Broker Check

Iowa

Iowa

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

Aliina Laine

Registered Representative

413-529-0439

413-527-6232

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

Austin Watts

Financial Advisor

901-441-8515

901-767-0978

Barbara Donelin

Investment Advisor Representative

617-472-9600

Blake Dorsett

Financial Advisor

901-385-4259

901-767-0978

Boone Lancaster

Investment Advisor Representative

615-724-5961

615-581-2280

Bradford Rasor

Investment Advisor Representative

877-858-0906

Carl Hanson

Investment Advisor Representative

978-388-0889

Carmen Wagner

Registered Representative

503-405-4555

503-296-5324

Carri Berger

Investment Advisor Representative

907-746-7526

907-746-6678

Cory Murdock, CFP®

Founder, Financial Advisor

714-769-9100

714-276-9400

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

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

Garrett Smith

Associate Planner

833-411-6932

615-383-0519

Gary Thomas

Investment Advisor Representative

413-739-3511

888-833-6708

Grant Tolman

Investment Advisor Representative

913-660-0535

Gregory Hannah

Investment Advisor Representative

510-207-7621

707-745-9475

Henry McFadden

Registered Representative

615-385-5192

615-385-5135

James Ott

Registered Representative

Jared Smith

Investment Advisor Representative

717-793-3945

717-793-3952

Jay Ovsak

Registered Representative

218-643-2679

218-643-4957

Jeffrey A. Kirk, ChFC®, CEP®

President, Director of Financial Planning

717-872-6565

717-427-1919

Jim Plasko, RICP, AIF®, BFA

Founding Partner of Beyond Asset Management

615-724-5961

615-581-2280

Joe Jackson

Financial Advisor

615-345-2000

615-345-2002

John Burke

Registered Representative

423-498-5999

423-498-5998

Jon Jarvill

Investment Advisor Representative

503-363-6569

971-225-5071

Joseph Tavares

Investment Advisor Representative

727-344-1440

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

Kiley Hard

Director of Operations

615-528-5734

615-383-0519

Kimberly Korf, AIF®, BFA™

Investment Advisor Representative

916-669-1617

855-879-9875

Kristen Kroeger

Director of Supervision

615-528-5722

615-383-0519

Laurie Ray

Business Process Specialist

615-795-0198

Lori Bohnenstiehl

Director of New Business Processing

615-823-2442

615-383-0519

Malcolm Thomas

Head of Business Development

6155285725

6153830519

Mark Widlowski, CLU®

Investment Advisor Representative

678-338-4438

770-512-8609

Matthew Hayes

Financial Advisor

817-562-2655

817-717-1776

Matthew Radintz

Investment Advisor Representative

715-554-0144

715-246-5858

Maureen Goddard

Financial Professional

413-586-2835

413-584-6638

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 Marlowe

Financial Professional

716-635-6800

716-635-6843

Mory Karimian, CLU

President & CEO for Chattanooga

423-855-0522

423-899-2854

Nancy Hite

Investment Advisor Representative

561-997-8800

561-997-0063

Nick Somers

Financial Advisor

616-550-5846

616-392-3080

Nikhil Dialani

Registered Representative

626-358-4147

626-358-0276

Clyde Pat McFadden, CLU®

Registered Representative

615-385-1824

615-383-0519

Patrick Reardon

Registered Representative

714-221-2509

714-909-0819

Phillip Orr

Investment Advisor Representative

951-369-5256

951-682-7867

Randy McQueen

Investment Advisor Representative

913-341-2124

Renee Hitchcock

Director of Client Services and Registered Advisor

615-724-5961

615-581-2280

Richard Davis

Financial Professional

732-578-9494

732-578-0013

Richard K. Walters

Vice President for Atlanta Branch

678-338-4403

770-512-8609

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 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

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

Steven Tuttle

Investment Advisor Representative

440-652-6304

440-652-6304

Sue Ellis

Investment Advisor Representative

907-746-7526

907-746-6678

Ted Dickinson

Investment Advisor Representative

413-536-8823

Ted Monroe

Financial Advisor

806-792-6113

806-792-2771

Thera Engle, CWS

Investment Advisor Representative

623-806-8704

877-806-7110

Thomas Brown

Investment Advisor Representative

860-337-7075

860-748-4957

Thomas Rice

Financial Professional

601-956-0956

601-956-4131

Thomas Eslinger

Registered Representative

559-436-6441

559-436-0205

Travis Daly

Head of Supervision

615-528-5724

615-383-0519

Wendy Weant

Investment Advisor Representative

704-636-9494

704-636-9495

William Kessler

Investment Advisor Representative

310-203-8523

323-544-4996

William Keng

Financial Advisor

601-956-0956

601-956-4131

William Ryan

Financial Advisor

781-662-4848

781-662-5454

Wunwun Hui

Investment Advisor Representative

785-865-0878