marshall

Investment Advisor Representative

503-684-8070

503-603-1876

Kevin Bateman

Investment Advisor Representative

800-935-6665

406-721-2181

Kevin Downes

Financial Advisor

781-587-3830

Kiley Hard

Director of Operations

615-528-5734

615-383-0519

Kimberly Korf, AIF®, BFA™

Investment Advisor Representative

916-669-1617

855-879-9875

California | KKWealth Design

Kristen Kroeger

Director of Supervision

615-528-5722

615-383-0519

Kristin Kissane

Financial Advisor

987-689-6941

Kyle Hall

Financial Advisor

734-773-0755

Laurie Ray

Business Process Specialist

615-795-0198

Leonard Picone

Financial Advisor

716-635-6800

716-635-6843

Nebraska | LeValley Wealth Management

Lori Bohnenstiehl

Director of New Business Processing

615-823-2442

615-383-0519

Lucas Lawson, CLU®

Founding Partner

866-636-2871

Lundy Gunn

Financial Advisor

601-326-9682

601-956-4131

Malcolm Thomas

Head of Business Development

6155285725

6153830519

Mark Marroni

Financial Advisor

978-689-6930

978-689-0952

Mark Widlowski, CLU®

Investment Advisor Representative

678-338-4438

770-512-8609

Marshall Miller, MBA, CWS®

Wealth Strategist

480-991-6711

480-991-8885

Mary LaMoreaux

Investment Advisor Representative

352-742-1355

352-742-7055

Matthew Hayes

Financial Advisor

817-562-2655

817-717-1776

Matthew Radintz

Investment Advisor Representative

715-554-0144

715-246-5858

Matthew Feehan

President, Financial Advisor

352-200-5051

Matthew Rigatti

Investment Advisor Representative

978-689-6971

Maureen Goddard

Financial Professional

413-586-2835

413-584-6638

Maryland | McCartin Financial Services

Melissa Marrama

Financial Professional

978-722-1104

978-794-1098

Melissa Wiggins

Director of Client Experience

615-515-8152

615-383-0519

Michael Moh

Registered Representative

714-524-2998

714-524-7698

Michael Nelan

Investment Advisor Representative

877-858-0906

Michael Yoshihara

Investment Advisor Representative

408-289-1110

877-678-1654

Michael Jeter

Investment Advisor Representative

916-661-6326

916-848-3616

Michael Funk

VP of Wealth Management

559-436-6441

559-436-0205

Michael Tacchella

Investment Advisor Representative

616-550-5846

616-392-3080

Michael Ryan

Financial Advisor

781-587-3830

Michael Edens

Partner

423-498-5999

423-498-5998

Michael Marlowe

Financial Professional

716-635-6800

716-635-6843

Michael LeBarge

Financial Advisor

603-743-4427

603-743-4348

Michaela Scott, MSFS, CFP®, RICP®, AIF®, C(k)P®

Principal & Founder, 401(k)/403(b) Advisor

978-689-6971

Michelle Severson

Investment Advisor Representative

218-262-4339

Mory Karimian, CLU

President & CEO for Chattanooga

423-855-0522

423-899-2854

California | Murdock Wealth Management

Florida | MyPFA Wealth Management

Nancy Hite

Investment Advisor Representative

561-997-8800

561-997-0063

Nathan Auclair

Financial Advisor

978-689-6971

California | Nathan Financial Services

Texas | NFocus Financial Partners

Nicholas Sliemers, CFP®

Financial Advisor

714-221-2502

Nick Somers

Financial Advisor

616-550-5846

616-392-3080

Nikhil Dialani

Registered Representative

626-358-4147

626-358-0276

Noel Dulac, CFP®, ChFC®, C(K)P™, CPFA, AIF®

Managing Partner

978-689-6974

978-418-9151

Noot Kacinskas

Director of Finance

615-528-5735

Norman Pelletier

Financial Professional

603-696-3330

Independent: All States | Osaic Wealth Inc.

