Advisor Team Select a Location Alexandria, VA Atlanta, GA Bakersfield, CA Beachwood, OH Bridgeport, WV Buffalo, NY Charlotte, NC Chicago, IL Cincinatti, OH Cleveland, Ohio Columbus, OH Coral Springs, FL Dayton, OH Dayton, OH Findlay, OH Frederick, MD Fulshear, TX Las Vegas, NV Oak Brook, IL Park City, UT Salt Lake City, UT Spring, TX Stow, OH Tampa, FL Virginia Beach, VA Westchester, NY Yardley, PA Jeff Creek CFA, CFP® Director of Investments Callahan Financial Albert Vonderheide CFP® Director of Financial Planning Callahan Financial Kevin Egan Principal, Advisor Callahan Financial Joe Callahan CFP® CEO, Advisor Callahan Financial Christopher Carey MBA Managing Director of Investments Carey Dittoe Wealth Management Joseph Dittoe Managing Director of Investments Carey Dittoe Wealth Management Lauren Katz Madera CFA Financial Advisor ClientFirst Financial Strategies, Inc Stanley J. Katz Financial Advisor ClientFirst Financial Strategies, Inc Jordan J. Walters Investment Advisor Representative Community Financial Advisors Mitch Hirsch Managing Director Everglades Parkland Advisors Ken Arnold Managing Director Everglades Parkland Advisors Ben Feldmeyer CFP®, CDFA®, CLTC® Private Wealth Advisor | CEO Feldmeyer Financial Group Alyssa Feldmeyer Miller CFP®, CDFA®, CLTC® Private Wealth Advisor Feldmeyer Financial Group Derek Miller CFP®, CEPA®, AIF®, CDFA®, CLTC Private Wealth Advisor Feldmeyer Financial Group Sean MacRory Senior Financial Advisor The Fulshear Wealth Management Group Will Sumser CFP® Financial Advisor Hope Financial Group, LLC Patrick G. Moore CFP®, CLU® Wealth Advisor Ironclad Wealth Management John R. Pullaro Financial Advisor JP Investments Group, LLC Matt Williams CFP®, CRPC®, APMA® Founder JTM Williams Capital Management Chris Gatsch Managing Director, Founding Partner of Lake House Private Wealth Management Lake House Private Wealth Management Tami L. Aloisa CDFA®, CFP®, CIMA®, CRPC® Wealth Management Advisor Life Transitions Planning Michael Mawby Co-Founder, Financial Advisor MB Group Matt Brigeman CFP® Financial Advisor MB Group John P. Conry Financial Advisor MB Group Brittan Leiser Financial Advisor MB Group Scott Lepa Senior Investment Analyst | MGO Investment Advisor MGO Investment Group Michael Moskal Director of Investments | MGO Investment Advisor MGO Investment Group Paul Orchosky Vice President | MGO Investment Advisor MGO Investment Group Justin Pietrasz Investment Analyst | MGO Investment Advisor MGO Investment Group Brad Wingler Account Executive | MGO Investment Advisor MGO Investment Group Herb Chen CEO of Chen Wealth Services, Senior Financial Advisor, Managing Director Stuart Gertman Co-Founder, Financial Advisor One Seven Frank Fanelli CRCP Investment Advisor One Seven Kim Dyson Wealth Advisor One Seven JP Williams CFP® Wealth Advisor, CFP® Pillar Wealth Group John D. Jaicks RICP®, ChFC® S3 Retirement Planning Donald R. Todd CFP®, CLU® Certified Financial Planner™ Structure Wealth Management Marc D. Bernstein President & Co-Founder Stone Creek Advisors, LLC Kasey Wopperer Co-Founder & Chief Investment Officer Stone Creek Advisors, LLC Juan G. HernandezAriano CFP® Financial Planner Studemont Group Advisors Ben Kimla Financial Consultant Studemont Group Advisors Bob Harberson Financial Consultant Studemont Group Advisors Richard Gluck Founder and CIO of Paceline Advisors Bruce Greenwald Managing Director Morgan Lemaitre CFP® Founder & Owner of Park City Wealth Advisors Joseph C. Granzier AIF® Financial Advisor One Seven Ismael Romero Financial Advisor