Clyde Pat McFadden, CLU®

Registered Representative

615-385-1824

615-383-0519

Patrick Reardon

Registered Representative

714-221-2509

714-909-0819

Patrick Tannler

Operations Manager

978-689-6990

978-451-4454

Patrick Phillips

Financial Advisor

806-679-5253

806-373-5738

Paul Karnes

Founder

843-377-6318

843-881-4961

Paul A. Wieda, CLU®, ChFC®, AEP

Financial Advisor

559-437-6544

559-437-6545

Paul Greeke, CFP®

Partner

978-689-6975

978-616-7853

Phillip Orr

Investment Advisor Representative

951-369-5256

951-682-7867

California | Pillar Financial Group

Quina Chang

Registered Representative

650-571-8882

Randy McQueen

Investment Advisor Representative

913-341-2124

Massachusetts | Retirement Fiduciary Group, LLC

Richard Davis

Financial Professional

732-578-9494

732-578-0013

Richard K. Walters

Vice President for Atlanta Branch

678-338-4403

770-512-8609

Ricky Brickner

Registered Representative

541-383-6738

South Carolina | RIM Financial

Robert Breske

Investment Advisor Representative

407-521-4570

407-521-4571

Robert Warren, LUTCF®

CEO, Financial Professional

559-436-6441

559-436-0205

Robert Braun

CEO, Investment Advisor Representative

406-549-0854

Robert Mitchell

Co-Founder

833-411-6932

615-383-0519

Robert Capito, CFP®

Managing Executive

304-723-5018

304-723-5084

Robert "Rem" Cooper

Partner

423-498-5999

423-498-5998

Robert Burgio

Financial Advisor

716-635-6800

716-635-6843

Robert Cooper

Financial Representative

901-385-4259

901-767-0978

Robert Beatty

Investment Advisor Representative

480-991-6711

480-991-8885

Ronald Nathan

Registered Representative

714-281-1077

714-281-1078

Ronald Emmert

Registered Representative

281-359-6646

281-359-6649

Ronald Pray

Financial Advisor

408-842-5112

408-842-2505

Ronald Kofstad

Financial Professional

207-764-4400

207-764-0262

Ross Jeter

Investment Advisor Representative

817-543-1899

Russell Buckstaff, LUTCF®, CSA®, CFP®

Financial Representative

903-238-9008

903-238-9061

Ryan Hammer, CLU®

Financial Advisor

866-636-2871

Samuel Baldwin

Financial Advisor

978-443-6500

978-443-6550

Tennessee | Scenic City Financial

Scot Reynolds, CLTC®

Partner | Financial Advisor

781-587-3830

Scott Litten

Financial Advisor

717-845-5511

717-845-5522

Sean Monroe

Registered Representative

806-792-6113

806-792-2771

Sean Bove, CFP®

Head of MyRemoteFA® Private Client

833-411-6932

615-383-0519

Sherri Rush

Registered Representative

707-251-1042

707-251-1046

Shinfen Wu

Investment Advisor Representative

913-402-0452

913-221-0385

Missouri | Shore Group Advisors

Sidney Tyner

Financial Advisor

603-600-7964

Sigurd Spearing, MBA, AIF

Financial Advisor

978-689-6978

Silverio Archuleta

Investment Advisor Representative

970-580-5043

Steve Ross, CLU®, ChFC®, LACP®, LUTCF®

Financial Advisor

402-934-9505

402-934-9503

Stephen Tyner

Financial Advisor

603-600-7964

Steven Tuttle

Investment Advisor Representative

440-652-6304

440-652-6304

Steven McCartin, CFP®, ChFC®, LUTCF®

Principal

301-837-9402

301-937-5120

Steven Balloch

Financial Advisor

978-689-6971

Sue Ellis

Investment Advisor Representative

907-746-7526

907-746-6678

Montana | Taurus Wealth Management

Ted Dickinson

Investment Advisor Representative

413-536-8823

Ted Monroe

Financial Advisor

806-792-6113

806-792-2771

New Hampshire | The Strategic Retirement Benefits Group, LLC

Thera Engle, CWS

Investment Advisor Representative

623-806-8704

877-806-7110

Thomas Pilkington

Investment Advisor Representative

970-829-0034

Thomas Brown

Investment Advisor Representative

860-337-7075

860-748-4957

Thomas Wloch

Financial Advisor

734-773-0755

Thomas Rice

Financial Professional

601-956-0956

601-956-4131

Thomas Eslinger

Registered Representative

559-436-6441

559-436-0205

Herman (Tommy) Thompson, Jr., CFP®, ChSNC®, ChFC®

Financial Planner

678-338-4371

770-512-8609

Tracy Talbot

Financial Advisor

781-933-8266

Travis Daly

Head of Supervision

615-528-5724

615-383-0519

Trey Whalley

Financial Advisor

508-992-1700

774-328-9759

Wendy Weant

Investment Advisor Representative

704-636-9494

704-636-9495

William Kessler

Investment Advisor Representative

310-203-8523

323-544-4996

William Morrison

Director of Supervision

816-585-4524

William Keng

Financial Advisor

601-956-0956

601-956-4131

William Spencer

Financial Advisor

978-443-6500

978-443-6550

William Ryan

Financial Advisor

781-662-4848

781-662-5454

Wunwun Hui

Investment Advisor Representative

785-865-0878